Barron\'s - 16.03.2020

S38 BARRON’S March 16, 2020

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

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 Coldstream Wealth Mgmt 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