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Top 100 Wealth Managers
| Rank | Wealth Advisor | Company | Headquarters | Typical Account Size | New Account Minimum1 | Total AssetsUnder Mgmt.2 |
|---|---|---|---|---|---|---|
| 1 | Jeff Erdmann | Merrill Lynch - Private Banking & Investment Group | Greenwich, CT | $36.7M | $2.5M | $5.5B |
| 2 | Brian C. Pfeifler | Morgan Stanley Private Wealth Management | New York, NY | $50M | $25M | $7.7B |
| 3 | Christopher Errico | UBS Private Wealth Management | New York, NY | $10M | $5M | $3.1B |
| 4 | Andy Chase | Morgan Stanley Private Wealth Management | Menlo Park, CA | $25M | $500,000 | $37B |
| 5 | Patrick Dwyer | Merrill Lynch - Private Banking & Investment Group | Miami, FL | $20M | $10M | $2.7B |
| 6 | Rob Clarfeld | Clarfeld Financial Advisors | Tarrytown, NY | $20M | $5M | $5.5B |
| 7 | Mark Curtis | Graystone Consulting | Palo Alto, CA | $10M | $5M | $20B |
| 8 | Rod Westmoreland | Merrill Lynch - Private Banking & Investment Group | Atlanta, GA | $10-75M | $10M | $3.8B |
| 9 | Gregory Vaughan | Morgan Stanley Private Wealth Management | Menlo Park, CA | $75M | $10M | $17.3B |
| 10 | Ric Edelman | Edelman Financial Services | Fairfax, VA | $500K | $5,000 | $15.5B |
| 11 | Andy Burish | UBS Financial Services | Madison, WI | $1-10M | $500,000 | $3.7B |
| 12 | Shelley Bergman | Morgan Stanley Wealth Management | New York, NY | $15M | $3M | $6B |
| 13 | Ron Carson | Carson Wealth Management Group | Omaha, NE | $500K | $100,000 | $6.6B |
| 14 | Richard Saperstein | HighTower Advisors/Treasury Partners | New York, NY | $15M | $5M | $11.2B |
| 15 | Marvin McIntyre | Morgan Stanley Private Wealth Management | Washington, DC | $2-100M | $2M | $3.3B |
| 16 | Charles Zhang | Zhang Financial | Portage, MI | $1-5M | $250,000 | $3.4B |
| 17 | Raj Sharma | Merrill Lynch - Private Banking & Investment Group | Boston, MA | $10M | $5M | $6.0B |
| 18 | Steve Hefter | Wells Fargo Advisors | Highland Park, IL | $5-50M | $3M | $2.7B |
| 19 | James Hansberger | Morgan Stanley Private Wealth Management | Atlanta, GA | $25M | $2M | $2.5B |
| 20 | Jon Goldstein | First Republic Investment Management | Menlo Park, CA | $25-100M | $20M | $6.7B |
| 21 | Paul Tramontano | First Republic Investment Management | New York, NY | $10-100M | $25M | $6.7B |
| 22 | Martin Halbfinger | UBS Private Wealth Management | New York, NY | $20M | $5M | $3.3B |
| 23 | Michael Stolper | Veritable, LP | Newtown Square, PA | $76M | $20M | $13.1B |
| 24 | Lyon Polk | Morgan Stanley Private Wealth Management | New York, NY | $35M | $10M | $10.3B |
| 25 | John Waldron | Waldron Private Wealth | Pittsburgh, PA | $10-25M | $2M | $1.2B |
| 26 | Reza Zafari | Merrill Lynch - Private Banking & Investment Group | Los Angeles, CA | $50-1B | $10M | $13.3B |
| 27 | Richard Jones | Merrill Lynch - Private Banking & Investment Group | Los Angeles, CA | $50-1B | $10M | $13.3B |
| 28 | Gregg S. Fisher | Gerstein Fisher | New York, NY | $1.5M | $0 | $3.3B |
| 29 | Tom Moran | Wells Fargo Advisors | Naples, FL | $3-5M | $2M | $3B |
| 30 | Paul Pagnato | PagnatoKarp | Reston, VA | $15M | $10M | $2.4B |
| 31 | Rebecca Rothstein | Merrill Lynch - Private Banking & Investment Group | Beverly Hills, CA | $5M | $1M | $3.7B |
