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2022 Top Advisor
Rankings by State

Top 1200Top WomenIndependentTop 100Top TeamsInstitutionalRIA FirmsFind an
Advisor



2022 TOP ADVISOR RANKINGS BY STATE


AMERICA’S TOP 1,200 FINANCIAL ADVISORS

Long read


HOW THIS TOP ADVISOR DELIVERS TOUGH ADVICE

2 min


WHY THIS COULD BE THE GOLDEN AGE OF ACTIVE MANAGEMENT

2 min


HELPING WOMEN ACHIEVE FINANCIAL INDEPENDENCE AMID MARKET VOLATILITY

2 min


A TOP ADVISOR ON THE POWER OF TEAMWORK

2 min


HERE ARE AMERICA'S BEST FINANCIAL ADVISORS, ORGANIZED BY STATE. THE RANKINGS ARE
BASED ON DATA PROVIDED BY AROUND 6,000 OF THE NATION'S MOST PRODUCTIVE ADVISORS.
FACTORS INCLUDED IN THE RANKINGS: ASSETS UNDER MANAGEMENT, REVENUE PRODUCED FOR
THE FIRM, REGULATORY RECORD, QUALITY OF PRACTICE, AND PHILANTHROPIC WORK.
INVESTMENT PERFORMANCE ISN'T AN EXPLICIT COMPONENT BECAUSE NOT ALL ADVISORS HAVE
AUDITED RESULTS AND BECAUSE PERFORMANCE FIGURES OFTEN ARE INFLUENCED MORE BY
CLIENTS' RISK TOLERANCE THAN BY AN ADVISOR'S INVESTMENT-PICKING ABILITIES. 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. IF YOU'RE READING THIS IN A BARRON'S APP,
PLEASE HEAD TO BARRONS.COM IN YOUR BROWSER FOR A BETTER EXPERIENCE.

For more information about our methodology, click
here.
Select a State:
Ala.
Alaska
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Calif.
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D.C.
Del.
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Ga.
Hawaii
Idaho
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Ind.
Iowa
Kan.
Ky.
La.
Maine
Md.
Mass.
Mich.
Minn.
Miss.
Mo.
Mont.
Neb.
Nev.
N.H.
N.J.
N.M.
N.Y.
N.C.
N.D.
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Vt.
Va.
Wash.
W. Va.
Wis.
Wyo.



