Page 83 - Forbes - USA (February 2018)

17 Mark Masterson 4 Andy Berg 5 Christina Hom 13 Ronald Stenger 4 Chris Cooke LOUISIANA 10 Neal Simon 8 Sean Dillon
HighTower Advisors Homrich Berg Morgan Stanley Wealth Morgan Stanley Wealth Cooke Financial Group 1 James Spiro Bronfman Rothschild UBS Financial Services
Naples Atlanta Mgmt Mgmt at Noyes Morgan Stanley Wealth Rockville Boston
$590M $4.1B Honolulu Oak Brook Indianapolis Mgmt $5.3B $1.5B
18 William LaPato 5 Robert Balentine $636M $543M $1.5B New Orleans 11 Ann Marie Etergino 9 Richard F. Connolly Jr.
Merrill Lynch Wealth Mgmt Balentine 14 James Oberheide 5 Brian Cooke $1.7B RBC Wealth Mgmt Morgan Stanley Private
Boca Raton Atlanta IDAHO Morgan Stanley Private Cooke Financial Group 2 Curtis Eustis Chevy Chase Wealth Mgmt
$547M $1.4B 1 Brian King Wealth Mgmt at Noyes Merrill Lynch Wealth Mgmt $715M Boston
19 Barry Rubin 6 David Higgins RBC Wealth Mgmt Chicago Indianapolis New Orleans 12 Gregory Hurlbrink $1.6B
Merrill Lynch Wealth Mgmt Merrill Lynch—Private Eagle $1.6B $1.5B $820M Morgan Stanley Wealth 10 Devin Condron
Delray Beach Banking & Investment $750M 15 Thomas Salvino 3 Rick Frayard Mgmt Morgan Stanley Private
$1.2B Group 2 Sandra Dalton William Blair & Co. IOWA UBS Financial Services Baltimore Wealth Mgmt
20 Ettore Ventrice Atlanta UBS Financial Services Chicago 1 Bryan Boesen Lafayette $782M Boston
UBS Financial Services $1.3B Boise $1B Morgan Stanley Wealth $3B 13 Robert Collins $1.1B
Boca Raton 7 Hank McLarty $445M 16 Stewart Mather Mgmt 4 Scott Hardie Wells Fargo Advisors 11 William Sullivan
$1.1B Gratus Capital 3 Justin Samples The Mather Group Des Moines Merrill Lynch Wealth Mgmt Bethesda UBS Financial Services
21 Michael Bober Atlanta Ameriprise Financial Chicago $439M New Orleans $770M Boston
UBS Financial Services $1.6B Boise $971M 2 Joel Worsfold $948M 14 Larry Boggs $1.2B
Boca Raton 8 Ron Hughes $503M 17 Brad DeHond Wells Fargo Advisors 5 Charles Simmons Wells Fargo Advisors 12 Victor Livingstone
$1.1B Merrill Lynch—Private Morgan Stanley Private Clive Ameriprise Financial Cumberland Morgan Stanley Private
22 Michael McCain Banking & Investment ILLINOIS Wealth Mgmt $175M Metairie $1B Wealth Mgmt
Wells Fargo Advisors Group 1 Steve Hefter Chicago 3 Keith Swanson $695M 15 Ronald Fishbein Boston
Naples Atlanta Wells Fargo Advisors $1.3B Morgan Stanley Private Morgan Stanley Wealth $1.1B
$1.8B $953M Highland Park 18 JR Gondeck Wealth Mgmt MAINE Mgmt 13 Dan Wilson
23 Ralph Byer 9 Michael J. Merlin $2B HighTower Advisors West Des Moines 1 Gibson Wilkes Rockville Ameriprise Financial
Merrill Lynch Wealth Mgmt Morgan Stanley Private 2 Raj Bhatia Deerfield $687M HighTower Advisors $859M Auburndale
Plantation Wealth Mgmt Merrill Lynch—Private $1.3B 4 Malik Khaliq Portland 16 Brad Hill $1.5B
$571M Atlanta Banking & Investment 19 Mark Thorndyke Wells Fargo $457M Morgan Stanley Wealth 14 Raj Pathak
23 Mark Miller $2.2B Group Merrill Lynch Wealth Mgmt Advisors 2 Todd Doolan Mgmt Morgan Stanley Wealth
