Forbes 2026: America's Top Wealth Advisors - Navigating Market Volatility

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• For wealth advisors, 2026 has been a test of nerves. After an outstanding 2025, with stocks rising nearly 40% from the depths of President Trump’s “Liberation Day” announcement, the benchmark S&P 500 index is now down more than 3%. Markets have been jolted by tariff battles, war in the Middle East, doomsday AI predictions and shifting expectations for interest rates, producing the kind of headline-driven swings that make even seasoned investors uneasy. In moments like this, the best advisors are more than portfolio managers: They’re translators, counselors and steady hands for their clients. The 250 advisors on the eleventh annual Forbes | SHOOK ranking of America’s Top Wealth Advisors oversee roughly $2.4 trillion in combined assets. Forbes’ ranking is compiled by SHOOK Research, which uses both quantitative and qualitative criteria, including interviews, to rank candidates nominated by their firms.

Robert Skinner II

• Firm: IEQ Capital
• Location: Foster City, CA
• Team Custodied Assets: $41.7 billion

“When things feel too easy, that’s usually not the time to take risks—it’s when prices come down and things get uncomfortable that opportunity shows up.”

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Kathleen Grasmeder

• Firm: Morgan Stanley Wealth Management
• Location: Glens Falls, NY
• Team Custodied Assets: $1.8 billion

“I realized very early that if you’re going to be exceptional, it requires more than just expertise. It requires other people.”

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Data provided by SHOOK® Research, LLC — Data as of 6/30/25. The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not indicative of future results. SHOOK Research's rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of the methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.

The Full List

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• RANK

  NAME

  FIRM

  LOCATION

  TEAM ASSETS (CUSTODIED)

