Præsenteret af 
For formuerådgivere har 2026 været en nerveprøve. Efter et fremragende 2025, med aktier, der steg næsten 40 % fra dybet af præsident Trumps "Liberation Day"-meddelelse, er det benchmark S&P 500-indeks nu faldet mere end 3%. Markederne er blevet rystet af toldkampe, krig i Mellemøsten, dommedags-AI-forudsigelser og skiftende forventninger til renter, hvilket har produceret den slags overskriftsdrevne udsving, der gør selv erfarne investorer urolige. I øjeblikke som dette er de bedste rådgivere mere end porteføljeforvaltere:De er oversættere, rådgivere og faste hænder for deres kunder. De 250 rådgivere på den ellevte årlige Forbes | SHOOK-rangeringen af USA's Top Wealth Advisors fører tilsyn med omkring 2,4 billioner USD i kombinerede aktiver. Forbes’ rangering er udarbejdet af SHOOK Research, som bruger både kvantitative og kvalitative kriterier, herunder interviews, til at rangere kandidater, der er nomineret af deres firmaer.
"Når tingene føles for lette, er det normalt ikke tidspunktet til at tage risici - det er, når priserne falder, og tingene bliver ubehagelige, at muligheden dukker op."
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"Jeg indså meget tidligt, at hvis du skal være exceptionel, kræver det mere end blot ekspertise. Det kræver andre mennesker."
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Data leveret af SHOOK® Research, LLC — Data pr. 30/6/25. Forbes | SHOOK® America's Top Wealth Advisors og Best-in-State Wealth Advisors placeringer blev udviklet af SHOOK Research, LLC. Data pr. 30. juni 2025. Udgivet af Forbes (april 2026). Placeringerne er baseret på SHOOK Researchs uafhængige metodologi og rangeringsalgoritme, som inkluderer personlige, virtuelle og telefoniske due diligence-møder for kvalitativt at evaluere hver rådgiver på tværs af kriterier såsom klientpåvirkning, brancheerfaring, klientfastholdelse, gennemgang af bedste praksis, legitimationsoplysninger, compliance-registreringer og firmanomineringer, herunder deres indtægtsmæssige aktiver og faktorindtægter under ledelse og styring. virksomheder. Investeringsresultat er ikke et kriterium, da kundernes mål og risikotolerancer varierer, og rådgivere sjældent har reviderede resultatrapporter. SHOOK Researchs rangeringer giver meninger, der er beregnet til at hjælpe investorer med at vælge den rigtige finansielle rådgiver og er ikke vejledende for fremtidige resultater eller repræsentative for en enkelt kundes oplevelse. Tidligere resultater er ikke vejledende for fremtidige resultater. SHOOK Researchs rangeringer er kun til informationsformål og bør ikke opfattes som en anbefaling eller påtegning om at ansætte en specifik investeringsrådgiver, og SHOOK Research påtager sig intet ansvar for handlinger, der er truffet baseret på rangeringen. Hverken SHOOK Research eller Forbes modtager kompensation i bytte for placering på ranglisten. For en komplet beskrivelse af metoden, besøg venligst www.SHOOKresearch.com. SHOOK® er et registreret varemærke tilhørende SHOOK Research, LLC.
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Slut dig til mere end 1.000 Listees, der får det bedste ud af deres Forbes-udmærkelse.
Listetagere betaler ikke et gebyr for placering på Forbes Rankings. Listees på denne rangering fremhævet i farver har betalt et gebyr for forbedrede funktioner på deres tilsvarende profil. Brug af Forbes listedata eller kommerciel promovering af en optræden på en Forbes liste er uautoriseret uden en licens.
RANK
NAVN
FIRMA
PLACERING
TEAM AKTIVER (FORHOLDT)
1
Jeff Erdmann
Merrill Private Wealth Management
Greenwich, Connecticut
$17,1 mia.
2
Mark Curtis
Graystone Consulting fra Morgan Stanley
Palo Alto, Californien
484 milliarder USD
3
Brian C. Pfeifler
Morgan Stanley Private Wealth Management
Palm Beach, Florida
9,3 milliarder USD
4
Lyon Polk
Morgan Stanley Private Wealth Management
New York, New York
30,3 mia. USD
5
Profil Spotlight
Charles Zhang
Zhang Financial
Portage, Michigan
$7 mia.
