Barron\'s - 16.03.2020

March 16, 2020 BARRON’S S33

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

11. 
    
    
    
    19. Mike Absher Wells Fargo Advisors Chapel Hill ••• 474 1.5 3.5
    
    
    
    


12. N Bob McCarthy RBCWealthMgmt Raleigh •• 1,301 5 15


13. N William Normann Normann Fin Group|Raymond James Sanford •••• 858 3 5


14. 
    
    
    
    14. Gary Gaulden Ameriprise Financial Durham •• 463 1.5 3
    
    
    
    


15. 
    
    
    
    26. Mark Walker Ameriprise Financial Charlotte ••• 1,063 1.3 2.5
    
    
    
    


16. 
    
    
    
    18. Kim Hoffman Edward Jones Wilson •• 426 1 2
    
    
    
    


17. 
    
    
    
    17. Thorne James Merrill Lynch Wealth Mgmt Raleigh ••• 548 1.8 2.4
    
    
    
    


18. 
    
    
    
    13. Jason Zaks Alex. Brown|Raymond James Winston-Salem •••••1,1572525
    
    
    
    


19. 
    
    
    
    15. Pamela Miles Wells Fargo Advisors North Wilkesboro •••• 1,116 1.2 6
    
    
    
    


20. 
    
    
    
    22. John Patterson Carroll Financial Charlotte ••• 425 1.5 3.5
    
    
    
    


21. 
    
    
    
    23. Bill Spry Alex. Brown|Raymond James Winston-Salem •••••2,163 25 40
    
    
    
    


22. 
    
    
    
    24. Lee Morris Morgan Stanley Graystone Raleigh •••••5,369 40 60
    
    
    
    


23. N Richard Stikeleather Merrill Lynch Wealth Mgmt Charlotte ••• 461 0.75 2.5


24. N Jim Cantalupo Merrill Lynch Wealth Mgmt Charlotte ••••1,773 10 20


25. 
    
    
    
    25. Scott Young Merrill Lynch Wealth Mgmt Winston-Salem ••• 955 3 3.75
    
    
    
    


26. 
    
    
    
    27. Keith Norman Merrill Lynch Wealth Mgmt Winston-Salem ••• 955 3 3.75
    
    
    
    


27. 
    
    
    
    30. Ian McDade Merrill Lynch Wealth Mgmt Charlotte •••• 905 5 10
    
    
    
    


28. N Garrett Stringer Wells Fargo Advisors Raleigh ••• 369 2 3


29. 
    
    
    
    21. Robert Edmonds Ameriprise Financial Greensboro ••• 396 0.4 0.6
    
    
    
    


30. N Mike Bell Edward Jones Hickory ••• 387 0.8 1

NORTH DAKOTA

1. 
   
   
   
   2. Troy Nelson Edward Jones Bismarck ••• $635 $1.45 $3.9
   
   
   
   


2. 
   
   
   
   1. Joel Bird Ameriprise Financial Bismarck •• 2,270 1 1.5
   
   
   
   


3. N Arthur Weisman WellsFargoAdvisors PepperPike ••• 512 5 7.5


4. 
   
   
   
   3. Greg Tschetter Edward Jones Minot ••• 313 0.4 0.8
   
   
   
   


5. 
   
   
   
   4. Ronald Nomeland Merrill Lynch Wealth Mgmt Fargo •••• 575 1.5 2.5
   
   
   
   


6. 
   
   
   
   5. Dave Schlafman Ameriprise Financial Bismarck •••• 453 0.5 1.5
   
   
   
   

OHIO

1. 
   
   
   
   1. Valerie Newell Mariner Wealth Advisors 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 Truepoint Wealth Counsel Cincinnati ••• 3,17538
   
   
   
   


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. DeanD.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