  1

  Jeff Erdmann

  Merrill Private Wealth Management

  Greenwich, Connecticut

  $17.1B

  2

  Mark Curtis

  Graystone Consulting from Morgan Stanley

  Palo Alto, California

  $484B

  3

  Brian C. Pfeifler

  Morgan Stanley Private Wealth Management

  Palm Beach, Florida

  $9.3B

  4

  Lyon Polk

  Morgan Stanley Private Wealth Management

  New York, New York

  $30.3B

  5

  Profile Spotlight

  Charles Zhang

  Zhang Financial

  Portage, Michigan

  $7B

  6

  Greg Vaughan

  Morgan Stanley Private Wealth Management

  Menlo Park, California

  $65.6B

  7

  Profile Spotlight

  Jason Katz

  UBS Private Wealth Management

  New York, New York

  $6.9B

  8

  Profile Spotlight

  Michael Valdes

  Merrill Private Wealth Management

  Tampa, Florida

  $10.8B

  9

  Profile Spotlight

  Robert Skinner II

  IEQ Capital

  Foster City, California

  $41.7B

  10

  Profile Spotlight

  Rod Westmoreland

  Merrill Private Wealth Management

  Atlanta, Georgia

  $5.7B

  11

  Adam Epstein

  UBS Private Wealth Management

  New York, New York

  $7.9B

  12

  Profile Spotlight

  Randy C. Conner

  Focus Partners Wealth

  Los Angeles, California

  $10.4B

  13

  Profile Spotlight

  Raj Sharma

  Merrill Private Wealth Management

  Boston, Massachusetts

  $7.4B

  14

  James Hansberger

  Morgan Stanley Private Wealth Management

  Atlanta, Georgia

  $3.2B

  15

  Scott Stackman

  UBS Private Wealth Management

  New York, New York

  $9.4B

  16

  Noel Weil

  Merrill Private Wealth Management

  New York, New York

  $27.8B

  17

  Christopher Errico

  UBS Private Wealth Management

  New York, New York

  $4.9B

  18

  Profile Spotlight

  Richard Jones

  Merrill Private Wealth Management

  Los Angeles, California

  $77.4B

  19

  Reza Zafari

  Merrill Private Wealth Management

  Los Angeles, California

  $77.4B

  20

  Ron Basu

  Morgan Stanley Private Wealth Management

  New York, New York

  $21.1B

  21

  Profile Spotlight

  Drew Freides

  UBS Private Wealth Management

  Los Angeles, California

  $8.8B

  22

  Troy Griepp

  Morgan Stanley Private Wealth Management

  San Francisco, California

  $15.9B

  23

  Shawn Fowler

  Morgan Stanley Private Wealth Management

  Denver, Colorado

  $37.7B

  24

  Profile Spotlight

  Michael Matthews

  UBS Private Wealth Management

  Bellevue, Washington

  $3.1B

  25

  Profile Spotlight

  Peter Princi

  Graystone Consulting from Morgan Stanley

  Boston, Massachusetts

  $10.8B

  26

  Mark Douglass

  Morgan Stanley Private Wealth Management

  Menlo Park, California

  $65.6B

  27

  Michael Poppo

  UBS Wealth Management

  New York, New York

  $2.2B

  28

  Profile Spotlight

  Adam Carlin

  Morgan Stanley Private Wealth Management

  Coral Gables, Florida

  $7.2B

  29

  Profile Spotlight

  Kent Pearce

  Merrill Private Wealth Management

  Towson, Maryland

  $3.7B

  30

  Scott Siegel

  Morgan Stanley Wealth Management

  Boca Raton, Florida

  $7B

  31

  David Hou

  Evoke Advisors

  Los Angeles, California

  $5.9B

  32

  Profile Spotlight

  Colleen O'Callaghan

  J.P. Morgan Wealth Management

  New York, New York

  $4.4B

  33

  Ron Vinder

  Morgan Stanley Private Wealth Management

  New York, New York

  $8.9B

  34

  Profile Spotlight

  Peter Rohr

  Merrill Private Wealth Management

  Wayne, Pennsylvania

  $7.7B

  35

  Profile Spotlight

  Michael Warr

  Morgan Stanley Private Wealth Management

  Tuscaloosa, Alabama

  $5.6B

  36

  Profile Spotlight

  Cheryl Young

  Rockefeller Capital Management

  Los Gatos, California

  $2.2B

  37

  David Bahnsen