6
Greg Vaughan
Morgan Stanley Private Wealth Management
Menlo Park, Californien
$65,6 mia.
7
Profil Spotlight
Jason Katz
UBS Private Wealth Management
New York, New York
6,9 milliarder USD
8
Profil Spotlight
Michael Valdes
Merrill Private Wealth Management
Tampa, Florida
$10,8 mia.
9
Profil Spotlight
Robert Skinner II
IEQ Capital
Foster City, Californien
$41,7 mia.
10
Profil Spotlight
Rod Westmoreland
Merrill Private Wealth Management
Atlanta, Georgia
5,7 mia. USD
11
Adam Epstein
UBS Private Wealth Management
New York, New York
$7,9 mia.
12
Profil Spotlight
Randy C. Conner
Fokus Partners Formue
Los Angeles, Californien
$10,4 mia.
13
Profil Spotlight
Raj Sharma
Merrill Private Wealth Management
Boston, Massachusetts
$7,4 mia.
14
James Hansberger
Morgan Stanley Private Wealth Management
Atlanta, Georgia
3,2 mia. USD
15
Scott Stackman
UBS Private Wealth Management
New York, New York
9,4 milliarder USD
16
Noel Weil
Merrill Private Wealth Management
New York, New York
27,8 mia. USD
17
Christopher Errico
UBS Private Wealth Management
New York, New York
4,9 milliarder USD
18
Profil Spotlight
Richard Jones
Merrill Private Wealth Management
Los Angeles, Californien
$77,4 mia.
19
Reza Zafari
Merrill Private Wealth Management
Los Angeles, Californien
$77,4 mia.
20
Ron Basu
Morgan Stanley Private Wealth Management
New York, New York
21,1 mia. USD
21
Profil Spotlight
Drew Freides
UBS Private Wealth Management
Los Angeles, Californien
$8,8 mia.
22
Troy Griepp
Morgan Stanley Private Wealth Management
San Francisco, Californien
15,9 mia. USD
23
Shawn Fowler
Morgan Stanley Private Wealth Management
Denver, Colorado
$37,7 mia.
24
Profil Spotlight
Michael Matthews
UBS Private Wealth Management
Bellevue, Washington
3,1 mia. USD
25
Profil Spotlight
Peter Prince
Graystone Consulting fra Morgan Stanley
Boston, Massachusetts
$10,8 mia.
26
Mark Douglass
Morgan Stanley Private Wealth Management
Menlo Park, Californien
$65,6 mia.
27
Michael Poppo
UBS Wealth Management
New York, New York
2,2 mia. USD
28
Profil Spotlight
Adam Carlin
Morgan Stanley Private Wealth Management
Coral Gables, Florida
$7,2 mia.
29
Profil Spotlight
Kent Pearce
Merrill Private Wealth Management
Towson, Maryland
3,7 mia. USD
30
Scott Siegel
Morgan Stanley Wealth Management
Boca Raton, Florida
$7 mia.
31
David Hou
Fremkald rådgivere
Los Angeles, Californien
5,9 mia. USD
32
Profil Spotlight
Colleen O'Callaghan
J.P. Morgan Wealth Management
New York, New York
4,4 milliarder USD
33
Ron Vinder
Morgan Stanley Private Wealth Management
New York, New York
$8,9 mia.
34
Profil Spotlight
Peter Rohr
Merrill Private Wealth Management
Wayne, Pennsylvania
$7,7 mia.
35
Profil Spotlight
Michael Warr
Morgan Stanley Private Wealth Management
Tuscaloosa, Alabama
5,6 mia. USD
36
Profil Spotlight
Cheryl Young
Rockefeller Capital Management
Los Gatos, Californien
2,2 mia. USD
37
David Bahnsen
Bahnsen Gruppen | Højtårnet
Newport Beach, Californien
$7,6 mia.
38
Craig Chiate
UBS Private Wealth Management
Los Angeles, Californien
$8,8 mia.
