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2021 Top 100 Private
Wealth Management Teams

Top 1200Top WomenIndependentTop 100Top TeamsInstitutionalRIA FirmsFind an
Advisor



2021 TOP 100 PRIVATE WEALTH MANAGEMENT TEAMS


THE TOP 100 FINANCIAL ADVISORS AND TEAMS

Long read


HOW THIS ADVISORY IS PUTTING CONCERNS ABOUT TAX HIKES AND PRICEY STOCKS IN
PERSPECTIVE

3 min


FOR INCOME, THESE ADVISORS ARE STICKING WITH STOCKS

3 min


THIS ADVISORY IS TAPPING THE POWER OF REAL ESTATE AS INTEREST RATES RISE

4 min


WHERE ADVISORS ARE FINDING YIELDS OF 4% OR MORE

4 min


HERE IS OUR ANNUAL RANKING OF WEALTH ADVISORY TEAMS THAT SPECIALIZE IN SERVING
INDIVIDUALS AND FAMILIES. THE TEAMS ARE RANKED ON A VARIETY OF FACTORS,
INCLUDING THEIR SIZE AND SHAPE, THEIR REGULATORY RECORDS AND CREDENTIALS OF
THEIR MEMBERS, AND THE RESOURCES THEY HAVE AT THEIR DISPOSAL TO SERVE THEIR
CLIENT BASES. THE RANKINGS ARE MEANT AS A STARTING POINT FOR CLIENTS LOOKING FOR
AN ADVISOR—A FIRST-PASS VETTING THAT CAN HELP INVESTORS NARROW A SEARCH. EVERY
ADVISOR WILL HAVE HIS OR HER OWN APPROACH TO INVESTING, FINANCIAL PLANNING, AND
OTHER SERVICES. CLIENTS ARE ENCOURAGED TO APPROACH A SEARCH FOR AN ADVISOR THE
WAY THEY WOULD A SEARCH FOR A DOCTOR—INTERVIEWING MULTIPLE PROFESSIONALS AND
GETTING OPINIONS FROM MULTIPLE THIRD PARTIES.

For more information about our methodology, click
here.