  The Bahnsen Group | Hightower

  Newport Beach, California

  $7.6B

  38

  Craig Chiate

  UBS Private Wealth Management

  Los Angeles, California

  $8.8B

  39

  Kevin Peters

  Morgan Stanley Wealth Management

  Palm Beach, Florida

  $4B

  40

  Profile Spotlight

  Nestor Vicknair

  Merrill Wealth Management

  Houston, Texas

  $9.1B

  41

  Richard Saperstein

  Treasury Partners | Hightower

  New York, New York

  $20.1B

  42

  Profile Spotlight

  Alan Whitman

  Morgan Stanley Wealth Management

  Pasadena, California

  $4.5B

  43

  John Barrett

  Merrill Wealth Management

  New York, New York

  $3.4B

  44

  David Singer

  Merrill Private Wealth Management

  Cincinnati, Ohio

  $9.4B

  45

  Michael Klein

  Baird

  Milwaukee, Wisconsin

  $7.7B

  46

  Jesse Bromberg

  Morgan Stanley Wealth Management

  San Francisco, California

  $5.2B

  47

  William Corbellini

  Merrill Private Wealth Management

  Dallas, Texas

  $8.6B

  48

  Michelle Mayer

  Merrill Private Wealth Management

  Naples, Florida

  $3.4B

  49

  Jordan Waxman

  Nucleus Advisors | Hightower

  New York, New York

  $2.9B

  50

  Andy Chase

  Morgan Stanley Private Wealth Management

  Menlo Park, California

  $40.4B

  51

  Scott Magnesen

  Morgan Stanley Wealth Management

  Oak Brook, Illinois

  $7.2B

  52

  Profile Spotlight

  Daniel Fries

  Merrill Wealth Management

  Chicago, Illinois

  $2.2B

  53

  Jonathan Beukelman

  UBS Private Wealth Management

  Denver, Colorado

  $7.3B

  54

  Craig Findley

  Venture Visionary Partners

  Sylvania, Ohio

  $5.8B

  55

  John Olson

  Merrill Private Wealth Management

  West Palm Beach, Florida

  $3.1B

  56

  Profile Spotlight

  David Kudla

  Mainstay Capital Management

  Grand Blanc, Michigan

  $4.5B

  57

  Brian Frank

  Morgan Stanley Private Wealth Management

  Atlanta, Georgia

  $3.5B

  58

  Profile Spotlight

  Gerard Klingman

  Klingman & Associates

  New York, New York

  $4B

  59

  Profile Spotlight

  Kelly Westmoreland

  Merrill Private Wealth Management

  Atlanta, Georgia

  $5.7B

  60

  Profile Spotlight

  Brian Hetherington

  Merrill Private Wealth Management

  New Canaan, Connecticut

  $5.5B

  61

  Mark Schulten

  TSG Wealth Management | Wells Fargo Advisors Financial Network

  Reno, Nevada

  $16B

  62

  Profile Spotlight

  Susan Kaplan

  Kaplan Financial Services

  Newton, Massachusetts

  $3.3B

  63

  Profile Spotlight

  David Katz

  Merrill Wealth Management

  New York, New York

  $2.2B

  64

  Brian Bennett

  UBS Wealth Management

  New York, New York

  $2.1B

  65

  Deborah Montaperto

  Morgan Stanley Private Wealth Management

  Palm Beach, Florida

  $30.3B

  66

  Leo Stevenson

  Merrill Wealth Management

  Wyandotte, Michigan

  $1.6B

  67

  Drew Zager

  Morgan Stanley Private Wealth Management

  Los Angeles, California

  $17.2B

  68

  Profile Spotlight

  Phil Scott

  J.P. Morgan Wealth Management

  Bellevue, Washington

  $6.1B

  69

  Richard Zinman

  Morgan Stanley Private Wealth Management

  New York, New York

  $5.7B

  70

  Profile Spotlight

  Elaine Meyers

  J.P. Morgan Wealth Management

  San Francisco, California

  $5.3B

  71

  Profile Spotlight

  Scott Tiras

  Ameriprise Financial Services

  Houston, Texas

  $1.8B

  72

  Nick Kavallieratos

  Morgan Stanley Wealth Management

  New York, New York

  $16.1B

  73

  Profile Spotlight

  Bonner Barnes

  Corda Investment Management

  Houston, Texas

  $1.8B

  74

  Profile Spotlight

  Laila Pence

  Pence Wealth Management | LPL Financial

