Page 60 - Forbes - USA (March 2020)

13. Ron Vinder 4. Randy Carver 4. Grant Rawdin 3. Tommy McBride VERMONT 4. Erin Scannell

Morgan Stanley Private Carver Wescott Financial Merrill Lynch 1. Tim Stotz Ameriprise
Wealth Mgmt. Financial Services/ Advisory Group Wealth Mgmt. Morgan Stanley Financial Services
$2.3B Raymond James PHILADELPHIA DALLAS Wealth Mgmt. MERCER ISLAND
14. Scott Stackman MENTOR $2.3B $1.7B COLCHESTER $1.3B

UBS Private $1.5B 5. Samuel Spanos 4. Dwight $708M 5. Paul Ried
Wealth Mgmt. 5. Rick Buoncore Spanos Group of Emanuelson Jr. 2. Brian Pelkey Paul R. Ried
$3B MAI Capital Mgmt. Raymond James Merrill Private Morgan Stanley Financial Group
15. John Barrett CLEVELAND BEAVER Wealth Mgmt. Wealth Mgmt. BELLEVUE
Merrill Lynch $5.2B $625M DALLAS COLCHESTER $761M
Wealth Mgmt. 6. Rip Hale 6. David Lees $2.9B $884M 6. Dean Braun
$1.9B Morgan Stanley myCIO Wealth Partners 5. Rob Bertino 3. Joshua Parker Morgan Stanley Private
16. Shawn Rubin Wealth Mgmt. PHILADELPHIA UBS Private Merrill Lynch Wealth Mgmt.
Morgan Stanley Private BEAVERCREEK $8.1B Wealth Mgmt. Wealth Mgmt. SEATTLE
58 Wealth Mgmt. $1.2B 7. Peter Sargent DALLAS BURLINGTON $2B
$1.3B 7. Dean Trindle Janney Montgomery $978M $265M 7. Lowry West
17. Richard Pluta Morgan Stanley Scott CHRISTOPHER 6. Van Pearcy Morgan Stanley Private
VIRGINIA
Merrill Lynch Wealth Mgmt. YARDLEY AITKEN Van Pearcy’s Wealth (NORTHERN) Wealth Mgmt.
Wealth Mgmt. CINCINNATI $734M Services Team/ SEATTLE
$982M $636M Ponte Vedra Beach, Raymond James 1. Paul Pagnato $1.1B
S 8. Jim Rimmel MIDLAND Pagnato Karp
R 18. Evan Steinberg 8. Dan Roe UBS Financial Services Florida $1.2B RESTON 8. Michael Hershey
O Morgan Stanley Private Budros, Ruhlin & Roe PITTSBURGH UBS Private Wealth 7. Kevin Blonkvist Sr. $2.1B JP Morgan Securities
S Wealth Mgmt. COLUMBUS $1.4B Management BELLEVUE

I $2.3B $28B 9. Virgil Kahl RBC Wealth Mgmt. 2. Jeff Grinspoon $950M
V 19. Peter Rukeyser 9. Paul Carbetta “A tweet from MIDLAND HighTower Advisors

Spring Ridge
D UBS Private Ameriprise Financial Group President Trump $1.8B VIENNA WEST VIRGINIA
A Wealth Mgmt. Financial Services WYOMISSING or geological 8. Stephen Engro $1.3B 1. Chris Hall
$2B events can derail Beacon 3. Gregory Smith Hall Financial Advisors
H WORTHINGTON $767M you. Our clients Financial Group Baird PARKERSBURG
$848M
L T 20. Alex Williams PUERTO RICO have won the DALLAS RESTON $650M
UBS Private
A Wealth Mgmt. OKLAHOMA 1. Franco Estrada- race—I don’t want $787M $2.1B 2. Fred Scheeren

