AMERI
CA’
STOPWEALTHADVI
SORS54
FORBES.COM MARCH 20 20ALABAMA- Moss Crosby
HighTower Advisors
HUNTSVILLE
$1B - Tony Smith
UBS Financial Services
BIRMINGHAM
$3.5B - Camper O’Neal
Merrill Lynch
Wealth Mgmt.
BIRMINGHAM
$893M - Bob Runkle
Merrill Lynch
Wealth Mgmt.
MONTGOMERY
$1B - Mark Mantooth
Merrill Lynch
Wealth Mgmt.
HUNTSVILLE
$901M - Michael Warr
Morgan Stanley
Wealth Mgmt.
TUSCALOOSA
$455M - Brian M. Woodke
Merrill Lynch
Wealth Mgmt.
BIRMINGHAM
$967M - Alistair
Harding-Smith
Morgan Stanley
Wealth Mgmt.
BIRMINGHAM
$795M - Palmer Whiting
Merrill Lynch
Wealth Mgmt.
MOBILE
$467M - S. Wesley Carpenter
Merrill Lynch
Wealth Mgmt.
FAIRHOPE
$444M - Robert Comer
Merrill Lynch
Wealth Mgmt.
BIRMINGHAM
$405M
ALASKA - Tommy Kibler
Merrill Lynch
Wealth Mgmt.
ANCHORAGE
$352M - Tom Konop
Morgan Stanley
Wealth Mgmt.
ANCHORAGE
$268M - Ryan Callaway
Ameriprise Financial
Services
ANCHORAGE
$475M - Kenneth Jones
Merrill Lynch
Wealth Mgmt.
ANCHORAGE
$676M
ARIZONA - Steven Schultz
UBS Financial Services
PHOENIX
$1.9B - Glenn Pahnke
RBC Wealth Mgmt.
SCOTTSDALE
$760M - Jeff ry Korte
Merrill Lynch
Wealth Mgmt.
SCOTTSDALE
$681M - Robert Bancroft
Morgan Stanley Private
Wealth Mgmt.
SCOTTSDALE
$1.3B - Joe Di Vito
RBC Wealth Mgmt.
PHOENIX
$540M - Brian Crawford
Wells Fargo Advisors
TUCSON
$1.1B - Jacob Duff y
Baird
SCOTTSDALE
$426M - Tony Bebbington
UBS Financial Services
PHOENIX
$241M
ARKANSAS - Hardy Winburn
UBS Financial Services
LITTLE ROCK
$557M - Don McDonald
Merrill Lynch
Wealth Mgmt.
FORT SMITH
$3.6B - Robby Bader
The Solomon Wealth
Grp./Raymond James
SPRINGDALE
$421M - Pledger Monk
Merrill Lynch
Wealth Mgmt.
LITTLE ROCK
$1.9B
CALIFORNIA
(SAN FRANCISCO) - Troy Griepp
Morgan Stanley Private
Wealth Mgmt.
$11.2B - Elaine Meyers
JP Morgan Securities
$2.8B - Jesse Bromberg
Morgan Stanley
Wealth Mgmt.
$1.3B - Jeff rey Colin
Baker Street Advisors
$9.1B - Debra Wetherby
Wetherby Asset Mgmt.
$5B - Shane Brisbin
Morgan Stanley Private
Wealth Mgmt.
$3.8B - Tim Emanuels
Morgan Stanley Private
Wealth Mgmt.
$6.9B - Ash Chopra
Merrill Private
Wealth Mgmt.
$2.8B - Dagny Maidman
First Republic
Investment Mgmt.
$3.9B - Sandi Bragar
Aspiriant
$12.2B - Rick Gordon
First Republic
Investment Mgmt.
$1.5B - Gillian Yu
Morgan Stanley Private
Wealth Mgmt.
$5.8B - Roger A. Carter
Sepio Capital
$3B - Greg Onken
JP Morgan Securities
$3.3B - Debbie Jorgensen
Merrill Lynch
Wealth Mgmt.
$1.8B
CALIFORNIA
(SOUTHERN)- Laila Pence
Pence Wealth Mgmt.
