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3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by ubscribe2020 Top AdvisorRankings by StateTop 1200Top WomenIndependentTop 100Top TeamsInstitutionalRIA FirmsAdvisor Directory2020 Top Advisor Rankings by StateHere are America's best financial advisors, organized by state. The rankings are based on data provided by around 4,000of the nation's most productive advisors. Factors included in the rankings: assets under management, revenueproduced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't anexplicit component because not all advisors have audited results and because performance figures often are influencedmore by clients' risk tolerance than by an advisor's investment-picking abilities. The rankings are meant as a startingpoint for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor willhave his or her own approach to investing, financial planning and other services. Clients are encouraged to approach asearch for an advisor the way they would a search for a doctor—interviewing multiple professionals and gettingopinions from multiple third parties. If you're reading this in a Barron's app, please head to barrons.com in your browserfor a better experience.To read the full report click advisors/1000/20201/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by StateSelect a state :.2020 Top Advisor Rankings by StateTable scrolls mers( 1mm)11Tony SmithUBS Financial ServicesBirminghamAlabama23Robert RunkleMerrill Lynch WealthManagementMontgomeryAlabama 32Wes ClaytonHighTowerTwickenhamHuntsvilleAlabama 45CamperO'NealMerrill Lynch WealthManagementBirminghamAlabama 54Jeff RobertsAmeriprise FinancialBirminghamAlabama 66Jerry DuncanUBS Financial ServicesBirminghamAlabama78Michael WarrMorgan Stanley PWMTuscaloosaAlabama89Michael MullisSecurities AmericaVestavia HillsAlabama 911Brian WoodkeMerrill Lynch WealthManagementBirminghamAlabama 1010StevenHudsonAmeriprise FinancialBirminghamAlabama 11NWilliam HidenMorgan Stanley WealthManagementBirminghamAlabama 1212PalmerWhitingMerrill Lynch WealthManagementMobileAlabama 12Jeff LeonardRaymond JamesAnchorageAlaska 2NRyanCallawayAmeriprise FinancialAnchorageAlaska 35KennethJonesMerrill Lynch WealthManagementAnchorageAlaska 41ThomasKonopMorgan Stanley WealthManagementAnchorageAlaska 53Peter JuraszMerrill Lynch WealthManagementJuneauAlaska 6NKurt MartensRaymond JamesAnchorageAlaska ScottsdaleArizona ( 1mm- 10m 14Trevor WildeWilde WealthManagement Group21StevenSchultzUBS Financial ServicesPhoenixArizona33RobertBancroftMorgan Stanley PWMScottsdaleArizona 42Scott HornTFO PhoenixPhoenixArizona 55Glenn PahnkeRBC WealthManagementScottsdaleArizona66David StahleMerrill Lynch WealthManagementGilbertArizona711Michael ButtMorgan Stanley WealthManagementScottsdaleArizona 88Jeffry KorteMerrill Lynch WealthManagementScottsdaleArizona 99Nick KarabasCreative Planning Scottsdale AZScottsdaleArizona 1017BrianFriedmanMerrill Lynch WealthManagementPhoenixArizona 1113MichaelHudakMerrill Private com/report/top-financial-advisors/1000/2020 2/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by State1210James MartenMerrill Lynch WealthManagementPhoenixArizona 1322BrianCrawfordWells Fargo AdvisorsTucsonArizona 1412Steve RabinAmeriprise FinancialMesaArizona 1515Ruth TransueWells Fargo AdvisorsTucsonArizona 16NAlan GendlerMerrill Lynch WealthManagementScottsdaleArizona 1720StephenHarndenAmeriprise FinancialPeoriaArizona 1819Rick WoodMerrill Lynch WealthManagementScottsdaleArizona 1921ChristopherDownsMerrill Lynch WealthManagementGilbertArizona 