The Wall Street Journal - 19.03.2020

THE WALL STREET JOURNAL. Thursday, March 19, 2020 |S17

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

OHIO

1. 
   
   
   
   1. Valerie Newell MarinerWealthAdvisors Cincinnati ••• $3,250 $3 $7.5
   
   
   
   


2. 
   
   
   
   2. David Singer Merrill Private Wealth Mgmt Cincinnati •• 3,424 14.4 30
   
   
   
   


3. 
   
   
   
   7. Randy Carver Raymond James Mentor •• 1,560 1 1.4
   
   
   
   


4. 
   
   
   
   5. David Ellis UBS Financial Services Cincinnati ••• 1,741 5.8 8
   
   
   
   


5. 
   
   
   
   8. Kevin Myeroff NCA Financial Planners Cleveland ••• 1,769 2.5 3
   
   
   
   


6. 
   
   
   
   3. Michael Chasnoff TruepointWealthCounsel Cincinnati ••• 3,175 3 8
   
   
   
   


7. 
   
   
   
   9. Peter Motta Merrill Private Wealth Mgmt Columbus •• 2,967 10 25
   
   
   
   


8. 
   
   
   
   13. Stephen Fish UBS Financial Services Cincinnati ••• 956 4 5
   
   
   
   


9. 
   
   
   
   16. Richard “Rip” Hale Morgan Stanley Wealth Mgmt Beavercreek ••••• 1,356 2.5 3.5
   
   
   
   


10. 
    
    
    
    11. Paul Carbetta Ameriprise Financial Worthington ••• 2,204 0.7 2.2
    
    
    
    


11. 
    
    
    
    12. Daniel Roe Budros, Ruhlin & Roe Columbus ••• 2,808 5 6
    
    
    
    


12. 
    
    
    
    14. Linnell Sullivan Merrill Lynch Wealth Mgmt Cincinnati •• 1,474 7.5 10
    
    
    
    


13. 
    
    
    
    20. Thomas Robertson Morgan Stanley Graystone Columbus ••••• 2,994 2.5 5
    
    
    
    


14. 
    
    
    
    22. Joel Guth Gryphon Financial Partners Columbus •• 1,049 4.8 6
    
    
    
    


15. 
    
    
    
    10. Brian Edwards Morgan Stanley Wealth Mgmt Columbus •••• 1,185 3.5 10
    
    
    
    


16. 
    
    
    
    18. Joseph Chornyak Sr. Chornyak & Associates Columbus ••• 1,130 2 4
    
    
    
    


17. 
    
    
    
    15. Sidney Jones Merrill Lynch Wealth Mgmt Canfield •••• 1,361 4 6
    
    
    
    


18. 
    
    
    
    25. Elizabeth Armitage MerrillLynchWealthMgmt Cincinnati •••• 2,656 1.5 5.5
    
    
    
    


19. 
    
    
    
    17. James Barsella Wells Fargo Advisors Hudson ••••• 7,067 10 20
    
    
    
    


20. 
    
    
    
    28. Jeffery Chaddock Ameriprise Financial Gahanna ••• 2,073 0.7 1.5
    
    
    
    


21. 
    
    
    
    23. Charles Dankworth UBS Financial Services New Albany •• 1,116 6 23
    
    
    
    


22. 
    
    
    
    30. Daniel Torbeck UBS Financial Services Cincinnati ••• 2,735 5 10
    
    
    
    


23. 
    
    
    
    29. Dean D. Trindle Morgan Stanley Wealth Mgmt Cincinnati ••• 747 1 1.5
    
    
    
    


24. 
    
    
    
    24. Jeffrey Stewart Morgan Stanley Wealth Mgmt Dublin ••• 1,080 5 10
    
    
    
    


25. N Jon Shane Merrill Lynch Wealth Mgmt Pepper Pike •••• 1,604 3 5


26. 
    
    
    
    27. John Krieger Merrill Lynch Wealth Mgmt Pepper Pike ••• 859 3 5
    
    
    
    


27. N Audrey Tuckerman Merrill Private Wealth Mgmt Columbus •• 2,967 10 25


28. N Kenneth Wise UBS Financial Services Sylvania ••• 4,579 3 5


29. 
    
