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S20BARRON’SSeptember 16, 201935. Randall Linde43. Alex Shahidi51. Andy Berg59. Keith Webster67. Scott TirasAGP Wealth Advisors, Renton, Wash.2018 Rank: 49Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 2,082Typical Acct Size (mil): 0.88Typical Net Worth (mil): 2.5Advanced Research Inv. Solutions(ARIS), Los Angeles2018 Rank: 44Client Types: UHNW, Foundations,InstitutionalTeam Total Assets (mil): 11,372Typical Acct Size (mil): 20Typical Net Worth (mil): 25Homrich Berg, Atlanta2018 Rank: 78Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 6,109Typical Acct Size (mil): 3.5Typical Net Worth (mil): 7First Republic InvestmentManagement, Los Angeles2018 Rank: NClient Types: HNW, UHNW,FoundationsTeam Total Assets (mil): 1,940Typical Acct Size (mil): 10Typical Net Worth (mil): 20Tiras Wealth Management, Houston2018 Rank: 83Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 2,203Typical Acct Size (mil): 4Typical Net Worth (mil): 536. Paul WestCarson Wealth Management Group,Omaha, Neb.2018 Rank: 57Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 5,403Typical Acct Size (mil): 5Typical Net Worth (mil): 1037. Jeffrey GrinspoonVWG Wealth Managementat HighTower, Vienna, Va.2018 Rank: 63Client Types: HNW, UHNW,InstitutionalTeam Total Assets (mil): 2,120Typical Acct Size (mil): 5Typical Net Worth (mil): 744. Jonathan KuttinKuttin Wealth Mgmt., Hauppauge, N.Y.2018 Rank: 51Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,944Typical Acct Size (mil): 1Typical Net Worth (mil): 3.945. Molly RothoveCreative Planning,Overland Park, Kan.2018 Rank: 62Client Types: HNW, UHNWTeam Total Assets (mil): 1,379Typical Acct Size (mil): 1.51Typical Net Worth (mil): 7.4438. Gerard Klingman46. Richard S. BrownKlingman & Associates/RaymondJames, New York2018 Rank: 46Client Types: HNW, UHNWTeam Total Assets (mil): 2,336Typical Acct Size (mil): 10Typical Net Worth (mil): 15JNBA Financial Advisors, Minneapolis2018 Rank: 47Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,518Typical Acct Size (mil): 1.5Typical Net Worth (mil): 239. James B. StackOBS Financial, Perrysburg, Ohio2018 Rank: 45Client Types: Retail, HNW,InstitutionalTeam Total Assets (mil): 1,950Typical Acct Size (mil): 0.13Typical Net Worth (mil): 0.19Stack Financial Management,Whitefish, Mont.2018 Rank: 43Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,311Typical Acct Size (mil): 1.5Typical Net Worth (mil): 540. Laila PencePence Wealth Management,Newport Beach, Calif.2018 Rank: 38Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,738Typical Acct Size (mil): 2Typical Net Worth (mil): 547. John Henry48. Daniel RoeBudros, Ruhlin & Roe,Columbus, Ohio2018 Rank: 55Client Types: HNW, UHNW,InstitutionalTeam Total Assets (mil): 2,808Typical Acct Size (mil): 4.8Typical Net Worth (mil): 641. Gary Ran49. Randy CarverTelemus Capital, Southfield, Mich.2018 Rank: 50Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 2,810Typical Acct Size (mil): 2.64Typical Net Worth (mil): 8Raymond James, Mentor, Ohio2018 Rank: 61Client Types: Retail, HNWTeam Total Assets (mil): 1,581Typical Acct Size (mil): 1Typical Net Worth (mil): 1.442. Glenn Degenaars50. Shawn ParkerFirst Republic Investment Mgmt.,New York2018 Rank: 76Client Types: HNW, UHNW,Endowments, InstitutionalTeam Total Assets (mil): 1,854Typical Acct Size (mil): 20Typical Net Worth (mil): 37.5Ameriprise Financial,Schaumburg, Ill.2018 Rank: 64Client Types: Retail, HNW, UHNW,InstitutionalTeam Total Assets (mil): 