2014Paul GrovesMorgan Stanley PWMScottsdaleArizona2123Jacob DuffyBairdScottsdaleArizona 2218TonyBebbingtonUBS Financial ServicesPhoenixArizona 23NRenee HansonAmeriprise FinancialPhoenixArizona 24NMark FeldmanMRA AssociatesPhoenixArizona 2526Joe Di VitoRBC WealthManagementPhoenixArizona 2625Charles "Chip"PisoniRBC WealthManagementScottsdaleArizona 2724Mark SteinGalvin, Gaustad & SteinScottsdaleArizona 28NSteve StrongMerrill Lynch WealthManagementTucsonArizona29NTim CowdreyRBC WealthManagementScottsdaleArizona 3028Sean WaltzMerrill Lynch WealthManagementPhoenixArizona 11Allen HomraEdward JonesStuttgartArkansas 22Joseph SmallAmeriprise FinancialLittle RockArkansas 36John EngskovMerrill Lynch WealthManagementLittle RockArkansas 44DouglasJacksonMerrill Lynch WealthManagementLittle RockArkansas 55Roy GutierrezUBS Financial ServicesLittle RockArkansas 63HardyWinburnUBS Financial ServicesLittle RockArkansas 11GregoryVaughanMorgan Stanley PWMMenlo ParkCalifornia22Andy ChaseMorgan Stanley PWMMenlo ParkCalifornia Palo AltoCalifornia 33Mark T. CurtisMorgan StanleyGraystone44KarenMcDonaldMorgan Stanley WealthManagementPalo AltoCalifornia56MarkDouglassMorgan Stanley PWMMenlo ParkCalifornia 65Spuds PowellKayne AndersonRudnick InvestmentManagementLos AngelesCalifornia 7NDrew ZagerMorgan Stanley PWMLos AngelesCaliforniaLong BeachCalifornia 89Mark SchultenTSG WealthManagement914Troy GrieppMorgan Stanley PWMSan FranciscoCalifornia108Jon GoldsteinFirst RepublicInvestmentManagementMenlo ParkCalifornia1113Alan WhitmanMorgan Stanley WealthManagementPasadenaCalifornia 1216DorianMorgan Stanley WealthMenlo ParkCalifornia ors/1000/2020 3/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by State1216Menlo ParkCalifornia 13Camden CapitalEl SegundoCalifornia Eric GrayMerrill Private WealthManagementLos AngelesCaliforniaNBrandt DanielJ.P. MorganLos AngelesCalifornia 1622DagnyMaidmanFirst RepublicInvestmentManagementSan FranciscoCalifornia 1717Dale YahnkeDowling & YahnkeSan DiegoCalifornia 1824Gillian YuMorgan Stanley PWMSan FranciscoCalifornia1920Reza ZafariMerrill Private WealthManagementLos AngelesCalifornia2019Drew FreidesUBS Financial ServicesLos AngelesCalifornia2135Francis X.MaloneMorgan Stanley PWMLos AngelesCalifornia 2223Dana JacksonMorgan StanleyGraystoneMenlo ParkCalifornia 2321Elaine MeyersJ.P. Morgan SecuritiesSan FranciscoCalifornia 2429Laila PencePence hafferJ.P. MorganLos AngelesCalifornia2673Jon NeuhausMorgan Stanley PWMLos AngelesCalifornia2759Robert InbodyMorgan Stanley WealthManagementLa JollaCalifornia2828Shane BrisbinMorgan Stanley PWMSan FranciscoCalifornia 2931Rich PetitMorgan Stanley PWMMenlo ParkCalifornia 3046RogerStephensUBS Financial ServicesLos AngelesCalifornia31NBrian SharpesMorgan StanleyGraystoneWalnut CreekCalifornia3255DanielRothenbergUBS Financial ServicesLos AngelesCalifornia 3342JohnShaddenMorgan Stanley PWMLong BeachCalifornia 3427Jim BerlinerWestmount AssetManagementLos AngelesCalifornia3538MichaelKanigherUBS Financial ServicesLos AngelesCalifornia36NMatthewBabrickFirst RepublicInvestmentManagementLos AngelesCalifornia3734Thomas MyersBordeaux WealthAdvisorsMenlo ParkCalifornia3833Craig ChiateUBS Financial ServicesCentury CityCalifornia3939RandyPetersonFirst RepublicInvestmentManagementSan FranciscoCalifornia 4045Cheryl L.YoungMorgan Stanley WealthManagementLos GatosCalifornia 4150VickenEkmekjianCIBC Private WealthManagementSan FranciscoCalifornia 42NDarrenEdwardsMorgan Stanley PWMLos AngelesCalifornia 4370Keith WebsterFirst RepublicInvestmentManagementLos AngelesCalifornia 4448Chad