www.barrons.com
Open in
urlscan Pro
2600:9000:2250:5400:14:c68f:c40:93a1
Public Scan
URL:
https://www.barrons.com/advisor/report/top-financial-advisors/100
Submission: On July 12 via api from CH — Scanned from DE
Submission: On July 12 via api from CH — Scanned from DE
Form analysis 0 forms found in the DOM
Text Content
We've detected you are on Internet Explorer. For the best Barrons.com experience, please update to a modern browser.GoogleFirefox Search News & Quotes BARRON'S TopicsStock PicksLists & RankingsMagazineDataAdvisorPenta Subscribe Now |Sign In 2022 Top 100 Financial Advisors Top 1200Top WomenIndependentTop 100Top TeamsInstitutionalRIA FirmsFind an Advisor 2022 TOP 100 FINANCIAL ADVISORS AMERICA’S TOP 100 FINANCIAL ADVISORS AND TEAMS Long read SERVING THE COMPLEX NEEDS OF SILICON VALLEY’S ELITE 4 min HELPING BUSINESS OWNERS SAY GOODBYE TO THEIR ‘BABY’ 4 min A FAMILY ADVISORY THAT FOCUSES ON LONG-TERM SUCCESS 3 min FROM TEENS TO FINANCIAL ADVISORS: HOW BEST FRIENDS UNITED TO LEAD A TOP MERRILL LYNCH TEAM 4 min BARRON'S PUBLISHED ITS FIRST ADVISOR RANKING IN 2004 TO SHINE A SPOTLIGHT ON THE NATION’S BEST WEALTH MANAGERS AND RAISE STANDARDS IN THE INDUSTRY. ADVISORS WHO WISH TO BE RANKED FILL OUT A COMPREHENSIVE SURVEY ABOUT THEIR PRACTICE. WE VERIFY THAT DATA AND APPLY OUR RANKINGS FORMULA TO THE DATA TO GENERATE A RANKING, BASED ON ASSETS, REVENUE, AND QUALITY OF PRACTICE. THE RANKINGS ARE MEANT AS A STARTING POINT FOR CLIENTS LOOKING FOR AN ADVISOR—A FIRST-PASS VETTING THAT CAN HELP INVESTORS NARROW A SEARCH. EVERY ADVISOR WILL HAVE HIS OR HER OWN APPROACH TO INVESTING, FINANCIAL PLANNING, AND OTHER SERVICES. CLIENTS ARE ENCOURAGED TO APPROACH A SEARCH FOR AN ADVISOR THE WAY THEY WOULD A SEARCH FOR A DOCTOR—INTERVIEWING MULTIPLE PROFESSIONALS AND GETTING OPINIONS FROM MULTIPLE THIRD PARTIES. For more information about our methodology, click here. 2022 Rank2021 RankAdvisorFirmLocationIndividuals (Up to $1mil)High Net Worth ($1-10 mil)Ultrahigh Net Worth ($10 mil+)FoundationsEndowmentsInstitutionalTotal Assets ($mil)Typical Account ($mil)Typical Net Worth ($mil)1NGregory VaughanMorgan Stanley Private Wealth ManagementMenlo Park, Calif.••••44,9097515021Lyon PolkMorgan Stanley Private Wealth ManagementNew York•37,72910025032Mark T. CurtisGraystone Consulting | Morgan StanleyPalo Alto, Calif.•••219,75052543Brian PfeiflerMorgan Stanley Private Wealth ManagementPalm Beach, Fla.•••14,899407555Karen McDonaldMorgan Stanley Wealth ManagementPalo Alto, Calif.••••212,65831066Mark DouglassMorgan Stanley Private Wealth ManagementMenlo Park, Calif.••••44,9097515077Richard SapersteinTreasury PartnersNew York••••22,5801540811Jeff ErdmannMerrill Private Wealth ManagementGreenwich, Conn.•13,845406098Troy GrieppMorgan Stanley Private Wealth ManagementSan Francisco••••30,77430501010Scott SiegelMorgan Stanley Wealth ManagementBoca Raton, Fla.•••8,51920501113Ron VinderMorgan Stanley Private Wealth ManagementNew York•10,793502501212Ron BasuMorgan Stanley Private Wealth ManagementNew York•••••11,432251001316Marvin McIntyreMorgan Stanley Private Wealth ManagementWashington, D.C.•••••5,5187.525144Andy ChaseMorgan Stanley Private Wealth ManagementMenlo Park, Calif.