| 32 | Kevin Peters | Morgan Stanley Private Wealth Management | Purchase, NY | $17M | $4M | $4.8B |
| 33 | David Hou | First Republic Investment Management | Los Angeles, CA | $100M+ | $5M | $12.6B |
| 34 | Robert Skinner | First Republic Investment Management | Menlo Park, CA | $100M+ | $5M | $12.6B |
| 35 | Saly Glassman | Merrill Lynch Wealth Management | Blue Bell, PA | $5M | $250,000 | $3.9B |
| 36 | Michael Klein | Robert W. Baird & Co. | Milwaukee, WI | $10-250M | $10M | $10B |
| 37 | William Greco | UBS Financial Services | Hartford, CT | $9M | $500,000 | $4.7B |
| 38 | Brian Frank | Morgan Stanley Private Wealth Management | Atlanta, GA | $ 2-10M | $2M | $3.6B |
| 39 | Martin Eby | WMS Partners | Towson, MD | $5-20M | $3M | $2.9B |
| 40 | Jason Katz | UBS Financial Services | New York, NY | $5M | $0 | $1.9B |
| 41 | Susan Kaplan | Kaplan Fiancial Services | Newton, MA | $3.5M | $1M | $1.6B |
| 42 | Peter Rohr | Merrill Lynch - Private Banking & Investment Group | Philadelphia, PA | $34M | $10M | $2.9B |
| 43 | Jordan Waxman | HighTower Advisors/HSW | New York, NY | $25M | $10M | $2B |
| 44 | Mark Douglass | Morgan Stanley Private Wealth Management | Menlo Park, CA | $75M | $10M | $17.3B |
| 45 | Thomas Keegan | Merrill Lynch - Private Banking & Investments Group | New York, NY | $37M | $10M | $21.2B |
| 46 | Michael Poppo | UBS Financial Services | New York, NY | $8M | $2M | $1.2B |
| 47 | Andrew Berg | Homrich Berg | Atlanta, GA | $3M | $2M | $4.4B |
| 48 | John Olson | Merrill Lynch Wealth Management | New York, NY | $5-20M | $1M | $2.7B |
| 49 | Mark Schulten | Wells Fargo Advisors | Long Beach, CA | $3M | $250,000 | $1.6B |
| 50 | Brent Brodeski | Savant Capital | Rockford, IL | $1.5M | $500,000 | $4.3B |
| 51 | David Singer | Merrill Lynch - Private Banking & Investments Group | Cincinnati, OH | $10M | $2.5M | $2.3B |
| 52 | Laila Pence | Pence Wealth Management | Newport Beach, CA | $2M | $500,000 | $1.5B |
| 53 | Alan Whitman | Morgan Stanley Wealth Management | Pasadena, CA | $3-5M | $100,000 | $1.7B |
| 54 | David Ellis, III | UBS Private Wealth Management | Cincinnati, OH | $2-25M | $2M | $1.4B |
| 55 | Louis Chiavacci | Merrill Lynch - Private Banking & Investments Group | Coral Gables, FL | $20-60M | $10M | $2B |
| 56 | Brian Hetherington | Merrill Lynch - Private Banking & Investments Group | New Canaan, CT | $10-50M | $10M | $2.2B |
| 57 | Randy Carver | Raymond James | Mentor, OH | $850K | $500,000 | $1B |
| 58 | Peter Princi | Graystone Consulting | Boston, MA | $5-25M | $2M | $5.1B |
| 59 | Hank McLarty | Gratus Capital | Atlanta, GA | $8M | $1M | $1.4B |
| 60 | Kevin Myeroff | NCA Financial Planners | Cleveland, OH | $1-10M | $0 | $1.3B |
| 61 | Michael Valdes | Merrill Lynch - Private Banking & Investment Group | Tampa, FL | $20M | $5M | $2.7B |
| 62 | Adam Carlin | Morgan Stanley Private Wealth Management | Coral Gables, FL | $7.5-15M | $7.5M | $2.2B |
| 63 | Joe Montgomery | Wells Fargo Advisors | Williamsburg, VA | $5-7M | $5M | $15.3B |
| 64 | Charles Bean | Heritage Financial Services | Westwood, MA | $1-5M | $1M | $1B |
| 65 | Nestor Vicknair | Merrill Lynch Wealth Management | Houston, TX | $3.5-15M | $3.5M | $1.7B |
| 66 | Brian Strachan | Morgan Stanley Private Wealth Management | Boston, MA | $7.5M | $1.5M | $1.2B |