EvansMorgan Stanley WealthManagementNewportBeachCalifornia4549Karl WolfslauMorgan Stanley WealthManagementLong BeachCalifornia4657Ash ChopraMerrill Private WealthManagementSan -advisors/1000/2020 4/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by State4753Tripp TaylorNeuberger BermanSan FranciscoCalifornia4885Gail ReidAmeriprise FinancialGlendaleCalifornia4964Inna KellyMorgan Stanley WealthManagementSan FranciscoCalifornia 50NL GregFullmerMorgan Stanley PWMLos AngelesCalifornia 5141Greg OnkenJ.P. Morgan SecuritiesSan FranciscoCalifornia 5244JohnMcNameeMerrill Private WealthManagementLos AngelesCalifornia 5365JesseBrombergMorgan Stanley WealthManagementSan FranciscoCalifornia 5447Mike AbramsWells Fargo AdvisorsPalo AltoCalifornia 5582Tom PalecekSummit Trail AdvisorsSan FranciscoCalifornia 5687Lisa DetannaRaymond JamesBeverly HillsCalifornia 5751Emily VanHoorickxUBS Financial ServicesSan JoseCalifornia 5852DebbieJorgensenMerrill Lynch WealthManagementSan FranciscoCalifornia 5954Alex ShahidiAdvanced ResearchInvestment SolutionsLos AngelesCalifornia 6067Deb WetherbyWetherby AssetManagementSan FranciscoCalifornia 6160Keith TanabeMerrill Lynch WealthManagementLos AngelesCalifornia 6256DavidBahnsenBahnsen GroupNewportBeachCalifornia 63NJamesDemmertMain Street ResearchSausalitoCalifornia 6480Sean YuMorgan Stanley PWMPasadenaCalifornia 65NMichael BreenMerrill Private WealthManagementSan FranciscoCalifornia 66102Tracey GluckJ.P. Morgan SecuritiesLos AngelesCalifornia 67NChris WilkensBaker Street AdvisorsSan FranciscoCalifornia 6872Lisa ReedNeuberger BermanLos AngelesCalifornia 6958Philippe HartlMerrill Private WealthManagementCentury CityCalifornia 7069Mike BurbankMorgan Stanley PWMSan FranciscoCalifornia 7186MichaelGenoveseGenovese Burford &BrothersSacramentoCalifornia72NGreg SchickAspiriantSan FranciscoCalifornia7375Adam S.GoldsteinAmeriprise FinancialCalabasasCalifornia7484Roger WackerUBS Financial ServicesLos AngelesCalifornia 75100HarlanSpinnerUBS Financial ServicesLos AngelesCalifornia 76120JamesGreenfieldMorgan Stanley PWMSan FranciscoCalifornia 7761GeorgePapadoyannisAmeriprise FinancialSan MateoCalifornia7871James KleinMorgan Stanley PWMLos AngelesCalifornia7974ReneeFourcadeUBS Financial ServicesLos AngelesCalifornia 80NSeth HayeMorgan Stanley WealthManagementWestlakeVillageCalifornia 8188JamesMcCabeWells Fargo AdvisorsBeverly HillsCalifornia 8279Brian FirringWells Fargo AdvisorsBeverly HillsCalifornia 8376Sam SchonerFirst RepublicInvestmentManagementSan FranciscoCalifornia 8477Grant LeeMorgan Stanley PWMSan FranciscoCalifornia ors/1000/2020 5/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by State8578Chris CliffordUBS Financial ServicesSan FranciscoCalifornia86NCarolyn TaylorWeatherly AssetManagementDel MarCalifornia87NNed GibbonsMorgan Stanley PWMMenlo ParkCalifornia 88NGerard ZellMorgan Stanley PWMMenlo ParkCalifornia 89118Michael AllardCalBay InvestmentsDanvilleCalifornia9090Michael vanden AkkerBaker Street AdvisorsSan FranciscoCalifornia 9195Brett BerryFirst RepublicInvestmentManagementMenlo ParkCalifornia 9289MichaelBaumerMorgan Stanley PWMSan FranciscoCalifornia 9392Gary FournierJ.P. Morgan SecuritiesLos AngelesCalifornia9491Andrew BaschMorgan Stanley PWMLos AngelesCalifornia 95116Sean BricmontFirst RepublicInvestmentManagementSan FranciscoCalifornia 96104Mark HebnerIndex Fund AdvisorsIrvineCalifornia 9768Lance MarcusMerrill Lynch WealthManagementPasadenaCalifornia 98112Philip WaltersWells Fargo AdvisorsBeverly HillsCalifornia Los AngelesCalifornia 99101Steve WinstonMorgan Stanley