2022 Rank2021 Rank NameFirmCityStateTotal Assets ($mil)Typical Account
($mil)Typical Net Worth ($mil)Client Types1NMichael WarrMorgan Stanley Private
Wealth ManagementTuscaloosaAla.2,1512030High Net Worth, Ultrahigh Net
Worth22Jeff RobertsAmeriprise FinancialBirminghamAla.8710.71.5Retail, High Net
Worth, Ultrahigh Net Worth34Wes ClaytonTwickenham
AdvisorsHuntsvilleAla.1,797620Retail, High Net Worth, Ultrahigh Net
Worth46Camper O'NealMerrill Lynch Wealth ManagementBirminghamAla.1,075810Retail,
High Net Worth, Ultrahigh Net Worth, Foundations, Endowments, Institutions5NMark
MantoothMorgan Stanley Wealth ManagementHuntsvilleAla.844510Retail, High Net
Worth, Ultrahigh Net Worth68Brian WoodkeMerrill Lynch Wealth
ManagementBirminghamAla.1,51968.5Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions77Michael MullisSecurities AmericaVestavia
HillsAla.8701.12Retail, High Net Worth, Ultrahigh Net Worth,
Institutions89Steven HudsonAmeriprise FinancialBirminghamAla.6701.93.9Retail,
High Net Worth, Ultrahigh Net Worth910S. Wesley CarpenterMerrill Lynch Wealth
ManagementFairhopeAla.6362.43.5Retail, High Net Worth, Ultrahigh Net Worth,
Institutions10NAlistair Harding-SmithMorgan Stanley Wealth
ManagementBirminghamAla.1,0802.54Retail, High Net Worth, Ultrahigh Net Worth,
Institutions11NScott McClanahanMorgan Stanley Wealth
ManagementBirminghamAla.9112.54Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1212Palmer WhitingMerrill Lynch Wealth
ManagementMobileAla.6622.75Retail, High Net Worth, Ultrahigh Net Worth11Ryan
CallawayAmeriprise FinancialAnchorageAlaska6920.81Retail, High Net Worth22Jeff
LeonardRaymond JamesAnchorageAlaska1,25034Retail, High Net Worth, Ultrahigh Net
Worth, Institutions34Thomas KonopMorgan Stanley Wealth
ManagementAnchorageAlaska3401.53Retail, High Net Worth, Ultrahigh Net
Worth46Tammy HeadUBS Financial ServicesAnchorageAlaska1,270510Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments, Institutions53Kenneth
JonesMerrill Lynch Wealth ManagementAnchorageAlaska8622.98.4Retail, High Net
Worth, Ultrahigh Net Worth65Peter JuraszMerrill Lynch Wealth
ManagementJuneauAlaska4852.510Retail, High Net Worth, Ultrahigh Net
Worth11Steven SchultzUBS Financial ServicesPhoenixAriz.2,230510Retail, High Net
Worth, Ultrahigh Net Worth22Trevor WildeWilde Wealth Management
GroupScottsdaleAriz.2,2100.82Retail, High Net Worth, Ultrahigh Net Worth33Robert
BancroftMorgan Stanley Private Wealth ManagementScottsdaleAriz.1,84227.545High
Net Worth, Ultrahigh Net Worth46Michael ButtMorgan Stanley Wealth
ManagementScottsdaleAriz.2,4312.83.2Retail, High Net Worth, Ultrahigh Net
Worth5NHenry VilledaMerrill Lynch Wealth ManagementPhoenixAriz.59,82650750High
Net Worth, Ultrahigh Net Worth, Institutions65David StahleMerrill Lynch Wealth
ManagementGilbertAriz.2,418510Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions78Paul GrovesMorgan Stanley Private Wealth
ManagementScottsdaleAriz.3,2313575Ultrahigh Net Worth87Jeffry KorteMerrill Lynch
Wealth ManagementScottsdaleAriz.8741.93.8Retail, High Net Worth, Ultrahigh Net
Worth, Institutions911Stephen HarndenAmeriprise FinancialPeoriaAriz.77512Retail,
High Net Worth, Institutions1010Brian FriedmanMerrill Lynch Wealth
ManagementPhoenixAriz.1,655817Retail, High Net Worth, Ultrahigh Net
Worth1113Nick KarabasCreative PlanningScottsdaleAriz.6591.21.8Retail, High Net
Worth, Institutions1212Brian CrawfordWells Fargo
AdvisorsTucsonAriz.1,4001.52.5Retail, High Net Worth, Ultrahigh Net Worth,
Foundations134Glenn PahnkeRBC Wealth ManagementScottsdaleAriz.90038Retail, High
Net Worth, Ultrahigh Net Worth, Foundations1419Christopher DownsMerrill Lynch
Wealth ManagementGilbertAriz.1,1832.94Retail, High Net Worth, Ultrahigh Net
Worth159Michael HudakMerrill Private Wealth ManagementPhoenixAriz.3,2131025High
Net Worth, Ultrahigh Net Worth1614James MartenMerrill Lynch Wealth
ManagementPhoenixAriz.2,8343.56.2Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions1727Joe Di VitoRBC Wealth
ManagementPhoenixAriz.5642.66High Net Worth, Ultrahigh Net Worth,
Institutions1822Jacob DuffyBairdScottsdaleAriz.6641.55.3Retail, High Net Worth,
Ultrahigh Net Worth, Institutions19NEddie DulinMariner Wealth
AdvisorsScottsdaleAriz.8331.79Retail, High Net Worth, Ultrahigh Net Worth,
Institutions2015Damon MillerTFO PhoenixPhoenixAriz.3,31718.525High Net Worth,
Ultrahigh Net Worth21NMitchell StillmanWells Fargo
AdvisorsScottsdaleAriz.7500.53Retail, High Net Worth, Ultrahigh Net
Worth22NDaniel MartingMorgan Stanley Wealth
ManagementPhoenixAriz.1,607425Retail, High Net Worth, Ultrahigh Net
Worth2323Nayan RanchhodAmeriprise FinancialScottsdaleAriz.54013Retail, High Net
Worth, Ultrahigh Net Worth2420Steve RabinAmeriprise
FinancialGilbertAriz.7601.53Retail, High Net Worth, Ultrahigh Net Worth2518Jane
RojasMorgan Stanley Wealth ManagementTucsonAriz.69647High Net Worth, Ultrahigh
Net Worth, Institutions2616Ruth TransueWells Fargo
AdvisorsTucsonAriz.67024Retail, High Net Worth, Ultrahigh Net Worth2724Renee
HansonAmeriprise FinancialPhoenixAriz.6151.54Retail, High Net Worth2826Adam
BrooksABLE Financial GroupScottsdaleAriz.5410.83.5Retail, High Net Worth,
Institutions2928Scot BenefielMerrill Lynch Wealth
ManagementScottsdaleAriz.526510Retail, High Net Worth, Ultrahigh Net
Worth3025Charles "Chip" PisoniRBC Wealth
ManagementScottsdaleAriz.5302.44.2Retail, High Net Worth, Ultrahigh Net
Worth12Joseph SmallAmeriprise FinancialLittle RockArk.64711.5Retail, High Net
Worth24Hardy WinburnUBS Financial ServicesLittle RockArk.7072.26High Net Worth,
Ultrahigh Net Worth, Institutions33John EngskovMerrill Lynch Wealth
ManagementLittle RockArk.2,6991015High Net Worth, Ultrahigh Net Worth,
Foundations45Douglas JacksonMerrill Lynch Wealth ManagementLittle
RockArk.2,6991015High Net Worth, Ultrahigh Net Worth, Foundations5NEdward
PrewittWells Fargo AdvisorsFayettevilleArk.55224Retail, High Net Worth,
Ultrahigh Net Worth66Robby BaderRaymond JamesSpringdaleArk.60835Retail, High Net
Worth, Ultrahigh Net Worth, Foundations11Gregory VaughanMorgan Stanley Private
Wealth ManagementMenlo ParkCalif.44,24975150High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments22Mark T. CurtisGraystone Consulting | Morgan StanleyPalo
AltoCalif.216,429525High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions35Andy ChaseMorgan Stanley Private Wealth ManagementMenlo
ParkCalif.20,0001030High Net Worth, Ultrahigh Net Worth46Karen McDonaldMorgan
Stanley Wealth ManagementPalo AltoCalif.210,144310Retail, High Net Worth,
Ultrahigh Net Worth, Institutions57Mark DouglassMorgan Stanley Private Wealth
ManagementMenlo ParkCalif.44,24975150High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments68Troy GrieppMorgan Stanley Private Wealth ManagementSan
FranciscoCalif.30,8803050High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments714Jon GoldsteinFirst Republic Investment ManagementMenlo
ParkCalif.12,99750100High Net Worth, Ultrahigh Net Worth811Mark SchultenTSG
Wealth ManagementLong BeachCalif.4,56737Retail, High Net Worth, Ultrahigh Net
Worth, Foundations, Endowments, Institutions913Drew ZagerMorgan Stanley Private
Wealth ManagementLos AngelesCalif.13,69040100Ultrahigh Net Worth103Francis X.
MaloneMorgan Stanley Private Wealth ManagementLos AngelesCalif.49,3772575High
Net Worth, Ultrahigh Net Worth119Spuds PowellKayne Anderson Rudnick Investment
ManagementLos AngelesCalif.61,9721020High Net Worth, Ultrahigh Net
Worth1210Dorian McKelvyMorgan Stanley Wealth ManagementMenlo
ParkCalif.10,6082.510Retail, High Net Worth, Ultrahigh Net Worth,
Foundations1312Alan WhitmanMorgan Stanley Wealth
ManagementPasadenaCalif.3,425515Retail, High Net Worth, Ultrahigh Net
Worth144Jon NeuhausMorgan Stanley Private Wealth ManagementLos
AngelesCalif.49,3722575High Net Worth, Ultrahigh Net Worth1517Drew FreidesUBS
Private Wealth ManagementLos AngelesCalif.8,8564060Ultrahigh Net Worth,
Foundations, Endowments1616Eric GrayMerrill Private Wealth ManagementLos
AngelesCalif.27,1275080High Net Worth, Ultrahigh Net Worth1723Shane
BrisbinMorgan Stanley Private Wealth ManagementSan FranciscoCalif.6,7415075High
Net Worth, Ultrahigh Net Worth1818Richard JonesMerrill Private Wealth
ManagementLos AngelesCalif.23,8725075Ultrahigh Net Worth, Foundations,
Endowments1922Tim EmanuelsMorgan Stanley Private Wealth ManagementSan
FranciscoCalif.18,7392550Retail, High Net Worth, Ultrahigh Net Worth2020Reza
ZafariMerrill Private Wealth ManagementLos AngelesCalif.23,8725075Ultrahigh Net
Worth, Foundations, Endowments2124Rich PetitMorgan Stanley Private Wealth
ManagementMenlo ParkCalif.18,7392550Retail, High Net Worth, Ultrahigh Net
Worth2256Ned GibbonsMorgan Stanley Private Wealth ManagementMenlo
ParkCalif.4,9753050High Net Worth, Ultrahigh Net Worth2336Craig ChiateUBS
Private Wealth ManagementCentury CityCalif.5,1343550Ultrahigh Net Worth2419Dana
JacksonMorgan Stanley Wealth ManagementMenlo ParkCalif.3,7363065High Net Worth,
Ultrahigh Net Worth, Foundations, Institutions2530Laila PencePence Wealth
ManagementNewport BeachCalif.3,575310Retail, High Net Worth, Ultrahigh Net
Worth2628David BahnsenThe Bahnsen GroupNewport BeachCalif.3,138710Retail, High
Net Worth, Ultrahigh Net Worth, Foundations, Institutions2732Dagny MaidmanFirst
Republic Investment ManagementSan FranciscoCalif.5,25950500High Net Worth,
Ultrahigh Net Worth, Endowments2826Cheryl L. YoungMorgan Stanley Wealth
ManagementLos GatosCalif.2,8851025High Net Worth, Ultrahigh Net Worth2927Matthew
BabrickFirst Republic Investment ManagementLos AngelesCalif.5,0655080High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments3029Michael KanigherUBS
Private Wealth ManagementLos AngelesCalif.8,8564060Ultrahigh Net Worth3125Brian
SharpesGraystone Consulting | Morgan StanleyWalnut
CreekCalif.7,40060100Ultrahigh Net Worth, Foundations3235Elaine MeyersJ.P.
Morgan Wealth ManagementSan FranciscoCalif.5,50045100High Net Worth, Ultrahigh
Net Worth3354Chris CliffordUBS Private Wealth ManagementSan
FranciscoCalif.2,2562550Ultrahigh Net Worth3446Tom PalecekSummit Trail
AdvisorsSan FranciscoCalif.3,19047.575High Net Worth, Ultrahigh Net Worth,
Foundations3534Jim BerlinerWestmount Asset ManagementLos
AngelesCalif.4,5053.59Retail, High Net Worth, Ultrahigh Net Worth3648Jesse
BrombergMorgan Stanley Wealth ManagementSan FranciscoCalif.2,1767.512High Net
Worth, Ultrahigh Net Worth, Institutions3749Michael BreenMerrill Private Wealth
ManagementSan FranciscoCalif.18,1212550High Net Worth, Ultrahigh Net Worth,
Foundations3844Lisa DetannaRaymond JamesBeverly HillsCalif.4,7371517Retail, High
Net Worth, Ultrahigh Net Worth, Institutions3958Darren EdwardsMorgan Stanley
Private Wealth ManagementLos AngelesCalif.2,4172550Retail, High Net Worth,
Ultrahigh Net Worth4067Gabriel JayUBS Private Wealth ManagementWalnut
CreekCalif.1,80957Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions4160Gerard ZellMorgan Stanley Private Wealth ManagementMenlo
ParkCalif.4,9503050High Net Worth, Ultrahigh Net Worth4237Randy PetersonFirst
Republic Investment ManagementSan FranciscoCalif.2,2051540High Net Worth,
Ultrahigh Net Worth4364John CardenteMerrill Private Wealth ManagementSan
FranciscoCalif.23,36785450High Net Worth, Ultrahigh Net Worth4442Sean YuMorgan
Stanley Private Wealth ManagementPasadenaCalif.1,6111350High Net Worth,
Ultrahigh Net Worth, Institutions4561Tripp TaylorNeuberger BermanSan
FranciscoCalif.1,7412075High Net Worth, Ultrahigh Net Worth,
Foundations4643James GreenfieldMorgan Stanley Private Wealth ManagementSan
FranciscoCalif.2,8332030High Net Worth, Ultrahigh Net Worth,
Foundations4739Vicken EkmekjianCIBC Private WealthSan
FranciscoCalif.2,3943050High Net Worth, Ultrahigh Net Worth4847Inna KellyMorgan
Stanley Wealth ManagementSan FranciscoCalif.2,2782030High Net Worth, Ultrahigh
Net Worth, Institutions4972Jack WongMorgan Stanley Wealth ManagementMountain
ViewCalif.1,9716120High Net Worth, Ultrahigh Net Worth, Institutions5050Karl
WolfslauMorgan Stanley Wealth ManagementLong BeachCalif.1,7591.23Retail, High
Net Worth5133John ShaddenMorgan Stanley Private Wealth ManagementLong
BeachCalif.4,1937.518High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions5251L. Greg FullmerMorgan Stanley Private Wealth ManagementLos
AngelesCalif.1,5422575High Net Worth, Ultrahigh Net Worth5386Michael
BaumerMorgan Stanley Private Wealth ManagementSan FranciscoCalif.6,5655075High
Net Worth, Ultrahigh Net Worth5482Seth HayeMorgan Stanley Wealth
ManagementWestlake VillageCalif.1,57537Retail, High Net Worth, Ultrahigh Net
Worth5538Peter ArbogastMerrill Private Wealth ManagementSan
FranciscoCalif.18,1212550High Net Worth, Ultrahigh Net Worth5692Richard
GordonFirst Republic Investment ManagementSan FranciscoCalif.2,9362040High Net
Worth, Ultrahigh Net Worth, Foundations57NAnthony JonesMorgan Stanley Private
Wealth ManagementSan FranciscoCalif.30,8803050High Net Worth, Ultrahigh Net
Worth, Foundations, Endowments5877Steven LevineFirst Republic Investment
ManagementLos AngelesCalif.3,1342550High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions5955Emily Van HoorickxUBS Financial
ServicesSan JoseCalif.12,976510Retail, High Net Worth, Ultrahigh Net
Worth6045Chad EvansMorgan Stanley Wealth ManagementNewport
BeachCalif.13,438150500Institutions6168Brian FirringWells Fargo AdvisorsBeverly
HillsCalif.3,9503560High Net Worth, Ultrahigh Net Worth62NHugh BeecherFirst
Republic Investment ManagementSan FranciscoCalif.2,9361840High Net Worth,
Ultrahigh Net Worth6369Lisa ReedNeuberger BermanLos AngelesCalif.1,2258.510High
Net Worth, Ultrahigh Net Worth6440Greg OnkenJ.P. Morgan Wealth ManagementSan
FranciscoCalif.9,7732032High Net Worth, Ultrahigh Net Worth, Foundations6565Gail
ReidAmeriprise FinancialGlendaleCalif.1,96534Retail, High Net Worth,
Foundations6666Andrew BaschMorgan Stanley Private Wealth ManagementLos
AngelesCalif.4,177820High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions6757Philippe HartlMerrill Private Wealth ManagementLos
AngelesCalif.6,59330300High Net Worth, Ultrahigh Net Worth6876Mike BurbankMorgan
Stanley Private Wealth ManagementSan FranciscoCalif.2,5323580High Net Worth,
Ultrahigh Net Worth6988Darren PfeffermanMorgan Stanley Private Wealth
ManagementSan DiegoCalif.2,5061030High Net Worth, Ultrahigh Net Worth,
Endowments, Institutions7062Debbie JorgensenMerrill Lynch Wealth ManagementSan
FranciscoCalif.2,2853065High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments71109Ryan McClellanUBS Private Wealth ManagementLos
AngelesCalif.5,3683050High Net Worth, Ultrahigh Net Worth7285Jeffrey TraumMorgan
Stanley Private Wealth ManagementMenlo ParkCalif.3,3152050High Net Worth,
Ultrahigh Net Worth, Institutions7370Grant LeeMorgan Stanley Private Wealth
ManagementSan FranciscoCalif.4,2752030High Net Worth, Ultrahigh Net
Worth74NWilliam WheatleyMerrill Lynch Wealth ManagementNewport
BeachCalif.1,40034Retail, High Net Worth, Ultrahigh Net Worth7575George
PapadoyannisAmeriprise FinancialSan MateoCalif.4,5002.59Retail, High Net Worth,
Ultrahigh Net Worth7684Brett BerryFirst Republic Investment ManagementMenlo
ParkCalif.1,3151025High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments77102James DemmertMain Street ResearchSausalitoCalif.1,771425High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments, Institutions7887Carolyn
TaylorWeatherly Asset ManagementDel MarCalif.1,1503.15High Net Worth, Ultrahigh
Net Worth7991James KleinMorgan Stanley Private Wealth ManagementLos
AngelesCalif.4,0831025High Net Worth, Ultrahigh Net Worth, Foundations8098Steven
SojaFirst Republic Investment ManagementSan FranciscoCalif.1,4311015High Net
Worth, Ultrahigh Net Worth, Foundations8174Tracey GluckJ.P. Morgan Wealth
ManagementLos AngelesCalif.1,850815Retail, High Net Worth, Ultrahigh Net Worth,
Foundations8281Harlan SpinnerUBS Private Wealth ManagementLos
AngelesCalif.3,0942530High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions8394Garrett BlandMorgan Stanley Private Wealth
ManagementLos AngelesCalif.7461550High Net Worth, Ultrahigh Net Worth,
Foundations84NBrian LewisMorgan Stanley Private Wealth
ManagementOrindaCalif.1,2731025High Net Worth, Ultrahigh Net Worth85NJoe
McLeanIntersect CapitalSan RamonCalif.1,700410Retail, High Net Worth, Ultrahigh
Net Worth86NRobert DalyMorgan Stanley Private Wealth ManagementLos
AngelesCalif.1,3701425Retail, High Net Worth, Ultrahigh Net Worth87106Philip
WaltersWells Fargo AdvisorsBeverly HillsCalif.5,4311015High Net Worth, Ultrahigh
Net Worth, Institutions8890Adam S. GoldsteinAmeriprise
FinancialCalabasasCalif.2,04313.5Retail, High Net Worth, Ultrahigh Net
Worth8978Sam SchonerFirst Republic Investment ManagementSan
FranciscoCalif.2,093310Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments90NJonathan UsichMorgan Stanley Private Wealth ManagementSan
FranciscoCalif.6,6242530High Net Worth, Ultrahigh Net Worth,
Foundations91NMarcus TanimotoMerrill Lynch Wealth ManagementLos
AngelesCalif.7,028515Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions9296Renee FourcadeUBS Financial ServicesLos
AngelesCalif.3,527315Retail, High Net Worth, Ultrahigh Net Worth,
Institutions93NJustin VaicekMerrill Private Wealth ManagementNewport
BeachCalif.2,3092550High Net Worth, Ultrahigh Net Worth,
Foundations94107Anouchka BalogMorgan Stanley Wealth ManagementLaguna
NiguelCalif.1,040510Retail, High Net Worth, Ultrahigh Net Worth,
Institutions95111Mark HebnerIndex Fund AdvisorsIrvineCalif.1,58044High Net
Worth, Ultrahigh Net Worth96117Sean BricmontFirst Republic Investment
ManagementSan FranciscoCalif.1,30614.525High Net Worth, Ultrahigh Net
Worth9783Michael AllardCalBay InvestmentsDanvilleCalif.1,1831.74.5Retail, High
Net Worth, Ultrahigh Net Worth98NJohn AckerUBS Financial ServicesLos
AngelesCalif.1,96858Retail, High Net Worth, Ultrahigh Net Worth99NMatthew
SheehanMorgan Stanley Private Wealth ManagementMenlo ParkCalif.2,919525Retail,
High Net Worth, Ultrahigh Net Worth100101Sonny KothariMerrill Lynch Wealth
ManagementBreaCalif.1,402510High Net Worth, Ultrahigh Net Worth101104Alma
GuimarinMorgan Stanley Wealth ManagementSan JoseCalif.1,320310Retail, High Net
Worth, Ultrahigh Net Worth10293Micah ScheinbergAlex. Brown | Raymond
JamesCentury CityCalif.1,9601845High Net Worth, Ultrahigh Net Worth103NBrannan
VaughanMorgan Stanley Wealth ManagementMenlo ParkCalif.3,309850Retail, High Net
Worth, Ultrahigh Net Worth, Institutions10499Greg SainStifelLos
AngelesCalif.1,2002050Retail, High Net Worth, Ultrahigh Net Worth105120Aric
ZamelUBS Private Wealth ManagementBeverly HillsCalif.1,4011020Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Institutions106NJennifer ManCIBC
Private WealthSan FranciscoCalif.9829.413High Net Worth, Ultrahigh Net
Worth107NBenjamin WongViewpoint Financial
NetworkPleasantonCalif.1,4250.72Retail, High Net Worth, Ultrahigh Net Worth,
Institutions108NThomas Van DyckRBC Wealth ManagementSan
FranciscoCalif.3,3802025Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions109100Emily BachMorgan Stanley Wealth
ManagementOrindaCalif.1,35036Retail, High Net Worth, Ultrahigh Net
Worth110NRonald HegardtMerrill Lynch Wealth ManagementRancho Santa
FeCalif.2,1301025High Net Worth, Ultrahigh Net Worth111114David JasperUBS
Private Wealth ManagementSan FranciscoCalif.2,2805050High Net Worth, Ultrahigh
Net Worth, Foundations112NVivek ThoppayMerrill Lynch Wealth ManagementSan
