The Wall Street Journal - 19.03.2020

THE WALL STREET JOURNAL. Thursday, March 19, 2020 |S19

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

86. N Scott Fortney Morgan Stanley PWM Houston •• 1,133 35 50
    87. 54. Nelson Murray Morgan Stanley Wealth Mgmt Houston •• 1,700 4 10


87. 
    
    
    
    90. Kenny French Edward Jones Victoria •• 457 0.8 0.8
    
    
    
    


88. 
    
    
    
    84. Robert McMeen Parkway WM Group|Raymond James Plano ••• 1,575 2 3
    
    
    
    


89. N Grant Fortney Morgan Stanley PWM Houston •• 1,133 35 50

UTAH

1. 
   
   
   
   1. Dane Runia MerrillPrivateWealthMgmt Provo ••• $2,756 $70.8 $100
   
   
   
   


2. 
   
   
   
   3. John Van Wagoner Merrill Lynch Wealth Mgmt Salt Lake City ••• 658 6 12
   
   
   
   


3. 
   
   
   
   2. Glen Mintz UBS Financial Services Park City ••• 1,107 3 7
   
   
   
   


4. 
   
   
   
   5. Greg Golding UBS Financial Services Park City ••••• 5,742 1.5 6
   
   
   
   


5. 
   
   
   
   4. Carl L. Laurella Merrill Lynch Wealth Mgmt Salt Lake City ••• 1,369 10 15
   
   
   
   


6. N Jeffry Roundy Merrill Lynch Wealth Mgmt Salt Lake City ••• 1,369 10 15

VERMONT

1. 
   
   
   
   2. Tim Stotz Morgan Stanley Wealth Mgmt Colchester ••••• $758 $2.2 $4
   
   
   
   


2. 
   
   
   
   1. Brian Pelkey Morgan Stanley Wealth Mgmt Colchester •••• 890 2.5 3.5
   
   
   
   


3. 
   
   
   
   3. Timothy O’Brien UBS Financial Services South Burlington ••• 403 2.7 4.7
   
   
   
   


4. 
   
   
   
   4. Jeff Dannies Morgan Stanley Wealth Mgmt Burlington ••••• 771 1.5 3
   
   
   
   


5. 
   
   
   
   5. Donald W. Tynion II UBS Financial Services South Burlington •••• 250 0.75 2
   
   
   
   


6. 
   
   
   
   6. CJ Charlebois Melendy Ameriprise Financial Williston •• 315 1 1.75
   
   
   
   

VIRGINIA

1. 
   
   
   
   1. Stephan Cassaday Cassaday & Company McLean ••• $3,064 $1.5 $2
   
   
   
   


2. 
   
   
   
   3. Joseph Montgomery Optimal Service Grp of Wells Fargo Adv Williamsburg •••••• 16,332 7 15
   
   
   
   


3. 
   
   
   
   4. Jeffrey Grinspoon VWGWealthMgmtatHighTower Vienna ••• 2,190 5 7
   
   
   
   


4. N Dalal Salomon Salomon & Ludwin Richmond •• 1,254 4 7


5. 
   
   
   
   5. Tristan Caudron Caudron Megary Blackburn WM/W.FargoAlexandria ••••• 1,688 1.8 3.5
   
   
   
   


6. 
   
   
   
   6. Barry Glassman Glassman Wealth Services Vienna ••• 1,370 5 8
   
   
   
   


7. 
   
   
   
   8. Ryan Sprowls Alexandria WM of Wells Fargo Advisors Alexandria ••• 1,388 2 4
   
   
   
   


8. 
   
   
   
   7. Lowell Pratt Burney Company Reston •• 1,933 0.9 2.5
   
   
   
   


9. 
   
   
   
   9. Gregory Smith Baird Reston ••• 2,226 1.4 3
   
   
   
   


10. 
    
    
    
    13. Allan Strange Janney Montgomery Scott Richmond ••••• 1,297 1.5 3
    
    
    
    


11. 
    
    
    
    11. Susan Kim Ameriprise Financial Vienna ••• 1,578 1.5 2.5
    
    
    
    


12. 
    
    
    
    15. Garret Alcaraz Wells Fargo Advisors Virginia Beach •••••• 2,036 5 10
    
    
    
    


13. 
    
    
    
    16. Michael Joyce Agili Richmond •• 737 2.5 3
    
    
    
    


14. 
    
    
    
    12. Scott George Mason Investment Advisory Services Reston ••8,741 10 49
    
    
    
    


15. 
    
    
    
    14. John Gill BB&T Scott & Stringfellow Virginia Beach ••• 823 3 5
    
    
    
    


16. 
    
    
    
    19. James Barnette Raymond James Reston ••• 616 2 2
    
    
    
    


17. 
    
    
    
    17. Brett Hayes Hayes Nystrom Sarrett WM Group Richmond •••••• 1,145 3 5
    
    
    
    


18. 
    
    
    
    18. Simon Hamilton Baird Reston ••• 2,226 1.4 3
    
    
    
    


19. 
    
    
    
    25. Paul Mazziotti Wells Fargo Advisors McLean ••• 1,967 10 15.5
    
    
    
    


20. 
    
    
    
    10. Jamie Cox Harris Financial Group Richmond •• 820 0.65 1
    
    
    
    


21. 
    
    
    
    23. Brude Stoever Wells Fargo Advisors Richmond •••• 895 5 5
    
    
    
    


22. 
    