39
Kevin Peters
Morgan Stanley Wealth Management
Palm Beach, Florida
$4 mia.
40
Profil Spotlight
Nestor Vicknair
Merrill Wealth Management
Houston, Texas
$9,1 mia.
41
Richard Saperstein
Treasury Partnere | Højtårnet
New York, New York
20,1 mia. USD
42
Profil Spotlight
Alan Whitman
Morgan Stanley Wealth Management
Pasadena, Californien
$4,5 mia.
43
John Barrett
Merrill Wealth Management
New York, New York
3,4 milliarder USD
44
David Singer
Merrill Private Wealth Management
Cincinnati, Ohio
9,4 milliarder USD
45
Michael Klein
Baird
Milwaukee, Wisconsin
$7,7 mia.
46
Jesse Bromberg
Morgan Stanley Wealth Management
San Francisco, Californien
5,2 mia. USD
47
William Corbellini
Merrill Private Wealth Management
Dallas, Texas
$8,6 mia.
48
Michelle Mayer
Merrill Private Wealth Management
Napoli, Florida
3,4 milliarder USD
49
Jordan Waxman
Nucleus Advisors | Højtårnet
New York, New York
2,9 mia. USD
50
Andy Chase
Morgan Stanley Private Wealth Management
Menlo Park, Californien
40,4 milliarder USD
51
Scott Magnesen
Morgan Stanley Wealth Management
Oak Brook, Illinois
$7,2 mia.
52
Profil Spotlight
Daniel Fries
Merrill Wealth Management
Chicago, Illinois
2,2 mia. USD
53
Jonathan Beukelman
UBS Private Wealth Management
Denver, Colorado
$7,3 mia.
54
Craig Findley
Venture Visionary Partners
Sylvania, Ohio
5,8 mia. USD
55
John Olson
Merrill Private Wealth Management
West Palm Beach, Florida
3,1 mia. USD
56
Profil Spotlight
David Kudla
Hovedkapitalstyring
Grand Blanc, Michigan
$4,5 mia.
57
Brian Frank
Morgan Stanley Private Wealth Management
Atlanta, Georgia
3,5 mia. USD
58
Profil Spotlight
Gerard Klingman
Klingman &Associates
New York, New York
$4 mia.
59
Profil Spotlight
Kelly Westmoreland
Merrill Private Wealth Management
Atlanta, Georgia
5,7 mia. USD
60
Profil Spotlight
Brian Hetherington
Merrill Private Wealth Management
New Canaan, Connecticut
5,5 mia. USD
61
Mark Schulten
TSG Wealth Management | Wells Fargo Advisors Financial Network
Reno, Nevada
16 mia. USD
62
Profil Spotlight
Susan Kaplan
Kaplan Financial Services
Newton, Massachusetts
3,3 mia. USD
63
Profil Spotlight
David Katz
Merrill Wealth Management
New York, New York
2,2 mia. USD
64
Brian Bennett
UBS Wealth Management
New York, New York
2,1 mia. USD
65
Deborah Montaperto
Morgan Stanley Private Wealth Management
Palm Beach, Florida
30,3 mia. USD
66
Leo Stevenson
Merrill Wealth Management
Wyandotte, Michigan
$1,6 mia.
67
Drew Zager
Morgan Stanley Private Wealth Management
Los Angeles, Californien
$17,2 mia.
68
Profil Spotlight
Phil Scott
J.P. Morgan Wealth Management
Bellevue, Washington
6,1 mia. USD
69
Richard Zinman
Morgan Stanley Private Wealth Management
New York, New York
5,7 mia. USD
70
Profil Spotlight
Elaine Meyers
J.P. Morgan Wealth Management
San Francisco, Californien
5,3 milliarder USD
71
Profil Spotlight
Scott Tiras
Ameriprise Financial Services
Houston, Texas
$1,8 mia.
72
Nick Kavallieratos
Morgan Stanley Wealth Management
New York, New York
$16,1 mia.
73
Profil Spotlight
Bonner Barnes
Corda Investment Management
Houston, Texas
$1,8 mia.