JoseCalif.982510High Net Worth, Ultrahigh Net Worth113116Michael EvansUBS
Private Wealth ManagementSan FranciscoCalif.2,2805050High Net Worth, Ultrahigh
Net Worth, Foundations114NCourtney LiddyUBS Financial ServicesSan
DiegoCalif.1,770610High Net Worth, Ultrahigh Net Worth, Institutions11595Mark
UdisCamden CapitalManhattan BeachCalif.4,4225050High Net Worth, Ultrahigh Net
Worth116NTony daRozaMerrill Private Wealth ManagementSan
FranciscoCalif.2,4382540High Net Worth, Ultrahigh Net Worth117115Daniel
MurphyMorgan Stanley Wealth ManagementMenlo ParkCalif.99,715510Retail, High Net
Worth, Institutions118NMatthew GalloMerrill Lynch Wealth ManagementWalnut
CreekCalif.1,0431.74Retail, High Net Worth, Ultrahigh Net Worth119NDavid
AriziniFirst Republic Investment ManagementMenlo ParkCalif.12,9972050High Net
Worth, Ultrahigh Net Worth120103Jeffrey GermainWells Fargo AdvisorsLos
AngelesCalif.1,5101525High Net Worth, Ultrahigh Net Worth11Shawn FowlerMorgan
Stanley Private Wealth ManagementDenverColo.7,7354189High Net Worth, Ultrahigh
Net Worth, Institutions21 Neb.Jonathan BeukelmanUBS Private Wealth
ManagementDenverColo.5,035525High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments32Max BullMorgan Stanley Private Wealth
ManagementDenverColo.7,7354189High Net Worth, Ultrahigh Net Worth,
Institutions43Wally ObermeyerObermeyer Wood Investment
CounselAspenColo.2,450735High Net Worth, Ultrahigh Net Worth56Melissa
Corrado-HarrisonUBS Private Wealth ManagementDenverColo.1,5593550High Net Worth,
Ultrahigh Net Worth65Donna Di IanniMerrill Lynch Wealth
ManagementAspenColo.1,8762250High Net Worth, Ultrahigh Net Worth,
Foundations77Carl HooverMerrill Private Wealth
ManagementDenverColo.5,2001520High Net Worth, Ultrahigh Net Worth88Michael
CaplanUBS Financial ServicesDenverColo.1,389510Retail, High Net Worth, Ultrahigh
Net Worth911Scott ThistedMerrill Private Wealth
ManagementDenverColo.5,2001520High Net Worth, Ultrahigh Net Worth10NScott
SparksSparks FinancialDenverColo.1,078310Retail, High Net Worth, Ultrahigh Net
Worth1110Gary CooperUBS Financial ServicesDenverColo.2,016725High Net Worth,
Ultrahigh Net Worth1213Joseph JaniczekJaniczek Wealth
ManagementDenverColo.93547Retail, High Net Worth, Ultrahigh Net Worth1316David
SurofchekMorgan Stanley Wealth ManagementColorado SpringsColo.1,84235Retail,
High Net Worth, Ultrahigh Net Worth1417Mark BrownBrown &
CompanyDenverColo.695715High Net Worth, Ultrahigh Net Worth1514Brad
BickhamColorado Financial ManagementBoulderColo.1,9732.54Retail, High Net Worth,
Ultrahigh Net Worth, Foundations16NDrew LautrupMerrill Lynch Wealth
ManagementDenverColo.893710Retail, High Net Worth, Ultrahigh Net Worth17NCraig
KinardMerrill Lynch Wealth ManagementGreenwood VillageColo.7433.55Retail, High
Net Worth, Ultrahigh Net Worth1818Ali Flynn PhillipsObermeyer Wood Investment
CounselAspenColo.2,450525High Net Worth, Ultrahigh Net Worth11Jeff
ErdmannMerrill Private Wealth ManagementGreenwichConn.13,6484060Ultrahigh Net
Worth22Paul TramontanoFirst Republic Investment
ManagementGreenwichConn.12,9974050High Net Worth, Ultrahigh Net Worth,
Foundations33William GrecoUBS Financial ServicesHartfordConn.4,834912Retail,
High Net Worth, Ultrahigh Net Worth, Institutions44Brian HetheringtonMerrill
Private Wealth ManagementNew CanaanConn.4,2403035High Net Worth, Ultrahigh Net
Worth55Harold TrischmanMorgan Stanley Wealth
ManagementGreenwichConn.2,907520Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions614Rob GiannettiMerrill Private Wealth
ManagementGreenwichConn.13,6484060Ultrahigh Net Worth76Thomas FrameMorgan
Stanley Private Wealth ManagementGreenwichConn.2,058710High Net Worth, Ultrahigh
Net Worth87Bryan StepanianAlex. Brown | Raymond
JamesGreenwichConn.3,100100150Ultrahigh Net Worth, Foundations,
Institutions928Ken SteevesCreative PlanningOrangeConn.1,5241.320High Net Worth,
Ultrahigh Net Worth, Institutions1011Peter ChiecoMorgan Stanley Wealth
ManagementGreenwichConn.2,578715Retail, High Net Worth, Ultrahigh Net
Worth1121Matthew SombergGottfried & Somberg Wealth
ManagementGlastonburyConn.1,70035Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions128Thomas VacheronMerrill Private Wealth
ManagementFairfieldConn.2,4771525High Net Worth, Ultrahigh Net Worth139Charles
J. Noble IIIJanney Montgomery ScottNew HavenConn.1,441612Retail, High Net Worth,
Ultrahigh Net Worth1412Jeffrey CorlissRDM Financial Group |
HightowerWestportConn.1,0963.57Retail, High Net Worth, Ultrahigh Net
Worth1522Richard T. GoodwinMerrill Lynch Wealth
ManagementGuilfordConn.4,43678High Net Worth, Ultrahigh Net Worth1613Nancy
DaoudAmeriprise FinancialOxfordConn.1,7150.55Retail, High Net Worth, Ultrahigh
Net Worth1729Robert PaolucciPrinciple Wealth PartnersMadisonConn.2,30046High Net
Worth, Ultrahigh Net Worth1818Jason CernigliaAmeriprise
FinancialMysticConn.1,4601.64.5Retail, High Net Worth, Ultrahigh Net
Worth19NMatthew LaskoUBS Private Wealth ManagementStamfordConn.8,3941530High Net
Worth, Ultrahigh Net Worth, Endowments, Institutions2036Thomas MantioneUBS
Private Wealth ManagementStamfordConn.2,6142540High Net Worth, Ultrahigh Net
Worth2125Thomas HutchisonMerrill Lynch Wealth ManagementNew
HavenConn.2,19035Retail, High Net Worth, Ultrahigh Net Worth2231John
GoodwinMorgan Stanley Private Wealth ManagementStamfordConn.2,8394075High Net
Worth, Ultrahigh Net Worth, Foundations2320David GoodwinMerrill Lynch Wealth
ManagementHartfordConn.8956.510Retail, High Net Worth, Ultrahigh Net
Worth2426Joshua KampfMerrill Lynch Wealth ManagementNew HavenConn.2,19035Retail,
High Net Worth, Ultrahigh Net Worth, Institutions2519Teresa JacobsenUBS Private
Wealth ManagementStamfordConn.9711530High Net Worth, Ultrahigh Net Worth2624Jon
NewmanAmeriprise FinancialGreenwichConn.400210Retail, High Net Worth,
Institutions27NVincent MancusoMorgan Stanley Wealth
ManagementGreenwichConn.2,556715Retail, High Net Worth, Ultrahigh Net
Worth28NKevin LeahyConnecticut Wealth ManagementFarmingtonConn.2,1192.55Retail,
High Net Worth, Ultrahigh Net Worth2917Chris JewellWells Fargo
AdvisorsGreenwichConn.2,0001015Retail, High Net Worth, Ultrahigh Net Worth,
Institutions3030Chad CzerwinskiUBS Financial
ServicesHartfordConn.2,039510Retail, High Net Worth, Ultrahigh Net Worth31NGlenn
FeiginMerrill Lynch Wealth ManagementGreenwichConn.1,03415Retail, High Net
Worth, Ultrahigh Net Worth3235Matthew WunderNorthwestern
MutualWestportConn.8190.60.9Retail, High Net Worth, Ultrahigh Net Worth,
Institutions33NAndrew ShantzUBS Private Wealth
ManagementStamfordConn.2,6142540High Net Worth, Ultrahigh Net Worth34NAndrew
WorthingtonUBS Financial ServicesHartfordConn.1,95657Retail, High Net Worth,
Ultrahigh Net Worth3534William DonnellMerrill Private Wealth
ManagementGreenwichConn.1,531525High Net Worth, Ultrahigh Net Worth,
Foundations3632Michael FreeburgGreenwich Wealth
ManagementGreenwichConn.2,2691025High Net Worth, Ultrahigh Net Worth,
Foundations11Marvin McIntyreMorgan Stanley Private Wealth
ManagementWashingtonD.C.5,1397.530Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions22John M. WilliamsMorgan Stanley Private Wealth
ManagementWashingtonD.C.3,5632035Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments33Michael O'NeillMorgan Stanley Private Wealth
ManagementWashingtonD.C.3,5872835High Net Worth, Ultrahigh Net Worth47James
WohlgemuthMorgan Stanley Private Wealth ManagementWashingtonD.C.1,2391525High
Net Worth, Ultrahigh Net Worth54Keith AptonUBS Financial
ServicesWashingtonD.C.2,6601040High Net Worth, Ultrahigh Net Worth,
Institutions614John McKnightMerrill Lynch Wealth
ManagementWashingtonD.C.2,90958Retail, High Net Worth, Ultrahigh Net
Worth710James NewUBS Private Wealth ManagementWashingtonD.C.4,0911525High Net
Worth, Ultrahigh Net Worth812Tom RietanoMerrill Private Wealth
ManagementWashingtonD.C.2,2491020High Net Worth, Ultrahigh Net Worth95Brett
AnthonyMorgan Stanley Wealth ManagementWashingtonD.C.6,8531525Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Institutions1011Michael FreimanMorgan
Stanley Wealth ManagementWashingtonD.C.2,1281.53Retail, High Net Worth,
Ultrahigh Net Worth1120Gregory MarcusUBS Private Wealth
ManagementWashingtonD.C.1,2605075High Net Worth, Ultrahigh Net Worth12NDee Ann
SchedlerCIBC Private WealthWashingtonD.C.8981114.3High Net Worth, Ultrahigh Net
Worth1313Nick FranciaUBS Financial ServicesWashingtonD.C.2,6601040High Net
Worth, Ultrahigh Net Worth, Institutions1417Frederick ShrevesWells Fargo
AdvisorsWashingtonD.C.4,10037Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions1515William FinnertyUBS Private Wealth
ManagementWashingtonD.C.8181020Retail, High Net Worth, Ultrahigh Net
Worth16NJason GoldsteinRaymond JamesWashingtonD.C.4,1502040Retail, High Net
Worth, Ultrahigh Net Worth, Institutions1719Barry HaffnerUBS Financial
ServicesWashingtonD.C.1,04069High Net Worth, Ultrahigh Net Worth189H.L. 'Trip'
McLaughlin IIIMorgan Stanley Wealth ManagementWashingtonD.C.6,8371525Retail,
High Net Worth, Ultrahigh Net Worth, Foundations, Institutions1918Skip
MoosherMorgan Stanley Wealth ManagementWashingtonD.C.1,370710Retail, High Net
Worth, Ultrahigh Net Worth, Institutions2022William SlaterMerrill Private Wealth
ManagementWashingtonD.C.1,7441525High Net Worth, Ultrahigh Net Worth2116Richard
HarrisAlex. Brown | Raymond JamesWashingtonD.C.2,8117.525Retail, High Net Worth,
Ultrahigh Net Worth, Foundations, Institutions22NFrederick SchultzJ.P. Morgan
Wealth ManagementWashingtonD.C.2,4001525High Net Worth, Ultrahigh Net
Worth23NTheodore HartMorgan Stanley Wealth
ManagementWashingtonD.C.1,553510Retail, High Net Worth, Ultrahigh Net
Worth2423Paul GoreeMerrill Lynch Wealth ManagementWashingtonD.C.1,909610Retail,
High Net Worth, Ultrahigh Net Worth11Kimberlee OrthAmeriprise
FinancialWilmingtonDel.2,1796.716.1Retail, High Net Worth, Ultrahigh Net Worth,
Institutions2NDavid FooteMorgan Stanley Wealth
ManagementGreenvilleDel.1,2871015Retail, High Net Worth, Ultrahigh Net
Worth33Thomas RiceMerrill Lynch Wealth ManagementWilmingtonDel.1,7193.57Retail,
High Net Worth, Ultrahigh Net Worth46Donald DeWees Sr.Wells Fargo
AdvisorsGreenvilleDel.1,18535Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions52Peni WarrenMerrill Lynch Wealth
ManagementDoverDel.8221.52Retail, High Net Worth, Ultrahigh Net Worth,
Institutions65Thomas WeisenfelsMerrill Lynch Wealth
ManagementWilmingtonDel.6581.12.5Retail, High Net Worth, Ultrahigh Net
Worth11Brian PfeiflerMorgan Stanley Private Wealth ManagementPalm
BeachFla.17,90050100High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments24Scott SiegelMorgan Stanley Wealth ManagementBoca
RatonFla.8,6452050Retail, High Net Worth, Ultrahigh Net Worth370 N.Y.Deborah
MontapertoMorgan Stanley Private Wealth ManagementPalm
BeachFla.40,50050150Ultrahigh Net Worth42Kevin PetersMorgan Stanley Wealth
ManagementPalm BeachFla.6,78920.255.7High Net Worth, Ultrahigh Net Worth,
Institutions53Thomas MoranMoran Wealth ManagementNaplesFla.4,249525Retail, High
Net Worth, Ultrahigh Net Worth, Institutions65Adam CarlinMorgan Stanley Private
Wealth ManagementCoral GablesFla.4,3192535High Net Worth, Ultrahigh Net
Worth713John ElwawMorgan Stanley Wealth ManagementMiamiFla.3,4685100High Net
Worth, Ultrahigh Net Worth86Louis ChiavacciMerrill Private Wealth
ManagementCoral GablesFla.3,6703575Ultrahigh Net Worth9NSalvatore TianoFirst
Republic Investment ManagementJupiterFla.3,0431220High Net Worth, Ultrahigh Net
Worth1028 N.Y.John OlsonMerrill Lynch Wealth ManagementPalm
BeachFla.2,467815High Net Worth, Ultrahigh Net Worth11NClarke LemonsEaton Vance
WaterOak AdvisorsWinter ParkFla.2,930410Retail, High Net Worth, Ultrahigh Net
Worth124 N.J.Frank SeminaraMorgan Stanley Private Wealth ManagementPalm
BeachFla.2,8701020High Net Worth, Ultrahigh Net Worth1310Robert DoyleDoyle
Wealth ManagementSt. PetersburgFla.1,50524Retail, High Net Worth, Ultrahigh Net
Worth1418Dominic CasanuevaMerrill Lynch Wealth ManagementLakewood
RanchFla.8,37913Retail, High Net Worth, Ultrahigh Net Worth, Institutions152
Minn.Brad WheelockRBC Wealth ManagementNaplesFla.1,6543.25Retail, High Net
Worth, Ultrahigh Net Worth, Foundations167Roy AppleJ.P. Morgan Wealth
ManagementPalm Beach GardensFla.3,0138.520High Net Worth, Ultrahigh Net
Worth1715 N.J.Joseph MatinaUBS Private Wealth
ManagementNaplesFla.1,9617.525Retail, High Net Worth, Ultrahigh Net
Worth1811Michael BoberUBS Private Wealth ManagementBoca RatonFla.2,7811530High
Net Worth, Ultrahigh Net Worth1814Ed VentriceUBS Private Wealth ManagementBoca
RatonFla.2,7811530High Net Worth, Ultrahigh Net Worth20NMichael BrewsterWells
Fargo AdvisorsPalm Beach GardensFla.4,000715Retail, High Net Worth, Ultrahigh
Net Worth, Institutions2112Peter BermontRaymond JamesCoral
GablesFla.3,1601226High Net Worth, Ultrahigh Net Worth, Foundations, Endowments,
Institutions2221Jason StephensUBS Private Wealth
ManagementNaplesFla.1,9111020High Net Worth, Ultrahigh Net Worth2359 N.Y.Rod
AronsonMorgan Stanley Private Wealth ManagementPalm BeachFla.3,2502535High Net
Worth, Ultrahigh Net Worth, Foundations, Institutions2424 Ill.Linda
StephansGraystone Consulting | Morgan StanleyPalm BeachFla.10,382150100High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments259Don d'AdeskyRaymond
JamesBoca RatonFla.6,394510Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions2622Margaret StarnerRaymond JamesCoral
GablesFla.1,55078High Net Worth, Ultrahigh Net Worth2714 N.J.James
McLaughlinPrinceton Wealth Advisors | Raymond JamesVero BeachFla.2,72645Retail,
High Net Worth, Ultrahigh Net Worth2828 Ill.Mark ThorndykeMerrill Lynch Wealth
ManagementNaplesFla.2,1117.59.5Retail, High Net Worth, Ultrahigh Net
Worth2925Michael McCainWells Fargo AdvisorsNaplesFla.2,8541015High Net Worth,
Ultrahigh Net Worth3019Keith RowlingMerrill Lynch Wealth ManagementPalm
BeachFla.1,2521020Retail, High Net Worth, Ultrahigh Net Worth3120William
KingMerrill Lynch Wealth ManagementVero BeachFla.1,386820High Net Worth,
Ultrahigh Net Worth, Foundations, Endowments, Institutions3215Todd
MollProvenance Wealth Advisors | Raymond JamesFort
LauderdaleFla.4,1002050Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions3329Michelle MayerMerrill Private Wealth
ManagementNaplesFla.1,9112550High Net Worth, Ultrahigh Net Worth,
Foundations3432Trevor FriedMorgan Stanley Wealth ManagementFort
LauderdaleFla.1,17525Retail, High Net Worth, Ultrahigh Net Worth35NArnold
KimanCreative PlanningBoca RatonFla.1,0951.22.3Retail, High Net Worth, Ultrahigh
Net Worth3610 Conn.Terence MarkeyMorgan Stanley Private Wealth ManagementVero
BeachFla.3,9333050High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments3747Douglas BraffUBS Private Wealth ManagementWest Palm
BeachFla.8,067515Retail, High Net Worth, Ultrahigh Net Worth3816Jose
CabreraRaymond JamesCoral GablesFla.6,394510Retail, High Net Worth, Ultrahigh
Net Worth, Foundations, Institutions3928Andrew SchultzMorgan Stanley Private
Wealth ManagementMiami BeachFla.95412.540High Net Worth, Ultrahigh Net
Worth40NScott PinkertonFourThought Private WealthVeniceFla.1,1943.57Retail, High
Net Worth, Ultrahigh Net Worth, Foundations, Endowments, Institutions4126Louise
ArmourJ.P. Morgan Wealth ManagementPalm Beach GardensFla.1,1907.525Retail, High
Net Worth, Ultrahigh Net Worth, Foundations, Institutions4238Manish MehtaUBS
Private Wealth ManagementOrlandoFla.1,38145Retail, High Net Worth, Ultrahigh Net
Worth, Institutions4327Kenneth BurkeMerrill Lynch Wealth
ManagementHeathrowFla.1,9281217Retail, High Net Worth, Ultrahigh Net
Worth44NEric YaminMorgan Stanley Private Wealth ManagementMiamiFla.8741030High
Net Worth, Ultrahigh Net Worth, Foundations4552Randy HallierCreative PlanningSt.
PetersburgFla.1,1521.25Retail, High Net Worth, Ultrahigh Net Worth46NEric
GlasbandRBC Wealth ManagementBoca RatonFla.1,2404.610Retail, High Net Worth,
Ultrahigh Net Worth, Institutions4730Thomas RuggieRuggie Wealth
ManagementTavaresFla.9381.12.8Retail, High Net Worth, Ultrahigh Net Worth,
Institutions4842Adam PalmerGraystone Consulting | Morgan
StanleyTampaFla.5,60955Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions4956Jeremy RuccioMerrill Private Wealth
ManagementMiamiFla.2,618100200High Net Worth, Ultrahigh Net Worth5033William
MerriamMerrill Lynch Wealth ManagementJacksonvilleFla.1,36525Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments, Institutions5175Chris
GarvinUBS Financial ServicesFort LauderdaleFla.1,61938High Net Worth, Ultrahigh
Net Worth, Institutions5262Trent LeydaMorgan Stanley Wealth ManagementVero
BeachFla.1,7027.515Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions5334Aimee CoganMorgan Stanley Wealth
ManagementSarasotaFla.1,3791020High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments5444Kurt SylviaJ.P. Morgan Wealth ManagementPalm Beach
GardensFla.1,3461525Retail, High Net Worth, Ultrahigh Net Worth,
Foundations55NRobert DwyerMerrill Lynch Wealth ManagementPunta
GordaFla.8,37935Retail, High Net Worth, Ultrahigh Net Worth,
Institutions5650Gregory PollockMerrill Lynch Wealth
ManagementRockledgeFla.2,82145.5Retail, High Net Worth, Ultrahigh Net Worth,
Institutions5737Nick SadowskyUBS Private Wealth ManagementBoca
RatonFla.3,2712050High Net Worth, Ultrahigh Net Worth5861Kevin JohnsonMorgan
Stanley Private Wealth ManagementNaplesFla.1,3003550High Net Worth, Ultrahigh
Net Worth59NMatt KilgroeCyndeo Wealth PartnersSt. PetersburgFla.1,385610Retail,
High Net Worth, Ultrahigh Net Worth6040Thais PiotrowskiAmeriprise FinancialBoca
RatonFla.1,1800.82Retail, High Net Worth, Ultrahigh Net Worth6149Steven
WagnerOmnia Family WealthAventuraFla.2,0183050High Net Worth, Ultrahigh Net
Worth62NEric ApplewhiteMorgan Stanley Wealth ManagementBoca
RatonFla.2,42825Retail, High Net Worth, Ultrahigh Net Worth6363Jeff HausingerAll
Seasons Wealth | Raymond JamesTampaFla.7651.22Retail, High Net Worth, Ultrahigh
Net Worth64NRachael NaylorMorgan Stanley Private Wealth
ManagementJacksonvilleFla.9,05450100Ultrahigh Net Worth, Foundations,
Institutions6545Rachel BarzilayMerrill Lynch Wealth ManagementBoca
RatonFla.1,289610High Net Worth, Ultrahigh Net Worth, Institutions6646Gregory
O'HareMerrill Private Wealth ManagementPalm Beach GardensFla.1,0972540High Net
Worth, Ultrahigh Net Worth6743Christopher AitkenUBS Private Wealth
ManagementPonte Vedra BeachFla.9482540High Net Worth, Ultrahigh Net
Worth6841William LaPatoMerrill Lynch Wealth ManagementBoca RatonFla.80658Retail,
High Net Worth, Ultrahigh Net Worth6935Daryn PingletonMerrill Lynch Wealth
ManagementWest Palm BeachFla.1,3214.58Retail, High Net Worth, Ultrahigh Net
Worth7039Janet Franco GordonMorgan Stanley Wealth ManagementCoral
GablesFla.1,0378.524High Net Worth, Ultrahigh Net Worth71NPaul WoodRaymond
JamesOrlandoFla.1,5250.81.5Retail, High Net Worth, Ultrahigh Net Worth,
Institutions7258Andrew PlumUBS Financial ServicesWest Palm
BeachFla.1,3141525High Net Worth, Ultrahigh Net Worth7368Matthew LytellRiverwalk
Wealth Advisors | Northwestern MutualTampaFla.1,2252.66Retail, High Net Worth,
Ultrahigh Net Worth7459Erick EllsweigMerrill Lynch Wealth ManagementWest Palm
BeachFla.2,1543.87High Net Worth, Ultrahigh Net Worth7576George
PerezGenTrustMiamiFla.2,60212.120High Net Worth, Ultrahigh Net Worth7660Stephen
RuvitusoMerrill Lynch Wealth ManagementPalm Beach GardensFla.1,0421535High Net
Worth, Ultrahigh Net Worth7751Michael SilverBaron Silver Stevens Financial