2,250Typical Acct Size (mil): 2.75Typical Net Worth (mil): 552. Jim BerlinerWestmount Asset Mgmt.,Los Angeles2018 Rank: NClient Types: Retail, HNW, UHNWTeam Total Assets (mil): 3,358Typical Acct Size (mil): 3.5Typical Net Worth (mil): 953. Charles SimmonsAmeriprise Financial, Metairie, La.2018 Rank: 52Client Types: Retail, HNWTeam Total Assets (mil): 2,625Typical Acct Size (mil): 0.75Typical Net Worth (mil): 1.854. Stewart MatherThe Mather Group, Chicago2018 Rank: 85Client Types: HNW, UHNWTeam Total Assets (mil): 4,305Typical Acct Size (mil): 25Typical Net Worth (mil): 3555. Kevin MyeroffNCA Financial Planners,Cleveland, Ohio2018 Rank: 53Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,749Typical Acct Size (mil): 2.5Typical Net Worth (mil): 356. Lewis AltfestAltfest Personal Wealth Mgmt.,New York2018 Rank: 65Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,340Typical Acct Size (mil): 2Typical Net Worth (mil): 560. Jordan WaxmanHSW Advisors at HighTower, New York2018 Rank: 58Client Types: HNW, UHNWTeam Total Assets (mil): 2,130Typical Acct Size (mil): 25Typical Net Worth (mil): 5061. Lawrence HoodPacific Portfolio Consulting, Seattle2018 Rank: 68Client Types: Retail, HNW, UHNW,InstitutionalTeam Total Assets (mil): 3,796Typical Acct Size (mil): 10Typical Net Worth (mil): 1862. Michael ChasnoffTruepoint Wealth Counsel, Cincinnati2018 Rank: 70Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 3,119Typical Acct Size (mil): 3Typical Net Worth (mil): 863. Charles BeanHeritage Financial Services,Westwood, Mass.2018 Rank: 60Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,521Typical Acct Size (mil): 3Typical Net Worth (mil): 564. Darrell Pennington68. Erin ScannellAmeriprise Financial,Mercer Island, Wash.2018 Rank: 67Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 2,144Typical Acct Size (mil): 0.5Typical Net Worth (mil): 369. Ryan SwartzCreative Planning, Omaha, Neb.2018 Rank: 77Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,968Typical Acct Size (mil): 0.7Typical Net Worth (mil): 2.4870. Mark DelfinoHoyleCohen, San Diego2018 Rank: 72Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 2,015Typical Acct Size (mil): 2Typical Net Worth (mil): 771. Randy PetersonFirst Republic InvestmentManagement, San Francisco2018 Rank: 87Client Types: Retail, HNW, UHNW,InstitutionalTeam Total Assets (mil): 1,433Typical Acct Size (mil): 8.7Typical Net Worth (mil): 1572. Steven CheckPennington Wealth Mgmt., Houston2018 Rank: 91Client Types: Retail, HNWTeam Total Assets (mil): 1,255Typical Acct Size (mil): 1.5Typical Net Worth (mil): 2.5Check Capital Management,Costa Mesa, Calif.2018 Rank: 69Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,459Typical Acct Size (mil): 1Typical Net Worth (mil): 3Fratarcangeli Wealth Mgmt.,Birmingham, Mich.2018 Rank: NClient Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,750Typical Acct Size (mil): 5Typical Net Worth (mil): 1565. Wes Moss73. Joseph Jacques58. Thomas Myers66. Van PearcyBordeaux Wealth Advisors,Menlo Park, Calif.2018 Rank: 56Client Types: HNW, UHNWTeam Total Assets (mil): 2,272Typical Acct Size (mil): 20Typical Net Worth (mil): 30Van Pearcy’s Wealth Services Team/Raymond James, Midland, Texas2018 Rank: 90Client Types: Retail, HNW, UHNW,InstitutionalTeam Total Assets (mil): 1,848Typical Acct Size (mil): 3Typical Net Worth (mil): 1057. Jeffrey FratarcangeliCapital Investment Advisors, Atlanta2018 Rank: NClient Types: Retail, HNW, UHNWTeam Total Assets (mil): 2,561Typical Acct Size (mil): 1.5Typical Net Worth (mil): 2.5Jacques Financial, Rockville, Md.2018 Rank: 84Client Types: Retail, HNWTeam Total Assets (mil): 986Typical Acct Size (mil): 0.98Typical Net Worth (mil): 2.3874. Pamela RosenauThe Rosenau Group at HighTower,Aspen, Colo.2018 Rank: NClient Types: HNW, UHNWTeam Total Assets (mil): 1,169Typical Acct Size (mil): 10Typical Net Worth (mil): 30