WealthManagement100117JeffreyGermainWells Fargo AdvisorsLos AngelesCalifornia 101114MicahScheinbergAlex. Brown RaymondJamesCentury CityCalifornia 102NAlmaGuimarinMorgan Stanley WealthManagementSan JoseCalifornia103110RyanMcClellanUBS Financial ServicesLos AngelesCalifornia104105David JasperUBS Financial ServicesSan FranciscoCalifornia 105107Michael EvansUBS Financial ServicesSan FranciscoCalifornia 106NHugh BeecherFirst RepublicInvestmentManagementSan FranciscoCalifornia 107NJeffrey TraumMorgan Stanley PWMMenlo ParkCalifornia 10883Dan MurphyMorgan Stanley WealthManagementMenlo ParkCalifornia 109106Sonny KothariMerrill Lynch WealthManagementBreaCalifornia110NRobert JacobsMorgan Stanley ekThoppayMerrill Lynch WealthManagementSan JoseCalifornia112108LawrenceSmithUBS Financial ServicesBreaCalifornia11397David MolnarHighTower San DiegoSan DiegoCalifornia 114113Patrick SeveroRBC WealthManagementBeverly HillsCalifornia 115119DarrenPfeffermanMorgan Stanley PWMSan DiegoCalifornia 11699RichardPalmerMorgan Stanley PWMSan FranciscoCalifornia117NJenniferGarciaWells Fargo AdvisorsEncinoCalifornia118103DevonPorporaFirst RepublicInvestmentManagementSan FranciscoCalifornia 11994Kerrick BubbKWB WealthRedlandsCalifornia Perry RichardsMerrill Lynch WealthManagementBeverly HillsCalifornia advisors/1000/2020 6/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by Stateg11Shawn FowlerMorgan Stanley PWMDenverColorado 2NPamelaRosenauRosenau Group atHighTowerAspenColorado 32WallyObermeyerObermeyer WoodInvestment CounselAspenColorado 47Donna DiIanniMerrill Lynch WealthManagementAspenColorado 53Mark SmithRaymond JamesGreenwoodVillageColorado65Carl HooverMerrill Private WealthManagementDenverColorado 74MelissaCorradoHarrisonUBS Financial ServicesDenverColorado 86Scott ThistedMerrill Private WealthManagementDenverColorado 9NGary CooperUBS Financial ServicesDenverColorado 109Max BullMorgan Stanley PWMDenverColorado1110Andrew LangLang Investment GroupLittletonColorado 1215BrentHablutzelMerrill Lynch WealthManagementGreenwoodVillageColorado 1311Mark R. BrownBrown & CompanyDenverColoradoBoulderColorado 1416Brad BickhamColorado FinancialManagement1514FrankCaccavalloWells Fargo AdvisorsBoulderColorado 16NSteve BoorenProsperion FinancialAdvisorsGreenwoodVillageColorado 1712JosephJaniczekJaniczek WealthManagementDenverColorado 1817MichaelCaplanUBS Financial ServicesDenverColorado 11Jeff ErdmannMerrill Private WealthManagementGreenwichConnecticut2NJustin NelsonJ.P. MorganGreenwichConnecticut32PaulTramontanoFirst William GrecoUBS Financial ServicesHartfordConnecticut 5NLaura DavisJ.P. ll Private WealthManagementNew CanaanConnecticut7NPatrick FoxJ.P. MorganGreenwichConnecticut85HaroldTrischmanMorgan Stanley eyMorgan Stanley PWMGreenwichConnecticut 108ThomasVacheronMerrill Private WealthManagementFairfieldConnecticut 1111BryanStepanianAlex. Brown RaymondJamesGreenwichConnecticut129Nancy DaoudAmeriprise FinancialOxfordConnecticut 1312Charles J.Noble IIIJanney MontgomeryScottNew HavenConnecticut 14NJeffrey CorlissRDM Financial Group atHighTowerWestportConnecticut 15NH. Denis TonerFirst 16Peter ChiecoMorgan Stanley WealthManagementGreenwichConnecticut 1722MatthewSombergGottfried & SombergWealth ManagementGlastonburyConnecticut ors/1000/2020 7/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by State1815TeresaJacobsenUBS Financial ServicesStamfordConnecticut1920DavidGoodwinMerrill Lynch WealthManagementHartfordConnecticut2019Chris JewellWells Fargo AdvisorsGreenwichConnecticutGreenwichConnecticut 2117Rob GiannettiMerrill Private WealthManagement2214Ken