Merrill Lynch Wealth Mgmt 10 Wes Moss Chicago Chicago Davenport Morgan Stanley Wealth Easton Mgmt
Boca Raton Capital Investment $1.5B $896M $224M Mgmt $969M Boston
$651M Advisors 3 Brent Brodeski 20 Mike Cohen Portland 17 Jim Meek $626M
25 Michael Landsberg Atlanta Savant Capital Morgan Stanley Wealth KANSAS $401M Graystone Consulting 15 Mark Winthrop
Landsberg Bennett Private $1.9B Rockford Mgmt 1 Rick Homuth 3 Josh Burns Baltimore Winthrop Wealth Mgmt
Wealth Mgmt 11 Justin Ryan $5.2B Chicago Merrill Lynch Morgan Stanley Wealth $1.1B Boston
Punta Gorda UBS Financial Services 4 Scott Magnesen $1.4B Wealth Mgmt Mgmt 18 Beth Rosenwald $1.2B
$595M Atlanta Morgan Stanley Wealth 21 Dan Grant Leawood Portland RBC Wealth Mgmt 16 Debra Brede
$1.3B Mgmt William Blair & Co. $904M $462M Baltimore D. K. Brede Investment
GEORGIA 12 Mike Hines Oak Brook Chicago 2 Phiip Verhaeghe $388M Mgmt
1 Rod Westmoreland Consolidated Planning $3B $815M Merrill Lynch Wealth Mgmt MARYLAND 19 Kent Strosnider Needham
Merrill Lynch—Private Corp./Raymond James 5 Jim Moriarity 22 Steve Weinstein Leawood 1 Martin Eby Morgan Stanley $828M
Banking & Investment Atlanta Morgan Stanley Private Altair Advisers $844M WMS Partners Wealth Mgmt 17 Mary Mullin
Group $599M Wealth Mgmt Chicago 3 Scott Ferguson Towson Baltimore Merrill Lynch Wealth Mgmt
Atlanta 13 Buck Wiley III Chicago $4.2B Morgan Stanley Wealth $2.7B $580M Boston
$4.5B Merrill Lynch—Private $1.4B 23 Jay Maltby Mgmt 2 Kent Pearce $1.5B
2 James Hansberger Banking & Investment 6 Kyle Chudom UBS Financial Services Leawood Merrill Lynch Wealth Mgmt MASSACHUSETTS 18 Thomas Bartholomew
Morgan Stanley Private Group Morgan Stanley Wealth Chicago $676M Towson 1 James Atwood Bartholomew & Co.
Wealth Mgmt Atlanta Mgmt $1.9B 4 Matthew Thompson $1.5B Merrill Lynch—Private Worcester
Atlanta $1.5B Oak Brook 24 David Wright Ameriprise 3 Leo Kelly Banking & Investment $1.3B
$2.2B 14 Leslie Lauer $754M Merrill Lynch—Private Financial Verdence Capital Advisors Group 19 Richard Miller
3 Brian Frank UBS Financial Services 7 Christian Habitz Banking & Investment Overland Park Hunt Valley Boston Ameriprise Financial
Morgan Stanley Private Atlanta JP Morgan Securities Group $252M $2B $4B Wellesley
Wealth Mgmt $2.8B Chicago Chicago $511M
Atlanta $610M $2B
$1.6B
FORBES BEST-IN-STATE
WEALTH ADVISORS
In the age of robo-advice, the ability to meet with clients face-to-face can be a real competitive advantage. The 500 wealth advisors
here (plus 1,713 more online) are the top-ranked in their respective states by Shook Research. Unlike their digital counterparts,
most top advisors specialize in multiple aspects of financial planning, offering everything from retirement and tax advice to
financing for a private jet. Reza Zafari, a Merrill Lynch Private Banking & Investment advisor from Los Angeles with $15.5 billion
under management, frequently opens his Rolodex to clients when the need arises, connecting them, for example, with medical
specialists. “A big part of what we do is just help our clients, and not just with their portfolios,” Zafari says.
