Barron\'s 03.16.2020

S20 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

61. 
    
    
    
    60. Keith Tanabe Merrill Lynch Wealth Mgmt Los Angeles ••••••6,155 5 15
    
    
    
    


62. 
    
    
    
    56. David Bahnsen Bahnsen Group Newport Beach ••••1,693 7.5 10
    
    
    
    


63. N James Demmert Main Street Research Sausalito ••••1,050 3.5 15


64. 
    
    
    
    80. Sean Yu Morgan Stanley PWM Pasadena ••• 866 12 50
    
    
    
    


65. N Michael Breen Merrill Private Wealth Mgmt San Francisco ••• 10,101 25 50


66. 
    
    
    
    102. Tracey Gluck J.P. Morgan Securities Los Angeles •• 1,540 10 15
    
    
    
    


67. N Chris Wilkens Baker Street Advisors San Francisco •• 9,400 20 30


68. 
    
    
    
    72. Lisa Reed Neuberger Berman Los Angeles •• 945 7.5 10
    
    
    
    


69. 
    
    
    
    58. Philippe Hartl MerrillPrivateWealthMgmt CenturyCity ••• 5,464 45 80
    
    
    
    


70. 
    
    
    
    69. Mike Burbank Morgan Stanley PWM San Francisco •• 1,847 27 80
    
    
    
    


71. 
    
    
    
    86. Michael Genovese Genovese Burford & Brothers Sacramento ••••3,468 0.85 2.5
    
    
    
    


72. N Greg Schick Aspiriant San Francisco •• 12,296 10 15


73. 
    
    
    
    75. Adam S. Goldstein Ameriprise Financial Calabasas ••• 1,662 1 3.5
    
    
    
    


74. 
    
    
    
    84. Roger Wacker UBS Financial Services Los Angeles •••2,147 12 50
    
    
    
    

75.100. Harlan Spinner UBS Financial Services Los Angeles •••••3,566 25 40

76. 
    
    
    
    120. James Greenfield Morgan Stanley PWM San Francisco ••• 1,438 20 30
    
    
    121. 
         
         
         
         61. George Papadoyannis Ameriprise Financial San Mateo •• 1,900 3 10
         
         
         
         
    
    
    
    


77. 
    
    
    
    71. James Klein Morgan Stanley PWM Los Angeles ••• 2,104 10 25
    
    
    
    


78. 
    
    
    
    74. Renee Fourcade UBS Financial Services Los Angeles ••••4,434 10 5
    
    
    
    


79. N Seth Haye Morgan Stanley Wealth Mgmt Westlake Village ••• 1,318 3.5 5


80. 
    
    
    
    88. James McCabe Wells Fargo Advisors Beverly Hills •••• 1,730 12 25
    
    
    
    


81. 
    
    
    
    79. Brian Firring Wells Fargo Advisors Beverly Hills •• 1,800 20 40
    
    
    
    


82. 
    
    
    
    76. Sam Schoner First Republic Investment Mgmt San Francisco ••••1,943 5 10
    
    
    
    


83. 
    
    
    
    77. Grant Lee Morgan Stanley PWM San Francisco •• 2,669 15 25
    
    
    
    


84. 
    
    
    
    78. Chris Clifford UBS Financial Services San Francisco •• 1,465 18 30
    
    
    
    


85. N Carolyn Taylor Weatherly Asset Mgmt Del Mar ••• 818 2.2 5


86. N Ned Gibbons Morgan Stanley PWM Menlo Park •• 2,306 25 45


87. N Gerard Zell Morgan Stanley PWM Menlo Park •• 2,306 25 45


88. 
    
    
    
    118. Michael Allard CalBay Investments Danville ••• 765 1.5 3.5
    
    
    
    


89. 
    
    
    
    90. Michael van den Akker Baker Street Advisors San Francisco •• 9,400 20 30
    
    
    
    


90. 
    
