Barron\'s 03.16.2020

S24 BARRON’S March 16, 2020

2020 2019 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional ($mil) ($mil) ($mil)

Individuals Net Worth Net Worth Assets Account Net Worth

High Ultrahigh Total Typical Typical

Rank

Customers

GEORGIA

1. 
   
   
   
   1. Rod Westmoreland Merrill Private Wealth Mgmt Atlanta •• $5,508 $40 $50
   
   
   
   


2. 
   
   
   
   4. James Hansberger Morgan Stanley PWM Atlanta ••• 2,110 25 60
   
   
   
   


3. 
   
   
   
   3. Brian Frank Morgan Stanley PWM Atlanta ••• 2,503 5 20
   
   
   
   


4. 
   
   
   
   2. Robert Balentine Balentine Atlanta ••••3,515 18.3 25
   
   
   
   


5. 
   
   
   
   11. Michael Merlin Morgan Stanley PWM Atlanta •••• 1,600 10 25
   
   
   
   


6. 
   
   
   
   6. Keith Mericka UBS Financial Services Atlanta •• 3,543 22 40
   
   
   
   


7. 
   
   
   
   7. Wes Moss Capital Investment Advisors Atlanta ••• 2,650 1.5 2.5
   
   
   
   


8. 
   
   
   
   13. Buck Wiley III Merrill Private Wealth Mgmt Atlanta ••• 1,539 20 30
   
   
   
   


9. 
   
   
   
   14. Ron Hughes MerrillPrivateWealthMgmt Atlanta • 1,223 45 50
   
   
   
   


10. 
    
    
    
    8. Vandyke Price UBS Financial Services Atlanta ••••5,421 20 30
    
    
    
    


11. 
    
    
    
    15. John Montgomery UBS Financial Services Atlanta •• 820 18.5 32
    
    
    
    


12. 
    
    
    
    12. Bert Ponder MerrillPrivateWealthMgmt Atlanta ••• 1,985 15 30
    
    
    
    


13. 
    
    
    
    26. Al Parker Morgan Stanley PWM Atlanta • 1,657 50 75
    
    
    
    


14. 
    
    
    
    16. Allen Wright UBS Financial Services Atlanta •••••5,463 150 300
    
    
    
    


15. 
    
    
    
    9. Earle Dodd UBS Financial Services Atlanta •••2,275 375 640
    
    
    
    


16. 
    
    
    
    19. Andrew Harbour Morgan Stanley Graystone Atlanta •••••3,662 3 5
    
    
    
    


17. 
    
    
    
    20. Michael Hines Consolidated Planning|Raymond James Atlanta ••• 776 2.5 4
    
    
    
    


18. N Donna Joyner MerrillLynchWealthMgmt Alpharetta ••• 1,000 8 10


19. N Erik Bjerke MerrillLynchWealthMgmt Atlanta •••••84,308 50 75


20. 
    
    
    
    30. Graham Roberts Morgan Stanley Wealth Mgmt Atlanta •• 1,589 5 10
    
    
    
    


21. N Saul Levy Morgan Stanley Wealth Mgmt Atlanta •• 1,608 10 16


22. N David Mack MerrillLynchWealthMgmt Atlanta •••••84,308 50 35


23. 
    
    
    
    28. Leslie Lauer UBS Financial Services Atlanta •••3,543 22 40
    
    
    
    


24. 
    
    
    
    22. Scott Thompson CIBCPrivateWealthMgmt Atlanta •• 3,901 28.5 25
    
    
    
    


25. 
    
    
    
    17. Jay Jowers MerrillPrivateWealthMgmt Atlanta ••• 1,985 20 30
    
    
    
    


26. N David Skid Morgan Stanley Wealth Mgmt Atlanta ••• 1,125 3 5


27. 
    
    
    
    27. Roger Green Green Financial Resources Duluth •• 492 0.2 0.5
    
    
    
    


28. 
    
    
    
    21. Ryan Smith NorthwesternMutualWealthMgmt Atlanta ••• 783 2.5 5
    
    
    
    


29. N Andy Zager UBS Financial Services Atlanta ••• 560 3 5


30. 
    
    
    
    29. Jake Bryant Ameriprise Financial Atlanta •••• 875 2.5 5
    
    
    
    

HAWAII

1. N Matthew Megorden UBS Financial Services Honolulu ••• $516 $5 $10


2. 
   
   
   
   2. Alan Kodama Ameriprise Financial Honolulu •• 385 0.3 1.4
   
   
   
   


3. 
   
   
   
   1. Peter Backus Morgan Stanley Graystone Honolulu ••••••1,401 2 5
   
   
   
   


4. 
   
   
   
   4. Jason Miyashita Raymond James Maite ••••••1,474 5 10
   
   
   
   


5. 
   
   
   
   6. James Bennett Morgan Stanley Wealth Mgmt Honolulu •••••1,340 1.5 3.5
   
   
   
   


6. 
   
   
   
   3. Peter Ehrman Morgan Stanley Wealth Mgmt Honolulu •••••1,156 1.35 3
   
   
   
   

IDAHO

1. 
   
   
   
   1. Robert Brian King RBCWealthMgmt Eagle ••••••$675 $5 $10
   
   
   
   


2. 
   
   
   
   3. Justin Samples Ameriprise Financial Boise ••••1,128 1 2
   
   
   
   


3. 
   
   
   
   2. Bruce Davidson Wells Fargo Advisors Boise •••• 420 3 6
   
   
   
   


4. 
   
   
   
   5. Robert Bracco Merrill Lynch Wealth Mgmt Boise ••• 407 3.5 5
   
   
   
   


5. N Sandra Dalton UBS Financial Services Boise •••• 574 3 10


6. 
   
   
   
   4. Uwe Ruttke Merrill Lynch Wealth Mgmt Boise ••• 663 4 8
   
   
   
   

ILLINOIS

1. 
   
   
   
   7. Paul Tashima UBS Financial Services Chicago •••$25,176 $80 $100
   
   
   
   


2. 
   
   
   
   1. Steven Hefter HLM Capital Highland Park •• 5,750 15 20
   
   
   
   


3. N Ryan Flury J.P. Morgan Chicago •• 11,112 150 150


4. 
   
   
   
   2. John Cultra William Blair Chicago ••• 3,914 17.5 25
   
   
   
   


5. N Charles Cooper J.P. Morgan Chicago • 7,800 100 500


6. 
   
   
   
   3. Thomas Wilson William Blair Chicago •• 2,425 10 15
   
   
   
   


7. 
   
   
   
   5. Brian Hahn Neuberger Berman Chicago •• 1,750 20 50
   
   
   
   


8. 
   
   
   
   4. Michael Gallagher Morgan Stanley Wealth Mgmt Chicago ••••7,122 1.5 5
   
   
   
   


9. 
   
   
   
   6. Steven Weinstein Altair Advisers Chicago •• 4,849 15 30
   
   
   
   


10. 
    
    
    
    10. Andrew Griffo Morgan Stanley Wealth Mgmt Chicago •••8,049 10 20
    
    
    
    


11. 
    
    
    
    25. Louis Paster UBS Financial Services Chicago •••26,337 80 100