The Wall Street Journal - 19.03.2020

S12| Thursday, March 19, 2020 THE WALL STREET JOURNAL.

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

30. 
    
    
    
    14. Ghislain Gouraige UBS Financial Services Coral Gables •••• 2,602 30 50
    
    
    15. N Jose Cabrera Raymond James Coral Gables •••• 4,026 5 10
    
    
    
    


31. 
    
    
    
    44. V. Raymond Ferrara ProVise Mgmt Group Clearwater •••• 1,511 0.6 2
    
    
    
    


32. 35.N.J. Lawrence Catena Merrill Private Wealth Mgmt Naples •• 735 25 50


33. 
    
    
    
    36. Roy Borrego MerrillLynchWealthMgmt PuntaGorda •••• 5,765 2.5 5
    
    
    
    


34. 
    
    
    
    40. Dominic Casanueva MerrillLynchWealthMgmt LakewoodRanch ••• 5,765 2 2.5
    
    
    
    


35. 
    
    
    
    37. Steven Wagner OmniaFamilyWealth Aventura •• 1,946 30 50
    
    
    38. 
        
        
        
        48. Aimee Cogan Morgan Stanley Wealth Mgmt Sarasota ••••• 1,066 10 20
        
        
        
        
    
    
    
    


36. 
    
    
    
    38. Michael Barron UBS Financial Services West Palm Beach •••• 1,044 4 5
    
    
    
    


37. 
    
    
    
    59. Trevor Fried Morgan Stanley Wealth Mgmt Fort Lauderdale ••• 814 2 5
    
    
    
    


38. 
    
    
    
    33. Barry Rubin Merrill Lynch Wealth Mgmt Delray Beach ••• 1,215 4.6 8.5
    
    
    34. 
        
        
        
        28. Thais Piotrowski Ameriprise Financial Boca Raton ••• 1,009 0.8 2
        
        
        
        
    
    
    
    


39. 
    
    
    
    34. Louise Armour J.P. Morgan Securities Palm Beach Gardens ••• 4,200 10 30
    
    
    
    


40. 
    
    
    
    56. Kevin Johnson Morgan Stanley PWM Naples •• 475 20 50
    
    
    
    


41. N Daryn Pingleton Merrill Lynch Wealth Mgmt West Palm Beach ••• 929 4 8


42. N Kurt Sylvia J.P. Morgan Securities Palm Beach Gardens •••• 740 10 20


43. 
    
    
    
    49. William LaPato Merrill Lynch Wealth Mgmt Boca Raton ••• 620 5 8
    
    
    50. 
        
        
        
        46. Scott Pinkerton Pinkerton, Harkins & Mehserle PW Venice ••••• 1,122 5.5 9.5
        
        
        
        
    
    
    
    


44. 
    
    
    
    58. Gregory Pollock MerrillLynchWealthMgmt Rockledge •••• 1,898 4 5.5
    
    
    
    


45. 
    
    
    
    47. Matt Kilgroe UBS Financial Services St. Petersburg ••• 1,084 6 12
    
    
    
    


46. 
    
    
    
    62. Michelle Mayer Merrill Private Wealth Mgmt Naples ••• 928 20 50
    
    
    63. 
        
        
        
        41. Adam Rosenfeld Merrill Lynch Wealth Mgmt Miami •• 777 30 100
        
        
        
        
    
    
    
    


47. N Stephen Curley WaterOak Advisors Winter Park ••• 2,114 12.5 15


48. 
    
    
    
    35. Lucas Haber Merrill Lynch Wealth Mgmt Daytona Beach ••• 558 1.5 3
    
    
    
    


49. 
    
    
    
    43. Gregory O’Hare Merrill Private Wealth Mgmt Palm Beach Gardens •• 704 15 30
    
    
    
    


50. N Scott Macaione WaterOak Advisors Winter Park ••• 2,114 3 6


51. 
    
    
    
    50. Rachel Barzilay Merrill Lynch Wealth Mgmt Boca Raton ••• 935 6 10
    
    
    51. 
        
        
        
        53. David Abelson Morgan Stanley Wealth Mgmt Palm Harbor •••• 563 2.7 6
        
        
        
        
    
    
    
    


52. 
    
    
    
    51. Damion Carufe J.P. Morgan Securities Palm Beach Gardens ••• 930 7 15
    
    
    
    


53. 
    
    
    
    69. Mickey Silverman Raymond James Boca Raton ••• 2,100 5 10
    
    
    
    


54. 
    
    
    
    42. Michael Silver Baron Silver Stevens Financial Adv Boca Raton ••••• 650 1 4
    
    
    43. 24.D.C. Neil Kishter MerrillPrivateWealthMgmt BocaRaton ••• 754 5 7.5
    
    
    
    


55. N Sergio Akselrad J.P. Morgan Securities Miami •• 1,775 20 50


56. 
    