| 67 | Gerard Klingman | Klingman & Associates/Raymond James | New York, NY | $5-50M | $2M | $1.6B |
| 68 | Terry Cook | UBS Private Wealth Management | Bellevue, WA | $5-8M | $10M | $1.2B |
| 69 | Clarke Lemons | WaterOak Advisors | Winter Park, FL | $ 2.5M | $1M | $1.4B |
| 70 | Thomas Sullivan | Merrill Lynch Wealth Management | Garden City, NY | $3-4M | $1M | $1.9B |
| 71 | Troy Griepp | Morgan Stanley Private Wealth Management | San Francisco, CA | $25M | $10M | $7.6B |
| 72 | Debra Wetherby | Wetherby Asset Management | San Francisco, CA | $20-40M | $10M | $4.0B |
| 73 | Wally Obermeyer | Obermeyer Wood Investment Counsel | Aspen, CO | $1-15M | $1M | $1.6B |
| 74 | Roger Carter | Merrill Lynch - Private Banking & Investment Group | San Francisco, CA | $50M | $10M | $4.6B |
| 75 | Jeffrey Colin | Baker Street Advisors | San Francisco, CA | $20M | $5M | $7.7B |
| 76 | Drew Freides | UBS Private Wealth Management | Los Angeles, CA | $20M | $10M | $2.8B |
| 77 | William Corbellini | Merrill Lynch - Private Banking & Investment Group | Dallas, TX | $25M | $3M | $2.7B |
| 78 | Ron Weiner | RDM Financial Group | Westport, CT | $10M | $1M | $722M |
| 79 | Jesse Bromberg | Morgan Stanley Wealth Management | San Francisco, CA | $6M | $2M | $2B |
| 80 | Scott Magnesen | Morgan Stanley Wealth Management | Oak Brook, IL | $1-5M | $250,000 | $2.7B |
| 81 | Barry Garber | Deutsche Bank Securities | Baltimore, MD | $15M | $5M | $2.4B |
| 82 | Scott Tiras | Tiras Wealth Management | Houston, TX | $3M | $500,000 | $2.2B |
| 83 | Richard F. Connolly, Jr. | Morgan Stanley Private Wealth Management | Boston, MA | $2.5-50M | $2M | $1.7B |
| 84 | Jeff Grinspoon | HighTower Advisors | Vienna, VA | $3-10M | $1M | $1.2B |
| 85 | Bryan Stepanian | Deutsche Bank Securities | Greenwich, CT | $100M+ | $10M | $3.7B |
| 86 | Elaine Meyers | J.P. Morgan Securities | San Francisco, CA | $35M | $10M | $2.6B |
| 87 | Mark Smith | M. J. Smith & Associates/Raymond James | Greenwood Village, CO | $1-5M | $500,000 | $742M |
| 88 | Robert Waldele | Merrill Lynch Wealth Management | New York, NY | $15M+ | $5M | $7.6B |
| 89 | Shawn Fowler | Morgan Stanley Private Wealth Management | Denver, CO | $33M | $5M | $2.9B |
| 90 | Robert Balentine | Balentine | Atlanta, GA | $16M | $5M | $2.4B |
| 91 | Mike Sawyer | Morgan Stanley Private Wealth Management | New York, NY | $50M | $25M | $2.9B |
| 92 | Patricia Brennan | Key Financial, Inc | West Chester, PA | $2-5M | $500,000 | $690M |
| 93 | E. Geoffrey Sella | SPC Financial, Inc./Raymond James | Rockville, MD | $628K | $0 | $641M |
| 94 | David Bieber | Morgan Stanley Private Wealth Management | New York, NY | $10M | $2M | $2.5B |
| 95 | Jeffrey Kobernick | UBS Private Wealth Management | New York, NY | $30M | $5M | $6.4B |
| 96 | Robert Sechan | UBS Private Wealth Management | New York, NY | $30M | $5M | $6.4B |
| 97 | Noel Weil | Merrill Lynch - Private Banking & Investment Group | New York, NY | $10-150M | $10M | $7.9B |
| 98 | Jonathan Beukelman | UBS Private Wealth Management | Lincoln, NE | $5M | $2M | $1.1B |
| 99 | Shawn Rubin | Morgan Stanley Private Wealth Management | New York, NY | $10M | $2M | $1.5B |
| 100 | Ron Hughes | Merrill Lynch - Private Banking & Investment