2021 Rank2020 RankTeamFirmLocationAdvisors Assets($bil)15The Polk Wealth
Management GroupMorgan Stanley Private Wealth ManagementNew YorkLyon Polk,
Deborah Montaperto30217545 GroupMorgan Stanley Private Wealth ManagementMenlo
Park, Calif.Gregory Vaughan, Mark Douglass, Jason Bogardus36.231Jones Zafari
GroupMerrill Private Wealth ManagementLos AngelesRichard Jones, Reza Zafari,
Jerome Klein, Thomas Tournat19.144Team GlobalMorgan Stanley Private Wealth
ManagementNew YorkRon Basu, Christopher Toomey, Rachael
Naylor10.5513Griepp/Lesko/Palmer/JonesMorgan Stanley Private Wealth
ManagementSan FranciscoTroy Griepp, Robert Lesko, Anthony Jones28.767The
Pfeifler TeamMorgan Stanley Private Wealth ManagementPalm Beach, Fla.Brian
Pfeifler13.9716Private Executive ServicesMerrill Private Wealth ManagementNew
YorkAndrew Kraus, Robert McGinty, Jeffrey Bryan19.182The Erdmann GroupMerrill
Private Wealth ManagementGreenwich, Conn.Jeff Erdmann, Rob Giannetti, Mark
Brookfield11.39NThe Malone Neuhaus GroupMorgan Stanley Private Wealth
ManagementLos AngelesFrancis X. Malone, Jon Neuhaus44.6103Westmoreland
GroupMerrill Private Wealth ManagementAtlantaRod Westmoreland6.31135The 650
TeamMorgan Stanley Private Wealth ManagementSan FranciscoRich Petit, Tim
Emanuels, Steve Ashley8.912NThe Continuum GroupMorgan Stanley Wealth
ManagementBoca Raton, Fla.Scott Siegel, Steven Rosbash, Joseph Carmody8.11311The
Freides Kanigher Westerman GroupUBS Private Wealth ManagementLos AngelesDrew
Freides, Michael Kanigher, Steven Westerman61418Arbogast Breen Hobi Steiger
TeamMerrill Private Wealth ManagementSan FranciscoPeter Arbogast, Michael Breen,
Craig Steiger1515NThe Peters Group Morgan Stanley Wealth ManagementPalm Beach,
Fla.Kevin Peters, Wenton Camporin, Jonathan Peters7.21642The Vinder GroupMorgan
Stanley Private Wealth ManagementNew YorkRon Vinder8.617NHollenbaugh, Rukeyser,
Safro, WilliamsUBS Private Wealth ManagementNew YorkDavid Hollenbaugh, Peter
Rukeyser, Wayne Safro, Alexander Williams5.71814Team 581Morgan Stanley Private
Wealth ManagementSan FranciscoShane Brisbin, Michael Baumer, Spencer
Larson5.61920The Kavallieratos Librett TeamMorgan Stanley Wealth ManagementNew
YorkNicholas Kavallieratos, Michael Librett8.420NThe Yu TeamMorgan Stanley
Private Wealth ManagementSan FranciscoGillian Yu, Catherine Fang8.72148The Weil
GroupMerrill Private Wealth ManagementNew YorkNoel Weil13.522NThe Goldstein
TeamFirst Republic Investment ManagementMenlo Park, Calif.Jon
Goldstein5.32325The Fowler Bull GroupMorgan Stanley Private Wealth
ManagementDenverShawn Fowler, Max Bull6.824NAtlas GroupMorgan Stanley Private
Wealth ManagementNew YorkScott Wilson, Crystal Ho9.42527The Gray TeamMerrill
Private Wealth ManagementLos AngelesEric Gray25.826NWickham Cash PartnersUBS
Private Wealth ManagementCharlotte, N.C.Mitchell Wickham, Greg Cash, Ronald
Bryson12.127NJ2 Wealth ManagementUBS Private Wealth ManagementNew YorkJonathan
Adamsky, Jeffrey Klotz13.52823The Sharma GroupMerrill Private Wealth
ManagementBostonRaj Sharma, Christian Kemp5.529NThe Braff GroupUBS Wealth
ManagementWest Palm Beach, Fla.Douglas Braff, Douglas Coughlin, Kelly
Ganz11.430NCohen & AssociatesMerrill Private Wealth ManagementNew YorkLeigh
Cohen11.431NThe Ricca GroupMorgan Stanley Wealth ManagementFlorham Park,
N.J.Michael Ricca, Mary Guza5.332NWise River AdvisorsUBS Private Wealth
ManagementLos AngelesCraig Chiate, Mark Binder, Glenn Oratz4.7339The
Gully/Schwarz GroupMorgan Stanley Private Wealth ManagementNew YorkJosh Gully,