  Newport Beach, California

  $2.5B

  75

  Profile Spotlight

  Benjamin Klein

  Merrill Wealth Management

  Northbrook, Illinois

  $1.7B

  76

  Profile Spotlight

  Seth Haye

  Morgan Stanley Wealth Management

  Westlake Village, California

  $2.7B

  77

  Shawn Rubin

  Morgan Stanley Private Wealth Management

  New York, New York

  $2.9B

  78

  Terry Cook

  Parcion Private Wealth

  Bellevue, Washington

  $2.7B

  79

  Ryan Long

  UBS Private Wealth Management

  Dallas, Texas

  $6.5B

  80

  Profile Spotlight

  Mark Thorndyke

  Merrill Wealth Management

  Naples, Florida

  $3.3B

  81

  Profile Spotlight

  Brian Strachan

  Morgan Stanley Private Wealth Management

  Boston, Massachusetts

  $2.1B

  82

  Robert Waldele

  Merrill Wealth Management

  New York, New York

  $6.4B

  83

  Profile Spotlight

  Michael Kanigher

  UBS Private Wealth Management

  Los Angeles, California

  $8.8B

  84

  Profile Spotlight

  Tommy McBride

  Merrill Wealth Management

  Dallas, Texas

  $1.7B

  85

  Shane Brisbin

  Morgan Stanley Private Wealth Management

  San Francisco, California

  $10.1B

  86

  Steven Schultz

  UBS Wealth Management

  Phoenix, Arizona

  $2.8B

  87

  Profile Spotlight

  Brian Tramontano

  Merrill Wealth Management

  San Antonio, Texas

  $1.7B

  88

  Profile Spotlight

  Troy Nelson

  Edward Jones

  Bismarck, North Dakota

  $1.1B

  89

  William Greco

  UBS Wealth Management

  Hartford, Connecticut

  $6.6B

  90

  Lori Van Dusen

  LVW Advisors

  Pittsford, New York

  $2.3B

  91

  Profile Spotlight

  Randy Carver

  Carver Financial Services | Raymond James

  Mentor, Ohio

  $3.1B

  92

  Jason Stephens

  UBS Private Wealth Management

  Naples, Florida

  $2.4B

  93

  Devin Condron

  Morgan Stanley Private Wealth Management

  Boston, Massachusetts

  $9B

  94

  David Ellis III

  UBS Private Wealth Management

  Cincinnati, Ohio

  $3.4B

  95

  Sean Yu

  Morgan Stanley Private Wealth Management

  Pasadena, California

  $2.1B

  96

  Profile Spotlight

  Matthew Babrick

  J.P. Morgan Wealth Management

  Los Angeles, California

  $4.9B

  97

  Erin Scannell

  Ameriprise Financial Services

  Mercer Island, Washington

  $4.6B

  98

  Johanna Walters

  Merrill Wealth Management

  Blue Bell, Pennsylvania

  $7.5B

  99

  Jonathan Kuttin

  Ameriprise Financial Services

  Hauppauge, New York

  $13.3B

  100

  Mark Binder

  UBS Private Wealth Management

  Los Angeles, California

  $8.8B

  101

  Profile Spotlight

  Josh Malkin

  Morgan Stanley Private Wealth Management

  New York, New York

  $3.6B

  102

  Profile Spotlight

  Debra Brede

  Focus Partners Wealth

  Needham, Massachusetts

  $2B

  103

  Profile Spotlight

  Darrell Pennington

  Ameriprise Financial Services

  Houston, Texas

  $1.3B

  104

  Profile Spotlight

  James Detterick

  Graystone Consulting from Morgan Stanley

  Aspen, Colorado

  $43.1B

  105

  Profile Spotlight

  Christopher Lazos

  Oppenheimer

  Dorado, Puerto Rico

  $4.4B

  106

  Scott Wilson

  Morgan Stanley Private Wealth Management

  New York, New York

  $8.1B

  107

  Seth Finkel

  Neuberger Berman

  New York, New York

  $4.6B

  108

  Profile Spotlight

  Patti Brennan

  Key Financial

  West Chester, Pennsylvania

  $2.5B

  109

  Jason Dworak

  UBS Private Wealth Management

  Lincoln, Nebraska

  $1.9B

  110

  Trevor Fried

  Morgan Stanley Wealth Management

  Fort Lauderdale, Florida

  $3.2B

  111

  Profile Spotlight

  Brett Hoge

  Truist Investment Services

  Winston-Salem, North Carolina

  $2.4B

  112

  Dwight Emanuelson, Jr.

