FORBES.COM MARCH 20 20- Ron Vinder
Morgan Stanley Private
Wealth Mgmt.
$2.3B - Scott Stackman
UBS Private
Wealth Mgmt.
$3B - John Barrett
Merrill Lynch
Wealth Mgmt.
$1.9B - Shawn Rubin
Morgan Stanley Private
Wealth Mgmt.
$1.3B - Richard Pluta
Merrill Lynch
Wealth Mgmt.
$982M - Evan Steinberg
Morgan Stanley Private
Wealth Mgmt.
$2.3B - Peter Rukeyser
UBS Private
Wealth Mgmt.
$2B - Alex Williams
UBS Private
Wealth Mgmt.
$2B - Robert Waldele
Merrill Lynch
Wealth Mgmt.
$3.1B
NORTH CAROLINA - R. Mitchell Wickham
Merrill Private
Wealth Mgmt.
CHARLOTTE
$10B - Gregory Cash
Merrill Private
Wealth Mgmt.
CHARLOTTE
$10B - Larry Carroll
Carroll Financial
Associates
CHARLOTTE
$982M - John McCardell
Merrill Lynch
Wealth Mgmt.
CHARLOTTE
$4.2B - Patrick Rush
Triad Financial Advisors
(TFA)
GREENSBORO
$664M
NORTH DAKOTA - Joel Bird
Ameriprise
Financial Services
BISMARCK
$2.2B - Jason Kirchmeier
Ameriprise
Financial Services
BISMARCK
$2.2B - Dave Schlafman
AMERIPRISE
FINANCIAL SERVIC-
ES BISMARCK
$2.2B
OHIO - David Singer
Merrill Private
Wealth Mgmt.
CINCINNATI
$3.1B - David Ellis III
UBS Private
Wealth Mgmt.
CINCINNATI
$1.6B - Kevin Myeroff
NCA Financial Planners
CLEVELAND
$1.3B - Randy Carver
Carver
Financial Services/
Raymond James
MENTOR
$1.5B - Rick Buoncore
MAI Capital Mgmt.
CLEVELAND
$5.2B - Rip Hale
Morgan Stanley
Wealth Mgmt.
BEAVERCREEK
$1.2B - Dean Trindle
Morgan Stanley
Wealth Mgmt.
CINCINNATI
$636M - Dan Roe
Budros, Ruhlin & Roe
COLUMBUS
$28B - Paul Carbett a
Ameriprise
Financial Services
WORTHINGTON
$848M
OKLAHOMA - Jeff Blumenthal
Wells Fargo Advisors
OKLAHOMA CITY
$1B - Matt Monger
Merrill Lynch
Wealth Mgmt.
TULSA
$733M - Don Jackson
UBS Financial Services
TULSA
$412M - Steve Jelley
Merrill Lynch
Wealth Mgmt.
TULSA
$946M - John Cary
Morgan Stanley
Wealth Mgmt.
TULSA
$517M - Matt Cain
Merrill Lynch
Wealth Mgmt.
TULSA
$1.9B
OREGON - Judith McGee
McGee Wealth Mgmt./
Raymond James
PORTLAND
$632M - Lucas Newman
First Republic
Investment Mgmt.
PORTLAND
$694M - Keith Sheppard
UBS Financial Services
PORTLAND
$632M - Rebecca DeCesaro
First Republic
Investment Mgmt.
PORTLAND
$1B
PENNSYLVANIA - Peter Rohr
Merrill Private
Wealth Mgmt.
PHILADELPHIA
$4.5B - Johanna Walters
Merrill Lynch
Wealth Mgmt.
BLUE BELL
$5.1B - Patt i Brennan
Key Financial
WEST CHESTER
$1B - Grant Rawdin
Wescott Financial
Advisory Group
PHILADELPHIA
$2.3B - Samuel Spanos
Spanos Group of
Raymond James
BEAVER
$625M - David Lees
myCIO Wealth Partners
PHILADELPHIA
$8.1B - Peter Sargent
Janney Montgomery
Scott
YARDLEY
$734M - Jim Rimmel
UBS Financial Services
PITTSBURGH
$1.4B - Virgil Kahl
Spring Ridge
Financial Group
WYOMISSING
$767M
PUERTO RICO - Franco Estrada-
Velasco
UBS Private
Wealth Mgmt.