74
Profil Spotlight
Laila Pence
Pence Formueforvaltning | LPL Finansiel
Newport Beach, Californien
2,5 mia. USD
75
Profil Spotlight
Benjamin Klein
Merrill Wealth Management
Northbrook, Illinois
$1,7 mia.
76
Profil Spotlight
Seth Haye
Morgan Stanley Wealth Management
Westlake Village, Californien
$2,7 mia.
77
Shawn Rubin
Morgan Stanley Private Wealth Management
New York, New York
2,9 mia. USD
78
Terry Cook
Parcion Private Wealth
Bellevue, Washington
$2,7 mia.
79
Ryan Long
UBS Private Wealth Management
Dallas, Texas
6,5 mia. USD
80
Profil Spotlight
Mark Thorndyke
Merrill Wealth Management
Napoli, Florida
3,3 mia. USD
81
Profil Spotlight
Brian Strachan
Morgan Stanley Private Wealth Management
Boston, Massachusetts
2,1 mia. USD
82
Robert Waldele
Merrill Wealth Management
New York, New York
6,4 milliarder USD
83
Profil Spotlight
Michael Kanigher
UBS Private Wealth Management
Los Angeles, Californien
$8,8 mia.
84
Profil Spotlight
Tommy McBride
Merrill Wealth Management
Dallas, Texas
$1,7 mia.
85
Shane Brisbin
Morgan Stanley Private Wealth Management
San Francisco, Californien
10,1 mia. USD
86
Steven Schultz
UBS Wealth Management
Phoenix, Arizona
$2,8 mia.
87
Profil Spotlight
Brian Tramontano
Merrill Wealth Management
San Antonio, Texas
$1,7 mia.
88
Profil Spotlight
Troy Nelson
Edward Jones
Bismarck, North Dakota
1,1 mia. USD
89
William Greco
UBS Wealth Management
Hartford, Connecticut
$6,6 mia.
90
Lori Van Dusen
LVW-rådgivere
Pittsford, New York
$2,3 mia.
91
Profil Spotlight
Randy Carver
Carver Financial Services | Raymond James
Mentor, Ohio
3,1 mia. USD
92
Jason Stephens
UBS Private Wealth Management
Napoli, Florida
$2,4 mia.
93
Devin Condron
Morgan Stanley Private Wealth Management
Boston, Massachusetts
9 mia. USD
94
David Ellis III
UBS Private Wealth Management
Cincinnati, Ohio
3,4 milliarder USD
95
Sean Yu
Morgan Stanley Private Wealth Management
Pasadena, Californien
2,1 mia. USD
96
Profil Spotlight
Matthew Babrick
J.P. Morgan Wealth Management
Los Angeles, Californien
4,9 milliarder USD
97
Erin Scannell
Ameriprise Financial Services
Mercer Island, Washington
$4,6 mia.
98
Johanna Walters
Merrill Wealth Management
Blue Bell, Pennsylvania
7,5 mia. USD
99
Jonathan Kuttin
Ameriprise Financial Services
Hauppauge, New York
13,3 mia. USD
100
Mark Binder
UBS Private Wealth Management
Los Angeles, Californien
$8,8 mia.
101
Profil Spotlight
Josh Malkin
Morgan Stanley Private Wealth Management
New York, New York
3,6 mia. USD
102
Profil Spotlight
Debra Brede
Fokus Partners Formue
Needham, Massachusetts
$2 mia.
103
Profil Spotlight
Darrell Pennington
Ameriprise Financial Services
Houston, Texas
$1,3 mia.
104
Profil Spotlight
James Detterick
Graystone Consulting fra Morgan Stanley
Aspen, Colorado
43,1 mia. USD
105
Profil Spotlight
Christopher Lazos
Oppenheimer
Dorado, Puerto Rico
4,4 milliarder USD
106
Scott Wilson
Morgan Stanley Private Wealth Management
New York, New York
8,1 mia. USD
107
Seth Finkel
Neuberger Berman
New York, New York
$4,6 mia.
108
Profil Spotlight
Patti Brennan
Økonomisk nøgle
West Chester, Pennsylvania
2,5 mia. USD
109
Jason Dworak
UBS Private Wealth Management
Lincoln, Nebraska
$1,9 mia.