Group | Atlanta, GA | $40M | $25M | $926M |
| 101 | Timothy Grimes | Grimes & Company | Westborough, MA | $3.5M | $1M | $2B |
| 102 | Kurt Sylvia | UBS Private Wealth Management | Palm Beach, FL | $20M | $5M | $1.3B |
| 103 | Devin Condron | Morgan Stanley Private Wealth Management | Boston, MA | $10-50M | $5M | $1.1B |
| 104 | Mark Cortazzo | MACRO Consulting Group | Parsippany, NJ | $1.8M | $1M | $931M |
| 105 | Malcolm Makin | Professional Planning/Raymond James | Westerly, RI | $1.5-10M | $500,000 | $1B |
| 106 | Phil Dodson | Merrill Lynch - Private Banking & Investment Group | Houston, TX | $30M | $10M | $2.4B |
| 107 | Cameron Ragen | Robert W. Baird & Co. | Seattle, WA | $2.5M | $500,000 | $1.6B |
| 108 | Stephen Thomas | Linden Thomas & Company | Charlotte, NC | $5.5M | $1M | $1.3B |
| 109 | Don d'Adesky | Raymond James | Boca Raton, FL | $8M | $1M | $3.1B |
| 110 | Kyle Chudom | Morgan Stanley Wealth Management | Oak Brook, IL | $1-15M | $0 | $679M |
| 111 | Kerrick Bubb | KWB Wealth Managers | Redlands, CA | $ 500K | $0 | $619M |
| 112 | Mark Moore | UBS Financial Services | Austin, TX | $5M | $2.5M | $910M |
| 113 | Erin Scannell | Heritage Wealth Advisors | Mercer Island, WA | $1.5M | $0 | $1.7B |
| 114 | John Barrett | Merrill Lynch Wealth Management | New York, NY | $15-50M | $5M | $4.3B |
| 115 | Louise Gunderson | UBS Financial Services | New York, NY | $2-20M | $2M | $680M |
| 116 | Jerry Scheinker | Janney Montgomery Scott | Baltimore, MD | $2.5M | $500,000 | $900M |
| 117 | Christina Boyd | Merrill Lynch Wealth Management | Wayzata, MN | $3-20M | $3M | $1.1B |
| 118 | Robert Doyle | Doyle Wealth Management | St. Petersburg, FL | $1.5M | $0 | $648M |
| 119 | Richard Petit | Morgan Stanley Private Wealth Management | San Francisco, CA | $20M | $0 | $6.9B |
| 120 | Jacqueline Willens | UBS Financial Services | New York, NY | $5M | $2M | $886M |
| 121 | Dwight Emanuelson | Merrill Lynch - Private Banking & Investment Group | Dallas, TX | $25M | $3M | $2.7B |
| 122 | David Lees | myCIO Wealth Partners | Philadelphia , PA | $17M | $2M | $4.4B |
| 123 | Randy Garcia | The Investment Counsel Company | Las Vegas, NV | $ 15M | $1M | $1.6B |
| 124 | Cheryl Young | Morgan Stanley Wealth Management | Los Gatos, CA | $7M | $1M | $584M |
| 125 | Michael Matthews | UBS Financial Services | Bellevue, WA | $2-15M | $750,000 | $738M |
| 126 | Brian Werdesheim | Oppenheimer & Co. | Los Angeles, CA | $15-40M | $10M | $1.3B |
| 127 | Jeffrey Werdesheim | Oppenheimer & Co. | Los Angeles, CA | $15-40M | $10M | $1.3B |
| 128 | Stephen Winston | Morgan Stanley Wealth Management | Los Angeles, CA | $5.5M | $1M | $2B |
| 129 | Ash Chopra | Merrill Lynch - Private Banking & Investment Group | San Francisco, CA | $30M | $10M | $2.5B |
| 130 | Margaret Starner | Raymond James | Coral Gables, FL | $5-8M | $1M | $879M |
| 131 | Dan Schwartz | UBS Private Wealth Management | Paramus, NJ | $5-500M | $2M | $1.8B |
| 132 | Mark Brown | Brown & Tedstrom, Inc./LPL | Denver, CO | $6.5M | $2M | $1.6B |
| 133 | Joseph Karas | Morgan Stanley Private Wealth Management | New York, NY | $10-40M | $5M | $1.1B |
| 134 | Chris Aitken | Merrill Lynch - Private Bank & Investment Group | Ponte Vedra Beach, FL | $5-40M | $2.5M | $1.5B |