    
    
    95. Brett Berry First Republic Investment Mgmt Menlo Park •••• 871 7 20
    
    
    
    


91. 
    
    
    
    89. Michael Baumer Morgan Stanley PWM San Francisco •• 3,616 25 40
    
    
    
    


92. 
    
    
    
    92. Gary Fournier J.P. Morgan Securities Los Angeles •••••1,310 10 25
    
    
    
    


93. 
    
    
    
    91. Andrew Basch Morgan Stanley PWM Los Angeles •••3,192 10 25
    
    
    
    


94. 
    
    
    
    116. Sean Bricmont First Republic Investment Mgmt San Francisco •• 1,075 3 10
    
    
    
    


95. 
    
    
    
    104. Mark Hebner IndexFundAdvisors Irvine ••• 1,239 3.3 3.3
    
    
    
    


96. 
    
    
    
    68. Lance Marcus Merrill Lynch Wealth Mgmt Pasadena ••• 1,117 5 10
    
    
    
    


97. 
    
    
    
    112. Philip Walters Wells Fargo Advisors Beverly Hills ••••4,259 8 15
    
    
    
    


98. 
    
    
    
    101. Steve Winston Morgan Stanley Wealth Mgmt Los Angeles •••• 1,446 5.6 12
    
    
    
    


99. 
    
    
    
    117. Jeffrey Germain Wells Fargo Advisors Los Angeles •• 1,270 12 30
    
    
    
    


100. 
     
     
     
     114. Micah Scheinberg Alex. Brown|Raymond James Century City •• 1,762 20 40
     
     
     
     


101. N Alma Guimarin Morgan Stanley Wealth Mgmt San Jose ••• 951 3 7


102. 
     
     
     
     110. Ryan McClellan UBS Financial Services Los Angeles • 3,240 30 50
     
     
     
     


103. 
     
     
     
     105. David Jasper UBS Financial Services San Francisco ••• 1,894 50 50
     
     
     
     


104. 
     
     
     
     107. Michael Evans UBS Financial Services San Francisco ••• 1,894 50 50
     
     
     
     


105. N Hugh Beecher First Republic Investment Mgmt San Francisco •••••1,485 15 25


106. N Jeffrey Traum Morgan Stanley PWM Menlo Park ••••1,965 8 50


107. 
     
     
     
     83. Dan Murphy Morgan Stanley Wealth Mgmt Menlo Park ••••13,046 10 20
     
     
     
     

109.106. Sonny Kothari Merrill Lynch Wealth Mgmt Brea •• 1,342 4 6

110. N Robert Jacobs Morgan Stanley Wealth Mgmt Westlake Village ••• 841 2 4


111. 
     
     
     
     115. Vivek Thoppay Merrill Lynch Wealth Mgmt San Jose •• 669 4 6
     
     
     
     


112. 
     
     
     
     108. Lawrence Smith UBS Financial Services Brea ••••1,037 1.5 3
     
     
     
     


113. 
     
     
     
     97. David Molnar HighTower San Diego San Diego •• 972 10 10.8
     
     
     
     


114. 
     
     
     
     113. Patrick Severo RBCWealthMgmt BeverlyHills ••••1,804 12.5 25
     
     
     
     


115. 
     
     
     
     119. Darren Pfefferman Morgan Stanley PWM San Diego •••••1,657 10 30
     
     
     
     


116. 
     
     
     
     99. Richard Palmer Morgan Stanley PWM San Francisco ••••• 8,731 30 50
     
     
     
     


117. N Jennifer Garcia Wells Fargo Advisors Encino •• 1,050 5 15


118. 
     
     
     
     103. Devon Porpora First Republic Investment Mgmt San Francisco ••••• 589 5 9
     
     
     
     


119. 
     
     
     
     94. Kerrick Bubb KWB Wealth Redlands •••• 734 0.7 1.5
     
     
     
     


120. 
     
     
     
     98. Perry Richards Merrill Lynch Wealth Mgmt Beverly Hills •••••1,052 5 25