FINANCE

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
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Category: Wealth management

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