NEWPORT BEACH
$1.4B - David Bahnsen
HighTower Advisors
NEWPORT BEACH
$1.5B - Joseph D. Anderson
Pure Financial Advisors
SAN DIEGO
$2.3B - Sonny Kothari
Merrill Lynch
Wealth Mgmt.
BREA
$1.3B - Carolyn Taylor
Weatherly Asset Mgmt.
DEL MAR
$863M - Chad Evans
Morgan Stanley
Wealth Mgmt.
NEWPORT BEACH
$9.8B - Bob Inbody
Morgan Stanley
Wealth Mgmt.
LA JOLLA
$3.1B - Larry Smith
UBS Financial Services
BREA
$983M - Kerrick Bubb
KWB Wealth Managers
REDLANDS
$729M - David Molnar
HighTower Advisors
SAN DIEGO
$950M - Courtney Liddy
UBS Financial Services
SAN DIEGO
$647M - Peter Huff man
Merrill Lynch
Wealth Mgmt.
LA JOLLA
$722M - Anouchka Balog
Morgan Stanley
Wealth Mgmt.
LAGUNA NIGUEL
$670M
CALIFORNIA
(NORTHERN) - Mark Curtis
Morgan Stanley
Graystone
PALO ALTO
$105B - Greg Vaughan
Morgan Stanley Private
Wealth Mgmt.
MENLO PARK
$9.5B - Andy Chase
Morgan Stanley Private
Wealth Mgmt.
MENLO PARK
$27.7B - Robert J. Skinner II
IEQ Capital
FOSTER CITY
$7.8B - Mark Douglass
Morgan Stanley Private
Wealth Mgmt.
MENLO PARK
$5.7B - Jon Goldstein
First Republic
Investment Mgmt.
PALO ALTO
$3B - Cheryl Young
Morgan Stanley
Wealth Mgmt.
LOS GATOS
$993M - George
Papadoyannis
Ameriprise
Financial Services
SAN MATEO
$850M - Dana Jackson
Morgan Stanley Private
Wealth Mgmt.
MENLO PARK
$42B - Michael Abrams
Wells Fargo Advisors
PALO ALTO
$6.5B - Alan Zafran
IEQ Capital
FOSTER CITY
$7.8B - Rich Petit
Morgan Stanley Private
Wealth Mgmt.
MENLO PARK
$6.5B
CALIFORNIA
(LOS ANGELES AREA) - Randy C. Conner
Churchill Mgmt. Group
LOS ANGELES
$6B - Richard Jones
Merrill Private
Wealth Mgmt.
LOS ANGELES
$15.7B - Reza Zafari
Merrill Private
Wealth Mgmt.
LOS ANGELES
$15.7B - Rebecca Rothstein
Merrill Private
Wealth Mgmt.
BEVERLY HILLS
$3.2B - David Hou
Evoke Wealth
LOS ANGELES
$4.9B - Alan Whitman
Morgan Stanley
Wealth Mgmt.
PASADENA
$1.8B - Drew Freides
UBS Private
Wealth Mgmt.
LOS ANGELES
$4.6B - Mark Schulten
Wells Fargo Advisors
LONG BEACH
$3.8B - Drew Zager
Morgan Stanley Private
Wealth Mgmt.
LOS ANGELES
$7.9B - Eric Gray
Merrill Private
Wealth Mgmt.
LOS ANGELES
$9.3B - Craig Chiate
UBS Private
Wealth Mgmt.
LOS ANGELES
$3.2.B - Spuds Powell
Kayne Anderson
Rudnick
LOS ANGELES
$4.4B - Sean Yu
Morgan Stanley Private
Wealth Mgmt.
PASADENA
$900M - Michael Kanigher
UBS Private
Wealth Mgmt.
LOS ANGELES
$4.6B
COLORADO - Shawn Fowler
Morgan Stanley Private
Wealth Mgmt.
DENVER
$3.3B - Wally Obermeyer
Obermeyer Wood
Investment Counsel
ASPEN
$1.6B - Mark Smith
M.J. Smith & Associ-
ates/Raymond James
GREENWOOD VILLAGE
$786M - Pamela Rosenau
HighTower Advisors
ASPEN
$1.1B - Melissa Corrado
Harrison
UBS Private
Wealth Mgmt.