Patrick J. Schwarz, Stephen Muecke4.834NThe I Street GroupMorgan Stanley Wealth
ManagementWashington, D.C.Brett Anthony, H.L. "Trip" McLaughlin III, Matthew
Offen9.235NThe MGG GroupMorgan Stanley Private Wealth ManagementWest
Conshohocken, Pa.Jim Martin, John Griffin, Chris Grandieri8.836NHLM Capital
Management GroupWells Fargo Advisors Financial NetworkHighland Park, Ill.Steven
Hefter, Ben Leshem5.73722The Rohr GroupMerrill Private Wealth
ManagementPhiladelphiaPeter Rohr5.738NWalters Bailey AssociatesMerrill Lynch
Wealth ManagementBlue Bell, Pa.Johanna Walters, Megan Bailey5.93915Stackman |
Casriel GroupUBS Private Wealth ManagementNew YorkScott Stackman, Lyle
Casriel6.54010The Capitol Wealth Management GroupMorgan Stanley Private Wealth
ManagementWashington, D.C.Marvin McIntyre, A.J. Fechter, David Gray, Donald
Metzger4.64112ViewPoint PartnersUBS Private Wealth ManagementNew YorkAndrew
Perry, Todd Perry, Hillary Cullen542NBraun/West/Elwell GroupMorgan Stanley
Private Wealth ManagementSeattleDean Braun, Lowry West, Dana Elwell4.84334The
Cultra Wealth Management GroupWilliam BlairChicagoJohn Cultra4.944NThe Magellan
GroupMorgan Stanley Private Wealth ManagementNew YorkRichard Zinman, Anthony
Dertouzos, John Moreno4.445NThe Connolly GroupMorgan Stanley Private Wealth
ManagementBostonRichard F. Connolly, Ryan Connolly846NThe Burish GroupUBS Wealth
ManagementMadison, Wis.Andrew Burish, Jason Maas4.347NHaffner Wealth Management
GroupUBS Wealth ManagementWashington, D.C.Barry Haffner, Alex Haffner10.348NThe
Kass/Freeman GroupMerrill Lynch Wealth ManagementNew YorkJonathan
Kass7.849NMerit Financial AdvisorsLPL FinancialAlpharetta, Ga.Rick
Kent4.65033Chopra GroupMerrill Private Wealth ManagementSan FranciscoAsh Chopra,
Ryan Murray6.551NCORAL Investment PartnersUBS Private Wealth ManagementNew
YorkRussell Rabito, Mark Zeller, Daniel Coash5.452NThe MPW GroupMorgan Stanley
Wealth ManagementOak Brook, Ill.Scott Magnesen, Malcolm Proudfoot, Lance
Walker4.75349Cassaday & CompanyAdvisor GroupMcLean, Va.Stephan Cassaday, Justin
Harris, Christopher Krell454NCorbellini, Emanuelson, Kalyandurg &
AssociatesMerrill Private Wealth ManagementDallasWilliam Corbellini, Dwight
Emanuelson, Raj Kalyandurg4.155NThe Hartl GroupMerrill Private Wealth
ManagementLos AngelesPhilippe Hartl6.656NGatestone Financial PartnersUBS Private
Wealth ManagementNew YorkWilliam Einstein, John Hovecamp, Anthony
Rundella6.557NPapadoyannis & Associates Ameriprise FinancialSan Mateo,
Calif.George Papadoyannis, Ryan Lee, Josh Lelchook4.5586The
Evelo|Singer|Sullivan GroupMerrill Private Wealth ManagementCincinnatiDavid
Singer, Linnell Sullivan, Kevin Bruegge4.559NThe BHP GroupMorgan Stanley Private
Wealth ManagementNew YorkFotios Piniros, Andrew Hart, Roland
Breitenecker4.560NGreco Wealth Management GroupUBS Wealth ManagementHartford,
Conn.William Greco, Katelyn Greco4.56130Bermont Carlin Wealth ManagementMorgan
Stanley Private Wealth ManagementCoral Gables, Fla.Adam Carlin, Richard
Bermont3.462NLechner/Altieri/McMahonMorgan Stanley Wealth ManagementBostonJohn
Lechner, Nicholas Altieri, Terrence McMahon5.163NHeritage Wealth
AdvisorsAmeriprise FinancialMercer Island, Wash.Erin Scannell3.464NThe Coffee
TeamMerrill Lynch Wealth ManagementHoustonJames L. Coffee Jr.5.865NThe Wacker,
Prophit, Demko, Goodenough GroupUBS Private Wealth ManagementLos AngelesRoger
Wacker, Peter Prophit, Justin Demko3.76645The Maidman TeamFirst Republic