S22BARRON’SSeptember 16, 201975. Mark Orgel80. Duncan Rolph85. E. Geoffrey Sella90. James Meredith96. David BahnsenOrgel Wealth Mgmt., Altoona, Wis.2018 Rank: 80Client Types: Retail, HNW, UHNW,InstitutionalTeam Total Assets (mil): 4,653Typical Acct Size (mil): 2.04Typical Net Worth (mil): 6Miracle Mile Advisors, Los Angeles2018 Rank: NClient Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,845Typical Acct Size (mil): 4.2Typical Net Worth (mil): 13SPC Financial/Raymond James,Rockville, Md.2018 Rank: NClient Types: Retail, HNWTeam Total Assets (mil): 840Typical Acct Size (mil): 0.84Typical Net Worth (mil): 1.58Hefren-Tillotson, Pittsburgh, Pa.2018 Rank: 97Client Types: Retail, HNW, UHNW,InstitutionalTeam Total Assets (mil): 1,720Typical Acct Size (mil): 2Typical Net Worth (mil): 5.576. Daniel WilsonObermeyer Wood Inv. Counsel,Aspen, Colo.2018 Rank: 79Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,600Typical Acct Size (mil): 3Typical Net Worth (mil): 1086. Leo Marzen91. Diane CompardoThe Bahnsen Group at HighTower,Newport Beach, Calif.2018 Rank: 100Client Types: Retail, HNW, UHNW,InstitutionalTeam Total Assets (mil): 1,730Typical Acct Size (mil): 7.5Typical Net Worth (mil): 10Bridgewater Advisors, New York2018 Rank: 95Client Types: HNW, UHNWTeam Total Assets (mil): 1,530Typical Acct Size (mil): 5Typical Net Worth (mil): 7.5Moneta, Clayton, Mo.2018 Rank: NClient Types: HNW, UHNWTeam Total Assets (mil): 1,646Typical Acct Size (mil): 15Typical Net Worth (mil): 1882. Matthew Dillig87. Ken Moraif92. Deb WetherbyThe Dillig Bowen Group at HighTower,Chicago2018 Rank: 92Client Types: HNW, UHNW,FoundationsTeam Total Assets (mil): 1,600Typical Acct Size (mil): 35Typical Net Worth (mil): 50Retirement Planners of America,Plano, Texas2018 Rank: 33Client Types: Retail, HNWTeam Total Assets (mil): 4,600Typical Acct Size (mil): 2Typical Net Worth (mil): 2.7Wetherby Asset Mgmt., San Francisco2018 Rank: 98Client Types: HNW, UHNWTeam Total Assets (mil): 5,306Typical Acct Size (mil): 32.82Typical Net Worth (mil): 4583. Gail Reid88. Sam SchonerFirst Republic Inv. Mgmt.,San Francisco2018 Rank: NClient Types: HNW, UHNW,Endowments, InstitutionalTeam Total Assets (mil): 1,814Typical Acct Size (mil): 5Typical Net Worth (mil): 10First Republic Inv. Mgmt., New York2018 Rank: NClient Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,064Typical Acct Size (mil): 5Typical Net Worth (mil): 5Ameriprise Financial,Auburndale, Mass.2018 Rank: NClient Types: Retail, HNWTeam Total Assets (mil): 2,155Typical Acct Size (mil): 0.5Typical Net Worth (mil): 577. Malcolm CowenCornerstone Advisors Asset Mgmt.,Bethlehem, Pa.2018 Rank: NClient Types: HNW, UHNW,Foundations, Endowments,InstitutionalTeam Total Assets (mil): 5,807Typical Acct Size (mil): 45Typical Net Worth (mil): 7081. Wally ObermeyerRichard C. Young & Co., Newport, R.I.2018 Rank: 86Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,103Typical Acct Size (mil): 1.71Typical Net Worth (mil): 5Ameriprise Financial,Glendale, Calif.2018 Rank: NClient Types: Retail, HNW,FoundationsTeam Total Assets (mil): 1,586Typical Acct Size (mil): 2.5Typical Net Worth (mil): 