110
Trevor Fried
Morgan Stanley Wealth Management
Fort Lauderdale, Florida
3,2 mia. USD
111
Profil Spotlight
Brett Hoge
Truist Investment Services
Winston-Salem, North Carolina
$2,4 mia.
112
Dwight Emanuelson, Jr.
Merrill Private Wealth Management
Dallas, Texas
$8,6 mia.
113
Profil Spotlight
Melissa Corrado Harrison
UBS Private Wealth Management
Denver, Colorado
$1,8 mia.
114
Profil Spotlight
Joe Montgomery
Wells Fargo-rådgivere
Williamsburg, Virginia
$1,7 mia.
115
Bud King
UBS Private Wealth Management
St. Louis, Missouri
$2,6 mia.
116
Profil Spotlight
Jeffery Price
Merrill Wealth Management
Southlake, Texas
$1,9 mia.
117
Mark Moore
UBS Private Wealth Management
Austin, Texas
2,9 mia. USD
118
Stephanie Stiefel
Neuberger Berman
New York, New York
$4 mia.
119
Profil Spotlight
James Stack
Stak økonomistyring
Hvidfisk, Montana
$1,9 mia.
120
Profil Spotlight
Corina Davis
Merrill Wealth Management
Seattle, Washington
$1,4 mia.
121
Profil Spotlight
Randy Garcia
Investeringsrådgiveren
Las Vegas, Nevada
2,1 mia. USD
122
Joseph Matina
UBS Private Wealth Management
Napoli, Florida
3,4 milliarder USD
123
Lisa Detanna
Global Wealth Solutions Group | Raymond James
Beverly Hills, Californien
4,4 milliarder USD
124
Profil Spotlight
Raj Bhatia
Merrill Private Wealth Management
Napoli, Florida
$2,8 mia.
125
Dean Braun
Morgan Stanley Private Wealth Management
Seattle, Washington
$7 mia.
126
Rob Metcalf
UBS Private Wealth Management
Wayzata, Minnesota
6,1 mia. USD
127
Profil Spotlight
Curtis Eustis
Merrill Private Wealth Management
New Orleans, Louisiana
$2,3 mia.
128
Profil Spotlight
Greg Marcus
UBS Private Wealth Management
Bethesda, Maryland
$1,3 mia.
129
Robert Dyer
Merrill Private Wealth Management
New York, New York
$2,7 mia.
130
Andrew Kahner
UBS Wealth Management
New York, New York
$2 mia.
131
Scott Mahoney
Morgan Stanley Private Wealth Management
Morristown, New Jersey
$1,8 mia.
132
Profil Spotlight
Charles Noble III
Janney Montgomery Scott
New Haven, Connecticut
$1,9 mia.
133
Profil Spotlight
David Briegs
Merrill Wealth Management
Bridgewater, New Jersey
$2,8 mia.
134
Fotos Piniros
Morgan Stanley Private Wealth Management
New York, New York
14 milliarder USD
135
Profil Spotlight
Sharon Oberlander
Merrill Wealth Management
Chicago, Illinois
2,5 mia. USD
136
Profil Spotlight
Greg Onken
J.P. Morgan Wealth Management
San Francisco, Californien
$8,2 mia.
137
Blair Cornell
UBS Wealth Management
Miamisburg, Ohio
2,2 mia. USD
138
Profil Spotlight
Timothy Long
Merrill Wealth Management
Grand Rapids, Michigan
$7,8 mia.
139
Judy Fredrickson
UBS Private Wealth Management
Wayzata, Minnesota
6,1 mia. USD
140
Profil Spotlight
Keith Apton
UBS Private Wealth Management
Washington, District of Columbia
$4,6 mia.
141
Michael Ricca
Morgan Stanley Wealth Management
Morristown, New Jersey
6,8 mia. USD
142
Profil Spotlight
Andrew Vahab
J.P. Morgan Wealth Management
Boca Raton, Florida
5,3 milliarder USD
143
Profil Spotlight
James Whitney
Graystone Consulting fra Morgan Stanley
Chicago, Illinois
5,5 mia. USD
144
Profil Spotlight
Richard Migliore
Merrill Private Wealth Management
Columbia, South Carolina
$11,5 mia.
