Barron\'s 03.16.2020

March 16, 2020 BARRON’S S39

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

WEST VIRGINIA

1. 
   
   
   
   2. Christopher Hall Hall Financial Advisors Parkersburg ••••$854 $0.7 $1
   
   
   
   


2. 
   
   
   
   1. David Miller RBCWealthMgmt Huntington ••••••1,356 0.8 3
   
   
   
   


3. 
   
   
   
   3. Edward Stike RBCWealthMgmt Charleston •••• 517 0.75 1.5
   
   
   
   


4. N John Dawson Morgan Stanley Graystone Charleston ••••••3,980 25 50


5. N James Michael Goodwin Morgan Stanley Graystone Charleston ••••••3,980 2 5


6. 
   
   
   
   4. Tom Kliethermes Edward Jones Fairmont ••• 449 1 1.2
   
   
   
   

WISCONSIN

1. 
   
   
   
   1. Michael Klein Baird Milwaukee ••••••$12,381 $27 $35
   
   
   
   


2. 
   
   
   
   2. Andrew Burish UBS Financial Services Madison ••• 3,712 2 3
   
   
   
   


3. 
   
   
   
   7. Bryan Sadoff Sadoff Investment Mgmt Milwaukee ••• 1,406 2.3 3
   
   
   
   


4. 
   
   
   
   5. Barry Martzahl Morgan Stanley Graystone Green Bay ••••2,562 5 10
   
   
   
   


5. 
   
   
   
   6. Michael Sadoff Sadoff Investment Mgmt Milwaukee ••• 1,406 2.3 3
   
   
   
   


6. 
   
   
   
   4. Mark Orgel OrgelWealthMgmt Altoona ••••4,705 2 6
   
   
   
   


7. 
   
   
   
   8. Jeffrey Kowal Kowal Inv Group|Raymond James Waukesha •• 925 0.85 1.5
   
   
   
   


8. 
   
   
   
   3. Thomas Parks Morgan Stanley Graystone Milwaukee •••11,203 75 75
   
   
   
   


9. 
   
   
   
   9. Philip Dallman Baird Milwaukee ••••••12,381 27 35
   
   
   
   


10. 
    
    
    
    12. Walter Meanwell Wells Fargo Advisors Madison ••• 620 0.9 2.9
    
    
    
    


11. 
    
    
    
    11. Vincenzo Cimino Wealth Enhancement Group Clinton •• 544 0.1 0.4
    
    
    
    


12. 
    
    
    
    10. David Epstein Baird Milwaukee •••• 3,575 7.5 10
    
    
    
    


13. 
    
    
    
    18. Michael Smith Ameriprise Financial Stevens Point •• 543 0.85 1.35
    
    
    
    


14. 
    
    
    
    15. John Larsen RBCWealthMgmt Mequon ••• 648 2 3
    
    
    
    


15. N Anthony Consiglio Baird Waukesha •• 685 1 2.1


16. N Chris Doughty Gentian Financial|Raymond James Mequon •• 422 1.25 2.25


17. 
    
    
    
    17. Chris Calvelli Baird Milwaukee •••• 3,575 7.5 10
    
    
    
    


18. N Matthew Heckmann NorthwesternMutualWealthMgmt Middleton ••• 539 2.3 5

WYOMING

1. 
   
   
   
   1. Kevin Murphy Stifel Casper ••• $507 $1.25 $2.5
   
   
   
   


2. 
   
   
   
   2. Jeffrey Vincent Vincent Financial Services Riverton ••• 281 1 2
   
   
   
   


3. 
   
   
   
   3. Ryan Scott Edward Jones Rock Springs •• 246 1 1.7
   
   
   
   


4. 
   
   
   
   4. Christopher Van Slyke WorthPointe Jackson •••• 500 1 3
   
   
   
   


5. N Randy Halfpop Compass WG|Raymond James Cheyenne ••• 275 0.55 1


6. 
   
   
   
   5. Daniel Stevens Edward Jones Cody ••• 204 0.75 0.8
   
   
   
   

N=new to ranking PWM=Private Wealth Management WM=Wealth Management

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