Barron\'s - 16.03.2020

March 16, 2020 BARRON’S S29

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

MISSOURI

1. 
   
   
   
   2. Michael Moeller Wells Fargo Advisors Chesterfield •••••$1,830 $3 $4
   
   
   
   


2. 
   
   
   
   3. Bud King UBS Financial Services St. Louis •• 1,354 8 20
   
   
   
   


3. 
   
   
   
   4. Diane Compardo Moneta Group Clayton •• 1,663 15 18
   
   
   
   


4. 
   
   
   
   10. Mark Wilkins UBS Financial Services St. Louis •• 683 36 50
   
   
   
   


5. 
   
   
   
   6. Seth Murray Ameriprise Financial Springfield •• 2,279 0.55 2
   
   
   
   


6. 
   
   
   
   5. Dennis Williams Morgan Stanley PWM Kansas City ••• 1,239 7 12.5
   
   
   
   


7. 
   
   
   
   11. Robert Millner Morgan Stanley Wealth Mgmt Clayton ••• 1,295 2 5
   
   
   
   


8. 
   
   
   
   8. Gordon Hamilton III Morgan Stanley Wealth Mgmt Kansas City •• 1,28811
   
   
   
   


9. N Theresa Gorin Merrill Lynch Wealth Mgmt Chesterfield ••• 753 3 4


10. 
    
    
    
    9. Barbara Archer HighTower St. Louis St. Louis • 1,380 2 4
    
    
    
    


11. 
    
    
    
    7. James Hise Merrill Private Wealth Mgmt Kansas City ••• 1,057 16 18
    
    
    
    


12. 
    
    
    
    12. Bradford Koeneman Moneta Group Clayton ••• 610 7 10
    
    
    
    


13. 
    
    
    
    14. Kathleen Youngerman Morgan Stanley PWM Chesterfield •••• 350 20 40
    
    
    
    


14. 
    
    
    
    16. John Gatewood Gatewood Wealth Solutions Saint Louis ••• 552 0.6 1.4
    
    
    
    


15. N Don Swanson Edward Jones Joplin •• 485 0.45 0.4


16. 
    
    
    
    13. Scott Underwood Northwest Mutual|Socium Advisors Saint Louis ••• 556 0.9 4.5
    
    
    
    


17. 
    
    
    
    15. James Moore Wells Fargo Advisors Clayton ••••• 750 3 5
    
    
    
    


18. 
    
    
    
    17. Michael Lowry Merrill Private Wealth Mgmt Kansas City ••• 1,057 15 18
    
    
    
    

MONTANA

1. 
   
   
   
   1. JamesB.Stack Stack Financial Mgmt Whitefish ••• $1,338 $1.5 $5
   
   
   
   


2. N Charles Wagner Merrill Lynch Wealth Mgmt Billings •••••2,100 2 2.5


3. 
   
   
   
   4. Jared Losing Ameriprise Financial Missoula •• 612 0.3 1.7
   
   
   
   


4. 
   
   
   
   2. William Royer UBS Financial Services Billings ••• 977 3 7
   
   
   
   


5. 
   
   
   
   5. Scott Knutson Wells Fargo Advisors Helena •••• 433 1.65 6.25
   
   
   
   


6. N Joshua Hedge Merrill Lynch Wealth Mgmt Billings •••••2,100 2 2.5

NEBRASKA

1. 
   
   
   
   2. Jonathan Beukelman UBS Financial Services Lincoln ••••$1,852 $4 $20
   
   
   
   


2. 
   
   
   
   1. Ryan Swartz CreativePlanning-OmahaNE Omaha ••• 2,059 0.7 3.1
   
   
   
   


3. 
   
   
   
   3. Andrew Robinson Morgan Stanley Wealth Mgmt Omaha ••• 1,470 8.5 15
   
   
   
   


4. 
   
   
   
   5. John Garlock RBCWealthMgmt Omaha ••••• 900 2 3.5
   
   
   
   


5. 
   
   
   
   4. Jason Dworak UBS Financial Services Lincoln ••• 852 8 20
   
   
   
   


6. N Jim Siemonsma Mariner Wealth Advisors Omaha ••• 1,138 1 3

NEVADA

1. 
   
   
   
   1. Randy Garcia Investment Counsel Las Vegas •••$1,234 $4.8 $10
   
   
   
   


2. 
   
   
   
   2. Mark Binder UBS Financial Services Las Vegas •• 5,561 40 50
   
   
   
   


3. 
   
   
   
   3. Deborah Danielson Danielson Financial Group|LPL Financial Las Vegas ••• 694 2 5
   
   
   
   


4. 
   
   
   
   5. James Small UBS Financial Services Las Vegas ••• 1,079 1.9 4.5
   
   
   
   


5. 
   
   
   
   6. Nadine Faulis Merrill Lynch Wealth Mgmt Las Vegas ••• 772 6 20
   
   
   
   


6. N Steve Russell WellsFargoAdvisors InclineVillage ••••• 759 9 25

NEW HAMPSHIRE

1. 
   
   
   
   1. Robert Bonfiglio Ameriprise Financial Bedford •• $545 $2 $3
   
   
   
   


2. 
   
   
   
   2. John Habig Morgan Stanley Wealth Mgmt Portsmouth ••• 420 1.5 3
   
   
   
   


3. 
   
   
   
   3. Brian Doyle Wells Fargo Advisors Hanover •••••• 700 4 7
   
   
   
   


4. 
   
   
   
   4. Sean Doyle Merrill Lynch Wealth Mgmt Manchester •••• 419 1.9 2.5
   
   
   
   


5. 
   
   
   
   5. Stephen Loughman Wells Fargo Advisors Hanover ••• 475 3 8
   
   
   
   


6. N P. Kevin O’Brien Wells Fargo Advisors Portsmouth ••• 387 1.7 3.5

NEW JERSEY

1. N Stephen Hess J.P. Morgan Summit •• $9,663 $125 $1,000


2. 
   
   
   
   2. Mary Deatherage Morgan Stanley PWM Little Falls ••••2,915 10 25
   
   
   
   


3. 
   
   
   
   1. David Weinerman Morgan Stanley Wealth Mgmt Florham Park ••• 4,673 8 15
   
   
   
   


4. 
   
   
   
   4. Daniel Schwartz UBS Financial Services Paramus •• 2,034 10 25
   
   
   
   


5. 
   
   
   
   14. Gary Tantleff UBS Financial Services Warren •• 4,609 12 20
   
   
   
   


6. 
   
   
   
   3. Michael Ricca Morgan Stanley Wealth Mgmt Florham Park ••• 4,666 8 15
   
   
   
   


7. 
   
   
   
   5. L. Marc Shegoski UBS Financial Services Princeton ••••23,082 21 89