  Merrill Private Wealth Management

  Dallas, Texas

  $8.6B

  113

  Profile Spotlight

  Melissa Corrado Harrison

  UBS Private Wealth Management

  Denver, Colorado

  $1.8B

  114

  Profile Spotlight

  Joe Montgomery

  Wells Fargo Advisors

  Williamsburg, Virginia

  $1.7B

  115

  Bud King

  UBS Private Wealth Management

  St. Louis, Missouri

  $2.6B

  116

  Profile Spotlight

  Jeffery Price

  Merrill Wealth Management

  Southlake, Texas

  $1.9B

  117

  Mark Moore

  UBS Private Wealth Management

  Austin, Texas

  $2.9B

  118

  Stephanie Stiefel

  Neuberger Berman

  New York, New York

  $4B

  119

  Profile Spotlight

  James Stack

  Stack Financial Management

  Whitefish, Montana

  $1.9B

  120

  Profile Spotlight

  Corina Davis

  Merrill Wealth Management

  Seattle, Washington

  $1.4B

  121

  Profile Spotlight

  Randy Garcia

  The Investment Counsel

  Las Vegas, Nevada

  $2.1B

  122

  Joseph Matina

  UBS Private Wealth Management

  Naples, Florida

  $3.4B

  123

  Lisa Detanna

  Global Wealth Solutions Group | Raymond James

  Beverly Hills, California

  $4.4B

  124

  Profile Spotlight

  Raj Bhatia

  Merrill Private Wealth Management

  Naples, Florida

  $2.8B

  125

  Dean Braun

  Morgan Stanley Private Wealth Management

  Seattle, Washington

  $7B

  126

  Rob Metcalf

  UBS Private Wealth Management

  Wayzata, Minnesota

  $6.1B

  127

  Profile Spotlight

  Curtis Eustis

  Merrill Private Wealth Management

  New Orleans, Louisiana

  $2.3B

  128

  Profile Spotlight

  Greg Marcus

  UBS Private Wealth Management

  Bethesda, Maryland

  $1.3B

  129

  Robert Dyer

  Merrill Private Wealth Management

  New York, New York

  $2.7B

  130

  Andrew Kahner

  UBS Wealth Management

  New York, New York

  $2B

  131

  Scott Mahoney

  Morgan Stanley Private Wealth Management

  Morristown, New Jersey

  $1.8B

  132

  Profile Spotlight

  Charles Noble III

  Janney Montgomery Scott

  New Haven, Connecticut

  $1.9B

  133

  Profile Spotlight

  David Briegs

  Merrill Wealth Management

  Bridgewater, New Jersey

  $2.8B

  134

  Fotios Piniros

  Morgan Stanley Private Wealth Management

  New York, New York

  $14B

  135

  Profile Spotlight

  Sharon Oberlander

  Merrill Wealth Management

  Chicago, Illinois

  $2.5B

  136

  Profile Spotlight

  Greg Onken

  J.P. Morgan Wealth Management

  San Francisco, California

  $8.2B

  137

  Blair Cornell

  UBS Wealth Management

  Miamisburg, Ohio

  $2.2B

  138

  Profile Spotlight

  Timothy Long

  Merrill Wealth Management

  Grand Rapids, Michigan

  $7.8B

  139

  Judy Fredrickson

  UBS Private Wealth Management

  Wayzata, Minnesota

  $6.1B

  140

  Profile Spotlight

  Keith Apton

  UBS Private Wealth Management

  Washington, District of Columbia

  $4.6B

  141

  Michael Ricca

  Morgan Stanley Wealth Management

  Morristown, New Jersey

  $6.8B

  142

  Profile Spotlight

  Andrew Vahab

  J.P. Morgan Wealth Management

  Boca Raton, Florida

  $5.3B

  143

  Profile Spotlight

  James Whitney

  Graystone Consulting from Morgan Stanley

  Chicago, Illinois

  $5.5B

  144

  Profile Spotlight

  Richard Migliore

  Merrill Private Wealth Management

  Columbia, South Carolina

  $11.5B

  145

  Profile Spotlight

  Bruce Burrows

  Morgan Stanley Private Wealth Management