    
    
    21. Neil Goetzman MerrillLynchWealthMgmt Alexandria •••• 782 4 7.5
    
    
    
    


23. 
    
    
    
    20. Robert Parr Morgan Stanley PWM McLean ••• 561 5 10
    
    
    
    


24. 
    
    
    
    28. Jeff LeClair Wells Fargo Advisors McLean ••• 1,390 10 15
    
    
    
    


25. 
    
    
    
    29. Hanane Lemlih Wells Fargo Advisors McLean ••• 1,390 10 15
    
    
    
    


26. 
    
    
    
    24. Rob Reich Wells Fargo Advisors McLean ••• 668 6 10
    
    
    
    


27. N Aashish Matani Merrill Lynch Wealth Mgmt Norfolk ••••• 1,310 4 5


28. N Stephen Park UBS Financial Services Vienna •••• 504 5 10


29. N G. Carl Mahler Jr. Pinnacle Group|Raymond James Midlothian •••• 396 1.5 2.3


30. N Fritz Berry SunTrust Investment Services Charlottesville •• 828 7.5 15

WASHINGTON

1. 
   
   
   
   1. Erik Morgan Freestone Capital Mgmt Seattle ••• $4,690 $4.8 $5.8
   
   
   
   


2. 43.Calif.Bruce Munster MerrillPrivateWealthMgmt Bellevue ••• 1,993 42 100


3. 
   
   
   
   15. Erin Scannell Ameriprise Financial Mercer Island ••• 2,870 0.5 3
   
   
   
   


4. 
   
   
   
   2. Phil Scott Merrill Lynch Wealth Mgmt Bellevue •• 2,253 5 20
   
   
   
   


5. 
   
   
   
   3. Randall Linde Ameriprise Financial Renton ••• 2,088 0.9 2.5
   
   
   
   


6. 
   
   
   
   4. Cameron Ragen Baird Seattle ••• 2,210 4.15 8
   
   
   
   


7. 
   
   
   
   8. Michael Matthews UBS Financial Services Bellevue ••• 1,559 5 9
   
   
   
   


8. 
   
   
   
   7. Dean Braun Morgan Stanley PWM Seattle • 3,759 25 35
   
   
   
   


9. 
   
   
   
   6. Jon Jones Brighton Jones Seattle ••• 6,254 3 5
   
   
   
   


10. 
    
    
    
    5. Charles Brighton Brighton Jones Seattle ••• 6,254 3 5
    
    
    
    


11. 
    
    
    
    11. Stephen Hollomon Merrill Lynch Wealth Mgmt Seattle •••• 2,128 5 15
    
    
    
    


12. 
    
    
    
    10. Paul Ried Paul R. Ried Financial Group Bellevue •• 771 0.5 1
    
    
    
    


13. 
    
    
    
    17. Kevin Fitzwilson ColdstreamWealthMgmt Bellevue •• 1,281 4.4 4.4
    
    
    
    


14. 
    
    
    
    13. Wayne Hampson Merrill Lynch Wealth Mgmt Seattle •• 1,873 2.5 20
    
    
    
    


15. 
    
    
    
    14. Lawrence Hood Pacific Portfolio Consulting Seattle •••• 3,784 10 18
    
    
    
    


16. 
    
    
    
    12. Lowry West Morgan Stanley PWM Seattle •• 1,137 15 30
    
    
    
    


17. 
    
    
    
    25. Brian Acarregui Morgan Stanley Wealth Mgmt Seattle ••• 2,056 4 10
    
    
    
    


18. 
    
    
    
    20. Michael Hershey J.P. Morgan Securities Bellevue ••• 1,055 10 25
    
    
    
    


19. 
    
    
    
    16. Jay Kirkpatrick Merrill Private Wealth Mgmt Spokane •••• 1,723 10 25
    
    
    
    


20. 
    
    
    
    24. Matt Riesenweber Cornerstone Wealth Strategies Kennewick ••••• 564 1 2.4
    
    
    
    


21. 
    
    
    
    26. Mike Geri RBCWealthMgmt Seattle ••• 689 3.5 5
    
    
    
    


22. 
    
    
    
    21. Jeffrey Crosby Ameriprise Financial Kirkland ••• 1,397 2.2 2.55
    
    
    
    


23. N Michael Maroni Merrill Lynch Wealth Mgmt Seattle ••• 961 3 5


24. 
    
    
    
    23. Joe Cervantes Coldstream Wealth Mgmt Bellevue ••• 654 2 2
    
    
    
    


25. 
    
    
    
    22. Paul Jackson Morgan Stanley Wealth Mgmt Bellevue ••• 848 5 10
    
    
    
    


26. N Ira Hershkowitz Merrill Lynch Wealth Mgmt Seattle •••• 1,339 4 10


27. 
    
    
    
    27. Fazil Daver Tiryakioglu Merrill Lynch Wealth Mgmt Bellevue ••• 814 3 3
    
    
    
    


28. N Corina Davis Merrill Lynch Wealth Mgmt Seattle ••• 644 2 5


29. 
    
    
    
    30. Jason Weese MerrillPrivateWealthMgmt Bellevue •• 883 20 50
    
    
    
    


30. 
    
    
    
    28. Robert Mellon Freestone Capital Mgmt Seattle •• 4,690 3.1 5.2
    
    
    
    

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 Northwestern Mutual Wealth Mgmt 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
   
   
   
   

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