145
Profil Spotlight
Bruce Burrows
Morgan Stanley Private Wealth Management
Garden City, New York
$49,8 mia.
146
Profil Spotlight
Tracey Gluck
J.P. Morgan Wealth Management
Los Angeles, Californien
4,3 milliarder USD
147
Todd Silaika
Merrill Wealth Management
Clifton Park, New York
3,5 mia. USD
148
Brian Firring
Wells Fargo-rådgivere
Beverly Hills, Californien
$2,4 mia.
149
R. Scot Smith
Morgan Stanley Wealth Management
Dallas, Texas
$2,4 mia.
150
Charles Balducci
Merrill Wealth Management
New York, New York
$4,1 mia.
151
PJ Schwarz
Morgan Stanley Private Wealth Management
New York, New York
5,1 mia. USD
152
Profil Spotlight
Tom Vacheron
Merrill Private Wealth Management
Fairfield, Connecticut
3,1 mia. USD
153
Paul Ried
Paul R Ried Financial Group
Bellevue, Washington
$1,2 mia.
154
Mary Mullin
Merrill Wealth Management
Boston, Massachusetts
$1,8 mia.
155
Bill Oliver
Wells Fargo-rådgivere
Charlotte, North Carolina
3,1 mia. USD
156
Profil Spotlight
Jeffrey Fratarcangeli
Fratarcangeli Wealth Management
Bloomfield Hills, Michigan
3,1 mia. USD
157
Profil Spotlight
Daniel O'Connell
Merrill Wealth Management
Garden City, New York
$2,6 mia.
158
Harry Elish
UBS Private Wealth Management
New York, New York
3,6 mia. USD
159
Profil Spotlight
David Skid
Morgan Stanley Wealth Management
Atlanta, Georgia
2,1 mia. USD
160
Profil Spotlight
Brian Cooke
Cooke Financial Group
Indianapolis, Indiana
2,5 mia. USD
161
J. Chris Cooke
Cooke Financial Group
Indianapolis, Indiana
2,5 mia. USD
162
Harold Trischman
Morgan Stanley Wealth Management
Greenwich, Connecticut
$4 mia.
163
Profil Spotlight
Dominic Casanueva
Merrill Wealth Management
Lakewood Ranch, Florida
$8,4 mia.
164
Stacy Oster
UBS Wealth Management
Bellevue, Washington
$1,3 mia.
165
Evan Steinberg
Morgan Stanley Private Wealth Management
New York, New York
6,1 mia. USD
166
W. Corby May
Merrill Wealth Management
Garden City, New York
$2,4 mia.
167
Stephen Fish
UBS Wealth Management
Cincinnati, Ohio
3,5 mia. USD
168
David Karp
Cresset Asset Management
Reston, Virginia
$6,6 mia.
169
Profil Spotlight
Victor Livingstone
Morgan Stanley Private Wealth Management
Boston, Massachusetts
$8,4 mia.
170
Eric Payne
Merrill Wealth Management
Indianapolis, Indiana
3,5 mia. USD
171
Charles Day
UBS Private Wealth Management
New York, New York
2,5 mia. USD
172
John McCardell
Merrill Wealth Management
Charlotte, North Carolina
$11,5 mia.
173
Allen Schreiber
TSG Wealth Management | Wells Fargo Advisors Financial Network
Long Beach, Californien
16 mia. USD
174
Profil Spotlight
Michael Beckerman
Merrill Private Wealth Management
Coral Gables, Florida
3,4 milliarder USD
175
David Higgins
Rockefeller Capital Management
Atlanta, Georgia
3,3 mia. USD
176
Peter Bermont
Raymond James &Associates
Coral Gables, Florida
$4,7 mia.
177
Michael Breen
Merrill Private Wealth Management
San Francisco, Californien
$26,6 mia.
178
Profil Spotlight
Christopher Cook
Merrill Wealth Management
Florham Park, New Jersey
$2,4 mia.