  Garden City, New York

  $49.8B

  146

  Profile Spotlight

  Tracey Gluck

  J.P. Morgan Wealth Management

  Los Angeles, California

  $4.3B

  147

  Todd Silaika

  Merrill Wealth Management

  Clifton Park, New York

  $3.5B

  148

  Brian Firring

  Wells Fargo Advisors

  Beverly Hills, California

  $2.4B

  149

  R. Scot Smith

  Morgan Stanley Wealth Management

  Dallas, Texas

  $2.4B

  150

  Charles Balducci

  Merrill Wealth Management

  New York, New York

  $4.1B

  151

  PJ Schwarz

  Morgan Stanley Private Wealth Management

  New York, New York

  $5.1B

  152

  Profile Spotlight

  Tom Vacheron

  Merrill Private Wealth Management

  Fairfield, Connecticut

  $3.1B

  153

  Paul Ried

  Paul R Ried Financial Group

  Bellevue, Washington

  $1.2B

  154

  Mary Mullin

  Merrill Wealth Management

  Boston, Massachusetts

  $1.8B

  155

  Bill Oliver

  Wells Fargo Advisors

  Charlotte, North Carolina

  $3.1B

  156

  Profile Spotlight

  Jeffrey Fratarcangeli

  Fratarcangeli Wealth Management

  Bloomfield Hills, Michigan

  $3.1B

  157

  Profile Spotlight

  Daniel O'Connell

  Merrill Wealth Management

  Garden City, New York

  $2.6B

  158

  Harry Elish

  UBS Private Wealth Management

  New York, New York

  $3.6B

  159

  Profile Spotlight

  David Skid

  Morgan Stanley Wealth Management

  Atlanta, Georgia

  $2.1B

  160

  Profile Spotlight

  Brian Cooke

  Cooke Financial Group

  Indianapolis, Indiana

  $2.5B

  161

  J. Chris Cooke

  Cooke Financial Group

  Indianapolis, Indiana

  $2.5B

  162

  Harold Trischman

  Morgan Stanley Wealth Management

  Greenwich, Connecticut

  $4B

  163

  Profile Spotlight

  Dominic Casanueva

  Merrill Wealth Management

  Lakewood Ranch, Florida

  $8.4B

  164

  Stacy Oster

  UBS Wealth Management

  Bellevue, Washington

  $1.3B

  165

  Evan Steinberg

  Morgan Stanley Private Wealth Management

  New York, New York

  $6.1B

  166

  W. Corby May

  Merrill Wealth Management

  Garden City, New York

  $2.4B

  167

  Stephen Fish

  UBS Wealth Management

  Cincinnati, Ohio

  $3.5B

  168

  David Karp

  Cresset Asset Management

  Reston, Virginia

  $6.6B

  169

  Profile Spotlight

  Victor Livingstone

  Morgan Stanley Private Wealth Management

  Boston, Massachusetts

  $8.4B

  170

  Eric Payne

  Merrill Wealth Management

  Indianapolis, Indiana

  $3.5B

  171

  Charles Day

  UBS Private Wealth Management

  New York, New York

  $2.5B

  172

  John McCardell

  Merrill Wealth Management

  Charlotte, North Carolina

  $11.5B

  173

  Allen Schreiber

  TSG Wealth Management | Wells Fargo Advisors Financial Network

  Long Beach, California

  $16B

  174

  Profile Spotlight

  Michael Beckerman

  Merrill Private Wealth Management

  Coral Gables, Florida

  $3.4B

  175

  David Higgins

  Rockefeller Capital Management

  Atlanta, Georgia

  $3.3B

  176

  Peter Bermont

  Raymond James & Associates

  Coral Gables, Florida

  $4.7B

  177

  Michael Breen

  Merrill Private Wealth Management

  San Francisco, California

  $26.6B

  178

  Profile Spotlight

  Christopher Cook

  Merrill Wealth Management

  Florham Park, New Jersey

  $2.4B

  179

  Profile Spotlight

  Jordan Mayer

  J.P. Morgan Wealth Management

  New York, New York

  $9.2B

  180

  UBS Private Wealth Management