E $2B 1. Jeff Blumenthal Velasco to put them back TEXAS (SOUTHERN) 4. Simon Hamilton Wells Fargo Advisors
W 21. Robert Waldele Wells Fargo Advisors UBS Private in it and crash out, 1. Nestor Vicknair Baird WHEELING
Merrill Lynch OKLAHOMA CITY Wealth Mgmt. so we aren’t going Merrill Lynch RESTON $263M
P $1B SAN JUAN to take excep- $2.1B

3. Jeffrey H.
O Wealth Mgmt. 2. Matt Monger $431M Wealth Mgmt. Biederman Jr.

$3.1B
T tional risk.” HOUSTON 5. Ryan Sprowls
Merrill Lynch RHODE ISLAND $5.6B Wells Fargo Advisors Morgan Stanley
S NORTH CAROLINA Wealth Mgmt. 1. Malcolm Makin 2. Scott Tiras ALEXANDRIA Wealth Mgmt.

TULSA
A ’ 1. R. Mitchell Wickham $733M Professional Planning SOUTH DAKOTA Ameriprise $1.3B HUNTINGTON
$349M
Merrill Private
C Wealth Mgmt. Group/Raymond James 1. Gordon Wollman Financial Services 6. Tristan Caudron
I CHARLOTTE 3. Don Jackson WESTERLY HOUSTON Caudron Megary WISCONSIN
R UBS Financial Services $1B Cornerstone $1.9B Blackburn
E $10B TULSA 2. Edye De Marco Financial Solutions/ Wealth Mgmt. 1. Andy Burish
M 2. Gregory Cash $412M Merrill Lynch Raymond James 3. Bonner Barnes ALEXANDRIA UBS Financial Services
MADISON
A Merrill Private 4. Steve Jelley Wealth Mgmt. SIOUX FALLS Corda Investment $1.6B $4B
Mgmt.
Wealth Mgmt. PROVIDENCE $426M
Merrill Lynch
CHARLOTTE Wealth Mgmt. $1B 2. Todd Nelson HOUSTON VIRGINIA 2. Michael Klein
$10B Merrill Lynch $1.1B (SOUTHERN) Baird
TULSA 3. Denise Roberts
3. Larry Carroll $946M Morgan Stanley Wealth Mgmt. 4. Darrell Pennington 1. Joe Montgomery MILWAUKEE
Carroll Financial 5. John Cary Wealth Mgmt. SIOUX FALLS Ameriprise Wells Fargo Advisors $4.5B
Associates NEWPORT $2.4B Financial Services WILLIAMSBURG 3. John Petrie
CHARLOTTE Morgan Stanley $440M 3. David Olson HOUSTON $1.3B Aspiriant
Wealth Mgmt.
$982M Merrill Lynch $899M MILWAUKEE
TULSA 2. John Gill
4. John McCardell $517M SOUTH CAROLINA Wealth Mgmt. 5. Brian Tramontano BB&T Scott & $12.2B

Merrill Lynch 6. Matt Cain 1. Richard Migliore SIOUX FALLS Merrill Lynch Stringfellow 4 Barry Martzahl

Wealth Mgmt. Merrill Lynch Merrill Lynch $680M Wealth Mgmt. VIRGINIA BEACH Morgan Stanley
CHARLOTTE Wealth Mgmt. Wealth Mgmt. 4. Mary Sterk SAN ANTONIO $809M Graystone
$4.2B COLUMBIA Sterk Financial Services $648M GREEN BAY
TULSA 3. Allan Strange
5. Patrick Rush $1.9B $4.2B DAKOTA DUNES 6. Fred De Groot Janney Montgomery $1B
Triad Financial Advisors 2. E. Robertson Kibler $333M Merrill Lynch Scott 5. Bryan Sadoff
(TFA) OREGON Merrill Private Wealth Mgmt. RICHMOND Sadoff Investment

GREENSBORO 1. Judith McGee Wealth Mgmt. TENNESSEE THE WOODLANDS $664M Mgmt.
$664M McGee Wealth Mgmt./ COLUMBIA 1. Timothy Pagliara $1.9B 4. Jamie Cox MILWAUKEE
Raymond James $6.2B CapWealth 7. Langston Turner $1.4B
NORTH DAKOTA PORTLAND 3. Robert Vingi Jr. FRANKLIN UBS Private Harris Financial Group/
LPL
1. Joel Bird $632M Wells Fargo Advisors $1B Wealth Mgmt. RICHMOND 6. Michael Sadoff