SAN JUAN
$431M
RHODE ISLAND - Malcolm Makin
Professional Planning
Group/Raymond James
WESTERLY
$1B - Edye De Marco
Merrill Lynch
Wealth Mgmt.
PROVIDENCE
$1B - Denise Roberts
Morgan Stanley
Wealth Mgmt.
NEWPORT
$440M
SOUTH CAROLINA - Richard Migliore
Merrill Lynch
Wealth Mgmt.
COLUMBIA
$4.2B - E. Robertson Kibler
Merrill Private
Wealth Mgmt.
COLUMBIA
$6.2B - Robert Vingi Jr.
Wells Fargo Advisors
CHARLESTON
$1.8B - Ronnie Dennis
Merrill Lynch
Wealth Mgmt.
COLUMBIA
$4.2B - Clark Gallivan
UBS Financial Services
GREENVILLE
$642M - Kenneth Parham
UBS Financial Services
GREENVILLE
$1B - J e ff Jones
Wells Fargo Advisors
HILTON HEAD ISLAND
$402M - Bert Arrowood
UBS Financial Services
GREENVILLE
$1B - Gary Bezilla
Wells Fargo Advisors
HILTON HEAD ISLAND
$645M
SOUTH DAKOTA- Gordon Wollman
Cornerstone
Financial Solutions/
Raymond James
SIOUX FALLS
$426M - Todd Nelson
Merrill Lynch
Wealth Mgmt.
SIOUX FALLS
$2.4B - David Olson
Merrill Lynch
Wealth Mgmt.
SIOUX FALLS
$680M - Mary Sterk
Sterk Financial Services
DAKOTA DUNES
$333M
TENNESSEE - Timothy Pagliara
CapWealth
FRANKLIN
$1B - Kent Kirby
UBS Private
Wealth Mgmt.
NASHVILLE
$2.6B - Tim Roberson
Merrill Lynch
Wealth Mgmt.
BRENTWOOD
$2.1B - Jeff rey Bates
Kings Point
Capital Mgmt.
BRENTWOOD
$977M - Matt Miller
Merrill Private
Wealth Mgmt.
BRENTWOOD
$924M
TEXAS (NORTHERN) - Charles McKinney
Morgan Stanley
Private Wealth Mgmt.
DALLAS
$1.3B - William Corbellini
Merrill Private
Wealth Mgmt.
DALLAS
$2.9B - Tommy McBride
Merrill Lynch
Wealth Mgmt.
DALLAS
$1.7B - Dwight
Emanuelson Jr.
Merrill Private
Wealth Mgmt.
DALLAS
$2.9B - Rob Bertino
UBS Private
Wealth Mgmt.
DALLAS
$978M - Van Pearcy
Van Pearcy’s Wealth
Services Team/
Raymond James
MIDLAND
$1.2B - Kevin Blonkvist Sr.
RBC Wealth Mgmt.
MIDLAND
$1.8B - Stephen Engro
Beacon
Financial Group
DALLAS
$787M
TEXAS (SOUTHERN) - Nestor Vicknair
Merrill Lynch
Wealth Mgmt.
HOUSTON
$5.6B - Scott Tiras
Ameriprise
Financial Services
HOUSTON
$1.9B - Bonner Barnes
Corda Investment
Mgmt.
HOUSTON
$1.1B - Darrell Pennington
Ameriprise
Financial Services
HOUSTON
$899M - Brian Tramontano
Merrill Lynch
Wealth Mgmt.
SAN ANTONIO
$648M - Fred De Groot
Merrill Lynch
Wealth Mgmt.
THE WOODLANDS
$1.9B - Langston Turner
UBS Private
Wealth Mgmt.
HOUSTON
$1.8B
UTAH - Dane Runia
Merrill Private
Wealth Mgmt.
PROVO
$2.7B - Nick Bapis
Rockefeller
Capital Mgmt.