AdvisorsBoca RatonFla.90214Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions7835 N.J.Adam GurienMerrill Lynch Wealth ManagementPalm
Beach GardensFla.88746.5Retail, High Net Worth, Ultrahigh Net Worth, Endowments,
Institutions79NBryce KennyMorgan Stanley Private Wealth
ManagementTampaFla.1,17430300High Net Worth, Ultrahigh Net Worth80NShon
FlahartyFlaharty Asset ManagementClearwaterFla.9540.75Retail, High Net Worth,
Ultrahigh Net Worth, Institutions8131Michael RomanchukMerrill Lynch Wealth
ManagementMiamiFla.1,594815Retail, High Net Worth, Ultrahigh Net Worth,
Institutions8254Adam RosenfeldMerrill Private Wealth
ManagementMiamiFla.1,19435400High Net Worth, Ultrahigh Net Worth8364Neil
KishterMerrill Private Wealth ManagementBoca RatonFla.1,369520High Net Worth,
Ultrahigh Net Worth8455Lucas HaberMerrill Lynch Wealth ManagementDaytona
BeachFla.7322.53.5Retail, High Net Worth, Ultrahigh Net Worth12James
HansbergerMorgan Stanley Private Wealth ManagementAtlantaGa.3,5002050High Net
Worth, Ultrahigh Net Worth, Foundations21Rod WestmorelandMerrill Private Wealth
ManagementAtlantaGa.4,2835060High Net Worth, Ultrahigh Net Worth34Brian
FrankMorgan Stanley Private Wealth ManagementAtlantaGa.2,965525High Net Worth,
Ultrahigh Net Worth, Foundations43Robert
BalentineBalentineAtlantaGa.5,24021.625High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions55Andrew HarbourMorgan Stanley Wealth
ManagementAtlantaGa.10,100510High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions67Craig SavageWilliam BlairAtlantaGa.6,0112030High Net
Worth, Ultrahigh Net Worth, Foundations, Institutions714Earle DoddUBS Financial
ServicesAtlantaGa.6,698350700Foundations, Institutions8NMichael
MerlinRockefeller Capital ManagementAtlantaGa.1,9501025High Net Worth, Ultrahigh
Net Worth96Wes MossCapital Investment AdvisorsAtlantaGa.3,8761.52.5Retail, High
Net Worth, Ultrahigh Net Worth108Ron HughesMerrill Private Wealth
ManagementAtlantaGa.1,6015055Ultrahigh Net Worth1116Justin RyanRockefeller
Capital ManagementAtlantaGa.1,82250125Ultrahigh Net Worth, Foundations129Buck
Wiley IIIMerrill Private Wealth ManagementAtlantaGa.3,1712030High Net Worth,
Ultrahigh Net Worth, Endowments1319Leslie LauerUBS Private Wealth
ManagementAtlantaGa.4,3822560High Net Worth, Ultrahigh Net Worth,
Institutions1415Saul LevyMorgan Stanley Wealth ManagementAtlantaGa.2,0561215High
Net Worth, Ultrahigh Net Worth1512Bert PonderMerrill Private Wealth
ManagementAtlantaGa.2,4201530High Net Worth, Ultrahigh Net Worth,
Foundations1621Jay JowersMerrill Private Wealth
ManagementAtlantaGa.3,4604050High Net Worth, Ultrahigh Net Worth1718Michael
HinesConsolidated Planning Corporation | Raymond JamesAtlantaGa.1,0732.54Retail,
High Net Worth, Ultrahigh Net Worth, Institutions18NJames KaufmanMerrill Lynch
Wealth ManagementAtlantaGa.112,4971030High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions1920Charles HokeCIBC Private
WealthAtlantaGa.1,64925.430High Net Worth, Ultrahigh Net Worth, Endowments,
Institutions20NDavid MackMerrill Lynch Wealth
ManagementAtlantaGa.112,49725100High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions2122David SkidMorgan Stanley Wealth
ManagementAtlantaGa.1,661510Retail, High Net Worth, Ultrahigh Net Worth2213Donna
JoynerMerrill Lynch Wealth ManagementAlpharettaGa.1,3101020High Net Worth,
Ultrahigh Net Worth2311Al ParkerMorgan Stanley Private Wealth
ManagementAtlantaGa.1,86950100Ultrahigh Net Worth, Foundations2425Ryan
SmithNorthwestern MutualAtlantaGa.1,1312.55Retail, High Net Worth, Ultrahigh Net
Worth2524Scott ThompsonCIBC Private WealthAtlantaGa.2,07129.350Ultrahigh Net
Worth, Foundations2630Andy ZagerUBS Financial ServicesAtlantaGa.77745Retail,
High Net Worth, Ultrahigh Net Worth2723Graham RobertsMorgan Stanley Wealth
ManagementAtlantaGa.2,2407.515High Net Worth, Ultrahigh Net Worth2826Todd
UrowskyUBS Financial ServicesAtlantaGa.3,1511015High Net Worth, Ultrahigh Net
Worth, Institutions29NRebecca GlasgowUBS Private Wealth
ManagementAtlantaGa.4,3822560High Net Worth, Ultrahigh Net Worth3028Thomas
EppersonRockefeller Capital ManagementAtlantaGa.1,1712550High Net Worth,
Ultrahigh Net Worth1NEric FujimotoAmeriprise
FinancialHonoluluHawaii1,0191.15High Net Worth, Ultrahigh Net Worth2NWang Kar
LeeMorgan Stanley Wealth ManagementHonoluluHawaii1,6341.53.5Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments, Institutions33James
BennettMorgan Stanley Private Wealth ManagementHonoluluHawaii1,6691.84Retail,
High Net Worth, Ultrahigh Net Worth, Institutions41Peter BackusMorgan Stanley
Wealth ManagementHonoluluHawaii2,06235Retail, High Net Worth, Ultrahigh Net
Worth, Foundations, Endowments, Institutions54Matthew MegordenUBS Financial
ServicesHonoluluHawaii694510Retail, High Net Worth, Ultrahigh Net Worth6NRobert
SaraccoMerrill Lynch Wealth ManagementHonoluluHawaii44435Retail, High Net Worth,
Ultrahigh Net Worth11Robert Brian KingRBC Wealth ManagementEagleIdaho915510High
Net Worth, Ultrahigh Net Worth22Bruce DavidsonWells Fargo
AdvisorsBoiseIdaho943520Retail, High Net Worth, Ultrahigh Net Worth,
Foundations33Sandra DaltonUBS Financial ServicesBoiseIdaho1,087515Retail, High
Net Worth, Ultrahigh Net Worth, Foundations, Endowments46Uwe RuttkeMerrill Lynch
Wealth ManagementBoiseIdaho999410Retail, High Net Worth, Ultrahigh Net
Worth55Justin SamplesAmeriprise FinancialBoiseIdaho84011.9Retail, High Net
Worth, Ultrahigh Net Worth, Institutions6NAndy DodsonEdward
JonesNampaIdaho35111Retail, High Net Worth, Ultrahigh Net Worth11John
CultraWilliam BlairChicagoIll.5,2581828High Net Worth, Ultrahigh Net Worth,
Foundations24Thomas WilsonWilliam BlairChicagoIll.4,7851525High Net Worth,
Ultrahigh Net Worth, Foundations32Steven HefterHLM Capital Wealth
ManagementHighland ParkIll.6,5001230High Net Worth, Ultrahigh Net Worth43Paul
TashimaUBS Financial ServicesChicagoIll.33,02577250Ultrahigh Net Worth,
Institutions55David MabieChicago CapitalChicagoIll.3,103510High Net Worth,
Ultrahigh Net Worth, Institutions615Louise LaneWilliam
BlairChicagoIll.3,47147Retail, High Net Worth, Ultrahigh Net Worth,
Foundations77Andrew GriffoMorgan Stanley Wealth
ManagementChicagoIll.48,2291020Retail, High Net Worth, Ultrahigh Net Worth,
Institutions810Steve JesanisWilliam BlairChicagoIll.3,417625Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments914Tom BridgesCIBC Private
WealthChicagoIll.4,2774.67.5Retail, High Net Worth, Ultrahigh Net Worth,
Institutions109Raj BhatiaMerrill Private Wealth
ManagementChicagoIll.2,7181525High Net Worth, Ultrahigh Net Worth,
Endowments116Brian HahnNeuberger BermanChicagoIll.2,1602550High Net Worth,
Ultrahigh Net Worth1242Peter LeeSummit Trail AdvisorsChicagoIll.3,2012560High
Net Worth, Ultrahigh Net Worth, Institutions1311Scott MagnesenMorgan Stanley
Wealth ManagementOak BrookIll.5,4680.53Retail, High Net Worth, Ultrahigh Net
Worth1413Carlette McMullanWilliam BlairChicagoIll.2,189515Retail, High Net
Worth, Ultrahigh Net Worth, Institutions1512James WhitneyGraystone Consulting |
Morgan StanleyChicagoIll.4,91140100High Net Worth, Ultrahigh Net Worth1618Steve
ElkinsWilliam BlairChicagoIll.1,73315Retail, High Net Worth, Ultrahigh Net
Worth1717Daniel FriesMerrill Lynch Wealth ManagementChicagoIll.1,61535Retail,
High Net Worth, Ultrahigh Net Worth1822Daniel GrantWilliam
BlairChicagoIll.2,0201520High Net Worth, Ultrahigh Net Worth1916Robert
FixWilliam BlairChicagoIll.1,5861.55Retail, High Net Worth, Ultrahigh Net
Worth2023Kristina Van LiewGraystone Consulting | Morgan
StanleyChicagoIll.10,369150100High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments2127Kathleen RoeserMorgan Stanley Wealth
ManagementChicagoIll.1,975818High Net Worth, Ultrahigh Net Worth,
Institutions2236Matthew DilligThe Dillig Bowen Group |
HightowerNorthbrookIll.1,5333550High Net Worth, Ultrahigh Net Worth,
Foundations2338Benjamin KleinMerrill Lynch Wealth
ManagementNorthbrookIll.1,3017.510Retail, High Net Worth, Ultrahigh Net
Worth2431David WrightMerrill Private Wealth ManagementChicagoIll.3,1632540High
Net Worth, Ultrahigh Net Worth, Foundations2519Louis PasterUBS Financial
ServicesChicagoIll.33,02577250Ultrahigh Net Worth, Institutions2630Brad
DeHondMorgan Stanley Private Wealth ManagementChicagoIll.3,19052.660Ultrahigh
Net Worth, Foundations, Institutions2732Sharon OberlanderMerrill Lynch Wealth
ManagementChicagoIll.1,925512Retail, High Net Worth, Ultrahigh Net
Worth2835Russell McLeanMcLean Wealth Management Group | Wells Fargo Advisors
Financial NetworkOak BrookIll.2,9872.57.5Retail, High Net Worth, Ultrahigh Net
Worth2925Michael SchafferWells Fargo AdvisorsDeerfieldIll.1,5901530High Net
Worth, Ultrahigh Net Worth, Institutions30NVanessa MartinezThe Lerner Group |
HightowerDeerfieldIll.1,794520Retail, High Net Worth, Ultrahigh Net Worth31NW
Janet DoughertyCressetChicagoIll.6,4292525High Net Worth, Ultrahigh Net
Worth3234Joseph KartheiserMorgan Stanley Private Wealth
ManagementChicagoIll.2,0081525High Net Worth, Ultrahigh Net Worth3333Walter JR
GondeckThe Lerner Group | HightowerDeerfieldIll.1,794520Retail, High Net Worth,
Ultrahigh Net Worth3429Ted DavisMorgan Stanley Wealth
ManagementChicagoIll.1,0012.53Retail, High Net Worth3541Jay MaltbyUBS Private
Wealth ManagementChicagoIll.3,1011520High Net Worth, Ultrahigh Net
Worth3640David WilkinsonMorgan Stanley Private Wealth
ManagementChicagoIll.1,0363540Ultrahigh Net Worth3748Michael SakachGraystone
Consulting | Morgan StanleyChicagoIll.4,91940100High Net Worth, Ultrahigh Net
Worth3856Brian MarshallWilliam BlairChicagoIll.1,12435Retail, High Net Worth,
Ultrahigh Net Worth, Foundations3939Michael CohenMorgan Stanley Wealth
ManagementChicagoIll.2,15322Retail, High Net Worth, Ultrahigh Net Worth4047Ajay
DesaiUBS Private Wealth ManagementChicagoIll.1,91950300High Net Worth, Ultrahigh
Net Worth, Institutions4126Tom KilbornMerrill Lynch Wealth
ManagementNorthbrookIll.1,32357.5Retail, High Net Worth, Ultrahigh Net
Worth42NJohn Stevenson Jr.Wells Fargo AdvisorsQuincyIll.1,83734Retail, High Net
Worth, Ultrahigh Net Worth, Institutions4344Robert SiracusanoWells Fargo
Advisors Financial NetworkNapervilleIll.9253.54Retail, High Net Worth, Ultrahigh
Net Worth4437James OberheideMorgan Stanley Private Wealth
ManagementChicagoIll.3,9435075Ultrahigh Net Worth, Foundations4545Brian
SpeersMerrill Lynch Wealth ManagementOak BrookIll.1,6023.55High Net Worth,
Ultrahigh Net Worth, Institutions4621Kevin LynchMorgan Stanley Private Wealth
ManagementChicagoIll.1,6454860High Net Worth, Ultrahigh Net Worth4752Bruce
BeckerMorgan Stanley Wealth ManagementChicagoIll.1,295720High Net Worth,
Ultrahigh Net Worth, Institutions48NThomas MarxWilliam
BlairChicagoIll.1,179612Retail, High Net Worth, Ultrahigh Net Worth,
Institutions4954John HammondMerrill Lynch Wealth
ManagementNorthbrookIll.1,29658Retail, High Net Worth, Ultrahigh Net
Worth5059Jason BeckwithMerrill Lynch Wealth ManagementChicagoIll.1,05735Retail,
High Net Worth, Ultrahigh Net Worth5143Sean LannanMorgan Stanley Wealth
ManagementChicagoIll.3,4892.53Retail, High Net Worth5253Benjamin LeshemHLM
Capital Wealth ManagementHighland ParkIll.6,5001230High Net Worth, Ultrahigh Net
Worth5360Jacqueline MossWilliam BlairChicagoIll.1,1693040High Net Worth,
Ultrahigh Net Worth5449David SheppardMerrill Lynch Wealth ManagementDeer
ParkIll.93679High Net Worth, Ultrahigh Net Worth55NBrett WhiteAmeriprise
FinancialOakbrook TerraceIll.1,1590.92Retail, High Net Worth5646Dan
HoffmannMorgan Stanley Wealth ManagementChicagoIll.3,4882.52.5Retail, High Net
Worth5755Christopher GarrityMerrill Lynch Wealth
ManagementNorthbrookIll.1,83035Retail, High Net Worth, Ultrahigh Net
Worth58NBruce K. LeeKeebeck Wealth ManagementChicagoIll.1,6001550Ultrahigh Net
Worth, Institutions59NLaura LingerWilliam BlairChicagoIll.863525High Net Worth,
Ultrahigh Net Worth, Foundations6050Kyle ChudomMorgan Stanley Wealth
ManagementOak BrookIll.1,25213Retail, High Net Worth, Ultrahigh Net Worth12John
CateMerrill Lynch Wealth ManagementIndianapolisInd.23,7824251,000High Net Worth,
Ultrahigh Net Worth, Institutions21Wm. Craig DobbsGraystone Consulting | Morgan
StanleyIndianapolisInd.37,961294.6231.8Institutions33John PerryMorgan Stanley
Wealth ManagementIndianapolisInd.1,4151025Retail, High Net Worth, Ultrahigh Net
Worth45Eric PayneMerrill Lynch Wealth ManagementIndianapolisInd.2,81858Retail,
High Net Worth, Ultrahigh Net Worth, Foundations, Endowments54Martin
GregorMerrill Private Wealth ManagementIndianapolisInd.2,8315080High Net Worth,
Ultrahigh Net Worth, Institutions66Christopher MooreAmeriprise FinancialFort
WayneInd.1,20923.5Retail, High Net Worth, Ultrahigh Net Worth77Ronald
MenciasMerrill Lynch Wealth ManagementIndianapolisInd.2,81858Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments811Brian AustinAmeriprise
FinancialIndianapolisInd.1,1511.32.3Retail, High Net Worth912Daniel
FinleyMerrill Lynch Wealth ManagementFort WayneInd.1,34125Retail, High Net
Worth, Ultrahigh Net Worth, Institutions1014John
SchutzBairdEvansvilleInd.8270.71.7Retail, High Net Worth118Brian CookeCooke
Financial GroupIndianapolisInd.2,41046High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions118Chris CookeCooke Financial
GroupIndianapolisInd.2,41046High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions13NEric BruntonMerrill Lynch Wealth
ManagementIndianapolisInd.12,4302.34.2Retail, High Net Worth, Ultrahigh Net
Worth, Institutions1410Jonathan KlausnerMorgan Stanley Wealth
ManagementIndianapolisInd.2,848511High Net Worth, Ultrahigh Net Worth,
Institutions1517Scott SaxeWells Fargo AdvisorsEvansvilleInd.1,02812Retail, High
Net Worth, Ultrahigh Net Worth1615K. Gregory AkersMerrill Lynch Wealth
ManagementIndianapolisInd.1,41835Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions1716Kevin McMullenMerrill Lynch Wealth
ManagementIndianapolisInd.71022.8Retail, High Net Worth, Ultrahigh Net
Worth1813John DuffyMorgan Stanley Wealth
ManagementIndianapolisInd.2,9384.511Retail, High Net Worth, Ultrahigh Net Worth,
Institutions13Bryan BoesenMorgan Stanley Wealth ManagementDes
MoinesIowa1,249510High Net Worth, Ultrahigh Net Worth, Foundations21Matt
FryarWells Fargo AdvisorsCliveIowa1,040510High Net Worth, Ultrahigh Net
Worth3NScott LeibfriedAmeriprise FinancialDubuqueIowa1,2140.61.5Retail, High Net
Worth42Jeffrey BrandtAmeriprise FinancialFort DodgeIowa1,0220.43.5Retail, High
Net Worth, Ultrahigh Net Worth54Timothy FinucanEdward JonesWebster
CityIowa8090.84Retail, High Net Worth, Ultrahigh Net Worth6NEli WynesUnited Iowa
FinancialIowa CityIowa1,2000.50.8Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments11Tim SuttonCreative PlanningOverland
ParkKan.1,4701.720Retail, High Net Worth, Ultrahigh Net Worth2NTom FreemanFCS
Private Wealth Management & Family OfficeLeawoodKan.1,8512035High Net Worth,
Ultrahigh Net Worth, Foundations35Jay BeebeCreative PlanningOverland
ParkKan.1,4891.915Retail, High Net Worth, Ultrahigh Net Worth,
Institutions42Scott FergusonMorgan Stanley Wealth
ManagementLeawoodKan.2,06029Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments54Tim WerthWerth Wealth Management | Raymond
JamesHaysKan.1,24225Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions63Trey BarnesMariner Wealth AdvisorsOverland
ParkKan.2,7962.26Retail, High Net Worth, Ultrahigh Net Worth,
Institutions11Barry BarlowMerrill Lynch Wealth
ManagementLouisvilleKy.1,29067.5High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments23Travis MusgraveMerrill Lynch Wealth
ManagementLexingtonKy.1,116611High Net Worth, Ultrahigh Net Worth34Thomas
PerroneMorgan Stanley Wealth ManagementLouisvilleKy.1,5052.13.1Retail, High Net
Worth, Ultrahigh Net Worth, Institutions45William WatsonAmeriprise
FinancialOwensboroKy.1,3220.82Retail, High Net Worth, Ultrahigh Net Worth,
Institutions52Philip McCauleyMorgan Stanley Wealth
ManagementLouisvilleKy.1,5297.510Retail, High Net Worth, Ultrahigh Net Worth,
Foundations6NMitch SettleBairdOwensboroKy.9290.91.8Retail, High Net Worth,
Ultrahigh Net Worth77Dan FoutchBairdGlasgowKy.98212.3Retail, High Net Worth,
Ultrahigh Net Worth, Institutions89Douglas KiskerAmeriprise FinancialCrestview
HillsKy.8082.32.5Retail, High Net Worth96Morgan FisterMorgan Stanley Wealth
ManagementLexingtonKy.67835Retail, High Net Worth, Ultrahigh Net Worth1012Mark
SwitowUBS Private Wealth ManagementLouisvilleKy.956925High Net Worth, Ultrahigh
Net Worth, Institutions118Scott KellyMerrill Private Wealth
ManagementLouisvilleKy.1,77575100High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions1210Dean DonohueAmeriprise
FinancialLouisvilleKy.7972.13.4Retail, High Net Worth, Institutions11Curtis
EustisMerrill Lynch Wealth ManagementNew OrleansLa.1,4371025High Net Worth,
Ultrahigh Net Worth, Foundations, Endowments, Institutions23James SpiroMorgan
Stanley Wealth ManagementNew OrleansLa.2,60615Retail, High Net Worth, Ultrahigh
Net Worth35Jacque KuchtaUBS Financial ServicesNew OrleansLa.87636Retail, High
Net Worth, Ultrahigh Net Worth4NIra FeldMorgan Stanley Wealth ManagementBaton
RougeLa.1,11258Retail, High Net Worth, Ultrahigh Net Worth, Institutions54Scott
HardieMerrill Lynch Wealth ManagementNew OrleansLa.1,51644Retail, High Net
Worth, Ultrahigh Net Worth, Foundations66Don CelestinMorgan Stanley Wealth
ManagementMandevilleLa.9683.510Retail, High Net Worth, Ultrahigh Net Worth,
Institutions11Brian ClementRBC Wealth ManagementPortlandMaine79437High Net
Worth, Ultrahigh Net Worth, Institutions25Robertson BreedF.L.Putnam Investment
Management CompanyPortlandMaine78147High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments32Jeremiah BurnsMorgan Stanley Wealth
ManagementPortlandMaine609520High Net Worth, Ultrahigh Net Worth,
Institutions43Thomas Gower IIIUBS Financial ServicesBangorMaine7993.15Retail,
High Net Worth, Ultrahigh Net Worth5NMelissa DuffyWhite Pine Wealth
ManagementFalmouthMaine93423.5Retail, High Net Worth, Ultrahigh Net Worth,
Institutions64Todd DoolanMorgan Stanley Wealth
ManagementPortlandMaine50323.4Retail, High Net Worth, Ultrahigh Net Worth,
Institutions11Robert SchererGraystone Consulting | Morgan
StanleyPotomacMd.11,5142525High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions22Kent PearceMerrill Lynch Wealth
ManagementTowsonMd.2,455815High Net Worth, Ultrahigh Net Worth33Joseph
JacquesJacques FinancialRockvilleMd.1,5011.23Retail, High Net Worth46Peter
DunneMerrill Lynch Wealth ManagementBethesdaMd.5,2015075High Net Worth,
Ultrahigh Net Worth, Foundations, Endowments, Institutions57Jeff
LeventhalHightower BethesdaBethesdaMd.1,385510High Net Worth, Ultrahigh Net
Worth68E. Geoffrey SellaSPC Financial | Raymond
JamesRockvilleMd.1,21911.6Retail, High Net Worth712Brett CliffordMorgan Stanley
Private Wealth ManagementBaltimoreMd.3,1732030Retail, High Net Worth, Ultrahigh
Net Worth85James MeekGraystone Consulting | Morgan
StanleyBaltimoreMd.3,09716.630High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions911Ann Marie EterginoRBC Wealth ManagementChevy
ChaseMd.1,5987.515Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions1010Ross CharkatzGraystone Consulting | Morgan
StanleyPotomacMd.12,6302525Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions119Barry GarberAlex. Brown | Raymond
JamesBaltimoreMd.4,3561525High Net Worth, Ultrahigh Net Worth,
Institutions1213Gregory BakerMerrill Lynch Wealth
ManagementBethesdaMd.1,4123.55Retail, High Net Worth, Ultrahigh Net