    
    
    19. Jennifer Hamant Morgan Stanley Graystone Columbus •••• 4,694 110 250
    
    
    
    


30. N Steven Zangmeister Raymond James Medina •• 623 0.5 1.5

OKLAHOMA

1. N James Johnson Morgan Stanley PWM Oklahoma City ••• $765 $20 $100


2. 
   
   
   
   1. Michael Mazzei Tulsa Wealth Adv|Raymond James Tulsa •••• 857 1.5 5
   
   
   
   


3. 
   
   
   
   2. Steve Jelley Merrill Lynch Wealth Mgmt Tulsa •••• 950 4.5 10
   
   
   
   


4. 
   
   
   
   4. Matthew Monger Merrill Lynch Wealth Mgmt Tulsa •••• 734 4 5
   
   
   
   


5. 
   
   
   
   3. Jeffrey Blumenthal Wells Fargo Advisors Oklahoma City •••• 1,043 2.3 5
   
   
   
   


6. 
   
   
   
   5. Jana Shoulders Mariner Wealth Advisors Tulsa ••• 1,981 3 9
   
   
   
   


7. 
   
   
   
   6. Donald Jackson UBS Financial Services Tulsa •• 409 0.7 1
   
   
   
   


8. 
   
   
   
   9. John Cary Morgan Stanley Wealth Mgmt Tulsa ••• 802 1.5 5
   
   
   
   


9. 
   
   
   
   7. Matt R. Cain Merrill Lynch Wealth Mgmt Tulsa •••• 1,921 4.6 6
   
   
   
   


10. 
    
    
    
    10. William Andrew Edward Jones Enid ••• 307 0.8 1.5
    
    
    
    


11. 
    
    
    
    8. Donald Lehman Merrill Lynch Wealth Mgmt Tulsa •••• 1,921 4.6 6
    
    
    
    


12. 
    
    
    
    11. T. Paul Eagleton Eagleton Brown Investment Group Tulsa •••• 1,098 0.5 1
    
    
    
    

OREGON

1. 
   
   
   
   1. Judith McGee Raymond James Portland •• $648 $1 $3
   
   
   
   


2. 
   
   
   
   2. Rebecca DeCesaro First Republic Investment Mgmt Portland •••• 1,366 5.5 9
   
   
   
   


3. 
   
   
   
   3. William Kiefel MerrillLynchWealthMgmt Portland •• 765 4.6 10
   
   
   
   


4. 
   
   
   
   5. Glen Clemans CGC Financial Services Lake Oswego •• 647 0.6 0.85
   
   
   
   


5. 
   
   
   
   6. Keith Sheppard UBS Financial Services Portland ••• 632 1.3 3
   
   
   
   


6. 
   
   
   
   8. Jeffrey Yandle First Republic Investment Mgmt Portland ••• 1,366 4 7
   
   
   
   


7. 
   
   
   
   9. James Wrenn UBS Financial Services Lake Oswego ••• 648 3 5
   
   
   
   


8. 
   
   
   
   4. Cameron Cheek UBS Financial Services Portland •••• 1,699 2.5 5
   
   
   
   


9. 
   
   
   
   7. Josh Ulmer Morgan Stanley Wealth Mgmt Portland ••• 1,475 25 25
   
   
   
   


10. N Edward Lang UBS Financial Services Portland •••• 471 3 8


11. 
    
    
    
    12. Robert Coussens UBS Financial Services Portland ••• 992 2 3
    
    
    
    


12. 
    
    
    
    11. James Beatty UBS Financial Services Portland •• 469 5 15
    
    
    
    

PENNSYLVANIA

1. 
   
   
   
   3. Grant Rawdin Wescott Financial Advisory Group Philadelphia ••••• $2,219 $8 $22
   
   
   
   


2. 
   