SteevesCreative Planning Orange CTOrangeConnecticut 23NJoshua KampfMerrill Lynch WealthManagementNew HavenConnecticut 2413JohnGoodwinMorgan Stanley PWMStamfordConnecticut 2518Will GourdUBS Financial ServicesStamfordConnecticut 26NJasonCernigliaAmeriprise FinancialMysticConnecticut 276John BeirneBeirne WealthConsulting ServicesSheltonConnecticut 2835ThomasHutchisonMerrill Lynch WealthManagementNew HavenConnecticut2921Ivan DolginsMerrill Lynch WealthManagementStamfordConnecticut 3026ChadCzerwinskiUBS Financial ServicesHartfordConnecticut 3124LawrenceHaertelUBS Financial ServicesGreenwichConnecticut 3228Richard T.GoodwinMerrill Lynch WealthManagementMadisonConnecticut 3329JamesNoonanMerrill Lynch WealthManagementMysticConnecticut 3423Chris NorthCreative Planning Fairfield CTFairfieldConnecticut 3527Linus CookeMerrill Lynch WealthManagementNew CanaanConnecticut 3630ThomasMarkeyMorgan Stanley WealthManagementStamfordConnecticut 11MarvinMcIntyreMorgan Stanley PWMWashingtonDistrict ofColumbia(D.C.) 2NDonald IrwinJ.P. MorganWashingtonDistrict ofColumbia(D.C.) 32MichaelO'NeillMorgan Stanley PWMWashingtonDistrict ofColumbia(D.C.) 4NJoyce SaidWardJ.P. MorganWashingtonDistrict ofColumbia(D.C.)53John M.WilliamsMorgan Stanley PWMWashingtonDistrict ofColumbia(D.C.) 64Brett AnthonyMorgan Stanley WealthManagementWashingtonDistrict ofColumbia(D.C.) 7NJames NewUBS Financial ServicesWashingtonDistrict ofColumbia(D.C.)87MichaelFreimanMorgan Stanley WealthManagementWashingtonDistrict ofColumbia(D.C.)918WilliamFinnertyUBS Financial ServicesWashingtonDistrict ofColumbia(D.C.) 105JamesWohlgemuthMorgan Stanley PWMWashingtonDistrict ofColumbia(D.C.) 118John ReimMorgan Stanley nancial-advisors/1000/2020District ofColumbia 8/37
3/20/2020g2020 Top 1200 U. S. Financial Advisors Ranked by Stateyg(D.C.)129Keith AptonUBS Financial ServicesWashingtonDistrict ofColumbia(D.C.) 1310Tom RietanoMerrill Private WealthManagementWashingtonDistrict ofColumbia(D.C.) 146H.L. "Trip"McLaughlin IIIMorgan Stanley WealthManagementWashingtonDistrict ofColumbia(D.C.)1520GregoryMarcusUBS Financial ServicesWashingtonDistrict ofColumbia(D.C.)1612SandraCunninghamUBS Financial ServicesWashingtonDistrict ofColumbia(D.C.) 1711FrederickShrevesWells Fargo AdvisorsWashingtonDistrict ofColumbia(D.C.) 1821Barry HaffnerUBS Financial ServicesWashingtonDistrict ofColumbia(D.C.) 1915JohnMcKnightMerrill Lynch WealthManagementWashingtonDistrict ofColumbia(D.C.) 2019Richard HarrisAlex. Brown RaymondJamesWashingtonDistrict ofColumbia(D.C.) 2113William SlaterMerrill Private WealthManagementWashingtonDistrict ofColumbia(D.C.)2217Skip MoosherMorgan Stanley WealthManagementWashingtonDistrict ofColumbia(D.C.) 2316Paul GoreeMerrill Lynch WealthManagementWashingtonDistrict ofColumbia(D.C.) 2414HammondHanUBS Financial ServicesWashingtonDistrict ofColumbia(D.C.) 11KimberleeOrthAmeriprise FinancialWilmingtonDelaware 24Thomas RiceMerrill Lynch WealthManagementWilmingtonDelaware 32MichaelKoppenhaverMerrill Lynch WealthManagementDoverDelaware 43DonaldDeWees Sr.Wells Fargo AdvisorsGreenvilleDelaware 56Peni WarrenMerrill Lynch WealthManagementDoverDelaware 6NDonaldDeWees Jr.Wells Fargo AdvisorsGreenvilleDelaware 11ThomasMoranMoran WealthManagementNaplesFlorida 24LouisChiavacciMerrill Private WealthManagementCoral GablesFlorida33Adam CarlinMorgan Stanley PWMCoral GablesFlorida47Roy AppleJ.P. Morgan SecuritiesPalm BeachGardensFlorida511SeanFettermanUBS Financial ServicesBoca RatonFlorida 610Michael BoberUBS Financial ServicesBoca RatonFlorida 716Peter BermontRaymond JamesCoral GablesFlorida 