SALT LAKE CITY
$1.3B - Glen Mintz
UBS Financial Services
PARK CITY
$1B - John Van Wagoner
Merrill Lynch
Wealth Mgmt.
SALT LAKE CITY
$655M - Jeff ry Roundy
Merrill Lynch
Wealth Mgmt.
SALT LAKE CITY
$1.2B
VERMONT- Tim Stotz
Morgan Stanley
Wealth Mgmt.
COLCHESTER
$708M - Brian Pelkey
Morgan Stanley
Wealth Mgmt.
COLCHESTER
$884M - Joshua Parker
Merrill Lynch
Wealth Mgmt.
BURLINGTON
$265M
VIRGINIA
(NORTHERN) - Paul Pagnato
Pagnato Karp
RESTON
$2.1B - Jeff Grinspoon
HighTower Advisors
VIENNA
$1.3B - Gregory Smith
Baird
RESTON
$2.1B - Simon Hamilton
Baird
RESTON
$2.1B - Ryan Sprowls
Wells Fargo Advisors
ALEXANDRIA
$1.3B - Tristan Caudron
Caudron Megary
Blackburn
Wealth Mgmt.
ALEXANDRIA
$1.6B
VIRGINIA
(SOUTHERN) - Joe Montgomery
Wells Fargo Advisors
WILLIAMSBURG
$1.3B - John Gill
BB&T Scott &
Stringfellow
VIRGINIA BEACH
$809M - Allan Strange
Janney Montgomery
Scott
RICHMOND
$664M - Jamie Cox
Harris Financial Group/
LPL
RICHMOND
$660M - Aashish Matani
Merrill Lynch
Wealth Mgmt.
NORFOLK
$1.2B - Brett Hayes
Hayes Nystrom Sarrett
Wealth Mgmt. Group
RICHMOND
$530M - Tim Mullins
Wells Fargo Advisors
RICHMOND
$903M
WASHINGTON - Michael Matt hews
UBS Private
Wealth Mgmt.
BELLEVUE
$1.2B - Bruce Munster
Merrill Private
Wealth Mgmt.
BELLEVUE
$2B - Steve Hollomon
Merrill Lynch
Wealth Mgmt.
SEATTLE
$2B - Erin Scannell
Ameriprise
Financial Services
MERCER ISLAND
$1.3B - Paul Ried
Paul R. Ried
Financial Group
BELLEVUE
$761M - Dean Braun
Morgan Stanley Private
Wealth Mgmt.
SEATTLE
$2B - Lowry West
Morgan Stanley Private
Wealth Mgmt.
SEATTLE
$1.1B - Michael Hershey
JP Morgan Securities
BELLEVUE
$950M
WEST VIRGINIA - Chris Hall
Hall Financial Advisors
PARKERSBURG
$650M - Fred Scheeren
Wells Fargo Advisors
WHEELING
$263M - Jeff rey H.
Biederman Jr.
Morgan Stanley
Wealth Mgmt.
HUNTINGTON
$349M
WISCONSIN - Andy Burish
UBS Financial Services
MADISON
$4B - Michael Klein
Baird
MILWAUKEE
$4.5B - John Petrie
Aspiriant
MILWAUKEE
$12.2B
4 Barry Martzahl
Morgan Stanley
Graystone
GREEN BAY
$1B - Bryan Sadoff
Sadoff Investment
Mgmt.
MILWAUKEE
$1.4B - Michael Sadoff
Sadoff Investment
Mgmt.
MILWAUKEE
$1.4B
WYOMING - Lester Brunker
UBS Private
Wealth Mgmt.
TETON VILLAGE
$345M - Jeff Vincent
Vincent Financial
Services
RIVERTON
$270M
For the full ranking,
please visit
forbes.com/
best-in-state-
wealth-advisorsAMERI
CA’
STOPWEALTHADVI
SORS58
CHRISTOPHER
AITKEN
Ponte Vedra Beach,
Florida
UBS Private Wealth
Management
“A tweet from
President Trump
or geological
events can derail
you. Our clients
have won the
race—I don’t want
to put them back
in it and crash out,
so we aren’t going
to take excep-
tional risk.”