| 135 | Kevin Blonkvist Sr. | RBC Wealth Management | Midland, TX | $5-20M | $25,000 | $1.6B |
| 136 | Harold Trischman | Morgan Stanley Wealth Management | Greenwich, CT | $4M | $1M | $1.7B |
| 137 | Rod Loewenthal | Merrill Lynch Wealth Management | Northbrook, IL | $3M | $750,000 | $815M |
| 138 | Scott Wilson | Morgan Stanley Private Wealth Management | New York, NY | $10M | $2M | $6.2B |
| 139 | Steven Porter | Merrill Lynch Wealth Management | Northbrook, IL | $1.8M | $250,000 | $570M |
| 140 | Bonner Barnes | Corda Investment Management | Houston, TX | $750K | $500,000 | $710M |
| 141 | Thomas Bartholomew | Bartholomew & Company | Worcester, MA | $1-10M | $0 | $1.4B |
| 142 | Alex Williams | UBS Private Wealth Management | New York, NY | $20-125M | $10M | $2.5B |
| 143 | Peter Rukeyser | UBS Private Wealth Management | New York, NY | $40M | $10M | $2.5B |
| 144 | Pamela Corrigan | GAAM Wealth Advisors/LPL | Kingsport, TN | $250-500K | $100,000 | $404M |
| 145 | Leigh Cohen | Merrill Lynch - Private Banking & Investment Group | New York, NY | $10-150M | $10M | $7.9B |
| 146 | Josh Malkin | Morgan Stanley Private Wealth Management | New York, NY | $5-25M | $3M | $784M |
| 147 | Jim Moriarity | Morgan Stanley Private Wealth Management | Chicago, IL | $35M | $15M | $2.3B |
| 148 | Glenn Degenaars | First Republic Investment Management | New York, NY | $15M | $5M | $1B |
| 149 | Mike Hines | Consolidated Planning Corp./Raymond James | Atlanta, GA | $2M | $0 | $558M |
| 150 | Tom Vacheron | Merrill Lynch Wealth Management | Fairfield, CT | $5M | $10M | $1.2B |
| 151 | Mary Deatherage | Morgan Stanley Private Wealth Management | Little Falls, NJ | $5-20M | $2M | $2B |
| 152 | Andrew Schultz | Morgan Stanley Wealth Management | Miami Beach, FL | $5-25M | $2M | $1.1B |
| 153 | William Belleville Jr. | Stifel | New York, NY | $15M | $10M | $1.7B |
| 154 | Jack Broderick | Stifel | New York, NY | $15M | $10M | $1.7B |
| 155 | Dana Locniskar | Merrill Lynch - Private Banking & Investment Group | Troy, MI | $15M | $10M | $1.7B |
| 156 | Richard Piatas | Merrill Lynch Wealth Management | Dallas, TX | $10-25M | $2M | $3.8B |
| 157 | Sean Dillon | UBS Financial Services | Boston, MA | $15M | $2M | $1.2B |
| 158 | Jay Canell | Morgan Stanley Wealth Management | New York, NY | $15M | $0 | $5.4B |
| 159 | Neil Canell | Morgan Stanley Wealth Management | New York, NY | $15M | $0 | $5.4B |
| 160 | Paul Ried | Paul R. Ried Financial Group | Bellevue, WA | $400K-1.5M | $300,000 | $483M |
| 161 | Gregory Baker | Merrill Lynch Wealth Management | Bethesda, MD | $4M | $1M | $815M |
| 162 | James McCabe | Wells Fargo Advisors | Beverly Hills, CA | $10M | $2M | $1.7B |
| 163 | Christopher Cook | Merrill Lynch Wealth Management | Florham Park, NJ | $3-30M | $3M | $1.8B |
| 164 | Judith McGee | McGee Wealth Management/Raymond James | Portland, OR | $1M | $500,000 | $436M |
| 165 | Mark Donohue | Morgan Stanley Private Wealth Management | New York, NY | $25M | $5M | $2.3B |
| 166 | Elliott Kugel | Merrill Lynch Wealth Management | Bridgewater, NJ | $100K-10M | $750,000 | $1.2B |
| 167 | Larry Carroll | Carroll Financial Associates | Charlotte, NC | $500K-2M | $0 | $634M |
| 168 | Philippe Hartl | Merrill Lynch - Private Banking & Investment Group | Los Angeles, CA | $20-100M | $10M | $6.4B |