Investment ManagementSan FranciscoDagny Maidman, Christopher Chase, Erik
Ralston3.667NThe Americas GroupRaymond JamesCoral Gables, Fla.Don d'Adesky, Jose
Cabrera, Kristopher Lemke4.668NSan Francisco Equity Compensation GroupUBS Wealth
ManagementSan FranciscoMarcus Fagersten6.169NThe Babrick Wilcox TeamFirst
Republic Investment ManagementLos AngelesMatthew Babrick, James Wilcox3.970NThe
ECAB Investment GroupBairdMilwaukeeDavid Epstein, Chris Calvelli, Andrew
Epstein4.371NStonegate Wealth ManagementUBS Wealth ManagementBirmingham,
Ala.Tony Smith, Jerry Duncan, Christopher Compton4.17239The Magrone GroupMerrill
Private Wealth ManagementNew YorkDavid Magrone473NTrue North PartnersUBS Private
Wealth ManagementNew YorkHank Ludwicki, Jason Latos, Patricia
Merritt4.274NSkyeburst Wealth ManagementAmeriprise FinancialAuburndale,
Mass.Daniel Wilson3.875NTeam CardenteMerrill Private Wealth ManagementSan
FranciscoJohn Cardente4.97632The Halbfinger GroupUBS Wealth ManagementNew
YorkMartin Halbfinger, Clifford Stober, Douglas Summer4.177NThe Hetherington
GroupMerrill Private Wealth ManagementNew Canaan, Conn.Brian
Hetherington3.678NSavage Wealth AdvisorsWilliam BlairAtlantaCraig Savage, Kim
Tyson Chenevey, Joel Dobbs, Andy Thompson579NThe Shadden GroupMorgan Stanley
Private Wealth ManagementLong Beach, Calif.John Shadden, Gary Velek, Mike Van
Dyke3.980NThe 173 GroupMorgan Stanley Private Wealth ManagementMenlo Park,
Calif.Ned Gibbons, Gerard Zell3.481NKLT GroupMorgan Stanley Private Wealth
ManagementLos AngelesJames Klein, Robert Lord, Robert Thomason3.282NOrth
Financial GroupAmeriprise Financial Wilmington, Del.Kimberlee Orth3.383NThe
Elwaw-Cavalieri GroupMorgan Stanley Wealth ManagementMiamiJohn Elwaw, Matias
Cavalieri3.384NGoodwin Wall Tung Osio GroupMorgan Stanley Private Wealth
ManagementNew YorkMiguel Osio, John Goodwin, Patrick Wall3.385NPence Wealth
ManagementLPL FinancialNewport Beach, Calif.Laila Pence, Dryden Pence3.486NThe
Tramontano TeamFirst Republic Investment ManagementGreenwich, Conn.Paul
Tramontano3.387NThe Waldele GroupMerrill Lynch Wealth ManagementNew YorkRobert
Waldele, Jason Salgado, James Elliott3.788NThe Grimes TeamGrimes &
CompanyWestborough, Mass.Kevin Grimes, Timothy Grimes, Emily Grimes
Wood3.58924Chiavacci GroupMerrill Private Wealth ManagementCoral Gables,
Fla.Louis Chiavacci3.590NMoeder Salvino & AssociatesMerrill Private Wealth
ManagementNew YorkAlyssa Moeder, Richard Salvino5.391N1935 Wealth Management
TeamWilliam BlairChicagoThomas Wilson3.392NThe Abacus GroupMorgan Stanley
Private Wealth ManagementNew YorkShawn Rubin, Evan Malik, Lora
Cooperman3.793NThe Corbett Mason GroupJ.P. Morgan Wealth ManagementBostonPatrick
Corbett, Robert Mason494NThe Canell GroupJ.P. Morgan Wealth ManagementNew
YorkJay Canell, Neil Canell, Justin Dembo3.895NThe ESOP GroupUBS Private Wealth
ManagementAtlantaLeslie Lauer, Curt Rubinas, Rebecca Glasgow3.996NMoran Wealth
ManagementWells Fargo Advisors Financial NetworkNaples, Fla.Thomas Moran, Kylen
Moran3.697NThe Opus GroupMorgan Stanley Private Wealth ManagementSan
FranciscoGrant Lee, William Breck, Joy Boatwright498NKuttin Wealth
ManagementAmeriprise FinancialHauppauge, N.Y.Jonathan Kuttin, Jacob Dunlap, Evan
Branfman3.699NLegacy Financial PartnersAmeriprise FinancialBismarck, N.D.Joel
Bird, Jason Kirchmeier, Dave Schlafman3.1100NThe Weikes GroupJ.P. Morgan Wealth
ManagementNew YorkElizabeth Weikes3.9

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