Forbes - USA (2020-10)

FORBES.COM

74

OCTOBER 20 20

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146. Jeff Leventhal
     Hightower Bethesda
     BETHESDA, MD
     $925M


147. Jason Dworak
     UBS Private
     Wealth Mgmt.
     LINCOLN, NE
     $819M


148. Josh Malkin
     Morgan Stanley
     Private Wealth Mgmt.
     NEW YORK, NY
     $1.2B


149. Jason Stephens
     Wealth Mgmt. UBS Private^
     NAPLES, FL
     $1B


150. Tim Emanuels
     Morgan Stanley
     Private Wealth Mgmt.
     SAN FRANCISCO, CA
     $6.9B


151. Buck Wiley III
     Merrill Private
     Wealth Mgmt.
     ATLANTA, GA
     $1.9B


152. William J. Sullivan
     Wealth Mgmt. UBS Private^
     BOSTON, MA
     $1.3B


153. Mark Thorndyke
     Wealth Mgmt. Merrill Lynch^
     CHICAGO, IL
     $1.1B


154. David Bieber
     Morgan Stanley
     Private Wealth Mgmt.
     NEW YORK, NY
     $745M


155. Keith Mericka
     UBS Private
     Wealth Mgmt.
     ATLANTA, GA
     $3.1B


156. Mary Mullin
     Wealth Mgmt. Merrill Lynch^
     BOSTON, MA
     $1.6B


157. Alan Zafran
     IEQ Capital
     FOSTER CITY, CA
     $8.8B


158. Jacqueline Willens
     UBS Wealth Mgmt.
     NEW YORK, NY
     $838M


159. Charles Noble III
     Janney
     Montgomery Scott
     NEW HAVEN, CT
     $881M


160. Patti Brennan
     Key Financial
     WEST CHESTER, PA
     $1B


161. Mark Binder
     UBS Private
     Wealth Mgmt.
     LOS ANGELES, CA
     $3.2B


162. Pamela Rosenau
     The Rosenau Group
     NEW YORK, NY
     $1B


163. Christopher Cook
     Merrill Lynch
     Wealth Mgmt.
     FLORHAM PARK, NJ
     $1.7B


164. Joseph Karas
     Private Wealth Mgmt. Morgan Stanley^
     NEW YORK, NY
     $1.5B


165. Ash Chopra
     Merrill Private
     Wealth Mgmt.
     SAN FRANCISCO, CA
     $3B


166. Rob Bertino
     UBS Private
     Wealth Mgmt.
     DALLAS, TX
     $881M


167. Tom Vacheron
     Merrill Private
     Wealth Mgmt.
     FAIRFIELD, CT
     $1.6B


168. Randy Garcia
     The Investment
     Counsel Company
     LAS VEGAS, NV
     $1B


169. Robert Dyer
     Merrill Private
     Wealth Mgmt.
     NEW YORK, NY
     $965M


170. Emily Rubin
     UBS Wealth Mgmt.
     NEW YORK, NY
     $1.3B


171. Margaret Starner
     of Raymond James The Starner Group^
     CORAL GABLES, FL
     $956M


172. Joseph Matina
     Wealth Mgmt. UBS Private^
     SHORT HILLS, NJ
     $1.2B


173. Moss Crosby
     Twickenham Hightower^
     HUNTSVILLE, AL
     $989M


174. Gillian Yu
     Private Wealth Mgmt. Morgan Stanley^
     SAN FRANCISCO, CA
     $6.7B


175. William King
     Wealth Mgmt. Merrill Lynch^
     VERO BEACH, FL
     $1B


176. Adam Epstein
     Wealth Mgmt. UBS Private^
     NEW YORK, NY
     $1.2B


177. Malcolm Makin
     Group/Raymond James Professional Planning
     WESTERLY, RI
     $942M


178. Harold Trischman
     Morgan Stanley Wealth Mgmt.
     GREENWICH, CT
     $1.8B


179. Mark Moore
     Wealth Mgmt. UBS Private^
     AUSTIN, TX
     $1.3B


180. Paul Ried
     Financial Group Paul R. Ried^
     BELLEVUE, WA
     $641M


181. John Montgomery
     Wealth Mgmt. UBS Private^
     ATLANTA, GA
     $741M


182. PJ Schwarz
     Morgan Stanley
     Private Wealth Mgmt.
     NEW YORK, NY
     $3.4B


183. Gregory Smith
     Baird
     RESTON, VA
     $1.9B


184. Philip Appel
     Merrill Lynch
     Wealth Mgmt.
     BLOOMFIELD HILLS, MI
     $2.2B


185. Kent Kirby
     UBS Private
     Wealth Mgmt.
     NASHVILLE, TN
     $2.4B


186. Robert Collins
     Collins
     Investment Group
     BETHESDA, MD
     $765M


187. Jim Moriarity
     Morgan Stanley
     Private Wealth Mgmt.
     CHICAGO, IL
     $2.8B


188. Valerie Houts
     Merrill Lynch
     Wealth Mgmt.
     SAN FRANCISCO, CA
     $25.1B


189. Thomas
     Hutson-Wiley
     Wealth Mgmt. Merrill Lynch^
     SAN FRANCISCO, CA
     $25.1B


190. Christiane Olsen
     Wealth Mgmt. UBS Private^
     NEW YORK, NY
     $6.3B


191. Ghislain Gouraige
     Wealth Mgmt. UBS Private^