Worth1321Thomas LeeLee, Sipe & Associates | Raymond
JamesRockvilleMd.1,06523Retail, High Net Worth, Ultrahigh Net Worth1416Jonathan
MurrayUBS Financial ServicesHunt ValleyMd.1,88125Retail, High Net Worth,
Ultrahigh Net Worth, Institutions1517Peter MallerMaller Wealth AdvisorsHunt
ValleyMd.8851.77.4Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1619Nicholas SerenyiMorgan Stanley Wealth
ManagementRockvilleMd.2,50435Retail, High Net Worth, Ultrahigh Net Worth,
Institutions17NRichard WagenerWagener Lee Wealth Advisors | Raymond
JamesColumbiaMd.92525Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions1818Phil RauchWilliam BlairBaltimoreMd.1,228520Retail, High Net
Worth, Ultrahigh Net Worth, Foundations1922Ryan BowmanMorgan Stanley Wealth
ManagementRockvilleMd.2,50437Retail, High Net Worth, Ultrahigh Net Worth,
Institutions20NMichael RileyRBC Wealth ManagementRockvilleMd.8632.15Retail, High
Net Worth, Ultrahigh Net Worth21NAdam RorrerMorgan Stanley Wealth
ManagementBethesdaMd.1,2803.610Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions2224William OrrMerrill Private Wealth
ManagementFrederickMd.1,3122025High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions23NBradley HillMorgan Stanley Wealth
ManagementEastonMd.1,722515Retail, High Net Worth, Ultrahigh Net Worth24NBeth
RosenwaldRBC Wealth ManagementBaltimoreMd.6702.54Retail, High Net Worth,
Ultrahigh Net Worth12Raj SharmaMerrill Private Wealth
ManagementBostonMass.6,3941015Ultrahigh Net Worth21Peter PrinciGraystone
Consulting | Morgan StanleyBostonMass.7,4751020High Net Worth, Ultrahigh Net
Worth, Foundations, Endowments, Institutions34Susan KaplanKaplan Financial
ServicesNewtonMass.2,7754.510High Net Worth, Ultrahigh Net Worth412Devin
CondronMorgan Stanley Private Wealth ManagementBostonMass.5,1583050High Net
Worth, Ultrahigh Net Worth510John LechnerMorgan Stanley Private Wealth
ManagementBostonMass.7,63525100High Net Worth, Ultrahigh Net Worth66Brian
StrachanMorgan Stanley Private Wealth ManagementBostonMass.2,4681018High Net
Worth, Ultrahigh Net Worth, Foundations79Daniel WilsonAmeriprise
FinancialAuburndaleMass.4,3790.55Retail, High Net Worth88Victor T.
LivingstoneMorgan Stanley Private Wealth ManagementBostonMass.7,70435100High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments95Richard F. ConnollyMorgan
Stanley Private Wealth ManagementBostonMass.8,1592030Retail, High Net Worth,
Ultrahigh Net Worth, Foundations, Endowments, Institutions107Thomas
BartholomewBartholomew & CompanyWorcesterMass.3,5522.39.5High Net Worth,
Ultrahigh Net Worth, Foundations1113Charles S. Bean IIIHeritage Financial
ServicesWestwoodMass.2,1002.54Retail, High Net Worth, Ultrahigh Net
Worth1215Raju PathakMorgan Stanley Wealth ManagementBostonMass.2,290820Retail,
High Net Worth, Ultrahigh Net Worth1323Eric RiakCIBC Private
WealthBostonMass.2,53597.5150Ultrahigh Net Worth1421David JavaheriMorgan Stanley
Wealth ManagementWellesleyMass.1,941715High Net Worth, Ultrahigh Net
Worth1516William SullivanUBS Private Wealth ManagementBostonMass.1,7002550High
Net Worth, Ultrahigh Net Worth1617Mary MullinMerrill Lynch Wealth
ManagementBostonMass.1,954520High Net Worth, Ultrahigh Net Worth1718Peter
NoonanJ.P. Morgan Wealth ManagementBostonMass.2,6411575Retail, High Net Worth,
Ultrahigh Net Worth1822Ira RapaportNew England Private Wealth
AdvisorsWellesleyMass.2,4357.79High Net Worth, Ultrahigh Net Worth1920John
SpoonerMorgan Stanley Wealth ManagementBostonMass.1,4022570Retail, High Net
Worth, Ultrahigh Net Worth20NDomenic MarinelliMorgan Stanley Wealth
ManagementBostonMass.842510Retail, High Net Worth, Ultrahigh Net
Worth21NTerrence McMahonMorgan Stanley Private Wealth
ManagementBostonMass.7,63825100High Net Worth, Ultrahigh Net Worth,
Institutions2226Stephen KelliherMorgan Stanley Wealth
ManagementNorwellMass.4,7481010Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions2325Gary McGuirkMerrill Private Wealth
ManagementBostonMass.2,9192855High Net Worth, Ultrahigh Net Worth2428Carl
CafaroMerrill Lynch Wealth ManagementNewtonMass.4,5161525High Net Worth,
Ultrahigh Net Worth, Endowments, Institutions25NJason TrainoMorgan Stanley
Wealth ManagementMiddletonMass.2,412315Retail, High Net Worth, Ultrahigh Net
Worth, Institutions2619Richard MillerAmeriprise
FinancialWellesleyMass.1,5000.71.5Retail, High Net Worth, Ultrahigh Net
Worth27NMichael MillerWellesley Asset ManagementWellesleyMass.3,09025Retail,
High Net Worth, Ultrahigh Net Worth, Institutions2814Cory SchauerAlex. Brown |
Raymond JamesBostonMass.2,6341125High Net Worth, Ultrahigh Net Worth2929Mark
WinthropWinthrop WealthWestboroughMass.1,62138Retail, High Net Worth, Ultrahigh
Net Worth, Institutions3024Debra BredeD.K. Brede Investment Management Company,
a GW & Wade CompanyNeedhamMass.1,4942.54Retail, High Net Worth, Ultrahigh Net
Worth, Institutions11Charles C. ZhangZhang FinancialPortageMich.4,778510Retail,
High Net Worth, Ultrahigh Net Worth22David KudlaMainstay Capital ManagementGrand
BlancMich.3,77024Retail, High Net Worth, Ultrahigh Net Worth33Jeffrey
FratarcangeliFratarcangeli Wealth ManagementBloomfield HillsMich.3,350825High
Net Worth, Ultrahigh Net Worth, Institutions47Timothy LongMerrill Lynch Wealth
ManagementGrand RapidsMich.6,5657.510Retail, High Net Worth, Ultrahigh Net
Worth, Foundations, Endowments, Institutions54Dana LocniskarMerrill Private
Wealth ManagementTroyMich.3,7371525High Net Worth, Ultrahigh Net Worth66Philip
AppelMerrill Lynch Wealth ManagementBloomfield HillsMich.3,0976.27High Net
Worth, Ultrahigh Net Worth, Foundations78Melissa SpicklerMerrill Lynch Wealth
ManagementBloomfield HillsMich.1,50425Retail, High Net Worth, Ultrahigh Net
Worth89Kevin VanDykeBloomfield Hills FinancialBloomfield
HIllsMich.1,87224Retail, High Net Worth, Institutions912Leo StevensonMerrill
Lynch Wealth ManagementWyandotteMich.1,1501.52.5Retail, High Net Worth,
Ultrahigh Net Worth, Foundations, Endowments, Institutions1011David
BrazenAmeriprise FinancialTroyMich.2,88813Retail, High Net Worth1110Brian
BriceGraystone Consulting | Morgan StanleyBirminghamMich.5,736510Retail, High
Net Worth, Ultrahigh Net Worth, Institutions1214Frank MigliazzoMerrill Private
Wealth ManagementTroyMich.1,6531030High Net Worth, Ultrahigh Net Worth1313Frank
MooreVintage Financial ServicesAnn ArborMich.8801.62.4Retail, High Net
Worth1419Nicole ChristiansMerrill Lynch Wealth ManagementFarmington
HIllsMich.2,81815Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1515Marie VanerianMerrill Lynch Wealth
ManagementTroyMich.2,8122020High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions1620Aaron RomainMerrill Lynch Wealth
ManagementFarmington HillsMich.2,81815Retail, High Net Worth, Ultrahigh Net
Worth, Institutions1718Timothy BriceGraystone Consulting | Morgan
StanleyBirminghamMich.5,664510Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1821Richard BloomBloom AdvisorsFarmington
HillsMich.1,4110.81.1Retail, High Net Worth1923William MackayMerrill Lynch
Wealth ManagementGrand RapidsMich.6,5651015High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions20NLyle WolbergTelemus
CapitalSouthfieldMich.3,2582.84.8Retail, High Net Worth, Ultrahigh Net
Worth2117Abraham PostMerrill Lynch Wealth ManagementTroyMich.1,152510High Net
Worth, Ultrahigh Net Worth, Institutions2222Michael RosloniecGraystone
Consulting | Morgan StanleyGrand RapidsMich.8,67590250High Net Worth, Ultrahigh
Net Worth, Foundations, Endowments, Institutions23NMark FudoldMorgan Stanley
Wealth ManagementTroyMich.8091.35Retail, High Net Worth, Ultrahigh Net
Worth2425Jay McGillMerrill Lynch Wealth ManagementAuburn
HillsMich.1,1282.55Retail, High Net Worth, Ultrahigh Net Worth2528Scott
BerneckerMerrill Lynch Wealth ManagementGrand RapidsMich.1,9651015Retail, High
Net Worth, Ultrahigh Net Worth, Foundations, Endowments, Institutions2624Chris
WilkerMorgan Stanley Wealth ManagementTroyMich.81625Retail, High Net Worth,
Ultrahigh Net Worth2729Eric FurlotteAmeriprise FinancialFarmington
HillsMich.2,88813Retail, High Net Worth, Ultrahigh Net Worth28NJames
KruzanKaydan Wealth ManagementFentonMich.6621.72.5Retail, High Net Worth29NJon
VigiUBS Private Wealth ManagementBirminghamMich.1,0001025Retail, High Net Worth,
Ultrahigh Net Worth, Foundations, Endowments, Institutions30NRobert
BradleyMorgan Stanley Wealth ManagementFarmington HillsMich.1,3791.83Retail,
High Net Worth, Ultrahigh Net Worth11Richard S. BrownJNBA Financial
AdvisorsBloomingtonMinn.2,0261.52Retail, High Net Worth, Ultrahigh Net
Worth2NRob MetcalfUBS Private Wealth ManagementWayzataMinn.2,97950100High Net
Worth, Ultrahigh Net Worth33Louis CloseUBS Private Wealth
ManagementWayzataMinn.2,6221025High Net Worth, Ultrahigh Net Worth44Christina
BoydMerrill Lynch Wealth ManagementWayzataMinn.1,9497.515High Net Worth,
Ultrahigh Net Worth, Institutions55Charlie KelleyCompass Capital
ManagementMinneapolisMinn.1,879610High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions67Ben MarksMarks Group Wealth
ManagementMinnetonkaMinn.1,78125Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions712Aaron HoweRBC Wealth
ManagementWayzataMinn.1,239510Retail, High Net Worth, Ultrahigh Net Worth88Jesse
BullUBS Private Wealth ManagementWayzataMinn.1,4331020Retail, High Net Worth,
Ultrahigh Net Worth918Michelle YoungAmeriprise
FinancialEdinaMinn.1,1481.12.8High Net Worth, Ultrahigh Net Worth,
Institutions109David A. OlsonMorgan Stanley Wealth
ManagementRochesterMinn.8673.57.5Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1110Michael SlaggieSlaggie Capital Group | Raymond
JamesWinonaMinn.1,80012.5High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments1213Randy DoroffAmeriprise FinancialBloomingtonMinn.9741.32.5Retail,
High Net Worth1311Robert SwillerUBS Financial
ServicesMinneapolisMinn.903210Retail, High Net Worth, Ultrahigh Net
Worth14NJoseph LoftusUBS Financial ServicesMinneapolisMinn.1,1191525Retail, High
Net Worth, Ultrahigh Net Worth1514Jacob CreydtUBS Financial
ServicesBloomingtonMinn.1,24323Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1616Mark JoernAmeriprise FinancialMinneapolisMinn.1,17535High Net
Worth, Ultrahigh Net Worth1717Royal JarosAmeriprise FinancialApple
ValleyMinn.1,06212.1Retail, High Net Worth, Ultrahigh Net Worth1819Rhett
NeumanRBC Wealth ManagementStillwaterMinn.72713Retail, High Net Worth, Ultrahigh
Net Worth, Foundations1924Theresa WardMerrill Private Wealth
ManagementMinneapolisMinn.942510High Net Worth, Ultrahigh Net Worth20NDerek
CherneUBS Private Wealth ManagementWayzataMinn.9561025High Net Worth, Ultrahigh
Net Worth2123Michael ErpeldingErpelding Wealth Management | Northwestern
MutualEdinaMinn.9320.40.5Retail, High Net Worth, Institutions2215Frank
SummersMerrill Lynch Wealth ManagementMinneapolisMinn.1,2701.52.5Retail, High
Net Worth, Ultrahigh Net Worth23NChris WatkinsUBS Private Wealth
ManagementMinneapolisMinn.2,6221525Retail, High Net Worth, Ultrahigh Net
Worth2421William SukupWealth Enhancement GroupWoodburyMinn.6401.21.8Retail, High
Net Worth, Ultrahigh Net Worth11Bill Rush MosbyUBS Financial
ServicesJacksonMiss.1,6472.54.5Retail, High Net Worth, Ultrahigh Net Worth,
Institutions2NMelanie DowellMorgan Stanley Wealth
ManagementRidgelandMiss.1,813510Retail, High Net Worth, Ultrahigh Net Worth,
Institutions32John McRaeRaymond JamesMeridianMiss.8980.41Retail, High Net Worth,
Ultrahigh Net Worth, Foundations, Endowments, Institutions43Arthur
FinkelbergRaymond JamesRidgelandMiss.6121.52Retail, High Net Worth, Ultrahigh
Net Worth54Lynn Phillips-GainesPhillips Financial | Raymond
JamesStarkvilleMiss.32512Retail, High Net Worth, Ultrahigh Net Worth65Bill
GearyRaymond JamesJacksonMiss.1,14426Retail, High Net Worth, Ultrahigh Net
Worth, Foundations12Michael JefferiesUBS Financial ServicesKansas
CityMo.4,16713Retail, High Net Worth, Ultrahigh Net Worth, Institutions21Michael
MoellerMoeller Investment GroupChesterfieldMo.2,18035Retail, High Net Worth,
Ultrahigh Net Worth, Foundations, Endowments, Institutions33Bud KingUBS Private
Wealth ManagementSt. LouisMo.1,6681030High Net Worth, Ultrahigh Net Worth46Seth
MurrayAmeriprise FinancialSpringfieldMo.2,63612Retail, High Net Worth54Diane
CompardoMoneta GroupClaytonMo.2,2401518High Net Worth, Ultrahigh Net Worth65Mark
WilkinsUBS Private Wealth ManagementClaytonMo.1,04234.775High Net Worth,
Ultrahigh Net Worth78Kathleen YoungermanMorgan Stanley Private Wealth
ManagementChesterfieldMo.5703575High Net Worth, Ultrahigh Net Worth,
Foundations814Scott UnderwoodSocium Advisors | Northwestern MutualSt.
LouisMo.1,0171.45.5Retail, High Net Worth, Ultrahigh Net Worth,
Institutions910James HiseMerrill Private Wealth ManagementKansas
CityMo.1,46813.518Retail, High Net Worth, Ultrahigh Net Worth1011Dennis
WilliamsMorgan Stanley Private Wealth ManagementKansas CityMo.1,909814Retail,
High Net Worth, Ultrahigh Net Worth11NShawn WilliamsMerrill Private Wealth
ManagementFrontenacMo.5,614100100High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions129Theresa GorinMerrill Lynch Wealth
ManagementChesterfieldMo.86335Retail, High Net Worth, Ultrahigh Net
Worth1317Bradford KoenemanMoneta GroupClaytonMo.870810High Net Worth, Ultrahigh
Net Worth, Endowments, Institutions147Gordon Hamilton IIIMorgan Stanley Wealth
ManagementKansas CityMo.1,6271.51.5Retail, High Net Worth, Ultrahigh Net
Worth1513Donald SwansonEdward JonesJoplinMo.6620.61.1Retail, High Net
Worth1612Robert MillnerMorgan Stanley Wealth ManagementClaytonMo.1,70725Retail,
High Net Worth, Ultrahigh Net Worth1715James MooreWells Fargo
AdvisorsClaytonMo.80036Retail, High Net Worth, Ultrahigh Net Worth18NJohn
GatewoodGatewood Wealth SolutionsSt. LouisMo.8500.62.8Retail, High Net Worth,
Ultrahigh Net Worth11James B. StackStack Financial
ManagementWhitefishMont.1,60325Retail, High Net Worth, Ultrahigh Net
Worth22Jared LosingAmeriprise FinancialMissoulaMont.9060.32.2Retail, High Net
Worth, Ultrahigh Net Worth34Todd VralstedUBS Financial
ServicesBillingsMont.1,40827Retail, High Net Worth, Ultrahigh Net Worth,
Institutions45Charles WagnerMerrill Lynch Wealth
ManagementBillingsMont.2,6082.55High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions53William RoyerUBS Financial
ServicesBillingsMont.1,40837Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions6NJoshua HedgeMerrill Lynch Wealth
ManagementBillingsMont.2,6082.55High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions13Jim SiemonsmaMariner Wealth
AdvisorsOmahaNeb.2,0921.23Retail, High Net Worth, Ultrahigh Net Worth22Andrew
RobinsonMorgan Stanley Wealth ManagementOmahaNeb.2,3859.815Retail, High Net
Worth, Ultrahigh Net Worth34Ryan SwartzCreative PlanningOmahaNeb.3,6082.215High
Net Worth, Ultrahigh Net Worth, Institutions45Jason DworakUBS Private Wealth
ManagementLincolnNeb.1,486820High Net Worth, Ultrahigh Net Worth56John
GarlockRBC Wealth ManagementOmahaNeb.1,15035Retail, High Net Worth, Ultrahigh
Net Worth, Foundations, Institutions6NTim HarrisonHarrison Financial Services |
Northwestern MutualOmahaNeb.8300.78.9Retail, High Net Worth, Ultrahigh Net
Worth180 Calif.Mark BinderUBS Private Wealth ManagementLas
VegasNev.5,1343550Ultrahigh Net Worth21Randy GarciaThe Investment Counsel
CompanyLas VegasNev.1,7135.510High Net Worth, Ultrahigh Net Worth,
Institutions359 Calif.Keith TanabeMerrill Lynch Wealth
ManagementHendersonNev.7,028515Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions4113 Calif.Phillip ScottMerrill Lynch
Wealth ManagementRenoNev.1,021312Retail, High Net Worth, Ultrahigh Net
Worth52Deborah DanielsonDanielson Financial Group | LPL FinancialLas
VegasNev.64625Retail, High Net Worth, Ultrahigh Net Worth66Geoffrey
LeeAmeriprise FinancialHendersonNev.8471.33Retail, High Net Worth, Ultrahigh Net
Worth11Robert BonfiglioAmeriprise FinancialBedfordN.H.2,64734Retail, High Net
Worth22John HabigMorgan Stanley Wealth ManagementPortsmouthN.H.5411.53Retail,
High Net Worth, Ultrahigh Net Worth3NBrent KileyAmeriprise
FinancialBedfordN.H.2,2680.82Retail, High Net Worth43Brian DoyleWells Fargo
AdvisorsHanoverN.H.1,300510Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments54P. Kevin O'BrienP. Kevin O’Brien Wealth Management
Group of Wells Fargo AdvisorsPortsmouthN.H.5381.53.5Retail, High Net Worth,
Ultrahigh Net Worth65Sean DoyleMerrill Lynch Wealth
ManagementManchesterN.H.53422.5Retail, High Net Worth, Ultrahigh Net
Worth111Michael RiccaMorgan Stanley Wealth ManagementFlorham
ParkN.J.5,114815Retail, High Net Worth, Ultrahigh Net Worth21Gary TantleffUBS
Financial ServicesWarrenN.J.7,090910High Net Worth, Ultrahigh Net Worth33Daniel
SchwartzUBS Private Wealth ManagementParamusN.J.3,3242540High Net Worth,
Ultrahigh Net Worth42Mary DeatherageMorgan Stanley Private Wealth
ManagementLittle FallsN.J.3,8331025High Net Worth, Ultrahigh Net Worth520Scott
MahoneyMorgan Stanley Private Wealth ManagementMorristownN.J.1,4102030High Net
Worth, Ultrahigh Net Worth612Andy SchwartzBleakley Financial
GroupParsippanyN.J.2,30035Retail, High Net Worth, Ultrahigh Net Worth,
Institutions76Mark LippmanWells Fargo AdvisorsLinwoodN.J.2,5302.54Retail, High
Net Worth, Ultrahigh Net Worth, Institutions813Elliott KugelMerrill Lynch Wealth
ManagementBridgewaterN.J.2,2452.84Retail, High Net Worth, Ultrahigh Net
Worth916Mark FendrickUBS Financial ServicesMount LaurelN.J.1,53157High Net
Worth, Ultrahigh Net Worth107John MiceraRBC Wealth ManagementFlorham
ParkN.J.1,6256.513Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions118Bruce PomerantzWells Fargo AdvisorsShort HillsN.J.1,909715Retail,
High Net Worth, Ultrahigh Net Worth1217Thomas MeyerMeyer Capital
GroupMarltonN.J.1,53524Retail, High Net Worth, Ultrahigh Net Worth135Richard
UdineMorgan Stanley Wealth ManagementMount LaurelN.J.1,7543.55Retail, High Net
Worth, Ultrahigh Net Worth149Christopher CookMerrill Lynch Wealth
ManagementFlorham ParkN.J.2,253610High Net Worth, Ultrahigh Net Worth1525Neil
McPeakWells Fargo AdvisorsLinwoodN.J.1,7502.55Retail, High Net Worth, Ultrahigh
Net Worth, Institutions1618Jack BurkeMerrill Lynch Wealth ManagementFlorham
ParkN.J.5,6691020High Net Worth, Ultrahigh Net Worth17110 N.Y.Michael
TaggartJ.P. Morgan Wealth ManagementMorristownN.J.1,0071020High Net Worth,
Ultrahigh Net Worth, Foundations1821L. Marc ShegoskiUBS Financial
ServicesPrincetonN.J.5,7104270High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions1922Mark TobiasMorgan Stanley Wealth ManagementNew
BrunswickN.J.836510High Net Worth, Ultrahigh Net Worth2019Bruce GsellMerrill
Lynch Wealth ManagementIselinN.J.16,3972.55Retail, High Net Worth, Ultrahigh Net
Worth, Institutions21NYash DalalMorgan Stanley Wealth
ManagementParamusN.J.860610Retail, High Net Worth, Ultrahigh Net Worth2224Mark
CortazzoWealth Enhancement GroupParsippanyN.J.9322.57.5Retail, High Net Worth,
Ultrahigh Net Worth, Endowments23NMary GuzaMorgan Stanley Wealth
ManagementFlorham ParkN.J.4,803815Retail, High Net Worth, Ultrahigh Net
Worth2426Ken SchapiroCondor Capital ManagementMartinsvilleN.J.1,5882.53.8Retail,
High Net Worth, Ultrahigh Net Worth, Institutions2529Bruce BarthMerrill Lynch
Wealth ManagementShort HillsN.J.2,3172.33.5Retail, High Net Worth, Ultrahigh Net
Worth, Endowments2636David BriegsMerrill Lynch Wealth
ManagementBridgewaterN.J.2,2452.84Retail, High Net Worth, Ultrahigh Net
Worth2739Raymond ChaseUBS Private Wealth ManagementFlorham
ParkN.J.1,645810Retail, High Net Worth, Ultrahigh Net Worth2841Anthony