179
Profil Spotlight
Jordan Mayer
J.P. Morgan Wealth Management
New York, New York
9,2 mia. USD
180
UBS Private Wealth Management
San Francisco, Californien
$2,8 mia.
181
Profil Spotlight
Michael Henley
Brandywin Oak Private Wealth
Kennett Square, Pennsylvania
$1,8 mia.
182
Jonathan Legg
Morgan Stanley Private Wealth Management
Washington, District of Columbia
3,5 mia. USD
183
Joel Bird
Ameriprise Financial Services
Bismarck, North Dakota
5,3 milliarder USD
184
Karl Wolfslau
Morgan Stanley Wealth Management
Long Beach, Californien
3,6 mia. USD
185
Gabriel Jay
UBS Private Wealth Management
Walnut Creek, Californien
$2,6 mia.
186
Kathy Grasmeder
Morgan Stanley Wealth Management
Glens Falls, New York
$1,8 mia.
187
Louise Gunderson
UBS Private Wealth Management
New York, New York
6,5 mia. USD
188
Ramzi Nuwayhid
Merrill Private Wealth Management
Boston, Massachusetts
2,5 mia. USD
189
Profil Spotlight
Andrew Schultz
Morgan Stanley Private Wealth Management
Miami Beach, Florida
$1,7 mia.
190
Mark Lippman
Wells Fargo-rådgivere
Linwood, New Jersey
3,3 mia. USD
191
Carl Cafaro
Merrill Wealth Management
Newton, Massachusetts
6,9 milliarder USD
192
Jim Rimmel
UBS Wealth Management
Pittsburgh, Pennsylvania
$2,7 mia.
193
Profil Spotlight
Kyle Chudom
Morgan Stanley Wealth Management
Napoli, Florida
2,1 mia. USD
194
Todd Battaglia
MG&A Wealth
Plantation, Florida
$1,2 mia.
195
Profil Spotlight
Matt Van Beek
Merrill Wealth Management
Seattle, Washington
$3,8 mia.
196
Profil Spotlight
George Papadoyannis
Ameriprise Financial Services
San Mateo, Californien
$1,4 mia.
197
Profil Spotlight
Jim Moriarity
Morgan Stanley Private Wealth Management
Palm Beach, Florida
$4,5 mia.
198
Matt Bret
UBS Wealth Management
Kansas City, Missouri
4,3 milliarder USD
199
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Trevor Wilde
Wilde Wealth Management Group | Cetera-rådgivere
Scottsdale, Arizona
$5 mia.
200
Profil Spotlight
Sal Tiano
Merrill Private Wealth Management
Palm Beach Gardens, Florida
$4 mia.
201
Dan Murphy
Morgan Stanley Wealth Management
Palo Alto, Californien
50,7 mia. USD
202
Jake DeCotiis
Wells Fargo-rådgivere
Short Hills, New Jersey
$2,3 mia.
203
Ajay Desai
UBS Private Wealth Management
Chicago, Illinois
3,4 milliarder USD
204
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Don d'Adesky
Raymond James &Associates
Boca Raton, Florida
6,3 milliarder USD
205
Holly Kroft
Neuberger Berman
New York, New York
4,4 milliarder USD
206
Jason Kirchmeier
Ameriprise Financial Services
Bismarck, North Dakota
5,3 milliarder USD
207
Russ Rabito
UBS Private Wealth Management
New York, New York
12,1 mia. USD
208
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Ryan Sprowls
114 Privat Formue | Wells Fargo Advisors Financial Network
Alexandria, Virginia
2,5 mia. USD
209
James Woldert
Morgan Stanley Wealth Management
Houston, Texas
$1,2 mia.
210
Profil Spotlight
Dan Wilson
Ameriprise Financial Services
Auburndale, Massachusetts
$3,8 mia.
211
Ron Mencias
Merrill Wealth Management
Indianapolis, Indiana
3,5 mia. USD
212
Tony Maddalena
Morgan Stanley Wealth Management
Køb, New York
3,3 mia. USD
213
Neil McPeak
McPeak Wealth Management Group | Wells Fargo Advisors Financial Network
Linwood, New Jersey
$2,4 mia.