479. Malcolm Makin84. Christopher CordaroRaymond James Financial Svcs.,Westerly, R.I.2018 Rank: 93Client Types: Retail, HNWTeam Total Assets (mil): 1,309Typical Acct Size (mil): 1.5Typical Net Worth (mil): 3RegentAtlantic, Morristown, N.J.2018 Rank: NClient Types: HNW, UHNWTeam Total Assets (mil): 3,990Typical Acct Size (mil): 5Typical Net Worth (mil): 1578. Matthew Young89. Walter “JR” GondeckThe Lerner Group at HighTower,Deerfield, Ill.2018 Rank: 89Client Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,500Typical Acct Size (mil): 5Typical Net Worth (mil): 1093. Jason Babb94. William CaferoRCL Advisors, New York2018 Rank: 73Client Types: HNW, UHNWTeam Total Assets (mil): 2,114Typical Acct Size (mil): 10Typical Net Worth (mil): 2395. Ronald WeinerRDM Financial Group at HighTower,Westport, Conn.2018 Rank: NClient Types: Retail, HNW, UHNW,InstitutionalTeam Total Assets (mil): 876Typical Acct Size (mil): 3.5Typical Net Worth (mil): 797. Randy GarciaThe Investment Counsel Company,Las Vegas2018 Rank: NClient Types: Retail, HNW, UHNW,InstitutionalTeam Total Assets (mil): 1,212Typical Acct Size (mil): 4.9Typical Net Worth (mil): 1098. Dalal SalomonSalomon & Ludwin, Richmond, Va.2018 Rank: NClient Types: Retail, HNW, UHNWTeam Total Assets (mil): 1,110Typical Acct Size (mil): 4Typical Net Worth (mil): 799. Jay BeebeCreative Planning,Overland Park, Kan.2018 Rank: NClient Types: Retail, HNW, UHNWTeam Total Assets (mil): 937Typical Acct Size (mil): 0.73Typical Net Worth (mil): 2.44100. Jessica CulpepperCreative Planning,Overland Park, Kan.2018 Rank: 75Client Types: HNW, UHNWTeam Total Assets (mil): 1,131Typical Acct Size (mil): 1.86Typical Net Worth (mil): 11.23N Not Ranked Note: For more information on Barron’s Top Advisors, contact Matt Barthel at matthew.barthel@barrons.com. Barron’s publishes four individual financial advisor rankings each year: The Top 100, The Top 100 Women. The Top 100 Independents, and the Top 1,200, which is a state-by-state list. The process of being ranked in Barron’s starts with filling out a detailed online survey. For information about our nominations process and the online survey, please contact Jennifer Pedone,manager of FA Research: Jennifer.Pedone@barrons.com.Looking for a top advisor?Find more information on the Top Independent Advisors and over1,200 other ranked advisors and firms at barrons.com/directory 2019 Dow Jones & Company. All Rights Reserved. 4E169

S8BARRON’SSeptember 16, 2019The Top 50 RIA FirmsThe largest independent advisory firms grew by more than 40% last year. With M&A only increasing, that growth is unlikely to slow anytime soon. N not NNNN37.FirmLocationTop ExecutivesClientsAdvisorsOfficesStatesEdelman Financial EnginesCreative PlanningPrivate Advisor GroupMariner Wealth AdvisorsMoneta Group Investment AdvisorsMercer AdvisorsSilvercrest Asset Mgmt GroupBBR PartnersCarson GroupBuckingham Strategic WealthTiedemann AdvisorsWealth Enhancement Advisory ServicesAspiriant1919 Investment CounselThe Colony GroupStratos Wealth PartnersChevy Chase TrustEvercore Wealth ManagementJohnson Investment CounselBeacon Pointe AdvisorsChurchill Management GroupGW & WadePathstoneSavant Capital ManagementRSM US Wealth ManagementMAI Capital ManagementmyCIO Wealth PartnersDouglas C. Lane & AssociatesRMB CapitalWelch & ForbesBaker Street AdvisorsEP Wealth AdvisorsBronfman RothschildAllworth FinancialCV AdvisorsClarfeld Financial AdvisorsKovitz Investment GroupFerguson Wellman Capital MgmtWetherby Asset MgmtWE Family OfficesBalasa