   
   
   1. Peter Rohr Merrill Private Wealth Mgmt Philadelphia •• 4,657 30 100
   
   
   
   


3. N Rob Thomas Mariner Wealth Advisors State College ••• 1,667 0.2 0.65


4. N Robert Fragasso Fragasso Financial Advisors Pittsburgh •••• 1,527 0.65 2


5. 
   
   
   
   5. Jim Martin Morgan Stanley PWM West Conshohocken •••• 4,463 25 50
   
   
   
   


6. 
   
   
   
   6. Patti Brennan Key Financial West Chester ••• 1,061 2 3
   
   
   
   


7. 
   
   
   
   7. James Rimmel UBS Financial Services Pittsburgh ••• 1,510 2 5
   
   
   
   


8. 
   
   
   
   9. John J. Parker Sr. Wells Fargo Advisors Philadelphia •••• 1,650 5 10
   
   
   
   


9. 
   
   
   
   10. James Meredith Hefren-Tillotson Pittsburgh •••• 1,725 2 5.5
   
   
   
   


10. 
    
    
    
    11. Jay Beaulieu Wells Fargo Advisors Radnor •• 2,650 7.5 10
    
    
    
    


11. 
    
    
    
    18. Greg Sarian Sarian Strategic Partners at HighTower Wayne •• 935 4 10
    
    
    
    


12. 
    
    
    
    21. Mark Eskin Janney Montgomery Scott Philadelphia ••••• 1,734 3 5
    
    
    
    


13. 
    
    
    
    14. Alan Cohn Sage Financial Group Conshohocken ••• 1,919 3.75 5.75
    
    
    
    


14. 
    
    
    
    13. Peter Strope UBS Financial Services Canonsburg ••• 966 1.2 3
    
    
    
    


15. 
    
    
    
    22. Edward Blumenthal Janney Montgomery Scott Philadelphia ••••• 1,734 3 5
    
    
    
    


16. 
    
    
    
    16. David Eisen UBS Financial Services Philadelphia •••• 14,508 200 200
    
    
    
    


17. N Jack Hafner J.P. Morgan Securities Philadelphia •• 1,005 40 50


18. 
    
    
    
    25. Michael Duckworth Merrill Private Wealth Mgmt Pittsburgh •• 1,502 25 40
    
    
    
    


19. 
    
    
    
    17. Thomas Seiler Raymond James Newtown ••• 945 6 20
    
    
    
    


20. 
    
    
    
    23. Charles Sessa UBS Financial Services Philadelphia •••• 14,508 200 200
    
    
    
    


21. 
    
    
    
    19. John Solis-Cohen Wells Fargo Advisors Jenkintown •••• 1,435 5 12
    
    
    
    


22. 
    
    
    
    27. Malcolm Cowen Cornerstone Advisors Asset Mgmt Bethlehem ••••• 5,807 45 70
    
    
    
    


23. 
    
    
    
    34. David Kron Kron & Polis Fin Group|Wells Fargo Adv Philadelphia ••• 1,352 2.9 5.9
    
    
    
    


24. 
    
    
    
    29. George Mastrogiorgos Ameriprise Financial Exton •• 1,680 0.6 1.4
    
    
    
    


25. 
    
    
    
    24. Lon Jury Ameriprise Financial Lancaster •• 1,181 0.2 0.5
    
    
    
    


26. 
    
    
    
    8. Anthony DiValerio Morgan Stanley PWM West Conshohocken ••• 871 30 50
    
    
    
    


27. N Dane Burkholder Ameriprise Financial Lancaster •••• 1,565 0.5 2


28. 
    
    
    
    20. Sean Kelly Morgan Stanley PWM West Conshohocken ••1,834 40 50
    
    
    
    


29. 
    
    
    
    35. Stephen Bealer Merrill Lynch Wealth Mgmt Wyomissing •• 1,219 3 5
    
    
    
    


30. 
    
    
    
    31. Michael Mattise Radnor Financial Advisors Wayne •• 1,776 4.5 6
    
    
    
    


31. 
    
    
    
    33. Michael Hirthler Jacobi Capital Mgmt Wilkes Barre •••• 1,279 3 4.2
    
    
    
    


32. 
    