| 169 | Benjamin Williams, Jr. | Welch & Forbes | Boston, MA | $5-20M | $2M | $3.5B |
| 170 | Michael Abrams | Wells Fargo Advisors | Palo Alto, CA | $10-25M | $5M | $4.4B |
| 171 | Debra Brede | D.K. Brede Investment Management Company Inc. | Needham, MA | $1M | $1M | $726M |
| 172 | Tim Emanuels | Morgan Stanley Private Wealth Management | San Francisco, CA | $25M | $0 | $6.9B |
| 173 | John Ver Bockel | Merrill Lynch - Private Banking & Investment Group | Chicago, IL | $10-20M | $2.5M | $5.7B |
| 174 | Brett Bartman | RBC Wealth Management | Beverly Hills, CA | $10M | $2M | $1.5B |
| 175 | James Oberheide | Morgan Stanley Private Wealth Management | Chicago, IL | $65M | $30M | $3.2B |
| 176 | Sonny Kothari | Merrill Lynch Wealth Management | Brea, CA | $3M | $1M | $935M |
| 177 | Mark Winthrop | Winthrop Wealth Management/LPL | Westborough, MA | $8M | $1.5M | $1.6B |
| 178 | Michael Dowell | Morgan Stanley Wealth Management | Jackson, MS | $4M | $100,000 | $1.4B |
| 179 | Buck Wiley | Merrill Lynch - Private Banking & Investment Group | Atlanta, GA | $20M | $7.5M | $2.1B |
| 180 | Brad Wheelock | RBC Wealth Management | Saint Cloud, MN | $3.1M | $500,000 | $1.2B |
| 181 | Dean Trindle | Morgan Stanley Wealth Management | Cincinnati, OH | $250K-2M | $0 | $507M |
| 182 | Lee DeLorenzo | United Asset Strategies | Garden City, NY | $2M | $1M | $708M |
| 183 | Michael Kanigher | UBS Private Wealth Management | Los Angeles, CA | $20M | $10M | $2.8B |
| 184 | Raju Pathak | Morgan Stanley Wealth Management | Boston, MA | $7M | $1M | $1B |
| 185 | Ryan Sprowls | Wells Fargo Advisors | Alexandria, VA | $1.5-3M | $500,000 | $1B |
| 186 | Craig Chiate | UBS Private Wealth Management | Los Angeles, CA | $25M | $10M | $3B |
| 187 | Sean Yu | Morgan Stanley Wealth Management | Pasadena, CA | $8M | $5M | $403M |
| 188 | Bruce Munster | Merrill Lynch - Private Banking & Investment Group | Los Angeles, CA | $20-50M | $20M | $1.5B |
| 189 | Sheryl Stephens | Stephens Wealth Management Group | Flint, MI | $1.1M | $500,000 | $464M |
| 190 | Steven Levine | UBS Private Wealth Management | Los Angeles, CA | $25M | $10M | $4.7B |
| 191 | Jonathan Harris | Morgan Stanley Private Wealth Management | San Francisco, CA | $25-60M | $5M | $3.9B |
| 192 | Glen Strauss | Wells Fargo Advisors | Los Angeles, CA | $4M | $1M | $1B |
| 193 | Ronald Stenger | Morgan Stanley Wealth Management | Oak Brook, IL | $1.5M | $750,000 | $515M |
| 194 | Paul Feinstein | UBS Private Wealth Management | Los Angeles, CA | $1-15M | $5M | $790M |
| 195 | Andrew Kraus | Merrill Lynch - Private Banking & Investment Group | New York, NY | $37M | $10M | $21.2B |
| 196 | Stephan Cassaday | Cassaday & Company | McLean, VA | $1M | $500,000 | $1.9B |
| 197 | Fotios Piniros | Morgan Stanley Private Wealth Management | New York, NY | $50M | $10M | $5.2B |
| 198 | Deborah Danielson | Danielson FInancial Group/LPL Financial | Las Vegas, NV | $1-5M | $1M | $501M |
| 199 | Tom Hill | Morgan Stanley Wealth Management | Easton, MD | $1-7M | $1M | $1B |
| 200 | James McLaughlin | Princeton Wealth Advisors of Raymond James | Princeton, NJ | $2-25M | $100,000 | $1.2B |
Category: Wealth management
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