812Robert DoyleDoyle WealthManagementSt. PetersburgFlorida913Ed VentriceUBS Financial ServicesBoca RatonFlorida1029John ElwawMorgan Stanley m/report/top-financial-advisors/1000/2020 9/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by State1118Todd MollProvenance WealthAdvisors RaymondJamesFortLauderdaleFlorida 1219Eric GlasbandMerrill Lynch WealthManagementBoca RatonFlorida 139ChristopherAitkenUBS Financial ServicesPonte VedraBeachFlorida1415Don d'AdeskyRaymond JamesBoca RatonFlorida 1520RobertEdwardsEdwards AssetManagementNaplesFlorida 1679 N.Y.William KingMerrill Lynch WealthManagementVero BeachFlorida 1717MargaretStarnerRaymond JamesCoral GablesFlorida 1831Keith RowlingMerrill Lynch WealthManagementPalm BeachFlorida 1939Richard AltieriMorgan Stanley WealthManagementBoca RatonFlorida 2052Janet FrancoGordonMorgan Stanley WealthManagementCoral GablesFlorida 2122MichaelMcCainWells Fargo AdvisorsNaplesFlorida2224David EmmaHighTower NaplesNaplesFlorida2323JasonStephensUBS Financial ServicesNaplesFlorida2425KennethBurkeMerrill Lynch WealthManagementHeathrowFlorida 2527WilliamMerriam IIIMerrill Lynch WealthManagementJacksonvilleFlorida 2630AndrewSchultzMorgan Stanley PWMMiami BeachFlorida2732MichaelShapiroMorgan Stanley WealthManagementBoca RatonFlorida 285 N.C.Manish MehtaUBS Financial ServicesOrlandoFlorida 2926Randy HallierCreative Planning Cape Coral FLCape CoralFlorida 3014GhislainGouraigeUBS Financial ServicesCoral GablesFlorida31NJose CabreraRaymond JamesCoral GablesFlorida 3244V. RaymondFerraraProVise ManagementGroupClearwaterFlorida 3335 N.J.LawrenceCatenaMerrill Private WealthManagementNaplesFlorida3436Roy BorregoMerrill Lynch WealthManagementPunta GordaFlorida 3540DominicCasanuevaMerrill Lynch WealthManagementLakewoodRanchFlorida 3637StevenWagnerOmnia Family WealthAventuraFlorida3748Aimee CoganMorgan Stanley WealthManagementSarasotaFlorida 3838MichaelBarronUBS Financial ServicesWest PalmBeachFlorida 3959Trevor FriedMorgan Stanley WealthManagementFortLauderdaleFlorida 4033Barry RubinMerrill Lynch WealthManagementDelray BeachFlorida 4128ThaisPiotrowskiAmeriprise FinancialBoca RatonFlorida 4234Louise ArmourJ.P. Morgan SecuritiesPalm BeachGardensFlorida4356KevinJohnsonMorgan Stanley PWMNaplesFlorida44NDarynPingletonMerrill Lynch WealthManagementWest -financial-advisors/1000/2020 10/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by StatePingletonManagementBeach45NKurt SylviaJ.P. Morgan SecuritiesPalm BeachGardensFlorida 4649WilliamLaPatoMerrill Lynch WealthManagementBoca RatonFlorida 4746ScottPinkertonPinkerton, Harkins &Mehserle PrivateWealthVeniceFlorida 4858GregoryPollockMerrill Lynch WealthManagementRockledgeFlorida 4947Matt KilgroeUBS Financial ServicesSt. PetersburgFlorida 5062MichelleMayerMerrill Private WealthManagementNaplesFlorida 5141AdamRosenfeldMerrill Lynch WealthManagementMiamiFlorida 52NStephenCurleyWaterOak AdvisorsWinter ParkFlorida 5335Lucas HaberMerrill Lynch WealthManagementDaytona BeachFlorida5443GregoryO'HareMerrill Private WealthManagementPalm BeachGardensFlorida55NScottMacaioneWaterOak AdvisorsWinter ParkFlorida5650RachelBarzilayMerrill Lynch WealthManagementBoca RatonFlorida5753David AbelsonMorgan Stanley WealthManagementPalm HarborFlorida 5851DamionCarufeJ.P. Morgan SecuritiesPalm BeachGardensFlorida 5969MickeySilvermanRaymond JamesBoca RatonFlorida 6042Michael SilverBaron Silver StevensFinancial AdvisorsBoca RatonFlorida 6124D.C.Neil KishterMerrill Private WealthManagementBoca RatonFlorida 62NSergioAkselradJ.P. Morgan SecuritiesMiamiFlorida 6363Nadine MillerMorgan Stanley