    
    
    39. Robb Boland RBC Wealth Mgmt Philadelphia ••• 1,304 5 20
    
    
    
    


33. 
    
    
    
    32. Samuel Spanos Raymond James Beaver •••• 644 0.75 1
    
    
    
    


34. 
    
    
    
    36. Craig Schwartz Wells Fargo Advisors Philadelphia •••• 959 2.5 5
    
    
    
    


35. N Andrew Jugan Ameriprise Financial Pittsburgh •• 600 0.85 2.5


36. N David Ebner Merrill Lynch Wealth Mgmt Philadelphia ••• 1,399 20 20


37. 
    
    
    
    40. Peter Sargent Janney Montgomery Scott Yardley ••• 673 2 5
    
    
    
    


38. 
    
    
    
    30. Gregory Hayes Merrill Lynch Wealth Mgmt Yardley ••• 946 3 4
    
    
    
    


39. 
    
    
    
    28. Joel Freedman Morgan Stanley Wealth Mgmt West Conshohocken •••• 533 3 5
    
    
    
    


40. 
    
    
    
    26. Richard Corcoran Morgan Stanley PWM West Conshohocken •• 667 40 50
    
    
    
    


41. N Michael Henley Brandywine Oak Private Wealth Kennett Square •• 863 2.5 3.75


42. N Michael Glovas Morgan Stanley Wealth Mgmt Easton •••• 629 1 1.5


43. 
    
    
    
    43. Bradford Bernstein UBS Financial Services Philadelphia ••• 872 2 7.5
    
    
    
    


44. 
    
    
    
    38. Al Boris Alex. Brown|Raymond James Philadelphia ••• 802 8 10
    
    
    
    


45. 
    
    
    
    45. William Brown Merrill Lynch Wealth Mgmt Sewickley ••• 1,188 4 11
    
    
    
    


46. 
    
    
    
    37. Kurt Carlson Hefren-Tillotson Wexford ••• 843 1 1.5
    
    
    
    


47. 
    
    
    
    41. Barbara Hudock Hudock Capital Group Williamsport •• 536 1 3
    
    
    
    


48. N J Douglas Moran Merrill Lynch Wealth Mgmt Wayne ••• 552 3.2 5.5

RHODE ISLAND

1. 
   
   
   
   1. Malcolm Makin Raymond James Westerly •• $1,304 $1.5 $3
   
   
   
   


2. 
   
   
   
   5. John Zitzmann Morgan Stanley Wealth Mgmt Providence •••• 624 5 8
   
   
   
   


3. N David Reiser J.P. Morgan Securities Providence ••• 438 2 3


4. 
   
   
   
   4. Joseph Hassett Janney Montgomery Scott Providence ••• 618 0.5 3
   
   
   
   


5. 
   
   
   
   3. Denise Roberts Morgan Stanley Wealth Mgmt Newport ••• 445 3 4
   
   
   
   


6. 
   
   
   
   2. Edythe De Marco Merrill Lynch Wealth Mgmt Providence ••••• 1,035 3.3 4.8
   
   
   
   

SOUTH CAROLINA

1. 
   
   
   
   4. Bud Kibler Merrill Private Wealth Mgmt Columbia ••• $6,851 $7.5 $20
   
   
   
   


2. 
   
   
   
   3. Robert Vingi Wells Fargo Advisors Charleston ••• 1,815 8.5 12.1
   
   
   
   


3. 
   
   
   
   2. Rick Migliore Merrill Lynch Wealth Mgmt Columbia •••••• 4,799 10 15
   
   
   
   


4. 
   
   
   
   1. Cheryl Holland Abacus Planning Group Columbia •• 1,204 4.9 10.7
   
   
   
   


5. 
   
   
   
   5. Ronnie Dennis Merrill Lynch Wealth Mgmt Columbia ••• 4,799 20 50
   
   
   
   


6. 
   
   
   
   6. W. Clark Gallivan UBS Financial Services Greenville ••• 657 3.5 5
   
   
   
   

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