Barron\'s - 16.03.2020

S18 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

ALABAMA

1. 
   
   
   
   1. Tony Smith UBS Financial Services Birmingham •• $3,766 $50 $100
   
   
   
   


2. 
   
   
   
   3. Robert Runkle Merrill Lynch Wealth Mgmt Montgomery ••••1,338 1.5 3.25
   
   
   
   


3. 
   
   
   
   2. Wes Clayton HighTower Twickenham Huntsville ••••1,130 6 20
   
   
   
   


4. 
   
   
   
   5. Camper O’Neal Merrill Lynch Wealth Mgmt Birmingham •••••• 908 8 10
   
   
   
   


5. 
   
   
   
   4. Jeff Roberts Ameriprise Financial Birmingham ••• 710 0.5 1.25
   
   
   
   


6. 
   
   
   
   6. Jerry Duncan UBS Financial Services Birmingham •• 3,766 50 100
   
   
   
   


7. 
   
   
   
   8. Michael Warr Morgan Stanley PWM Tuscaloosa •• 463 5 10
   
   
   
   


8. 
   
   
   
   9. Michael Mullis Securities America Vestavia Hills •••• 685 0.95 1.75
   
   
   
   


9. 
   
   
   
   11. Brian Woodke Merrill Lynch Wealth Mgmt Birmingham ••••1,141 4 7
   
   
   
   


10. 
    
    
    
    10. Steven Hudson Ameriprise Financial Birmingham ••• 546 1.9 3.85
    
    
    
    


11. N William Hiden Morgan Stanley Wealth Mgmt Birmingham ••• 1,575 3 6


12. 
    
    
    
    12. Palmer Whiting Merrill Lynch Wealth Mgmt Mobile •• 474 2 5
    
    
    
    

ALASKA

1. 
   
   
   
   2. Jeff Leonard Raymond James Anchorage ••••$930 $2.5 $3.5
   
   
   
   


2. N Ryan Callaway Ameriprise Financial Anchorage •• 435 0.75 1


3. 
   
   
   
   5. Kenneth Jones Merrill Lynch Wealth Mgmt Anchorage ••• 690 2.5 8
   
   
   
   


4. 
   
   
   
   1. Thomas Konop Morgan Stanley Wealth Mgmt Anchorage ••• 274 1.5 3
   
   
   
   


5. 
   
   
   
   3. Peter Jurasz Merrill Lynch Wealth Mgmt Juneau ••• 417 2.4 8
   
   
   
   


6. N Kurt Martens Raymond James Anchorage ••••• 930 1.75 3

ARIZONA

1. 
   
   
   
   4. Trevor Wilde Wilde Wealth Mgmt Group Scottsdale ••• $1,160 $0.65 $1.75
   
   
   
   


2. 
   
   
   
   1. Steven Schultz UBS Financial Services Phoenix ••• 1,975 3 5
   
   
   
   


3. 
   
   
   
   3. Robert Bancroft Morgan Stanley PWM Scottsdale •• 1,314 20 40
   
   
   
   


4. 
   
   
   
   2. Scott Horn TFO Phoenix Phoenix •• 3,274 19 25
   
   
   
   


5. 
   
   
   
   5. Glenn Pahnke RBCWealthMgmt Scottsdale ••• 1,181 3.5 8
   
   
   
   


6. 
   
   
   
   6. David Stahle Merrill Lynch Wealth Mgmt Gilbert •••••2,557 3 5
   
   
   
   


7. 
   
   
   
   11. Michael Butt Morgan Stanley Wealth Mgmt Scottsdale ••• 735 2.1 2
   
   
   
   


8. 
   
   
   
   8. Jeffry Korte Merrill Lynch Wealth Mgmt Scottsdale ••• 705 1.25 3.5
   
   
   
   


9. 
   
   
   
   9. Nick Karabas Creative Planning - Scottsdale AZ Scottsdale ••• 505 0.4 1.5
   
   
   
   


10. 
    
    
    
    17. Brian Friedman Merrill Lynch Wealth Mgmt Phoenix ••••1,119 7.5 18
    
    
    
    


11. 
    
    
    
    13. Michael Hudak MerrillPrivateWealthMgmt Phoenix •••2,433 10 20
    
    
    
    


12. 
    
    
    
    10. James Marten Merrill Lynch Wealth Mgmt Phoenix ••••••2,319 3.5 5.5
    
    
    
    


13. 
    
    
    
    22. Brian Crawford Wells Fargo Advisors Tucson •••• 1,100 1.5 2.5
    
    
    
    


14. 
    
    
    
    12. Steve Rabin Ameriprise Financial Mesa ••• 700 1 2.5
    
    
    
    


15. 
    
    
    
    15. Ruth Transue Wells Fargo Advisors Tucson ••• 680 2 4
    
    
    
    


16. N Alan Gendler Merrill Lynch Wealth Mgmt Scottsdale ••• 501 1.5 5


17. 
    
    
    
    20. Stephen Harnden Ameriprise Financial Peoria ••• 569 0.5 0.75
    
    
    
    


18. 
    
    
    
    19. Rick Wood Merrill Lynch Wealth Mgmt Scottsdale •• 1,687 1.3 2
    
    
    
    


19. 
    
    
    
    21. Christopher Downs Merrill Lynch Wealth Mgmt Gilbert ••• 829 2 3.5
    
    
    
    


20. 
    
    
    
    14. Paul Groves Morgan Stanley PWM Scottsdale •• 1,596 35 50
    
    
    
    


21. 
    
    
    
    23. Jacob Duffy Baird Scottsdale ••• 467 1.5 3.25
    
    
    
    


22. 
    
    
    
    18. Tony Bebbington UBS Financial Services Phoenix •• 244 0.5 2
    
    
    
    


23. N Renee Hanson Ameriprise Financial Phoenix ••• 518 1.5 3.5


24. N Mark Feldman MRA Associates Phoenix ••••3,599 4.8 4.8


25. 
    
    
    
    26. JoeDiVito RBCWealthMgmt Phoenix •••• 470 2 5
    
    
    
    


26. 
    
    
    
    25. Charles “Chip” Pisoni RBCWealthMgmt Scottsdale ••• 448 2 3.95
    
    
    
    


27. 
    
    
    
    24. Mark Stein Galvin, Gaustad & Stein Scottsdale ••• 402 1.5 3.25
    
    
    
    


28. N Steve Strong Merrill Lynch Wealth Mgmt Tucson ••• 485 3 10


29. N Tim Cowdrey RBCWealthMgmt Scottsdale ••• 335 1.5 3


30. 
    
    
    
    28. Sean Waltz Merrill Lynch Wealth Mgmt Phoenix •••• 496 3.5 5
    
    
    
    

ARKANSAS

1. 
   
   
   
   1. Allen Homra Edward Jones Stuttgart ••• $693 $0.9 $1
   
   
   
   


2. 
   
   
   
   2. Joseph Small Ameriprise Financial Little Rock •• 435 0.4 1
   
   
   
   


3. 
   
   
   
   6. John Engskov Merrill Lynch Wealth Mgmt Little Rock ••• 2,146 5 7
   
   
   
   


4. 
   
   
   
   4. Douglas Jackson Merrill Lynch Wealth Mgmt Little Rock ••• 2,146 5 7
   
   
   
   


5. 
   
   
   
   5. Roy Gutierrez UBS Financial Services Little Rock •••• 982 2 3.5
   
   
   
   

6 3 Hardy Winburn UBS Financial Services Little Rock •••• 555 2 2 6