WealthManagementMiamiFlorida 6445SteveMcGovernMerrill Lynch WealthManagementStuartFlorida 6555Chris LeeperRaymond JamesJacksonvilleFlorida 6670Keith JacobyWells Fargo AdvisorsNaplesFlorida 6757ConradSantiagoAmeriprise FinancialOrlandoFlorida 68NChris GarvinUBS Financial ServicesFortLauderdaleFlorida 6954AdamMeinrodRaymond JamesJacksonvilleFlorida 7076ThomasRuggieRuggie WealthManagementTavaresFlorida 71NGeorge PerezGenTrustMiamiFlorida 7277DouglasSimonAlex. Brown RaymondJamesPalm BeachFlorida 7361Erick EllsweigMerrill Lynch WealthManagementWest PalmBeachFlorida 7466Jeff CamardaCamarda WealthAdvisory GroupFleming IslandFlorida75NJeremyRuccioMerrill Lynch WealthManagementMiamiFlorida 76NPhilip ReaganJ.P. MorganPalm BeachFlorida PlantationFlorida St. PetersburgFlorida 77NRalph ByerMerrill Lynch WealthManagement7881Joel ManingsMerrill Lynch -financial-advisors/1000/2020 11/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by rida 8065StephenRuvitusoMerrill Private WealthManagementJupiterFlorida 81NTrent LeydaMorgan Stanley WealthManagementVero BeachFlorida 8268Miguel ViyellaWells Fargo AdvisorsMiamiFlorida 8367Elbert BledsoeMerrill Lynch WealthManagementJacksonvilleFlorida 8464Brian ShamboMerrill Lynch WealthManagementVero BeachFlorida 11RodWestmorelandMerrill Private WealthManagementAtlantaGeorgia 24JamesHansbergerMorgan Stanley PWMAtlantaGeorgia 33Brian FrankMorgan Stanley PWMAtlantaGeorgia 42RobertBalentineBalentineAtlantaGeorgia 511MichaelMerlinMorgan Stanley PWMAtlantaGeorgia66Keith MerickaUBS Financial ServicesAtlantaGeorgia77Wes MossCapital InvestmentAdvisorsAtlantaGeorgia813Buck Wiley IIIMerrill Private WealthManagementAtlantaGeorgia914Ron HughesMerrill Private WealthManagementAtlantaGeorgia108Vandyke PriceUBS Financial ServicesAtlantaGeorgia 1115JohnMontgomeryUBS Financial ServicesAtlantaGeorgia 1212Bert PonderMerrill Private WealthManagementAtlantaGeorgia 1326Al ParkerMorgan Stanley PWMAtlantaGeorgia1416Allen WrightUBS Financial ServicesAtlantaGeorgia159Earle DoddUBS Financial ServicesAtlantaGeorgia1619AndrewHarbourMorgan StanleyGraystoneAtlantaGeorgia1720Michael HinesConsolidatedPlanning RaymondJamesAtlantaGeorgia 18NDonna JoynerMerrill Lynch WealthManagementAlpharettaGeorgia 19NErik BjerkeMerrill Lynch WealthManagementAtlantaGeorgia 2030GrahamRobertsMorgan Stanley WealthManagementAtlantaGeorgia 21NSaul LevyMorgan Stanley WealthManagementAtlantaGeorgia 22NDavid MackMerrill Lynch WealthManagementAtlantaGeorgia 2328Leslie LauerUBS Financial ServicesAtlantaGeorgia 2422ScottThompsonCIBC Private WealthManagementAtlantaGeorgia 2517Jay JowersMerrill Private WealthManagementAtlantaGeorgia 26NDavid SkidMorgan Stanley WealthManagementAtlantaGeorgia 2727Roger GreenGreen FinancialResourcesDuluthGeorgia 2821Ryan SmithNorthwestern MutualWealth ManagementAtlantaGeorgia 29NAndy ZagerUBS Financial ServicesAtlantaGeorgia 3029J k BAAtlGti visors/1000/2020i lti 12/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by State3029Jake BryantAmeriprise FinancialAtlantaGeorgia 1NMatthewMegordenUBS Financial ServicesHonoluluHawaii 22Alan KodamaAmeriprise FinancialHonoluluHawaii 31Peter BackusMorgan StanleyGraystoneHonoluluHawaii 44JasonMiyashitaRaymond JamesMaiteHawaii 56JamesBennettMorgan Stanley WealthManagementHonoluluHawaii 63Peter EhrmanMorgan Stanley WealthManagementHonoluluHawaii 11Robert BrianKingRBC WealthManagementEagleIdaho 23JustinSamplesAmeriprise FinancialBoiseIdaho 32BruceDavidsonWells Fargo AdvisorsBoiseIdaho 45Robert BraccoMerrill Lynch WealthManagementBoiseIdaho 5NSandra DaltonUBS Financial