Ameriprise 2. Kent Kirby HOUSTON $660M Sadoff Investment
Financial Services 2. Lucas Newman CHARLESTON UBS Private $1.8B Mgmt.
First Republic
BISMARCK Investment Mgmt. $1.8B Wealth Mgmt. 5. Aashish Matani MILWAUKEE
$2.2B 4. Ronnie Dennis UTAH Merrill Lynch $1.4B
PORTLAND NASHVILLE Wealth Mgmt.
Merrill Lynch
2. Jason Kirchmeier $694M Wealth Mgmt. $2.6B 1. Dane Runia NORFOLK WYOMING
Ameriprise 3. Keith Sheppard 3. Tim Roberson Merrill Private $1.2B 1. Lester Brunker
Financial Services UBS Financial Services COLUMBIA Merrill Lynch Wealth Mgmt. UBS Private
$4.2B

BISMARCK PORTLAND Wealth Mgmt. PROVO 6. Brett Hayes Wealth Mgmt.

$2.2B 5. Clark Gallivan $2.7B Hayes Nystrom Sarrett TETON VILLAGE
$632M UBS Financial Services BRENTWOOD Wealth Mgmt. Group
3. Dave Schlafman $2.1B 2. Nick Bapis RICHMOND $345M
AMERIPRISE 4. Rebecca DeCesaro GREENVILLE 4. Jeffrey Bates Rockefeller $530M 2. Jeff Vincent

FINANCIAL SERVIC- First Republic $642M Kings Point Capital Mgmt. Vincent Financial
ES BISMARCK Investment Mgmt. 6. Kenneth Parham Capital Mgmt. SALT LAKE CITY 7. Tim Mullins Services
$2.2B PORTLAND UBS Financial Services $1.3B Wells Fargo Advisors
$1B BRENTWOOD RICHMOND RIVERTON
OHIO GREENVILLE $977M 3. Glen Mintz $903M $270M

1. David Singer PENNSYLVANIA $1B 5. Matt Miller UBS Financial Services
PARK CITY

Merrill Private 1. Peter Rohr 7. Jeff Jones Merrill Private $1B WASHINGTON For the full ranking,
Wealth Mgmt. Merrill Private Wells Fargo Advisors Wealth Mgmt. 1. Michael Matthews

CINCINNATI Wealth Mgmt. HILTON HEAD ISLAND BRENTWOOD 4. John Van Wagoner UBS Private please visit
$3.1B PHILADELPHIA $402M $924M Merrill Lynch Wealth Mgmt. forbes.com/
$4.5B Wealth Mgmt.
2. David Ellis III 8. Bert Arrowood TEXAS (NORTHERN) SALT LAKE CITY BELLEVUE best-in-state-
UBS Private 2. Johanna Walters UBS Financial Services 1. Charles McKinney $655M $1.2B
Wealth Mgmt. Merrill Lynch GREENVILLE Morgan Stanley 2. Bruce Munster wealth-advisors

CINCINNATI Wealth Mgmt. $1B Private Wealth Mgmt. 5. Jeffry Roundy Merrill Private
$1.6B BLUE BELL 9. Gary Bezilla Merrill Lynch Wealth Mgmt.
$5.1B DALLAS Wealth Mgmt.
3. Kevin Myeroff Wells Fargo Advisors $1.3B SALT LAKE CITY BELLEVUE

NCA Financial Planners 3. Patti Brennan HILTON HEAD ISLAND 2. William Corbellini $1.2B $2B
CLEVELAND Key Financial $645M Merrill Private 3. Steve Hollomon
$1.3B WEST CHESTER Wealth Mgmt. Merrill Lynch
$1B Wealth Mgmt.
DALLAS
$2.9B SEATTLE
$2B
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