ValenteMorgan Stanley Wealth ManagementShrewsburyN.J.2,51812Retail, High Net
Worth, Ultrahigh Net Worth, Institutions2927Goran BojovskiMerrill Lynch Wealth
ManagementIselinN.J.16,3972.55Retail, High Net Worth, Ultrahigh Net Worth,
Institutions3023Stephen PollardMerrill Lynch Wealth
ManagementPrincetonN.J.1,649510High Net Worth, Ultrahigh Net Worth3134Francis
BitterlyMorgan Stanley Wealth ManagementRed BankN.J.72837Retail, High Net Worth,
Ultrahigh Net Worth32NRobert MoseraWells Fargo AdvisorsParamusN.J.98535Retail,
High Net Worth, Ultrahigh Net Worth3338Patricia BellMerrill Lynch Wealth
ManagementShort HillsN.J.87435High Net Worth, Ultrahigh Net Worth3430James
MalteseMerrill Lynch Wealth ManagementIselinN.J.1,77345Retail, High Net Worth,
Ultrahigh Net Worth35NReed FinneyBleakley Financial GroupEssex
FellsN.J.80425Retail, High Net Worth, Ultrahigh Net Worth3631Greg MakowskiCFS
Investment Advisory ServicesTotowaN.J.1,95025Retail, High Net Worth, Ultrahigh
Net Worth, Institutions3732Harris NydickCFS Investment Advisory
ServicesTotowaN.J.1,95025Retail, High Net Worth, Ultrahigh Net Worth,
Institutions3833William MunnAmeriprise FinancialParamusN.J.1,0970.83Retail, High
Net Worth, Ultrahigh Net Worth3944Julia BishopMerrill Lynch Wealth
ManagementFlorham ParkN.J.2,2902.55Retail, High Net Worth, Ultrahigh Net
Worth4040Steven RothmanUBS Financial ServicesRed BankN.J.6491.53Retail, High Net
Worth, Ultrahigh Net Worth4145David ComitoMerrill Lynch Wealth ManagementFlorham
ParkN.J.2,2902.55Retail, High Net Worth, Ultrahigh Net Worth4248August
ZenziusMerrill Lynch Wealth ManagementParamusN.J.8061.84.5Retail, High Net
Worth, Ultrahigh Net Worth4342John HudspethMerrill Lynch Wealth ManagementMount
LaurelN.J.1,56936Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions4446Karl KreshpaneUBS Financial ServicesParamusN.J.8633.46.5High Net
Worth, Ultrahigh Net Worth, Institutions4543Michael AxelrodBleakley Financial
GroupFairfieldN.J.71546High Net Worth, Ultrahigh Net Worth,
Institutions46NCharles BelluardoMerrill Lynch Wealth ManagementRed
BankN.J.1,7341.13.3Retail, High Net Worth, Ultrahigh Net Worth,
Institutions47NJack CooneyBleakley Financial GroupFairfieldN.J.75325Retail, High
Net Worth, Ultrahigh Net Worth, Institutions48NRobert DaddarioMerrill Lynch
Wealth ManagementShort HillsN.J.77546Retail, High Net Worth, Ultrahigh Net
Worth13Michael BlackwellMorgan Stanley Wealth
ManagementAlbuquerqueN.M.1,10422.8Retail, High Net Worth, Ultrahigh Net
Worth22Michael StevensMerrill Lynch Wealth
ManagementAlbuquerqueN.M.1,54737Retail, High Net Worth, Ultrahigh Net
Worth34Christopher CatesRBC Wealth ManagementAlbuquerqueN.M.1,35035Retail, High
Net Worth, Ultrahigh Net Worth, Foundations45Charles ReardonMorgan Stanley
Wealth ManagementAlbuquerqueN.M.1,1422.53.5Retail, High Net Worth, Ultrahigh Net
Worth5NKathryn ThompsonMerrill Lynch Wealth
ManagementAlbuquerqueN.M.1,54737Retail, High Net Worth, Ultrahigh Net
Worth66Ryan MummertMorgan Stanley Wealth ManagementAlbuquerqueN.M.1,1182.55High
Net Worth, Ultrahigh Net Worth, Foundations, Institutions11Lyon PolkMorgan
Stanley Private Wealth ManagementNew YorkN.Y.40,50050150Ultrahigh Net
Worth22Richard SapersteinTreasury PartnersNew YorkN.Y.23,5751540High Net Worth,
Ultrahigh Net Worth, Institutions33Ron VinderMorgan Stanley Private Wealth
ManagementNew YorkN.Y.10,16375150Ultrahigh Net Worth, Foundations,
Endowments44Ron BasuMorgan Stanley Private Wealth ManagementNew
YorkN.Y.11,78730150Ultrahigh Net Worth, Foundations, Endowments,
Institutions513Holly Newman KroftNeuberger BermanNew YorkN.Y.4,2181520High Net
Worth, Ultrahigh Net Worth, Foundations65Seth FinkelNeuberger BermanNew
YorkN.Y.3,5627.520High Net Worth, Ultrahigh Net Worth, Institutions711Scott
StackmanUBS Private Wealth ManagementNew YorkN.Y.8,00775250High Net Worth,
Ultrahigh Net Worth, Foundations89Jim DetterickGraystone Consulting | Morgan
StanleyNew YorkN.Y.49,781510High Net Worth, Ultrahigh Net Worth,
Institutions98Scott WilsonMorgan Stanley Private Wealth ManagementNew
YorkN.Y.9,6282540High Net Worth, Ultrahigh Net Worth1014Jason KatzUBS Private
Wealth ManagementNew YorkN.Y.3,895510Retail, High Net Worth, Ultrahigh Net
Worth1110Stephanie J. StiefelNeuberger BermanNew YorkN.Y.2,8761545High Net
Worth, Ultrahigh Net Worth, Institutions1217Noel WeilMerrill Private Wealth
ManagementNew YorkN.Y.15,8532575High Net Worth, Ultrahigh Net Worth1312Frank
MarzanoGM Advisory GroupMelvilleN.Y.5,7442030Retail, High Net Worth, Ultrahigh
Net Worth1421Shawn RubinMorgan Stanley Private Wealth ManagementNew
YorkN.Y.4,0711040High Net Worth, Ultrahigh Net Worth1520Richard ZinmanMorgan
Stanley Private Wealth ManagementNew YorkN.Y.5,7152050High Net Worth, Ultrahigh
Net Worth1619William PetersonNeuberger BermanNew YorkN.Y.2,3724.213High Net
Worth, Ultrahigh Net Worth, Institutions1718Russell RabitoUBS Private Wealth
ManagementNew YorkN.Y.6,2931518High Net Worth, Ultrahigh Net Worth,
Endowments186Jonathan KuttinAmeriprise FinancialHauppaugeN.Y.4,64314Retail, High
Net Worth, Ultrahigh Net Worth1942Adam EpsteinUBS Private Wealth ManagementNew
YorkN.Y.3,1832550High Net Worth, Ultrahigh Net Worth, Foundations, Endowments,
Institutions20NFotios PinirosMorgan Stanley Private Wealth ManagementNew
YorkN.Y.10,95025100High Net Worth, Ultrahigh Net Worth, Foundations2115Michael
SawyerMorgan Stanley Private Wealth ManagementNew YorkN.Y.2,5505080High Net
Worth, Ultrahigh Net Worth227Martin HalbfingerUBS Financial ServicesNew
YorkN.Y.4,0102035High Net Worth, Ultrahigh Net Worth, Institutions2339Glenn
DegenaarsFirst Republic Investment ManagementNew YorkN.Y.4,61630100High Net
Worth, Ultrahigh Net Worth, Endowments, Institutions2423Virginia GuyNeuberger
BermanNew YorkN.Y.2,069920High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions2527Alexandra FuhrmannCIBC Private WealthNew YorkN.Y.2,1937.910High
Net Worth, Ultrahigh Net Worth2622Leigh CohenMerrill Private Wealth
ManagementNew YorkN.Y.11,0182045High Net Worth, Ultrahigh Net Worth2716Robert
StolarMorgan Stanley Private Wealth ManagementNew YorkN.Y.3,4045070Ultrahigh Net
Worth, Foundations28NGerard KlingmanKlingman & AssociatesNew
YorkN.Y.3,5821015High Net Worth, Ultrahigh Net Worth2926Evan SteinbergMorgan
Stanley Private Wealth ManagementNew YorkN.Y.4,4291014High Net Worth, Ultrahigh
Net Worth, Foundations, Institutions3049Justin McCarthyMariner Wealth
AdvisorsNew YorkN.Y.2,179315Retail, High Net Worth, Ultrahigh Net Worth,
Institutions3134John VessaMorgan Stanley Wealth ManagementNew
YorkN.Y.14,984510Retail, High Net Worth, Ultrahigh Net Worth,
Institutions3243Jordan MayerJ.P. Morgan Wealth ManagementNew
YorkN.Y.3,4431525High Net Worth, Ultrahigh Net Worth, Endowments3330David
MagroneMerrill Private Wealth ManagementNew YorkN.Y.4,85575150High Net Worth,
Ultrahigh Net Worth, Foundations3429Patrick J. SchwarzMorgan Stanley Private
Wealth ManagementNew YorkN.Y.5,4762550High Net Worth, Ultrahigh Net
Worth3541John BarrettMerrill Lynch Wealth ManagementNew YorkN.Y.2,86235100High
Net Worth, Ultrahigh Net Worth, Foundations, Endowments3635Michael PoppoUBS
Financial ServicesNew YorkN.Y.1,785812High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments3733Joshua MalkinMorgan Stanley Private Wealth
ManagementNew YorkN.Y.2,5631025High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments3851Jason BabbFirst Republic Investment ManagementNew
YorkN.Y.4,616715High Net Worth, Ultrahigh Net Worth3950Jeffrey KlotzUBS Private
Wealth ManagementNew YorkN.Y.19,774825Retail, High Net Worth, Ultrahigh Net
Worth, Institutions4031Andrew SukhinMorgan Stanley Private Wealth ManagementNew
YorkN.Y.2,9902565Retail, High Net Worth, Ultrahigh Net Worth4147John
LongoGraystone Consulting | Morgan StanleyNew YorkN.Y.18,676100200High Net
Worth, Ultrahigh Net Worth, Institutions4224Jonathan KassMerrill Lynch Wealth
ManagementNew YorkN.Y.9,1841025High Net Worth, Ultrahigh Net Worth4363Jonathan
AdamskyUBS Private Wealth ManagementNew YorkN.Y.19,774715Retail, High Net Worth,
Ultrahigh Net Worth4448Mihir PatelMorgan Stanley Private Wealth ManagementNew
YorkN.Y.2,919525High Net Worth, Ultrahigh Net Worth4537Robert McGintyMerrill
Private Wealth ManagementNew YorkN.Y.21,3035160Retail, High Net Worth, Ultrahigh
Net Worth, Institutions4662Jeffrey WinikMorgan Stanley Wealth ManagementNew
YorkN.Y.14,988714Retail, High Net Worth, Ultrahigh Net Worth,
Institutions47NChristopher WimpfheimerJ.P. Morgan Wealth ManagementNew
YorkN.Y.35,254250250Retail, High Net Worth, Ultrahigh Net Worth,
Institutions4838Andrew P. KrausMerrill Private Wealth ManagementNew
YorkN.Y.21,3035160Retail, High Net Worth, Ultrahigh Net Worth,
Institutions4979Daniel O'ConnellMerrill Lynch Wealth ManagementGarden
CityN.Y.2,3887.525Retail, High Net Worth, Ultrahigh Net Worth5053Anthony
DertouzosMorgan Stanley Private Wealth ManagementNew YorkN.Y.5,7152050High Net
Worth, Ultrahigh Net Worth5154Joseph KarasMorgan Stanley Private Wealth
ManagementNew YorkN.Y.3,1392540High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions5236Thomas SullivanMerrill Lynch Wealth ManagementGarden
CityN.Y.2,87545High Net Worth, Ultrahigh Net Worth5352Elizabeth WeikesJ.P.
Morgan Wealth ManagementNew YorkN.Y.5,6502550Ultrahigh Net Worth,
Foundations5432Michael ChrysMerrill Lynch Wealth
ManagementLathamN.Y.6,1901015High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions5540Bruce BurrowsMorgan Stanley Wealth ManagementGarden
CityN.Y.15,382520Retail, High Net Worth, Ultrahigh Net Worth,
Institutions5656Robert WaldeleMerrill Lynch Wealth ManagementNew
YorkN.Y.3,8732550High Net Worth, Ultrahigh Net Worth, Foundations5768Vishal
BakshiMerrill Private Wealth ManagementNew YorkN.Y.2,82875100High Net Worth,
Ultrahigh Net Worth, Foundations5845Lewis AltfestAltfest Personal Wealth
ManagementNew YorkN.Y.1,61225Retail, High Net Worth, Ultrahigh Net
Worth5944Brian BennettUBS Financial ServicesNew YorkN.Y.1,1503.515Retail, High
Net Worth, Ultrahigh Net Worth60NIra MarkMorgan Stanley Wealth
ManagementJerichoN.Y.3,3957.520Retail, High Net Worth, Ultrahigh Net
Worth6155David BeyerMorgan Stanley Wealth ManagementNew YorkN.Y.2,4861025High
Net Worth, Ultrahigh Net Worth6291Charles DayUBS Private Wealth ManagementNew
YorkN.Y.1,0421015High Net Worth, Ultrahigh Net Worth63105Andrew HartMorgan
Stanley Private Wealth ManagementNew YorkN.Y.10,21725100High Net Worth,
Ultrahigh Net Worth, Foundations6482Ryan LewisMorgan Stanley Private Wealth
ManagementNew YorkN.Y.49,7813070High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments6557Charles BalducciMerrill Lynch Wealth ManagementNew
YorkN.Y.3,0999.730High Net Worth, Ultrahigh Net Worth66NM. Robin KrasnyMorgan
Stanley Wealth ManagementNew YorkN.Y.8,683920High Net Worth, Ultrahigh Net
Worth6777Steven CannataMerrill Lynch Wealth ManagementNew
YorkN.Y.6,1500.93Retail, High Net Worth, Ultrahigh Net Worth,
Institutions6846Peter SvarreMerrill Lynch Wealth ManagementNew
YorkN.Y.2,1691230High Net Worth, Ultrahigh Net Worth6958Christiane OlsenUBS
Private Wealth ManagementNew YorkN.Y.3,275510Retail, High Net Worth, Ultrahigh
Net Worth70NAnthony MaddalenaMorgan Stanley Wealth
ManagementPurchaseN.Y.1,6871.25Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions71NCraig PastoloveMorgan Stanley Private
Wealth ManagementNew YorkN.Y.2,8971525High Net Worth, Ultrahigh Net Worth,
Institutions72NJohn AdelmanUBS Private Wealth ManagementNew
YorkN.Y.2,9821030High Net Worth, Ultrahigh Net Worth, Foundations7388Doug
MellertMerrill Lynch Wealth ManagementNew YorkN.Y.8,0301025High Net Worth,
Ultrahigh Net Worth, Foundations, Endowments, Institutions74NPatrick
FruzzettiRose Advisors | HightowerNew YorkN.Y.1,298725High Net Worth, Ultrahigh
Net Worth7569W. Corby MayMerrill Lynch Wealth ManagementGarden
CityN.Y.1,655717High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions7693Todd DiScalaMerrill Lynch Wealth ManagementNew
YorkN.Y.8,0301025High Net Worth, Ultrahigh Net Worth, Foundations, Endowments,
Institutions77NDennis CutroneMorgan Stanley Private Wealth ManagementNew
YorkN.Y.3,6591535High Net Worth, Ultrahigh Net Worth, Endowments7872James
RyanMerrill Private Wealth ManagementNew YorkN.Y.8,300100100High Net Worth,
Ultrahigh Net Worth, Foundations, Endowments, Institutions7989Andrew PerryUBS
Private Wealth ManagementNew YorkN.Y.5,6453050High Net Worth, Ultrahigh Net
Worth8074Courtney MooreMerrill Private Wealth ManagementNew
YorkN.Y.8,300100100High Net Worth, Ultrahigh Net Worth, Foundations, Endowments,
Institutions8171Leo MarzenBridgewater AdvisorsNew YorkN.Y.1,800510High Net
Worth, Ultrahigh Net Worth8280Marc FischerGraystone Consulting | Morgan
StanleyRochesterN.Y.5,0286060High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions8364Michael BapisRockefeller Capital ManagementNew
YorkN.Y.1,225525Retail, High Net Worth, Ultrahigh Net Worth8481Peter
ArbesNeuberger BermanNew YorkN.Y.1,0883.98High Net Worth, Ultrahigh Net Worth,
Foundations8578Louise GundersonUBS Private Wealth ManagementNew
YorkN.Y.4,349918High Net Worth, Ultrahigh Net Worth86107Emily RubinUBS Private
Wealth ManagementNew YorkN.Y.2,6002030High Net Worth, Ultrahigh Net Worth,
Foundations8776Alyssa MoederMerrill Private Wealth ManagementNew
YorkN.Y.5,89525150High Net Worth, Ultrahigh Net Worth8892Ira MillmanMorgan
Stanley Wealth ManagementNew YorkN.Y.2,1551535High Net Worth, Ultrahigh Net
Worth, Foundations, Endowments8985Richard SalvinoMerrill Private Wealth
ManagementNew YorkN.Y.5,89525150High Net Worth, Ultrahigh Net Worth90NAllen
SaundersUBS Private Wealth ManagementNew YorkN.Y.1,1041020High Net Worth,
Ultrahigh Net Worth, Foundations91104Robert DyerMerrill Private Wealth
ManagementNew YorkN.Y.1,5454365High Net Worth, Ultrahigh Net Worth9297Lori Van
DusenLVW AdvisorsPittsfordN.Y.2,1811535High Net Worth, Ultrahigh Net Worth,
Institutions9396Geri Eisenman PellAmeriprise FinancialRye
BrookN.Y.1,40635.5Retail, High Net Worth, Ultrahigh Net Worth94106Roger
TulcinNeuberger BermanNew YorkN.Y.1,0214.310High Net Worth, Ultrahigh Net Worth,
Foundations95NJohn SargentRockefeller Capital ManagementNew
YorkN.Y.1,8415075High Net Worth, Ultrahigh Net Worth, Foundations9694Steven
StrzeleckiMorgan Stanley Wealth ManagementGarden CityN.Y.14,468520Retail, High
Net Worth, Ultrahigh Net Worth, Institutions9799William EinsteinUBS Private
Wealth ManagementNew YorkN.Y.7,268510High Net Worth, Ultrahigh Net Worth98NMaria
BrisbaneMerrill Private Wealth ManagementNew YorkN.Y.1,1683065High Net Worth,
Ultrahigh Net Worth, Foundations99103Jordan WaxmanNucleus AdvisorsNew
YorkN.Y.1,8962550High Net Worth, Ultrahigh Net Worth, Institutions10087Eric
PropperCIBC Private WealthNew YorkN.Y.1,72830.975High Net Worth, Ultrahigh Net
Worth, Institutions101100Glenn ArthursUBS Financial
ServicesBuffaloN.Y.2,9963.46Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions102NBarbara YeeMorgan Stanley Wealth ManagementNew
YorkN.Y.1,063650Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions103102Todd SilaikaMerrill Lynch Wealth ManagementClifton
ParkN.Y.1,84535.5Retail, High Net Worth, Ultrahigh Net Worth10473Jay CanellJ.P.
Morgan Wealth ManagementNew YorkN.Y.3,9282025High Net Worth, Ultrahigh Net
Worth10583Ahmet TerziogluMorgan Stanley Wealth
ManagementRochesterN.Y.2,32057Retail, High Net Worth, Ultrahigh Net
Worth10690Lawrence LiebersMerrill Lynch Wealth ManagementNew
YorkN.Y.1,8881325High Net Worth, Ultrahigh Net Worth10798Harold ElishUBS Private
Wealth ManagementNew YorkN.Y.3,27558Retail, High Net Worth, Ultrahigh Net
Worth10884Rich AbramsUBS Financial ServicesNew YorkN.Y.4,5312.55Retail, High Net
Worth, Ultrahigh Net Worth, Institutions109NPaul LewisUBS Private Wealth
ManagementNew YorkN.Y.2,9821030High Net Worth, Ultrahigh Net Worth,
Foundations110101Greg DelMonteStifelNew YorkN.Y.1,790110Retail, High Net Worth,
Ultrahigh Net Worth, Institutions111117Todd PerryUBS Private Wealth
ManagementNew YorkN.Y.5,6453050High Net Worth, Ultrahigh Net Worth112118William
SchoffUBS Financial ServicesRochesterN.Y.2,596525Retail, High Net Worth,
Ultrahigh Net Worth, Institutions11360Anna WinderbaumMorgan Stanley Private
Wealth ManagementNew YorkN.Y.1,91750100High Net Worth, Ultrahigh Net
Worth11461Joseph LernerMorgan Stanley Private Wealth ManagementNew
YorkN.Y.1,91750100High Net Worth, Ultrahigh Net Worth11575Neil CanellJ.P. Morgan
Wealth ManagementNew YorkN.Y.3,9281525Retail, High Net Worth, Ultrahigh Net
Worth116NSusan KingsolverMorgan Stanley Private Wealth ManagementNew
YorkN.Y.2,2772075High Net Worth, Ultrahigh Net Worth11795Eric SnyderMerrill
Lynch Wealth ManagementNew YorkN.Y.3,0999.730High Net Worth, Ultrahigh Net
Worth118112Joseph EislerMorgan Stanley Private Wealth ManagementNew
YorkN.Y.1,3003070High Net Worth, Ultrahigh Net Worth, Foundations119119Chris
SebastianMerrill Lynch Wealth ManagementBuffaloN.Y.1,63135Retail, High Net
Worth, Ultrahigh Net Worth120NMichael BrombergMerrill Lynch Wealth ManagementNew
YorkN.Y.1,76035Retail, High Net Worth, Ultrahigh Net Worth11William OliverWells
Fargo AdvisorsCharlotteN.C.1,9661025High Net Worth, Ultrahigh Net Worth2NGreg
CashUBS Private Wealth ManagementCharlotteN.C.15,6272040High Net Worth,
Ultrahigh Net Worth3NMitchell WickhamUBS Private Wealth
ManagementCharlotteN.C.15,6272040High Net Worth, Ultrahigh Net Worth42Brett
HogeTruist Investment ServicesWinston-SalemN.C.1,864515Retail, High Net Worth,
Ultrahigh Net Worth, Foundations, Institutions53John McCardellMerrill Lynch
Wealth ManagementCharlotteN.C.3,9607.515Retail, High Net Worth, Ultrahigh Net
Worth64Adam LandauMorgan Stanley Private Wealth
ManagementCharlotteN.C.1,03320100High Net Worth, Ultrahigh Net Worth,
Foundations75George SeamenMerrill Lynch Wealth
ManagementRaleighN.C.1,43046Retail, High Net Worth, Ultrahigh Net
Worth816Kathleen MaloneWells Fargo AdvisorsCharlotteN.C.4,500812.5High Net
Worth, Ultrahigh Net Worth96Kelly GravesCarroll
FinancialCharlotteN.C.9461.94Retail, High Net Worth, Ultrahigh Net
Worth108Patrick RushTriad Financial AdvisorsGreensboroN.C.9071.22Retail, High
Net Worth11NMichael LappinUBS Financial ServicesRaleighN.C.9846.99High Net
Worth, Ultrahigh Net Worth, Foundations1210Lee Bryan IIIAlex. Brown | Raymond
JamesWinston-SalemN.C.2,6022525High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions139Bill SmithUBS Financial
ServicesRaleighN.C.1,5951020High Net Worth, Ultrahigh Net Worth1411Rick
FisherFisher Wealth ManagementBurlingtonN.C.95512.5Retail, High Net Worth,
Ultrahigh Net Worth, Institutions1513Mark WalkerAmeriprise
FinancialCharlotteN.C.1,3061.32.5Retail, High Net Worth, Ultrahigh Net
Worth167Bob McCarthyRBC Wealth ManagementRaleighN.C.1,6973.721High Net Worth,
Ultrahigh Net Worth1722Brook BiddyWells Fargo AdvisorsNorth
WilkesboroN.C.1,4373.56Retail, High Net Worth, Ultrahigh Net Worth,
Foundations18NMike AbsherAbsher Wealth ManagementChapel HillN.C.7521.93.5Retail,
High Net Worth, Ultrahigh Net Worth1917Lee MorrisGraystone Consulting | Morgan
StanleyRaleighN.C.10,8806040High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions2014Edwin PurcellMerrill Lynch Wealth
ManagementFayettevilleN.C.1,1311.82.7Retail, High Net Worth, Ultrahigh Net
Worth, Foundations, Endowments, Institutions2121Bill SpryAlex. Brown | Raymond
JamesWinston-SalemN.C.2,1291025High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions2218Kim HoffmanEdward JonesWilsonN.C.61025Retail, High