ServicesBoiseIdahoBoiseIdaho 64Uwe RuttkeMerrill Lynch WealthManagement17Paul TashimaUBS Financial ServicesChicagoIllinois 21Steven HefterHLM CapitalHighland ParkIllinois 3NRyan FluryJ.P. MorganChicagoIllinois42John CultraWilliam BlairChicagoIllinois5NCharlesCooperJ.P. MorganChicagoIllinois63ThomasWilsonWilliam BlairChicagoIllinois 75Brian HahnNeuberger BermanChicagoIllinois 84MichaelGallagherMorgan Stanley tair AdvisersChicagoIllinois 1010Andrew GriffoMorgan Stanley WealthManagementChicagoIllinois 1125Louis PasterUBS Financial ServicesChicagoIllinois 12NDavid MabieChicago CapitalChicagoIllinois 138ThomasSalvinoWilliam BlairChicagoIllinois1426StewartMatherMather GroupChicagoIllinois 159Raj BhatiaMerrill Private WealthManagementChicagoIllinois 1618JamesWhitneyMorgan StanleyGraystoneChicagoIllinois 1711ScottMagnesenMorgan Stanley WealthManagementOak BrookIllinois1814Mark BirringerMorgan Stanley PWMChicagoIllinois1915Shawn ParkerAmeriprise FinancialSchaumburgIllinois2016John JoyceMorgan Stanley PWMChicagoIllinois2121Louise LaneWilliam BlairChicagoIllinois2230MichaelSchafferWells Fargo AdvisorsLake ForestIllinois2329MarkThorndykeMerrill Lynch WealthManagementChicagoIllinois 2428Daniel FriesMerrill Lynch WealthManagementChicagoIllinois 2517Matthew DilligDillig Bowen Group report/top-financial-advisors/1000/2020 13/37
3/20/20202020 Top 1200 U. S. Financial Advisors Ranked by State2631Kristina VanLiewMorgan StanleyGraystoneChicagoIllinois2727Tom KilbornMerrill Lynch sMorgan StanleyGraystoneChicagoIllinois 2924Daniel GrantWilliam BlairChicagoIllinois 3023Walter "JR"GondeckLerner Group errill Lynch WealthManagementChicagoIllinois32NTed DavisMorgan Stanley WealthManagementChicagoIllinois 3348Robert FixWilliam BlairChicagoIllinois 3422DavidWilkinsonMorgan Stanley PWMChicagoIllinois3549Steve ElkinsWilliam BlairChicagoIllinois3633JamesOberheideMorgan Stanley PWMChicagoIllinois 3741David WrightMerrill Private WealthManagementChicagoIllinois 3840RussellMcLeanMcLean WealthManagement GroupOak BrookIllinois39NKathleenRoeserMorgan Stanley WealthManagementChicagoIllinois 4039JosephKartheiserMorgan Stanley WealthManagementChicagoIllinois 4112Jay MaltbyUBS Financial ServicesChicagoIllinois 4238BenjaminKleinMerrill Lynch WealthManagementNorthbrookIllinois 43NTom BridgesCIBC Private WealthManagementChicagoIllinois 4443MichaelCohenMorgan Stanley WealthManagementChicagoIllinois 4537Joseph SilichMorgan Stanley WealthManagementChicagoIllinois46NPhilip WatsonAmeriprise FinancialDowners GroveIllinois4734JamesMoriarityMorgan Stanley PWMChicagoIllinois4836Brad DeHondMorgan Stanley PWMChicagoIllinois4935Ajay DesaiUBS Financial ServicesChicagoIllinois 5050BenjaminLeshemHLM CapitalHighland ParkIllinois 5146Sean LannanMorgan Stanley WealthManagementChicagoIllinois5260Peter LeeSummit Trail AdvisorsChicagoIllinois5345Dan HoffmannMorgan Stanley WealthManagementChicagoIllinois 5458JohnHammondMerrill Lynch WealthManagementNorthbrookIllinois 5555ChristopherGarrityMerrill Lynch WealthManagementNorthbrookIllinois 5654Brian SpeersMerrill Lynch WealthManagementOak BrookIllinois 5751DavidSheppardMerrill Lynch WealthManagementDeer ParkIllinois5853Kyle ChudomMorgan Stanley WealthManagementOak BrookIllinois5957David TracyWells Fargo Adv
Merrill Lynch Wealth Management Gilbert Arizona 7 11 Michael Butt Morgan Stanley Wealth Management Scottsdale Arizona 8 8 Jeffry Korte Merrill Lynch Wealth Management Scottsdale Arizona 9 9 Nick K arabas Creative Pl anning - Scottsdale AZ Scottsdale Arizona 10 17 Brian Friedman Merrill Lynch Wealth Management Phoenix Arizona 11 13