••22,37025501522John CultraWilliam BlairChicago•••5,6821828169Francis X. MaloneMorgan Stanley Private Wealth ManagementLos Angeles••77,94925751727Raj SharmaMerrill Private Wealth ManagementBoston••6,67010151814Jon NeuhausMorgan Stanley Private Wealth ManagementLos Angeles••77,94925751931Jim DetterickGraystone Consulting | Morgan StanleyNew York•••57,0195102035James HansbergerMorgan Stanley Private Wealth ManagementAtlanta••••3,60925502129Peter PrinciMorgan Stanley Private Wealth ManagementBoston•••••7,73510202225Rod WestmorelandMerrill Private Wealth ManagementAtlanta••7,90650602334Eric GrayMerrill Private Wealth ManagementLos Angeles••34,94135752440Thomas WilsonWilliam BlairChicago•••5,21215252520Kevin PetersMorgan Stanley Wealth ManagementPalm Beach, Fla.••7,10828.268.72624Seth FinkelNeuberger BermanNew York•••3,7567.52027NPhil ScottFirst Republic Investment ManagementBellevue, Wash.•••3,27310502817Dorian McKelvyMorgan Stanley Private Wealth ManagementMenlo Park, Calif.••••11,4532.5102928Michael KleinBairdMilwaukee•••••16,13227353019Paul TashimaUBS Private Wealth ManagementChicago••32,73572503173Randall LindeAmeriprise FinancialRenton, Wash.•••5,3361.22.83232Steven HefterHLM Capital Management GroupHighland Park, Ill.••6,75012303349Holly Newman KroftNeuberger BermanNew York•••4,1467.51034NStephanie J. StiefelNeuberger BermanNew York•••3,34015453538Scott StackmanUBS Private Wealth ManagementNew York•••8,156753503641Deborah MontapertoMorgan Stanley Private Wealth ManagementPalm Beach, Fla.•37,7291002503755John CateMerrill Lynch Wealth ManagementIndianapolis•••24,7334251,0003851Thomas MoranMoran Wealth ManagementNaples, Fla.••••4,6315253950Andrew GriffoMorgan Stanley Wealth ManagementChicago••••58,49310204039Shawn FowlerMorgan Stanley Private Wealth ManagementDenver•••8,56142894137Nicholas KavallieratosMorgan Stanley Private Wealth ManagementNew York•••••13,70915354245Wm. Craig DobbsGraystone Consulting | Morgan StanleyIndianapolis•39,3042942944336Alan WhitmanMorgan Stanley Wealth ManagementPasadena, Calif.•••3,5315154458Jason KatzUBS Private Wealth ManagementNew York•••4,0955154546Drew FreidesUBS Private Wealth ManagementLos Angeles•••9,351401004626Jonathan KuttinAmeriprise FinancialHauppauge, N.Y.•••7,028154754Noel WeilMerrill Private Wealth ManagementNew York••17,069501004856Mark SchultenTSG Wealth ManagementLong Beach, Calif.••••••4,632374923Gillian YuMorgan Stanley Private Wealth ManagementSan Francisco•••9,800201005052R. Christopher ErricoUBS Private Wealth ManagementNew York••••3,7205105167Dean BraunMorgan Stanley Private Wealth ManagementSeattle••6,24025355247Joseph MontgomeryThe Optimal Service Group of Wells Fargo AdvisorsWilliamsburg, Va.••••••20,0957155357Richard SzelcNeuberger BermanDallas••2,59018255430Scott WilsonMorgan Stanley Private Wealth ManagementNew York•••9,830255055NGeorge PapadoyannisAmeriprise FinancialSan Mateo, Calif.••12,4002.555683Shane BrisbinMorgan Stanley Private Wealth ManagementSan Francisco••7,05250755742Martin HalbfingerUBS Wealth ManagementNew York••••4,58815305862Robert SchererGraystone Consulting | Morgan StanleyPotomac, Md.•••••15,23325255964Jonathan KassMerrill Lynch Wealth ManagementNew York•••9,4157.5156048Johanna WaltersMerrill Lynch Wealth ManagementBlue Bell, Pa.••6,65110.91260NValerie HoutsMerrill Lynch Wealth ManagementSan Francisco•••57,213707506260Brian FrankMorgan Stanley Private Wealth ManagementAtlanta•••2,78552563NMitchell WickhamUBS Private Wealth ManagementCharlotte, N.C.••16,714204064NThomas Hutson-WileyMerrill Lynch Wealth ManagementSan Francisco•••57,213707506570Adam CarlinMorgan Stanley Private Wealth ManagementCoral Gables, Fla.••4,42620356669Douglas BraffUBS Private Wealth ManagementWest Palm Beach, Fla.