BY HALAH TOURYALAI, MAGGIE MCGRATH AND KRISTIN STOLLER
15 Al Parker 8 Sharon Oberlander 25 John Ver Bockel KENTUCKY 4 Barry Garber 2 Raj Sharma 20 Frederick Keator
Morgan Stanley Private Merrill Lynch Wealth Mgmt Merrill Lynch—Private 1 Thomas Perrone The Garber Wealth Mgmt Merrill Lynch—Private Wells Fargo Advisors
Wealth Mgmt Chicago Banking & Investment Morgan Stanley Wealth Team Banking & Investment Lenox
Atlanta $1.1B Group Mgmt Baltimore Group $601M
$1.1B 9 Steven Porter Chicago Louisville $1.9B Boston MICHIGAN
Merrill Lynch Wealth Mgmt $1.9B $673M 5 Jeff Leventhal $6.4B
HAWAII Northbrook 2 Travis Musgrave HighTower Advisors 3 Susan Kaplan 1 Charles Zhang
1 Peter Backus $640M INDIANA Merrill Lynch Wealth Mgmt Bethesda Kaplan Financial Services Zhang Financial
$631M
uch clearer Graystone Consulting Merrill Lynch Wealth Mgmt Merrill Lynch Wealth Mgmt Lexington 6 E. Geoffrey Sella Newton Portage
1 Eric Payne
10 Daniel Fries
$2.6B
$1.7B
Honolulu
$540M
teran advisor $729M Chicago Indianapolis 3 Dean Donohue SPC Financial/Raymond Graystone Consulting Mainstay Capital Mgmt
4 Peter Princi
2 David Kudla
James
$1.5B
$800M
2 Alan Kodama
from his office Ameriprise Financial 11 Benjamin Klein 2 Chris Moore Ameriprise Financial Rockville Boston Grand Blanc
Louisville
$705M
$1.2B
$1.9B
$346M
when things Honolulu Merrill Lynch Wealth Mgmt Ameriprise Financial 4 Mark Switow 7 Ron Rubin 5 Chuck Bean 3 John Lesser
Fort Wayne
$343M
Northbrook
$578M
$665M
3 Eric Fujimoto
like they’ve Ameriprise Financial 12 Matthew Dillig 3 Martin Gregor UBS Financial Services The Colony Group Heritage Financial Plante Moran Financial
Services
Bethesda
Advisors
Louisville
$940M
ntly, the “safety Honolulu HighTower Advisors Banking & Investment 5 Robert Schneider 8 Gregory Baker Westwood Auburn Hills
$535M
Merrill Lynch—Private
$1.2B
$6.9B
$492M
Chicago
6 Brian Strachan
rtfolios up on Merrill Lynch Wealth Mgmt $1.1B Indianapolis Morgan Stanley Wealth Merrill Lynch Wealth Mgmt Morgan Stanley Private 4 Jeffrey Fratarcangeli
Group
4 Robert Saracco
Wells Fargo Advisors
Bethesda
Mgmt
$1B
16% to 22%. Honolulu $1.5B Louisville 9 Brett Bernstein Wealth Mgmt Birmingham
$750M
Boston
e of caution,” $364M $384M XML Financial Group $914M
Rockville 7 Greg Miller
The ranking of Best-In-State Wealth Advisors, developed by Shook Research, is based on an algorithm of $605M Wellesley Asset Mgmt
qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data. Assets Wellesley
under management are as of 6/30/2017. For the complete list visit forbes.com/top-state-by-state-advisors. $2.6B