214
Brandon Sobel
UBS Private Wealth Management
New York, New York
$1,6 mia.
215
Philip Appel
Merrill Wealth Management
Bloomfield Hills, Michigan
3,9 mia. USD
216
Kris Kasturi
Ameriprise Financial Services
Palm Coast, Florida
3,7 mia. USD
217
Jason Bogardus
Morgan Stanley Private Wealth Management
Menlo Park, Californien
$65,6 mia.
218
Trevor Byrne
Morgan Stanley Wealth Management
Boston, Massachusetts
$1,8 mia.
219
Chris Clifford
UBS Private Wealth Management
San Francisco, Californien
3,6 mia. USD
220
Daniel Ehrlich
Morgan Stanley Wealth Management
New York, New York
$2,8 mia.
221
Steve Nagel
Merrill Private Wealth Management
Frisco, Texas
2,5 mia. USD
222
Trevor Mathias
Morgan Stanley Wealth Management
Chicago, Illinois
$1,6 mia.
223
William Peterson
Neuberger Berman
New York, New York
3,2 mia. USD
224
Scott McEwan
Morgan Stanley Wealth Management
Newport Beach, Californien
6,1 mia. USD
225
Ryan C. Lewis
Morgan Stanley Private Wealth Management
New York, New York
43,1 mia. USD
226
Marcus Fagersten
UBS Private Wealth Management
San Francisco, Californien
10,9 mia. USD
227
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John Perry
Morgan Stanley Private Wealth Management
Indianapolis, Indiana
3,6 mia. USD
228
John Acker
UBS Wealth Management
Los Angeles, Californien
$2,3 mia.
229
Jens Pascucci
Merrill Wealth Management
Seattle, Washington
3,6 mia. USD
230
AJ Jugan
Ameriprise Financial Services
Pittsburgh, Pennsylvania
3,3 mia. USD
231
Brian Hahn
Neuberger Berman
Chicago, Illinois
$2,7 mia.
232
Profil Spotlight
Cam McKinney
William Blair
Chicago, Illinois
5,8 mia. USD
233
John Cimaroli
William Blair
Chicago, Illinois
5,8 mia. USD
234
Michael Shalhoup
Merrill Wealth Management
New York, New York
$3 mia.
235
Mark Wilkins
UBS Private Wealth Management
Clayton, Missouri
$1,4 mia.
236
Profil Spotlight
Scott Sparks
Sparks Financial | Northwestern Mutual
Denver, Colorado
$1,7 mia.
237
Phil Wood
Ameriprise Financial Services
Omaha, Nebraska
5,2 mia. USD
238
Andy Harbour
Graystone Consulting fra Morgan Stanley
Atlanta, Georgia
$11,7 mia.
239
Mark Fendrick
UBS Wealth Management
Mount Laurel, New Jersey
3,3 mia. USD
240
David Magrone
Merrill Private Wealth Management
New York, New York
$7,2 mia.
241
Mike Møller
Moeller Investment Group | Wells Fargo Advisors Financial Network
Chesterfield, Missouri
$2,4 mia.
242
Domenic Marinelli
Morgan Stanley Wealth Management
Boston, Massachusetts
$1,3 mia.
243
Tim Pagliara
CapWealth
Franklin, Tennessee
$1,8 mia.
244
John DeRosa
UBS Private Wealth Management
New York, New York
6,3 milliarder USD
245
Kent Kirby
UBS Private Wealth Management
Nashville, Tennessee
3,4 milliarder USD
246
Buck Wiley III
Merrill Private Wealth Management
Atlanta, Georgia
$2,8 mia.
247
Profil Spotlight
Jay Canell
Canell Group | Wells Fargo-rådgivere
New York, New York
$2,6 mia.
248
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Neil Canell
Canell Group | Wells Fargo-rådgivere
New York, New York
$2,6 mia.
249
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Timothy Finucan
Edward Jones
Webster City, Iowa
$1 mia.
250
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David Li
J.P. Morgan Wealth Management
Palm Beach Gardens, Florida
$1,5 mia.