  San Francisco, California

  $2.8B

  181

  Profile Spotlight

  Michael Henley

  Brandywine Oak Private Wealth

  Kennett Square, Pennsylvania

  $1.8B

  182

  Jonathan Legg

  Morgan Stanley Private Wealth Management

  Washington, District of Columbia

  $3.5B

  183

  Joel Bird

  Ameriprise Financial Services

  Bismarck, North Dakota

  $5.3B

  184

  Karl Wolfslau

  Morgan Stanley Wealth Management

  Long Beach, California

  $3.6B

  185

  Gabriel Jay

  UBS Private Wealth Management

  Walnut Creek, California

  $2.6B

  186

  Kathy Grasmeder

  Morgan Stanley Wealth Management

  Glens Falls, New York

  $1.8B

  187

  Louise Gunderson

  UBS Private Wealth Management

  New York, New York

  $6.5B

  188

  Ramzi Nuwayhid

  Merrill Private Wealth Management

  Boston, Massachusetts

  $2.5B

  189

  Profile Spotlight

  Andrew Schultz

  Morgan Stanley Private Wealth Management

  Miami Beach, Florida

  $1.7B

  190

  Mark Lippman

  Wells Fargo Advisors

  Linwood, New Jersey

  $3.3B

  191

  Carl Cafaro

  Merrill Wealth Management

  Newton, Massachusetts

  $6.9B

  192

  Jim Rimmel

  UBS Wealth Management

  Pittsburgh, Pennsylvania

  $2.7B

  193

  Profile Spotlight

  Kyle Chudom

  Morgan Stanley Wealth Management

  Naples, Florida

  $2.1B

  194

  Todd Battaglia

  MG&A Wealth

  Plantation, Florida

  $1.2B

  195

  Profile Spotlight

  Matt Van Beek

  Merrill Wealth Management

  Seattle, Washington

  $3.8B

  196

  Profile Spotlight

  George Papadoyannis

  Ameriprise Financial Services

  San Mateo, California

  $1.4B

  197

  Profile Spotlight

  Jim Moriarity

  Morgan Stanley Private Wealth Management

  Palm Beach, Florida

  $4.5B

  198

  Matt Bret

  UBS Wealth Management

  Kansas City, Missouri

  $4.3B

  199

  Profile Spotlight

  Trevor Wilde

  Wilde Wealth Management Group | Cetera Advisors

  Scottsdale, Arizona

  $5B

  200

  Profile Spotlight

  Sal Tiano

  Merrill Private Wealth Management

  Palm Beach Gardens, Florida

  $4B

  201

  Dan Murphy

  Morgan Stanley Wealth Management

  Palo Alto, California

  $50.7B

  202

  Jake DeCotiis

  Wells Fargo Advisors

  Short Hills, New Jersey

  $2.3B

  203

  Ajay Desai

  UBS Private Wealth Management

  Chicago, Illinois

  $3.4B

  204

  Profile Spotlight

  Don d'Adesky

  Raymond James & Associates

  Boca Raton, Florida

  $6.3B

  205

  Holly Kroft

  Neuberger Berman

  New York, New York

  $4.4B

  206

  Jason Kirchmeier

  Ameriprise Financial Services

  Bismarck, North Dakota

  $5.3B

  207

  Russ Rabito

  UBS Private Wealth Management

  New York, New York

  $12.1B

  208

  Profile Spotlight

  Ryan Sprowls

  114 Private Wealth | Wells Fargo Advisors Financial Network

  Alexandria, Virginia

  $2.5B

  209

  James Woldert

  Morgan Stanley Wealth Management

  Houston, Texas

  $1.2B

  210

  Profile Spotlight

  Dan Wilson

  Ameriprise Financial Services

  Auburndale, Massachusetts

  $3.8B

  211

  Ron Mencias

  Merrill Wealth Management

  Indianapolis, Indiana

  $3.5B

  212

  Tony Maddalena

  Morgan Stanley Wealth Management

  Purchase, New York

  $3.3B

  213

  Neil McPeak

  McPeak Wealth Management Group | Wells Fargo Advisors Financial Network

  Linwood, New Jersey

  $2.4B

  214

  Brandon Sobel

  UBS Private Wealth Management

