THE WALL STREET JOURNAL. Thursday, March 19, 2020 |S9
Top 1200
Financial
Advisors
America’s
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
Rank High Ultrahigh Total Typical Typical
Customers
ALABAMA
- Tony Smith UBS Financial Services Birmingham •• $3,766 $50 $100
- Robert Runkle Merrill Lynch Wealth Mgmt Montgomery •••• 1,338 1.5 3.25
- Wes Clayton HighTower Twickenham Huntsville •••• 1,130 6 20
- Camper O’Neal Merrill Lynch Wealth Mgmt Birmingham •••••• 908 8 10
- Jeff Roberts Ameriprise Financial Birmingham ••• 710 0.5 1.25
- Jerry Duncan UBS Financial Services Birmingham •• 3,766 50 100
- Michael Warr Morgan Stanley PWM Tuscaloosa •• 463 5 10
- Michael Mullis Securities America Vestavia Hills •••• 685 0.95 1.75
- Brian Woodke Merrill Lynch Wealth Mgmt Birmingham •••• 1,141 4 7
- Steven Hudson Ameriprise Financial Birmingham ••• 546 1.9 3.85
- N William Hiden Morgan Stanley Wealth Mgmt Birmingham ••• 1,575 3 6
- Palmer Whiting Merrill Lynch Wealth Mgmt Mobile •• 474 2 5
ALASKA
- Jeff Leonard Raymond James Anchorage •••• $930 $2.5 $3.5
- N Ryan Callaway Ameriprise Financial Anchorage •• 435 0.75 1
- Kenneth Jones Merrill Lynch Wealth Mgmt Anchorage ••• 690 2.5 8
- Thomas Konop Morgan Stanley Wealth Mgmt Anchorage ••• 274 1.5 3
- Peter Jurasz Merrill Lynch Wealth Mgmt Juneau ••• 417 2.4 8
- N Kurt Martens Raymond James Anchorage ••••• 930 1.75 3
ARIZONA
- Trevor Wilde Wilde Wealth Mgmt Group Scottsdale ••• $1,160 $0.65 $1.75
- Steven Schultz UBS Financial Services Phoenix ••• 1,975 3 5
- Robert Bancroft Morgan Stanley PWM Scottsdale •• 1,314 20 40
- Scott Horn TFO Phoenix Phoenix •• 3,274 19 25
- Glenn Pahnke RBCWealthMgmt Scottsdale ••• 1,181 3.5 8
- David Stahle Merrill Lynch Wealth Mgmt Gilbert ••••• 2,557 3 5
- Michael Butt Morgan Stanley Wealth Mgmt Scottsdale ••• 735 2.1 2
- Jeffry Korte Merrill Lynch Wealth Mgmt Scottsdale ••• 705 1.25 3.5
- Nick Karabas Creative Planning - Scottsdale AZ Scottsdale ••• 505 0.4 1.5
- Brian Friedman Merrill Lynch Wealth Mgmt Phoenix •••• 1,119 7.5 18
- Michael Hudak MerrillPrivateWealthMgmt Phoenix ••• 2,433 10 20
- James Marten Merrill Lynch Wealth Mgmt Phoenix •••••• 2,319 3.5 5.5
- Brian Crawford Wells Fargo Advisors Tucson •••• 1,100 1.5 2.5
- Steve Rabin Ameriprise Financial Mesa ••• 700 1 2.5
- Ruth Transue Wells Fargo Advisors Tucson ••• 680 2 4
- N Alan Gendler Merrill Lynch Wealth Mgmt Scottsdale ••• 501 1.5 5
- Stephen Harnden Ameriprise Financial Peoria ••• 569 0.5 0.75
- Rick Wood Merrill Lynch Wealth Mgmt Scottsdale •• 1,687 1.3 2
- Christopher Downs Merrill Lynch Wealth Mgmt Gilbert ••• 829 2 3.5
- Paul Groves Morgan Stanley PWM Scottsdale •• 1,596 35 50
- Jacob Duffy Baird Scottsdale ••• 467 1.5 3.25
- Tony Bebbington UBS Financial Services Phoenix •• 244 0.5 2
- N Renee Hanson Ameriprise Financial Phoenix ••• 518 1.5 3.5
- N Mark Feldman MRA Associates Phoenix •••• 3,599 4.8 4.8
- JoeDiVito RBCWealthMgmt Phoenix •••• 470 2 5
- Charles “Chip” Pisoni RBCWealthMgmt Scottsdale ••• 448 2 3.95
- Mark Stein Galvin, Gaustad & Stein Scottsdale ••• 402 1.5 3.25
- N Steve Strong Merrill Lynch Wealth Mgmt Tucson ••• 485 3 10
- N Tim Cowdrey RBCWealthMgmt Scottsdale ••• 335 1.5 3
- Sean Waltz Merrill Lynch Wealth Mgmt Phoenix •••• 496 3.5 5
Rankings are based on assets
under management, revenue
generated for advisors’ firms,
and a variety of quality-of-
practice measures, including
advisors’ compliance records.
For more information about
therankings,pleaseemail
[email protected].
N=newtoranking
PWM=PrivateWealthManagement
WM=Wealth Management
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