Net Worth2319Chris DavisWells Fargo AdvisorsDavidsonN.C.3,48224Retail, High Net
Worth, Ultrahigh Net Worth2415William NormannThe Normann Financial Group |
Raymond JamesSanfordN.C.1,15848Retail, High Net Worth, Ultrahigh Net
Worth25NChristopher SenviskyWells Fargo AdvisorsDavidsonN.C.3,48224Retail, High
Net Worth, Ultrahigh Net Worth2630Robert EdmondsAmeriprise
FinancialGreensboroN.C.5890.50.7Retail, High Net Worth, Ultrahigh Net
Worth2720Thorne JamesMerrill Lynch Wealth ManagementRaleighN.C.7632.22.8Retail,
High Net Worth, Ultrahigh Net Worth2825John PattersonCarroll
FinancialCharlotteN.C.5621.73.5Retail, High Net Worth, Ultrahigh Net
Worth2927Keith NormanMerrill Lynch Wealth
ManagementWinston-SalemN.C.1,4183.54Retail, High Net Worth, Ultrahigh Net
Worth3026R. Neil StikeleatherMerrill Lynch Wealth
ManagementCharlotteN.C.5910.82.5Retail, High Net Worth, Ultrahigh Net
Worth11Troy NelsonEdward JonesBismarckN.D.8591.84.1Retail, High Net Worth,
Ultrahigh Net Worth25Joel BirdAmeriprise FinancialBismarckN.D.6,49711.5Retail,
High Net Worth32Greg TschetterEdward JonesMinotN.D.4290.40.8Retail, High Net
Worth, Ultrahigh Net Worth43Matthew EngenMerrill Lynch Wealth
ManagementFargoN.D.7793.57.5Retail, High Net Worth, Ultrahigh Net Worth54Dave
SchlafmanAmeriprise FinancialBismarckN.D.3,75712Retail, High Net Worth,
Ultrahigh Net Worth, Institutions66Thomas ReuleEdward JonesDevils
LakeN.D.2950.40.7Retail, High Net Worth11Valerie NewellMariner Wealth
AdvisorsCincinnatiOhio4,76537.5Retail, High Net Worth, Ultrahigh Net
Worth22David SingerMerrill Private Wealth
ManagementCincinnatiOhio4,5173050Ultrahigh Net Worth35Randy CarverCarver
Financial Services | Raymond JamesMentorOhio2,26812Retail, High Net Worth,
Ultrahigh Net Worth, Institutions43David EllisUBS Private Wealth
ManagementCincinnatiOhio2,48156High Net Worth, Ultrahigh Net Worth54Kevin
MyeroffNCA Financial PlannersMayfield HeightsOhio2,04633Retail, High Net Worth,
Ultrahigh Net Worth, Institutions66Stephen FishUBS Financial
ServicesCincinnatiOhio1,593210Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions78Thomas RobertsonGraystone Consulting | Morgan
StanleyColumbusOhio6,12925Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions810Michael ChasnoffTruepoint Wealth
CounselCincinnatiOhio4,29438High Net Worth, Ultrahigh Net Worth,
Institutions99Linnell SullivanMerrill Lynch Wealth
ManagementCincinnatiOhio2,5281015High Net Worth, Ultrahigh Net Worth107Brian
EdwardsMorgan Stanley Wealth ManagementColumbusOhio1,661310Retail, High Net
Worth, Ultrahigh Net Worth, Institutions11NBlair CornellUBS Financial
ServicesMiamisburgOhio1,55635Retail, High Net Worth, Ultrahigh Net Worth1221Paul
CarbettaAmeriprise FinancialPowellOhio2,48112.9Retail, High Net Worth, Ultrahigh
Net Worth1313Daniel RoeBudros, Ruhlin & RoeColumbusOhio3,44146Retail, High Net
Worth, Ultrahigh Net Worth, Institutions1412Peter MottaMerrill Private Wealth
ManagementColumbusOhio3,4311050Retail, High Net Worth, Ultrahigh Net
Worth1518Joel GuthGryphon Financial PartnersColumbusOhio1,4416.57.5Retail, High
Net Worth, Ultrahigh Net Worth1623Robert BultUBS Financial
ServicesCincinnatiOhio3,136825Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1726Jeffrey StewartMorgan Stanley Wealth
ManagementDublinOhio1,117510High Net Worth, Ultrahigh Net Worth,
Institutions1819James BarsellaWells Fargo AdvisorsHudsonOhio8,2001020High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments, Institutions1922Jeffery
ChaddockAmeriprise FinancialGahannaOhio3,1471.21.5Retail, High Net
Worth2020Sidney JonesMerrill Lynch Wealth ManagementCanfieldOhio1,70046Retail,
High Net Worth, Ultrahigh Net Worth, Institutions2127Jon ShaneMerrill Lynch
Wealth ManagementPepper PikeOhio2,27136Retail, High Net Worth, Ultrahigh Net
Worth, Institutions2228Luke WileyUBS Financial
ServicesCincinnatiOhio9192.52.8Retail, High Net Worth, Ultrahigh Net
Worth2314Elizabeth ArmitageMerrill Lynch Wealth
ManagementCincinnatiOhio1,63746Retail, High Net Worth, Ultrahigh Net Worth,
Institutions2429Kenneth WiseUBS Financial ServicesSylvaniaOhio3,72335Retail,
High Net Worth, Ultrahigh Net Worth2524John KriegerMerrill Lynch Wealth
ManagementPepper PikeOhio1,28446Retail, High Net Worth, Ultrahigh Net
Worth26NOwen McBrideUBS Financial ServicesClevelandOhio3,05335Retail, High Net
Worth, Ultrahigh Net Worth, Institutions27NGary YoungUBS Financial
ServicesClevelandOhio87534Retail, High Net Worth, Ultrahigh Net Worth2815Richard
"Rip" HaleMorgan Stanley Wealth ManagementBeavercreekOhio1,0032.53.5Retail, High
Net Worth, Ultrahigh Net Worth, Foundations, Institutions29NWilliam MurphyUBS
Financial ServicesClevelandOhio3,05335Retail, High Net Worth, Ultrahigh Net
Worth, Institutions30NSean O'ReillyMerrill Lynch Wealth
ManagementCincinnatiOhio1,430510High Net Worth, Ultrahigh Net Worth11James
JohnsonMorgan Stanley Private Wealth ManagementOklahoma CityOkla.1,35020100High
Net Worth, Ultrahigh Net Worth, Foundations22Michael MazzeiTulsa Wealth Advisors
| Raymond JamesTulsaOkla.1,1001.55Retail, High Net Worth, Ultrahigh Net Worth,
Institutions33Matthew MongerMerrill Lynch Wealth
ManagementTulsaOkla.91426Retail, High Net Worth, Ultrahigh Net Worth,
Institutions44Steve JelleyMerrill Lynch Wealth
ManagementTulsaOkla.1,221510Retail, High Net Worth, Ultrahigh Net Worth55Jeffrey
BlumenthalWells Fargo AdvisorsOklahoma CityOkla.1,1963.55Retail, High Net Worth,
Ultrahigh Net Worth66Jana ShouldersMariner Wealth
AdvisorsTulsaOkla.2,2683.19Retail, High Net Worth, Ultrahigh Net Worth,
Institutions77Donald JacksonUBS Financial ServicesTulsaOkla.55211.8Retail, High
Net Worth, Ultrahigh Net Worth88T. Paul EagletonEagleton Brown Investment Group
| Wells Fargo Advisors Financial NetworkTulsaOkla.1,5810.51Retail, High Net
Worth, Ultrahigh Net Worth, Institutions99Jim EagletonEagleton Brown Investment
Group | Wells Fargo Advisors Financial NetworkTulsaOkla.1,58111.5Retail, High
Net Worth, Ultrahigh Net Worth, Foundations, Institutions1012Jeff GalvinMorgan
Stanley Wealth ManagementTulsaOkla.527510High Net Worth, Ultrahigh Net
Worth1110Matt R. CainMerrill Lynch Wealth ManagementTulsaOkla.2,3494.56Retail,
High Net Worth, Ultrahigh Net Worth, Institutions1211D. Kurt MorganMerrill Lynch
Wealth ManagementTulsaOkla.2,3492.57.5Retail, High Net Worth, Ultrahigh Net
Worth12Rebecca DeCesaroFirst Republic Investment
ManagementPortlandOre.2,129610High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments25Jeffrey YandleFirst Republic Investment
ManagementPortlandOre.2,12969High Net Worth, Ultrahigh Net Worth,
Foundations33Joshua UlmerGraystone Consulting | Morgan
StanleyPortlandOre.2,37225.225.2High Net Worth, Ultrahigh Net Worth,
Institutions47William KiefelMerrill Lynch Wealth
ManagementPortlandOre.958410High Net Worth, Ultrahigh Net Worth54Keith
SheppardUBS Financial ServicesPortlandOre.9832.55Retail, High Net Worth,
Ultrahigh Net Worth612Edward LangUBS Financial ServicesPortlandOre.69448High Net
Worth, Ultrahigh Net Worth76Glen ClemansCGC Financial ServicesLake
OswegoOre.8480.60.9Retail, High Net Worth88Chad MartindaleAmeriprise
FinancialPortlandOre.9751.33Retail, High Net Worth, Ultrahigh Net Worth9NJustin
BuellWells Fargo AdvisorsPortlandOre.518410Retail, High Net Worth, Ultrahigh Net
Worth109James WrennUBS Financial ServicesLake OswegoOre.73335Retail, High Net
Worth, Ultrahigh Net Worth, Institutions11NLucas NewmanFirst Republic Investment
ManagementPortlandOre.8773.55High Net Worth, Ultrahigh Net Worth,
Foundations1210James BeattyUBS Private Wealth
ManagementPortlandOre.835515Retail, High Net Worth, Ultrahigh Net Worth,
Foundations12Johanna WaltersMerrill Lynch Wealth ManagementBlue
BellPa.6,2888.510High Net Worth, Ultrahigh Net Worth21Rob ThomasMariner Wealth
AdvisorsState CollegePa.2,6220.41Retail, High Net Worth, Ultrahigh Net Worth,
Institutions33Peter RohrMerrill Private Wealth
ManagementPhiladelphiaPa.6,36234100Ultrahigh Net Worth45Robert FragassoFragasso
Financial AdvisorsPittsburghPa.2,0900.92Retail, High Net Worth, Ultrahigh Net
Worth, Institutions56Jim MartinMorgan Stanley Private Wealth ManagementWest
ConshohockenPa.8,4892550High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions64Grant RawdinWescott Financial Advisory
GroupPhiladelphiaPa.2,8868.525Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions77Patti BrennanKey FinancialWest
ChesterPa.1,67624Retail, High Net Worth, Ultrahigh Net Worth816Michael
HenleyBrandywine Oak Private WealthKennett SquarePa.1,5764.35.5High Net Worth,
Ultrahigh Net Worth98James RimmelUBS Financial
ServicesPittsburghPa.2,10725Retail, High Net Worth, Ultrahigh Net Worth109Dane
BurkholderAmeriprise FinancialLancasterPa.3,2440.83Retail, High Net Worth,
Ultrahigh Net Worth, Institutions1125Derek JancisinMerrill Private Wealth
ManagementPittsburghPa.2,8647.510Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1210John J. Parker Sr.Wells Fargo
AdvisorsPhiladelphiaPa.1,95036Retail, High Net Worth, Ultrahigh Net
Worth1315Alan CohnSage Financial GroupConshohockenPa.2,9003.55Retail, High Net
Worth, Ultrahigh Net Worth, Foundations1411Eric SalmansohnMorgan Stanley Wealth
ManagementPhiladelphiaPa.1,6093.810Retail, High Net Worth, Ultrahigh Net
Worth1518Virgil KahlSpring Ridge Financial GroupWyomissingPa.1,11112Retail, High
Net Worth1612Megan BaileyMerrill Lynch Wealth ManagementBlue
BellPa.6,2888.510High Net Worth, Ultrahigh Net Worth1717Peter StropeUBS
Financial ServicesCanonsburgPa.1,18945Retail, High Net Worth, Ultrahigh Net
Worth1813Anthony DiValerioMorgan Stanley Private Wealth ManagementWest
ConshohockenPa.1,6273575High Net Worth, Ultrahigh Net Worth,
Foundations1923Michael DuckworthMerrill Private Wealth
ManagementPittsburghPa.1,9202540High Net Worth, Ultrahigh Net Worth2032Jack
HafnerJ.P. Morgan Wealth ManagementPhiladelphiaPa.1,5104070High Net Worth,
Ultrahigh Net Worth2120James MeredithHefren-TillotsonPittsburghPa.2,35524Retail,
High Net Worth, Ultrahigh Net Worth, Institutions2221John Solis-CohenWells Fargo
AdvisorsJenkintownPa.1,589512Retail, High Net Worth, Ultrahigh Net Worth,
Institutions2319Stephen BealerMerrill Lynch Wealth
ManagementWyomissingPa.1,91436Retail, High Net Worth, Ultrahigh Net
Worth2433Samuel SpanosRaymond JamesBeaverPa.1,0050.81Retail, High Net
Worth2529Malcolm CowenCornerstone Advisors Asset
ManagementBethlehemPa.6,8764070High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions2628Robb BolandRBC Wealth ManagementPhiladelphiaPa.1,733520Retail,
High Net Worth, Ultrahigh Net Worth2722Lon JuryAmeriprise
FinancialLancasterPa.1,6480.30.6Retail, High Net Worth2824George
MastrogiorgosAmeriprise FinancialExtonPa.1,98612Retail, High Net Worth,
Ultrahigh Net Worth2930David KronKron & Polis Financial Group of Wells Fargo
AdvisorsPhiladelphiaPa.1,68647Retail, High Net Worth, Ultrahigh Net
Worth3031Andrew JuganAmeriprise FinancialPittsburghPa.1,40711.7Retail, High Net
Worth3126Mark EskinJanney Montgomery ScottPhiladelphiaPa.2,31935Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Institutions3227Edward BlumenthalJanney
Montgomery ScottPhiladelphiaPa.2,31935Retail, High Net Worth, Ultrahigh Net
Worth, Foundations, Institutions3340Jay BeaulieuWells Fargo
AdvisorsRadnorPa.3,4021015High Net Worth, Ultrahigh Net Worth3414Greg
SarianSarian Strategic Partners | HightowerWaynePa.1,3104.512Retail, High Net
Worth, Ultrahigh Net Worth3538Bradford BernsteinUBS Financial
ServicesPhiladelphiaPa.4,349918Retail, High Net Worth, Ultrahigh Net
Worth3635Michael HirthlerJacobi Capital ManagementWilkes-BarrePa.1,87135Retail,
High Net Worth, Ultrahigh Net Worth, Institutions3742David EbnerMerrill Lynch
Wealth ManagementPhiladelphiaPa.1,7393535Retail, High Net Worth, Ultrahigh Net
Worth3839Gregory HayesMerrill Lynch Wealth ManagementYardleyPa.1,22435Retail,
High Net Worth, Ultrahigh Net Worth, Institutions3948Thomas SeilerRaymond
JamesNewtownPa.1,250625High Net Worth, Ultrahigh Net Worth, Institutions4043J.
Douglas MoranMerrill Lynch Wealth ManagementWaynePa.8383.86.7Retail, High Net
Worth, Ultrahigh Net Worth4146Peter SargentJanney Montgomery
ScottYardleyPa.8872.55Retail, High Net Worth, Ultrahigh Net Worth42NMichael
GreenlyUBS Private Wealth ManagementPhiladelphiaPa.1,1001830High Net Worth,
Ultrahigh Net Worth4337Richard CorcoranMorgan Stanley Private Wealth
ManagementWest ConshohockenPa.2,5054050Ultrahigh Net Worth,
Institutions4436Craig SchwartzWells Fargo
AdvisorsPhiladelphiaPa.1,0172.55Retail, High Net Worth, Ultrahigh Net
Worth4534Michael MattiseRadnor Financial AdvisorsWaynePa.2,3324.66High Net
Worth, Ultrahigh Net Worth4645John MinnichMerrill Lynch Wealth
ManagementWyomissingPa.1,9143.56High Net Worth, Ultrahigh Net Worth4741Michael
GlovasMorgan Stanley Wealth ManagementEastonPa.1,0671.62Retail, High Net Worth,
Ultrahigh Net Worth, Institutions4847Barbara HudockHudock Capital
GroupWilliamsportPa.74713Retail, High Net Worth, Ultrahigh Net Worth11Malcolm
MakinRaymond JamesWesterlyR.I.1,7311.53Retail, High Net Worth23John
ZitzmannMorgan Stanley Wealth ManagementProvidenceR.I.91658Retail, High Net
Worth, Ultrahigh Net Worth35Denise RobertsMorgan Stanley Wealth
ManagementNewportR.I.71334.3Retail, High Net Worth, Ultrahigh Net Worth4NMark
McAndrewMorgan Stanley Wealth ManagementProvidenceR.I.60635High Net Worth,
Ultrahigh Net Worth56Edythe De MarcoMerrill Lynch Wealth
ManagementProvidenceR.I.1,3223.34.9High Net Worth, Ultrahigh Net Worth,
Institutions64James HiltonUBS Private Wealth ManagementNewportR.I.7001220Retail,
High Net Worth, Ultrahigh Net Worth11Rick MiglioreMerrill Private Wealth
ManagementColumbiaS.C.4,6621010Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions22Bud KiblerMerrill Private Wealth
ManagementColumbiaS.C.4,662510Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions33Robert VingiWells Fargo
AdvisorsCharlestonS.C.1,8101214High Net Worth, Ultrahigh Net Worth,
Institutions44Cheryl HollandAbacus Planning GroupColumbiaS.C.1,6636.313.2High
Net Worth, Ultrahigh Net Worth5NKenneth ParhamUBS Financial
ServicesGreenvilleS.C.1,3993.810Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions66W. Clark GallivanUBS Financial
ServicesGreenvilleS.C.8203.55Retail, High Net Worth, Ultrahigh Net Worth77George
StarnesG3 Wealth Advisors | Northwestern MutualColumbiaS.C.8082.23.6Retail, High
Net Worth, Ultrahigh Net Worth, Institutions88Bert ArrowoodUBS Financial
ServicesGreenvilleS.C.1,399410Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions9NGordon WhittakerMerrill Lynch Wealth
ManagementColumbiaS.C.3,9603.55Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions10NKirk LloydMerrill Private Wealth
ManagementColumbiaS.C.1,4271015Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions1110Paul VannattaMerrill Lynch Wealth
ManagementCharlestonS.C.1,1762.54Retail, High Net Worth, Ultrahigh Net Worth,
Institutions12NRobert DavidsonMorgan Stanley Wealth
ManagementColumbiaS.C.1,21236Retail, High Net Worth, Ultrahigh Net Worth11David
HillardRBC Wealth ManagementRapid CityS.D.1,49035Retail, High Net Worth,
Ultrahigh Net Worth, Foundations, Institutions22Todd NelsonMerrill Lynch Wealth
ManagementSioux FallsS.D.3,3231.55Retail, High Net Worth, Ultrahigh Net
Worth3NGordon WollmanCornerstone Financial Solutions | Raymond JamesSioux
FallsS.D.5220.81.5Retail, High Net Worth43Nathan QuelloRaymond JamesSioux
FallsS.D.8151.83.5Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions54David R. OlsonMerrill Lynch Wealth ManagementSioux
FallsS.D.86427Retail, High Net Worth, Ultrahigh Net Worth6NJon HaugerEdward
JonesDakota DunesS.D.5181.53Retail, High Net Worth, Ultrahigh Net Worth11Jay
WilliamsUBS Private Wealth ManagementMemphisTenn.1,927130940Ultrahigh Net Worth,
Foundations23Tim RobersonMerrill Lynch Wealth
ManagementBrentwoodTenn.3,13258High Net Worth, Ultrahigh Net Worth32Timothy
PagliaraCapWealth AdvisorsFranklinTenn.1,2543.56.7Retail, High Net Worth,
Ultrahigh Net Worth45Jeffrey BatesKings Point Capital
ManagementBrentwoodTenn.1,67067High Net Worth, Ultrahigh Net Worth5NBrett
BartmanRBC Wealth ManagementNashvilleTenn.2,2911015High Net Worth, Ultrahigh Net
Worth, Foundations, Endowments, Institutions67Malcolm
LilesBairdNashvilleTenn.1,664510Retail, High Net Worth, Ultrahigh Net
Worth710Stanton JacobsUBS Financial ServicesOak RidgeTenn.6141.33Retail, High
Net Worth89Charles KirbyUBS Private Wealth ManagementNashvilleTenn.3,1063575High
Net Worth, Ultrahigh Net Worth, Foundations98Matthew MillerMerrill Private
Wealth ManagementBrentwoodTenn.1,5113275High Net Worth, Ultrahigh Net
Worth1014Eric KlindtMerrill Private Wealth ManagementNashvilleTenn.2,4201530High
Net Worth, Ultrahigh Net Worth, Foundations, Endowments114Brent
TrenthamAmeriprise FinancialAlcoaTenn.1,77412Retail, High Net Worth1212Gregory
HermanLBMC Investment AdvisorsBrentwoodTenn.1,8503.48Retail, High Net Worth,
Ultrahigh Net Worth13NDugan McLaughlinMerrill Private Wealth
ManagementKnoxvilleTenn.1,4263050High Net Worth, Ultrahigh Net Worth,
Foundations1413Elias HassanBairdMurfreesboroTenn.1,00525Retail, High Net Worth,
Ultrahigh Net Worth1511Christi EdwardsMorgan Stanley Wealth
ManagementNashvilleTenn.1,342410Retail, High Net Worth, Ultrahigh Net
Worth166Trey SmithTruist Investment ServicesNashvilleTenn.9871.216Retail, High
Net Worth, Ultrahigh Net Worth17NBrock KiddRaymond
JamesNashvilleTenn.754515Retail, High Net Worth, Ultrahigh Net Worth,
Foundations1815Thomas WilliamsMerrill Lynch Wealth
ManagementMemphisTenn.2,30235Retail, High Net Worth, Ultrahigh Net
Worth112Charles McKinneyMorgan Stanley Private Wealth
ManagementDallasTexas5,38050100Ultrahigh Net Worth21Richard SzelcNeuberger
BermanDallasTexas2,4521530High Net Worth, Ultrahigh Net Worth32Richard
JoynerTolleson Wealth ManagementDallasTexas7,5004590High Net Worth, Ultrahigh
Net Worth420 Ill.Erin DickesCIBC Private WealthDallasTexas1,639625Retail, High
Net Worth, Ultrahigh Net Worth53Mike BollingerMorgan Stanley Private Wealth
ManagementHoustonTexas1,88950200Retail, High Net Worth, Ultrahigh Net Worth,
Foundations64William CorbelliniMerrill Private Wealth
ManagementDallasTexas4,5923035High Net Worth, Ultrahigh Net Worth75Scott
TirasAmeriprise FinancialHoustonTexas2,32745Retail, High Net Worth, Ultrahigh
Net Worth88Kevin BlonkvistRBC Wealth ManagementMidlandTexas2,7821130Retail, High
Net Worth, Ultrahigh Net Worth, Foundations, Endowments, Institutions9NCharles
JonesAmeriprise FinancialDallasTexas1,51036High Net Worth106Jennifer
MarcontellEdward JonesBaytownTexas1,7362.74.8Retail, High Net Worth, Ultrahigh
Net Worth1119Brent AndersonMorgan Stanley Private Wealth
ManagementHoustonTexas3,9202550High Net Worth, Ultrahigh Net Worth127Van
PearcyVan Pearcy's Wealth Services Team | Raymond
JamesMidlandTexas2,019310Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1310Nestor VicknairMerrill Lynch Wealth
ManagementHoustonTexas6,419812High Net Worth, Ultrahigh Net Worth1420R. Scot
SmithMorgan Stanley Wealth ManagementDallasTexas1,2213.57.5Retail, High Net
Worth, Ultrahigh Net Worth, Foundations1513H. Scott CavenCIBC Private
WealthHoustonTexas1,60014.520High Net Worth, Ultrahigh Net Worth,
Foundations1615Tommy McBrideMerrill Lynch Wealth
ManagementDallasTexas2,020815High Net Worth, Ultrahigh Net Worth179Darrell
PenningtonAmeriprise FinancialHoustonTexas1,4281.52.5Retail, High Net
Worth1814Mark MooreUBS Private Wealth ManagementAustinTexas2,2497.216High Net