DENVER
$1.1B - Perry Matt ern
Matt ern Capital Mgmt.
DENVER
$480M - Diane Padalino
Merrill Private
Wealth Mgmt.
DENVER
$1.5B - Ali Phillips
Obermeyer Wood
Investment Counsel
ASPEN
$1.6B - Mark Brown
Brown and Company
DENVER
$508M - Donna Di Ianni
Merrill Lynch
Wealth Mgmt.
ASPEN
$1.2B - Andrew Dodds
Dodds Wealth
Mgmt. Group/LPL
ENGLEWOOD
$423M
CONNECTICUT - Jeff Erdmann
Merrill Private
Wealth Mgmt.
GREENWICH
$8.6B - Paul Tramontano
First Republic
Investment Mgmt.
GREENWICH
$2B - William Greco
UBS Financial Services
HARTFORD
$3.7B - Brian Hetherington
Merrill Private
Wealth Mgmt.
NEW CANAAN
$2.7B - Ron Weiner
HighTower Advisors
WESTPORT
$859M - Charles Noble III
Janney
Montgomery Scott
NEW HAVEN
$1B - Tom Vacheron
Merrill Private
Wealth Mgmt.
FAIRFIELD
$1.7B - Harold Trischman
Morgan Stanley
Wealth Mgmt.
GREENWICH
$1.9B - Thomas Frame
Morgan Stanley Private
Wealth Mgmt.
GREENWICH
$1.4B - Bryan Stepanian
Alex. Brown/
Raymond James
GREENWICH
$1.1B - Teresa Jacobsen
UBS Private
Wealth Mgmt.
STAMFORD
$851M
DELAWARE - Thomas Weisenfels
Merrill Lynch
Wealth Mgmt.
WILMINGTON
$475M - Mike Koppenhaver
Merrill Lynch
Wealth Mgmt.
DOVER
$749M - Thomas Rice
Merrill Lynch
Wealth Mgmt.
WILMINGTON
$1.4B - David Plaza
Merrill Lynch
Wealth Mgmt.
WILMINGTON
$413M - Jason Betz
Ameriprise
Financial Services
WILMINGTON
$300M - Donald Truesdell Jr.
Merrill Lynch
Wealth Mgmt.
WILMINGTON
$1.4B - TJ Z a k
Wells Fargo Advisors
GREENVILLE
$340M
DISTRICT OF
COLUMBIA - Marvin McIntyre
Morgan Stanley Private
Wealth Mgmt.
$3.8B - Keith Apton
UBS Financial Services
$1.5B - Jim Wohlgemuth
Morgan Stanley Private
Wealth Mgmt.
$758M - Brett Anthony
Morgan Stanley
Wealth Mgmt.
$2.9B - J.C. McKnight
Merrill Lynch
Wealth Mgmt.
$1.3B - Michael O’Neill
Morgan Stanley Private
Wealth Mgmt.
$2B
FLORIDA
(MIAMI AREA) - Louis Chiavacci
Merrill Private
Wealth Mgmt.
CORAL GABLES
$2.9B - Adam Carlin
Morgan Stanley Private
Wealth Mgmt.
CORAL GABLES
$2.9B - Margaret Starner
The Starner Group of
Raymond James
CORAL GABLES
$1.1B - Peter Bermont
The Bermont
Advisory Group of
Raymond James
CORAL GABLES
$2.1B - Andrew Schultz
Morgan Stanley Private
Wealth Mgmt.
MIAMI BEACH
$738M - Ghislain Gouraige
UBS Private
Wealth Mgmt.
CORAL GABLES
$2B - Jorge Gomez
UBS Financial Services
CORAL GABLES
$1.1B - Bruno Miranda
UBS Financial Services
CORAL GABLES
$650M
PETER PRINCI
Boston
Morgan Stanley
Graystone
“Don’t get caught
up in day-to-day
ups and downs of
news concerning
geopolitical risk
or polarization of
politics. There’s
always something
to get emotional
about, but the
focus should be
on economic
fundamentals.”DEBRA
WETHERBY
San Francisco
Wetherby Asset
Management
“Many who have
founded fi rms in
this business are
now facing the
decision of how
(and in what form)
their fi rm will
survive them and
pass to the next
generation.”