    
    
    63. Nadine Miller Morgan Stanley Wealth Mgmt Miami ••• 735 1.6 6
    
    
    
    


57. 
    
    
    
    45. Steve McGovern Merrill Lynch Wealth Mgmt Stuart ••• 643 5 7.5
    
    
    
    


58. 
    
    
    
    55. Chris Leeper Raymond James Jacksonville ••• 1,020 1.5 2.5
    
    
    
    


59. 
    
    
    
    70. Keith Jacoby Wells Fargo Advisors Naples ••• 2,099 10 15
    
    
    71. 
        
        
        
        57. Conrad Santiago Ameriprise Financial Orlando •• 1,451 0.5 1.5
        
        
        
        
    
    
    
    


60. N Chris Garvin UBS Financial Services Fort Lauderdale ••••• 849 5 12


61. 
    
    
    
    54. Adam Meinrod Raymond James Jacksonville •••• 999 1.5 2.5
    
    
    55. 
        
        
        
        76. Thomas Ruggie Ruggie Wealth Mgmt Tavares •••• 1,177 1.1 2.65
        
        
        
        
    
    
    56. N George Perez GenTrust Miami •• 1,658 7.2 7.2
    
    
    57. 
        
        
        
        77. Douglas Simon Alex. Brown|Raymond James Palm Beach ••••• 797 9 15
        
        
        
        
    
    
    58. 
        
        
        
        61. Erick Ellsweig Merrill Lynch Wealth Mgmt West Palm Beach ••• 1,456 3.5 5
        
        
        
        
    
    
    59. 
        
        
        
        66. Jeff Camarda Camarda Wealth Advisory Group Fleming Island ••• 238 1 5
        
        
        
        
    
    
    60. N Jeremy Ruccio Merrill Lynch Wealth Mgmt Miami •• 739 25 100
    
    
    61. N Philip Reagan J.P. Morgan Palm Beach •• 1,322 30 50
    
    
    62. N Ralph Byer Merrill Lynch Wealth Mgmt Plantation •••• 663 5.35 20
    
    
    63. 
        
        
        
        81. Joel Manings Merrill Lynch Wealth Mgmt St. Petersburg •••• 610 1.3 2.25
        
        
        
        
    
    
    64. 
        
        
        
        75. Douglas Patton Stifel Pensacola ••• 444 2.8 4
        
        
        
        
    
    
    
    


62. 
    
    
    
    65. Stephen Ruvituso MerrillPrivateWealthMgmt Jupiter •• 903 15 30
    
    
    66. N Trent Leyda Morgan Stanley Wealth Mgmt Vero Beach •• 1,271 5 10
    
    
    
    


63. 
    
    
    
    68. Miguel Viyella Wells Fargo Advisors Miami •••• 843 10 20
    
    
    
    


64. 
    
    
    
    67. Elbert Bledsoe MerrillLynchWealthMgmt Jacksonville ••• 974 7 10
    
    
    
    


65. 
    
    
    
    64. Brian Shambo Merrill Lynch Wealth Mgmt Vero Beach ••• 940 4 7.5
    
    
    
    

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 Merrill Private Wealth Mgmt 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 Merrill Private Wealth Mgmt 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 Merrill Lynch Wealth Mgmt 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 Northwestern Mutual Wealth Mgmt 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
    
    
    
    


12. N David Mabie Chicago Capital Chicago •• 1,902 5 10


13. 
    
    
    
    8. Thomas Salvino William Blair Chicago •••••• 1,514 3.75 10
    
    
    
    


14. 
    
    
    
    26. Stewart Mather Mather Group Chicago •• 4,636 25 35
    
    
    
    


15. 
    
    
    
    9. Raj Bhatia MerrillPrivateWealthMgmt Chicago ••• 1,629 15 25
    
    
    
    


16. 
    
    
    
    18. James Whitney Morgan Stanley Graystone Chicago •• 3,140 45 50
    
    
    
    


17. 
    
    
    
    11. Scott Magnesen Morgan Stanley Wealth Mgmt Oak Brook ••• 3,718 1 1.5
    
    
    
    


18. 
    
    
    
    14. Mark Birringer Morgan Stanley PWM Chicago • 8,416 50 125
    
    
    
    


19. 
    
    
    
    15. Shawn Parker Ameriprise Financial Schaumburg •••• 2,250 2.75 5
    
    
    
    


20. 
    
    
    
    16. John Joyce Morgan Stanley PWM Chicago • 8,416 50 125
    
    
    
    


21. 
    
    
    
    21. Louise Lane William Blair Chicago •••• 1,418 2 6
    
    
    
    

AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020