Worth, Ultrahigh Net Worth1923Frederick de GrootMerrill Lynch Wealth
ManagementThe WoodlandsTexas2,591810Retail, High Net Worth, Ultrahigh Net Worth,
Institutions2010 Wash.Bruce MunsterMerrill Private Wealth
ManagementDallasTexas2,66950100High Net Worth, Ultrahigh Net Worth,
Foundations2140Ryan LongUBS Private Wealth ManagementDallasTexas4,349918Retail,
High Net Worth, Ultrahigh Net Worth2217Dwight EmanuelsonMerrill Private Wealth
ManagementDallasTexas4,5923035High Net Worth, Ultrahigh Net Worth2318Jeffery
PriceMerrill Lynch Wealth ManagementSouthlakeTexas1,3843.55Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments2411Ron KernGraystone
Consulting | Morgan StanleySan AntonioTexas5,1472530High Net Worth, Ultrahigh
Net Worth, Foundations, Institutions2516Charla McIntyre FieldsAmeriprise
FinancialHurstTexas1,5861.21.8Retail, High Net Worth, Ultrahigh Net
Worth2630Brian TramontanoMerrill Lynch Wealth ManagementSan
AntonioTexas1,0852.63.5Retail, High Net Worth, Ultrahigh Net Worth2722Stephen
EngroBeacon Financial GroupDallasTexas1,04023.8Retail, High Net Worth, Ultrahigh
Net Worth2828Steve NagelMerrill Lynch Wealth ManagementFriscoTexas1,810810High
Net Worth, Ultrahigh Net Worth2921Langston TurnerUBS Private Wealth
ManagementHoustonTexas2,4712020High Net Worth, Ultrahigh Net Worth3037Sean
FitzpatrickRaymond JamesHoustonTexas1,91625Retail, High Net Worth, Ultrahigh Net
Worth3124William GouldinMorgan Stanley Private Wealth
ManagementHoustonTexas1,569510High Net Worth, Ultrahigh Net Worth,
Foundations3226Bonner BarnesCorda Investment
ManagementHoustonTexas1,4201.12Retail, High Net Worth3333James CoffeeMerrill
Lynch Wealth ManagementHoustonTexas6,94057Retail, High Net Worth, Ultrahigh Net
Worth3431Lewis MetzgerMorgan Stanley Wealth ManagementHoustonTexas1,82346Retail,
High Net Worth, Ultrahigh Net Worth3543Gil BaumgartenSegment Wealth
ManagementHoustonTexas1,1987.120High Net Worth, Ultrahigh Net Worth3646David
NovelliMorgan Stanley Private Wealth ManagementHoustonTexas1,8162035High Net
Worth, Ultrahigh Net Worth, Institutions3725Richard PiatasMerrill Lynch Wealth
ManagementFriscoTexas4,483820Retail, High Net Worth, Ultrahigh Net
Worth3835Charles LewisWells Fargo AdvisorsWacoTexas1,50014Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments3941Ira KravitzUBS Financial
ServicesPlanoTexas1,10458Retail, High Net Worth, Ultrahigh Net Worth4059Doug
JohnRequisite Capital ManagementDallasTexas1,2613050High Net Worth, Ultrahigh
Net Worth4150Kevin DickeyMorgan Stanley Private Wealth
ManagementDallasTexas1,5822540High Net Worth, Ultrahigh Net Worth4248J. Michael
FoxMerrill Lynch Wealth ManagementHoustonTexas1,3372.55Retail, High Net Worth,
Ultrahigh Net Worth4345R. Craig RathjenUBS Private Wealth
ManagementHoustonTexas2,6195075High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions44NKenneth MoraifRetirement Planners of
AmericaPlanoTexas4,5680.50.8Retail, High Net Worth4539Carl Fuhrmann IIIMerrill
Lynch Wealth ManagementSan AntonioTexas1,152410Retail, High Net Worth, Ultrahigh
Net Worth46NJ. Craig FallsEnclave AdvisorsAustinTexas1,3004050High Net Worth,
Ultrahigh Net Worth, Foundations4749Anupam JohriMorgan Stanley Wealth
ManagementDallasTexas9771.52.5Retail, High Net Worth, Ultrahigh Net
Worth4829Champ WarrenMerrill Private Wealth ManagementHoustonTexas3,5592550High
Net Worth, Ultrahigh Net Worth4932Reed SmithMerrill Private Wealth
ManagementHoustonTexas3,5592550High Net Worth, Ultrahigh Net Worth5055Mark
GladsteinMerrill Lynch Wealth ManagementHoustonTexas1,923615High Net Worth,
Ultrahigh Net Worth5167Brent ChappellMerrill Lynch Wealth ManagementThe
WoodlandsTexas1,4312.85Retail, High Net Worth, Ultrahigh Net Worth5257Susan
HeuerMerrill Lynch Wealth ManagementHoustonTexas2,05125Retail, High Net Worth,
Ultrahigh Net Worth5361J. Dow CrockerRaymond JamesDallasTexas1,283510Retail,
High Net Worth, Ultrahigh Net Worth, Foundations, Endowments5453William
LevenMerrill Private Wealth ManagementHoustonTexas1,0484055High Net Worth,
Ultrahigh Net Worth, Foundations5534Howard LorchWells Fargo
AdvisorsHoustonTexas2,3207.520Retail, High Net Worth, Ultrahigh Net Worth,
Institutions5668Bradley ChappellMerrill Lynch Wealth ManagementThe
WoodlandsTexas1,43124Retail, High Net Worth, Ultrahigh Net Worth57NJames
WoldertMorgan Stanley Wealth ManagementHoustonTexas1,1388.520High Net Worth,
Ultrahigh Net Worth5847William HuthnanceUBS Private Wealth
ManagementHoustonTexas1,3242030High Net Worth, Ultrahigh Net Worth5952Charles
JohansenMerrill Lynch Wealth ManagementThe WoodlandsTexas1,89557.8Retail, High
Net Worth, Ultrahigh Net Worth, Endowments, Institutions6065Darren FenzMerrill
Lynch Wealth ManagementHoustonTexas1,2863.55Retail, High Net Worth, Ultrahigh
Net Worth6136Richard AshcroftBairdHoustonTexas2,3004.54.5High Net Worth,
Ultrahigh Net Worth62NScott CohenCD Wealth ManagementDallasTexas8091.57.5Retail,
High Net Worth, Ultrahigh Net Worth, Institutions6360Brian PetrauskasMerrill
Lynch Wealth ManagementThe WoodlandsTexas1,89557.8Retail, High Net Worth,
Ultrahigh Net Worth, Endowments, Institutions6451Chirstopher BlackUBS Private
Wealth ManagementHoustonTexas1,3242040High Net Worth, Ultrahigh Net
Worth6577Gregory GlosserRBC Wealth ManagementDallasTexas897510Retail, High Net
Worth, Ultrahigh Net Worth66NWilliam HrynyshynUBS Financial ServicesSan
AntonioTexas6151.53Retail, High Net Worth, Ultrahigh Net Worth6738Audree
BegayAmeriprise FinancialHoustonTexas1,2791.64High Net Worth, Ultrahigh Net
Worth6878Dan MichelUBS Financial ServicesMidlandTexas2,1381020Retail, High Net
Worth, Ultrahigh Net Worth, Foundations6942Rob BertinoUBS Private Wealth
ManagementDallasTexas7184060Ultrahigh Net Worth, Foundations70NKapil
MathurMorgan Stanley Wealth ManagementSugar LandTexas1,11725Retail, High Net
Worth, Ultrahigh Net Worth7180Greg McDonaldUBS Financial
ServicesMidlandTexas2,1381020Retail, High Net Worth, Ultrahigh Net Worth,
Foundations72NDonald WhiteheadMorgan Stanley Wealth
ManagementHoustonTexas1,12435Retail, High Net Worth, Ultrahigh Net
Worth7366Elizabeth LockwoodUBS Financial ServicesHoustonTexas3,0041535High Net
Worth, Ultrahigh Net Worth, Foundations7470Craig MasseyMerrill Private Wealth
ManagementHoustonTexas2,082100150High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions75NNelson MurrayMorgan Stanley Private Wealth
ManagementHoustonTexas1,579510High Net Worth, Ultrahigh Net Worth7671Brian
SauerUBS Financial ServicesHoustonTexas3,0041520High Net Worth, Ultrahigh Net
Worth77NDonald PetersonUBS Private Wealth ManagementDallasTexas1,2142550High Net
Worth, Ultrahigh Net Worth, Endowments, Institutions7856Michael DavidCarson
WealthAmarilloTexas1,383210Retail, High Net Worth, Ultrahigh Net Worth7975Mark
EliasUBS Private Wealth ManagementHoustonTexas8061525High Net Worth, Ultrahigh
Net Worth, Foundations8069Alan YonackMorgan Stanley Wealth
ManagementDallasTexas785515High Net Worth, Ultrahigh Net Worth8174Robert
McMeenParkway Wealth Management Group | Raymond JamesPlanoTexas2,5002.53Retail,
High Net Worth, Ultrahigh Net Worth8281Joni AbalosMerrill Lynch Wealth
ManagementHoustonTexas1,2863.55Retail, High Net Worth, Ultrahigh Net
Worth8362Kerry KnoxMerrill Lynch Wealth ManagementFort
WorthTexas1,66612.5Retail, High Net Worth, Ultrahigh Net Worth,
Institutions8483Jay GerrieMerrill Lynch Wealth
ManagementAustinTexas1,16025Retail, High Net Worth, Ultrahigh Net Worth8563D.
Scott Uptegraph Jr.Morgan Stanley Wealth ManagementHoustonTexas6671025Retail,
High Net Worth, Ultrahigh Net Worth8682Charles NeuhausWells Fargo
AdvisorsHoustonTexas9062540High Net Worth, Ultrahigh Net Worth,
Institutions8785Dan NelsonMerrill Private Wealth ManagementSan
AntonioTexas2,5451720High Net Worth, Ultrahigh Net Worth, Foundations,
Institutions8886Gail UtterWells Fargo AdvisorsShermanTexas7003.55Retail, High
Net Worth, Ultrahigh Net Worth8972Myrteel WardGraystone Consulting | Morgan
StanleySan AntonioTexas5,1473045High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions9087F. Michael Wood Jr.Merrill Private
Wealth ManagementSan AntonioTexas2,5451720High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions12John Van WagonerMerrill Private Wealth ManagementSalt
Lake CityUtah1,1941025Retail, High Net Worth, Ultrahigh Net Worth25Carl L.
LaurellaMerrill Lynch Wealth ManagementSalt Lake CityUtah2,1081015High Net
Worth, Ultrahigh Net Worth, Institutions3NMichael PeirceUBS Private Wealth
ManagementSalt Lake CityUtah1,0381215High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions46Jeff RoundyMerrill Lynch Wealth ManagementSalt Lake
CityUtah2,1081015High Net Worth, Ultrahigh Net Worth, Institutions54Jack
BroderickStifelPark CityUtah1,1291015High Net Worth, Ultrahigh Net Worth6NPaul
ShoemakerMorgan Stanley Wealth ManagementSalt Lake CityUtah1,301412Retail, High
Net Worth, Ultrahigh Net Worth11Tim StotzMorgan Stanley Wealth
ManagementColchesterVt.1,7642.55.4High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions22Brian PelkeyMorgan Stanley Wealth
ManagementColchesterVt.1,16234Retail, High Net Worth, Ultrahigh Net Worth3NJared
HendlerUBS Private Wealth ManagementSouth BurlingtonVt.1,2542530High Net Worth,
Ultrahigh Net Worth43Timothy O'BrienUBS Financial ServicesSouth
BurlingtonVt.52335Retail, High Net Worth, Ultrahigh Net Worth54Jeff
DanniesMorgan Stanley Wealth ManagementBurlingtonVt.1,0361.53Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments66CJ Charlebois
MelendyAmeriprise FinancialWillistonVt.5191.32.5Retail, High Net Worth11Stephan
CassadayCassaday & CompanyMcLeanVa.4,5271.52Retail, High Net Worth, Ultrahigh
Net Worth22Joseph MontgomeryThe Optimal Service Group of Wells Fargo
AdvisorsWilliamsburgVa.19,996715Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions38David KarpCressetRestonVa.22,9602025High
Net Worth, Ultrahigh Net Worth45Jeffrey GrinspoonVWG Wealth
ManagementViennaVa.1,93357High Net Worth, Ultrahigh Net Worth56Lowell
PrattBurney CompanyRestonVa.2,3031.43Retail, High Net Worth, Ultrahigh Net
Worth63Tristan CaudronCaudron Megary Blackburn Wealth Management Group of Wells
Fargo AdvisorsAlexandriaVa.2,22123.5Retail, High Net Worth, Ultrahigh Net
Worth74Barry GlassmanGlassman Wealth ServicesViennaVa.1,82758Retail, High Net
Worth, Ultrahigh Net Worth87Dalal SalomonSalomon &
LudwinRichmondVa.1,506515Retail, High Net Worth, Ultrahigh Net Worth99Ryan
SprowlsAlexandria Wealth Management Group of Wells Fargo
AdvisorsAlexandriaVa.1,5583.512Retail, High Net Worth, Ultrahigh Net
Worth1010Susan KimAmeriprise FinancialViennaVa.2,0291.72.8Retail, High Net
Worth1112Kelly CampbellCampbell Wealth ManagementAlexandriaVa.1,0111.32.5Retail,
High Net Worth12NJames BogartBogart WealthMcLeanVa.1,8063.84.5Retail, High Net
Worth, Ultrahigh Net Worth1313Allan StrangeJanney Montgomery
ScottRichmondVa.1,8751.53Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions1411Gregory SmithBairdRestonVa.2,8411.65Retail, High
Net Worth, Ultrahigh Net Worth1514Michael JoyceAgiliRichmondVa.1,0303.34High Net
Worth, Ultrahigh Net Worth1619Simon HamiltonBairdRestonVa.2,8411.65Retail, High
Net Worth, Ultrahigh Net Worth1729Stephen ParkUBS Financial
ServicesMcleanVa.1,102525Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1827Jamie CoxHarris Financial
GroupRichmondVa.8760.71.5Retail1916Brett HayesHayes Nystrom Sarrett Wealth
Management GroupRichmondVa.2,33023Retail, High Net Worth, Ultrahigh Net Worth,
Endowments, Institutions2018Garret AlcarazWells Fargo AdvisorsVirginia
BeachVa.2,241510High Net Worth, Ultrahigh Net Worth, Foundations, Endowments,
Institutions2123Brude StoeverStoever & Palmore Investment
GroupRichmondVa.1,18855Retail, High Net Worth, Ultrahigh Net Worth,
Institutions22NNeil GoetzmanRaymond JamesAlexandriaVa.93835Retail, High Net
Worth, Ultrahigh Net Worth23NJeffrey HamblenWashington Financial
GroupMcLeanVa.4,40012.5Retail, High Net Worth, Ultrahigh Net Worth,
Institutions2426Nolan StokesNorthwestern MutualFairfaxVa.1,0552.511.5Retail,
High Net Worth, Ultrahigh Net Worth2521Aashish MataniMerrill Lynch Wealth
ManagementNorfolkVa.1,65345Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions2624Mark LeonardMorgan Stanley Wealth
ManagementMcLeanVa.928810High Net Worth, Ultrahigh Net Worth27NBrian FordRBC
Wealth ManagementRichmondVa.98323Retail, High Net Worth, Ultrahigh Net Worth,
Institutions28NChristopher MacNamaraMerrill Lynch Wealth
ManagementViennaVa.1,12323.5Retail, High Net Worth, Ultrahigh Net Worth29NScott
GarnettUBS Financial ServicesRichmondVa.55912Retail, High Net Worth, Ultrahigh
Net Worth3030Rob ReichWells Fargo AdvisorsMcLeanVa.8427.114High Net Worth,
Ultrahigh Net Worth, Institutions11Erik MorganFreestone Capital
ManagementSeattleWash.7,3014.66.5Retail, High Net Worth, Ultrahigh Net
Worth23Randall LindeAmeriprise FinancialRentonWash.4,9781.22.8Retail, High Net
Worth, Ultrahigh Net Worth32Dean BraunMorgan Stanley Private Wealth
ManagementSeattleWash.7,4882030High Net Worth, Ultrahigh Net Worth4NPhil
ScottFirst Republic Investment ManagementBellevueWash.2,9271050Retail, High Net
Worth, Ultrahigh Net Worth57Jon JonesBrighton JonesSeattleWash.9,8583.56Retail,
High Net Worth, Ultrahigh Net Worth68Charles BrightonBrighton
JonesSeattleWash.9,8583.56Retail, High Net Worth, Ultrahigh Net Worth76Michael
MatthewsUBS Private Wealth ManagementBellevueWash.1,988716Retail, High Net
Worth, Ultrahigh Net Worth84Erin ScannellAmeriprise FinancialMercer
IslandWash.4,2520.51Retail, High Net Worth, Ultrahigh Net Worth95Cameron
RagenBairdSeattleWash.3,0001.98Retail, High Net Worth, Ultrahigh Net
Worth1013Lowry WestMorgan Stanley Private Wealth
ManagementSeattleWash.2,0381840High Net Worth, Ultrahigh Net Worth119Paul
RiedPaul R. Ried Financial GroupBellevueWash.1,0170.51Retail, High Net
Worth1211Stephen HollomonMerrill Lynch Wealth
ManagementSeattleWash.2,8141025High Net Worth, Ultrahigh Net Worth1318Jay
KirkpatrickMerrill Private Wealth ManagementSpokaneWash.4,5671025High Net Worth,
Ultrahigh Net Worth, Foundations, Institutions1430Kevin FitzwilsonColdstream
Wealth ManagementBellevueWash.1,5524.24.2High Net Worth, Ultrahigh Net
Worth1515Michael HersheyJ.P. Morgan Wealth
ManagementBellevueWash.1,3451025Retail, High Net Worth, Ultrahigh Net
Worth16NDavid MidgleyMorgan Stanley Private Wealth
ManagementSeattleWash.6,4224050Ultrahigh Net Worth1723Jason TherrellUBS
Financial ServicesEverettWash.1,8141020Retail, High Net Worth, Ultrahigh Net
Worth1817Lawrence HoodPacific Portfolio ConsultingSeattleWash.4,3271018High Net
Worth, Ultrahigh Net Worth, Institutions1920Matt RiesenweberCornerstone Wealth
StrategiesKennewickWash.1,00612.4Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Institutions2016Brian AcarreguiMorgan Stanley Wealth
ManagementSeattleWash.2,908510Retail, High Net Worth, Ultrahigh Net
Worth2121Dale MillerMorgan Stanley Wealth
ManagementKirklandWash.2,9259.410.3High Net Worth, Ultrahigh Net Worth22NJack
AlmoMorgan Stanley Private Wealth ManagementSeattleWash.2,5183050High Net Worth,
Ultrahigh Net Worth, Foundations, Institutions23NJames FergusonMerrill Private
Wealth ManagementBellevueWash.2,3822035High Net Worth, Ultrahigh Net
Worth2424Paul JacksonMorgan Stanley Wealth
ManagementBellevueWash.1,047510Retail, High Net Worth, Ultrahigh Net
Worth2528Corina DavisMerrill Lynch Wealth ManagementSeattleWash.9922.55Retail,
High Net Worth, Ultrahigh Net Worth2622Mike GeriRBC Wealth
ManagementSeattleWash.86346Retail, High Net Worth, Ultrahigh Net
Worth2719Jeffrey CrosbyAmeriprise FinancialKirklandWash.2,0832.73.7Retail, High
Net Worth, Ultrahigh Net Worth2827Michael MaroniMerrill Lynch Wealth
ManagementBainbridge IslandWash.1,33446Retail, High Net Worth, Ultrahigh Net
Worth29NFazil Daver TiryakiogluMerrill Lynch Wealth
ManagementBellevueWash.1,4872.54.2Retail, High Net Worth, Ultrahigh Net Worth,
Institutions30NRachel McCrackenColdstream Wealth
ManagementSeattleWash.1,03133Retail, High Net Worth, Ultrahigh Net Worth11David
HouchinsTruist Investment ServicesCharlestonW. Va.1,12923Retail, High Net Worth,
Ultrahigh Net Worth, Institutions22David MillerRBC Wealth ManagementHuntingtonW.
Va.1,3840.83Retail, High Net Worth, Ultrahigh Net Worth, Foundations,
Endowments, Institutions3NJason ThompsonMorgan Stanley Wealth
ManagementCharlestonW. Va.9132.55Retail, High Net Worth, Ultrahigh Net Worth45J.
Michael GoodwinMorgan Stanley Wealth ManagementCharlestonW. Va.3,95125Retail,
High Net Worth, Ultrahigh Net Worth, Foundations, Endowments,
Institutions54Edward StikeRBC Wealth ManagementCharlestonW. Va.6420.81.5Retail,
High Net Worth, Foundations, Institutions66John DawsonGraystone Consulting |
Morgan StanleyCharlestonW. Va.3,9562550Retail, High Net Worth, Ultrahigh Net
Worth, Foundations, Endowments, Institutions11Michael
KleinBairdMilwaukeeWis.15,3922735Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments, Institutions2NAndrew BurishUBS Financial
ServicesMadisonWis.4,87623Retail, High Net Worth, Ultrahigh Net Worth32Barry
MartzahlGraystone Consulting | Morgan StanleyGreen BayWis.3,298510Retail, High
Net Worth, Ultrahigh Net Worth, Endowments, Institutions46Thomas ParksGraystone
Consulting | Morgan StanleyMilwaukeeWis.13,8227575Ultrahigh Net Worth,
Foundations, Institutions53Bryan SadoffSadoff Investment
ManagementMilwaukeeWis.1,6832.84Retail, High Net Worth, Ultrahigh Net Worth,
Institutions65Michael SadoffSadoff Investment
ManagementMilwaukeeWis.1,6832.84Retail, High Net Worth, Ultrahigh Net Worth,
Institutions7NDavid SpanoAnnex Wealth ManagementElm GroveWis.4,2460.82Retail,
High Net Worth817Tyson RayFORM Wealth Advisors | Raymond JamesLake
GenevaWis.66812.5Retail, High Net Worth, Ultrahigh Net Worth99Matthew
HeckmannNorthwestern MutualMiddletonWis.8902.55.5Retail, High Net Worth,
Ultrahigh Net Worth107Philip DallmanBairdMilwaukeeWis.15,3922735Retail, High Net
Worth, Ultrahigh Net Worth, Foundations, Endowments, Institutions1111Chris
DoughtyGentian Financial | Raymond JamesMequonWis.6101.52.5Retail, High Net
Worth, Ultrahigh Net Worth1212Vince CiminoWealth Enhancement
GroupClintonWis.7340.20.5Retail, High Net Worth134Mark OrgelOrgel Wealth
ManagementAltoonaWis.6,2432.22.3Retail, High Net Worth, Ultrahigh Net Worth,
Institutions1410Chris CalvelliBairdMilwaukeeWis.4,696812Retail, High Net Worth,
Ultrahigh Net Worth, Foundations158Michael SmithAmeriprise FinancialStevens
PointWis.6850.91.5Retail, High Net Worth1614David
EpsteinBairdMilwaukeeWis.4,696812Retail, High Net Worth, Ultrahigh Net Worth,
Foundations1716John LarsenRBC Wealth ManagementMequonWis.8082.54Retail, High Net
Worth, Ultrahigh Net Worth1813Walter MeanwellWells Fargo
AdvisorsMadisonWis.59013.1Retail, High Net Worth, Ultrahigh Net Worth11Kevin
MurphyStifelCasperWyo.66012.5Retail, High Net Worth, Ultrahigh Net Worth,
Foundations, Endowments22Randy HalfpopThe Compass Wealth Group | Raymond
JamesCheyenneWyo.4060.81Retail, High Net Worth, Ultrahigh Net Worth34Christopher
Van SlykeWorthPointeJacksonWyo.77513Retail, High Net Worth, Ultrahigh Net Worth,
Institutions43Ryan ScottEdward JonesRock SpringsWyo.2961.21.9Retail, High Net
Worth, Ultrahigh Net Worth55Daniel StevensEdward JonesCodyWyo.25511.4Retail,
High Net Worth, Ultrahigh Net Worth6NLonnie BullEdward
JonesLanderWyo.2860.60.7Retail, High Net Worth, Ultrahigh Net Worth

N = Not Ranked
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2022 Top 1200 U. S. Financial Advisors Ranked by State