Dinverno FoltzRGT Wealth AdvisorsChilton TrustCliftonLarsonAllen Wealth AdvisorsMason Investment Advisory ServicesB O SSequoia Financial GroupBartlett Wealth ManagementSullivan, Bruyette, Speros & BlayneyAthena Capital AdvisorsSunnyvale, Calif.Overland Park, Kan.Morristown, N.J.Overland Park, Kan.Clayton, Mo.DenverNew YorkNew YorkOmaha, Neb.Saint Louis, Mo.New YorkPlymouth, Minn.Los AngelesNew YorkBostonBeachwood, OhioBethesda, Md.New YorkCincinnatiNewport Beach, Calif.Los AngelesWellesley, Mass.Englewood, N.J.Rockford, Ill.MinneapolisCleveland, OhioPhiladelphiaNew YorkChicagoBostonSan FranciscoTorrance, Calif.Rockville, Md.SacramentoAventura, Fla.Tarrytown, N.Y.ChicagoPortland, Ore.San FranciscoMiamiItasca, Ill.DallasNew YorkMinneapolisReston, Va.San FranciscoAkron, OhioCincinnatiMcLean, Va.Lincoln, Mass.Lawrence Raffone, Christopher Jones, Mario Ramos1,210,000Peter Mallouk, Jim Williams, Molly Rothove27,838John Hyland, Pat Sullivan55,033Marty Bicknell, Cheryl Bicknell, Katrina Scott17,708Eric Kittner, Keith Bowles, Bill Hornbarger4,660Dave Welling, Loren Pierson, Karsten Voermann11,000Richard R. Hough III, David J. Campbell, Scott A. Gerard738Brett Barth, Evan Roth, Mike Anson140Ron Carson, Aaron Schaben, Teri Shepherd14,910Adam Birenbaum, David Levin, Justin Ferri8,956Michael Tiedemann, Craig Smith, Kevin Moran414Jeff Dekko, Jim Cahn, John Wernz17,000Rob Francais, Bret Magpiong, John Allen1,665Harry O’Mealia, Peggy Pasquarella, Charlie King2,186Michael J. Nathanson, Ron Rubin, Gina Bradley4,018Jeffrey Concepcion, Nancy Andrefsky, Matthew Dunn12,550Peter M. Welber, Amy Raskin, Leslie Smith1,400Jeff Maurer, Chris Zander, Jay Springer600Jason O. Jackman, Bret H. Parrish, Holli J. Alexander3,948Shannon Eusey, Matthew Cooper3,850Fred A. Fern, Randy C. Conner, Eileen A. Holmes6,322Roger W. Wade, Timothy Pinch2,440Steve Braverman, Allan Zachariah, Matthew Fleissig325Brent R. Brodeski, Douglas A. Moffitt, Steven R. Parish4,910Joseph Adams, Dave Scudder, Maria Daley3,763Richard J. Buoncore, James D. Kacic, Mark H. Summers1,559David E. Lees, James J. Biles, Paul J. Bracaglia758Sarat Sethi, Ned Dewees1,195Richard M. Burridge Jr., Frederick Paulman, Walter Clark2,746Kurt Walter, Benjamin J. Williams Jr., Adrienne G. Silberman764Jeff Colin, Michael van den Akker, Chris Wilkens340Patrick Goshtigian, Brian Parker, Derek Holman4,200Mike LaMena, Eric Sontag, Howard Sontag2,017Scott Hanson, Pat McClain, Pete Engelken7,537Elliot Dornbusch, Alex Mann, Matthew J. Storm70Rob Clarfeld, Rick Suarez, Robert Varrianno565Mitchell Kovitz, Theodore Rupp, Robert Contreras2,500Jim Rudd, George Hosfield, Steve Holwerda836Deb Wetherby, John Mell, Christy Covalesky545Mel Lagomasino, Santiago Ulloa, Michael Zeuner72Armond A. Dinverno, Mark Balasa, Mike Foltz1,285Mark Griege, Chuck Thoele, Joe Nolan566Pepper Anderson, Richard L. Chilton Jr., Garrison duP. Lickle459Denny Schleper, Bruce Bushman, John Urosevich4,598William N. Mason III, Scott S. George, Christopher L. Schreiner 790Kevin Dorwin, Carol Benz, Rich Golinski925Thomas Haught, Jeff Rovnak, Leon LaBrecque3,639Kelley J. Downing, James Hagerty, Kyle Pohlman1,249James J. Bruyette, Gregory D. Sullivan, Peter C. Speros1,139Lisette Cooper, Leonard 3

Advisorsa chieved Barron’s Hall of Fame advisor status in 2019.Barron’s Hall of Fame advisorsh aveb een ranked for 10 or more yearsono ne of the following lists: Barron’s Top1 00 Financial Advisors,Barron’s TopW omen Financial Advisorso r Barron’s Top1 00 Independent Advisors.