••••13,4315106761William PetersonNeuberger BermanNew York•••2,53451368NGreg CashUBS Private Wealth ManagementCharlotte, N.C.••16,71420406967Peter RohrMerrill Private Wealth ManagementPhiladelphia••6,6603410070NDevin CondronMorgan Stanley Private Wealth ManagementBoston••5,57525507177Russell RabitoUBS Private Wealth ManagementNew York•••6,85720257271Susan KaplanKaplan Financial ServicesNewton, Mass.•••2,8984107375Stephan CassadayCassaday & CompanyMcLean, Va.•••4,9401.5274NAdam EpsteinUBS Private Wealth ManagementNew York•••••3,679255075NJeffrey FratarcangeliFratarcangeli Wealth ManagementBloomfield Hills, Mich.•••3,4408257674William GrecoUBS Wealth ManagementHartford, Conn.•••4,67581077NRichard ZinmanMorgan Stanley Private Wealth ManagementNew York••5,954255078NElaine MeyersJ.P. Morgan Wealth ManagementSan Francisco••5,500451007963Richard F. ConnollyMorgan Stanley Private Wealth ManagementBoston••••••8,28120308043Gary TantleffUBS Wealth ManagementWarren, N.J.••7,2078108166Jim MartinMorgan Stanley Private Wealth ManagementWest Conshohocken, Pa.••••8,90325508281Erik BjerkeMerrill Lynch Wealth ManagementAtlanta•••116,323507583100Louise LaneWilliam BlairChicago••••3,619478486Cheryl L. YoungMorgan Stanley Wealth ManagementLos Gatos, Calif.••3,60310258592Matthew BabrickFirst Republic Investment ManagementLos Angeles••••5,46050808679Shawn RubinMorgan Stanley Private Wealth ManagementNew York••2,32910258780Richard JonesMerrill Private Wealth ManagementLos Angeles••••24,80750758876Leigh CohenMerrill Private Wealth ManagementNew York••11,004204089NMichael RiccaMorgan Stanley Wealth ManagementFlorham Park, N.J.•••5,843101590NPatrick J. SchwarzMorgan Stanley Private Wealth ManagementNew York•5,686255091NLisa DetannaRaymond JamesBeverly Hills, Calif.••••6,03515179278David SingerMerrill Private Wealth ManagementCincinnati•7,213184093NAndrew HarbourGraystone Consulting | Morgan StanleyAtlanta•••••10,23751094NJerome KleinMerrill Private Wealth ManagementLos Angeles••••24,80750759595Kent PearceMerrill Lynch Wealth ManagementTowson, Md.••2,58010259698Robert StolarMorgan Stanley Private Wealth ManagementNew York••3,583701009787Brian HahnNeuberger BermanChicago••2,30025259893Steve JesanisWilliam BlairChicago•••••3,56262599NColleen O'CallaghanJ.P. Morgan Wealth ManagementNew York••4,0253575100NMichael WarrMorgan Stanley Private Wealth ManagementTuscaloosa, Ala.••3,04434 N = Not Ranked Barron's TOPICS * Cryptocurrencies * Data * Magazine * Markets * Stock Picks * Market Brief Videos * Barron's Live * Roundtable * Barron's Stock Screen * Personal Finance * Streetwise * Advisor Directory MEMBERSHIPS * Subscribe to Barron's * Subscribe to Barron's Advisor TOOLS * Saved Articles * Watchlist * Newsletters * Video Center CUSTOMER SERVICE * Customer Center NETWORK * The Wall Street Journal * MarketWatch * Investors Business Daily * Penta * Mansion Global * Financial News London NEWSSTAND * Buy Issues * Reprints * E-Edition FOR BUSINESS * Corporate Subscriptions FOR EDUCATION * Barron's in Education FOR ADVERTISERS * Press & Media Inquiries * Advertising ACCOUNT * Sign In * Subscriber Benefits * Manage Notifications * Manage Alerts ABOUT BARRON'S * Live Events * Centennial Privacy Notice Cookie Notice Copyright Policy Accessibility Do Not Sell My Personal Information Data Policy Your Ad Choices Subscriber Agreement & Terms of Use Barron's Archive Copyright © 2022 Dow Jones & Company, Inc. All Rights Reserved.