  New York, New York

  $1.6B

  215

  Philip Appel

  Merrill Wealth Management

  Bloomfield Hills, Michigan

  $3.9B

  216

  Kris Kasturi

  Ameriprise Financial Services

  Palm Coast, Florida

  $3.7B

  217

  Jason Bogardus

  Morgan Stanley Private Wealth Management

  Menlo Park, California

  $65.6B

  218

  Trevor Byrne

  Morgan Stanley Wealth Management

  Boston, Massachusetts

  $1.8B

  219

  Chris Clifford

  UBS Private Wealth Management

  San Francisco, California

  $3.6B

  220

  Daniel Ehrlich

  Morgan Stanley Wealth Management

  New York, New York

  $2.8B

  221

  Steve Nagel

  Merrill Private Wealth Management

  Frisco, Texas

  $2.5B

  222

  Trevor Mathias

  Morgan Stanley Wealth Management

  Chicago, Illinois

  $1.6B

  223

  William Peterson

  Neuberger Berman

  New York, New York

  $3.2B

  224

  Scott McEwan

  Morgan Stanley Wealth Management

  Newport Beach, California

  $6.1B

  225

  Ryan C. Lewis

  Morgan Stanley Private Wealth Management

  New York, New York

  $43.1B

  226

  Marcus Fagersten

  UBS Private Wealth Management

  San Francisco, California

  $10.9B

  227

  Profile Spotlight

  John Perry

  Morgan Stanley Private Wealth Management

  Indianapolis, Indiana

  $3.6B

  228

  John Acker

  UBS Wealth Management

  Los Angeles, California

  $2.3B

  229

  Jens Pascucci

  Merrill Wealth Management

  Seattle, Washington

  $3.6B

  230

  AJ Jugan

  Ameriprise Financial Services

  Pittsburgh, Pennsylvania

  $3.3B

  231

  Brian Hahn

  Neuberger Berman

  Chicago, Illinois

  $2.7B

  232

  Profile Spotlight

  Cam McKinney

  William Blair

  Chicago, Illinois

  $5.8B

  233

  John Cimaroli

  William Blair

  Chicago, Illinois

  $5.8B

  234

  Michael Shalhoup

  Merrill Wealth Management

  New York, New York

  $3B

  235

  Mark Wilkins

  UBS Private Wealth Management

  Clayton, Missouri

  $1.4B

  236

  Profile Spotlight

  Scott Sparks

  Sparks Financial | Northwestern Mutual

  Denver, Colorado

  $1.7B

  237

  Phil Wood

  Ameriprise Financial Services

  Omaha, Nebraska

  $5.2B

  238

  Andy Harbour

  Graystone Consulting from Morgan Stanley

  Atlanta, Georgia

  $11.7B

  239

  Mark Fendrick

  UBS Wealth Management

  Mount Laurel, New Jersey

  $3.3B

  240

  David Magrone

  Merrill Private Wealth Management

  New York, New York

  $7.2B

  241

  Mike Moeller

  Moeller Investment Group | Wells Fargo Advisors Financial Network

  Chesterfield, Missouri

  $2.4B

  242

  Domenic Marinelli

  Morgan Stanley Wealth Management

  Boston, Massachusetts

  $1.3B

  243

  Tim Pagliara

  CapWealth

  Franklin, Tennessee

  $1.8B

  244

  John DeRosa

  UBS Private Wealth Management

  New York, New York

  $6.3B

  245

  Kent Kirby

  UBS Private Wealth Management

  Nashville, Tennessee

  $3.4B

  246

  Buck Wiley III

  Merrill Private Wealth Management

  Atlanta, Georgia

  $2.8B

  247

  Profile Spotlight

  Jay Canell

  The Canell Group | Wells Fargo Advisors

  New York, New York

  $2.6B

  248

  Profile Spotlight

  Neil Canell

  The Canell Group | Wells Fargo Advisors

  New York, New York

  $2.6B

  249

  Profile Spotlight

  Timothy Finucan

  Edward Jones

  Webster City, Iowa

  $1B

  250

  Profile Spotlight

  David Li

  J.P. Morgan Wealth Management

  Palm Beach Gardens, Florida

  $1.5B