     CORAL GABLES, FL
     $1.6B


192. Brian Cooke
     Cooke Financial Group at Noyes
     INDIANAPOLIS, IN
     $1.6B


193. J. Chris Cooke
     Cooke Financial Group at Noyes
     INDIANAPOLIS, IN
     $1.6B


194. Christopher Aitken
     UBS Private
     Wealth Mgmt.
     PONTE VEDRA BEACH, FL
     $639M


195. David Lees
     myCIO Wealth Partners
     PHILADELPHIA, PA
     $8.8B


196. Daniel O’Connell
     Merrill Lynch
     Wealth Mgmt.
     GARDEN CITY, NY
     $1.1B


197. Brian Werdesheim
     Oppenheimer
     LOS ANGELES, CA
     $2B


198. Jeffrey
     Werdesheim
     Oppenheimer
     LOS ANGELES, CA
     $2B


199. Ira Kravitz
     UBS Wealth Mgmt.
     PLANO, TX
     $724M


200. Larry Carroll
     Carroll Financial
     Associates
     CHARLOTTE, NC
     $833M


201. Todd Silaika
     Wealth Mgmt. Merrill Lynch^
     CLIFTON PARK, NY
     $1.2B


202. Roger Wacker
     UBS Private
     Wealth Mgmt.
     LOS ANGELES, CA
     $2.5B


203. Judith McGee
     McGee Wealth Mgmt./
     Raymond James
     PORTLAND, OR
     $620M


204. Ted Davis
     Morgan Stanley
     Wealth Mgmt.
     CHICAGO, IL
     $662M


205. Simon Hamilton
     Baird
     RESTON, VA
     $1.9B


206. Mark Smith
     M. J. Smith &
     Associates/
     Raymond James
     GREENWOOD VILLAGE, CO
     $689M


207. James Detterick
     Morgan Stanley
     Graystone
     NEW YORK, NY
     $10.1B


208. Mark Sear
     Evoke Wealth
     LOS ANGELES, CA
     $5.7B


209. Andrew Schultz
     Morgan Stanley
     Private Wealth Mgmt.
     MIAMI BEACH, FL
     $779M


210. Mark Fendrick
     UBS Wealth Mgmt.
     MOUNT LAUREL, NJ
     $902M


211. Adam Goldstein
     Financial Services Ameriprise^
     CALABASAS, CA
     $616M


212. Mike Moeller
     Wells Fargo Advisors
     CHESTERFIELD, MO
     $1.8B


213. Rip Hale
     Morgan Stanley
     Wealth Mgmt.
     BEAVERCREEK, OH
     $789M


214. Philippe Hartl
     Merrill Private
     Wealth Mgmt.
     LOS ANGELES, CA
     $4.4B


215. Todd Battaglia
     MG&A Wealth
     PLANTATION, FL
     $832M


216. Jim McLaughlin
     Princeton Wealth
     Advisors of
     Raymond James
     VERO BEACH, FL
     $1.9B


217. Glen Strauss
     Wells Fargo Advisors
     LOS ANGELES, CA
     $1B


218. Dean Braun
     Private Wealth Mgmt. Morgan Stanley^
     SEATTLE, WA
     $3.8B


219. Tim Pagliara
     CapWealth
     FRANKLIN, TN
     $873M


220. Peter Bermont
     The Bermont
     Advisory Group of Raymond James
     CORAL GABLES, FL
     $2.1B


221. Marcos Douer
     Morgan Stanley Wealth Mgmt.
     NEW YORK, NY
     $2.3B


222. Fotios Piniros
     Private Wealth Mgmt. Morgan Stanley^
     NEW YORK, NY
     $3.3B


223. Matthew Dillig
     The Dillig Bowen Group
     CHICAGO, IL
     $1B


224. Victor Livingstone
     Morgan Stanley Private
     Wealth Mgmt.
     BOSTON, MA
     $1.3B


225. Max Peckler
     UBS Wealth Mgmt.
     BOSTON, MA
     $629M


226. Josh Gully
     Morgan Stanley
     Private Wealth Mgmt.
     NEW YORK, NY
     $3.4B


227. Rob Siracusano
     Wells Fargo Advisors
     NAPERVILLE, IL
     $650M


228. Thomas Frame
     Private Wealth Mgmt. Morgan Stanley^
     GREENWICH, CT
     $1.3B


229. Jay Canell
     JP Morgan Securities
     NEW YORK, NY
     $2B


230. Neil Canell
     JP Morgan Securities
     NEW YORK, NY
     $2B


231. John Shadden
     Morgan Stanley
     Private Wealth Mgmt.
     LONG BEACH, CA
     $2.9B


232. Jonathan Murray
     UBS Wealth Mgmt.
     HUNT VALLEY, MD
     $1.2B


233. Michael Ricca
     Morgan Stanley Wealth Mgmt.
     FLORHAM PARK, NJ
     $4.2B


234. Michael Abrams
     Wells Fargo Advisors
     PALO ALTO, CA
     $6.1B


235. Dean Trindle
     Morgan Stanley
     Wealth Mgmt.
     CINCINNATI, OH
     $599M


236. Curtis Eustis
     Merrill Lynch
     Wealth Mgmt.
     NEW ORLEANS, LA
     $832M


237. Mark Cortazzo
     MACRO
     Consulting Group
     PARSIPPANY, NJ
     $402M


238. Raju Pathak
     Morgan Stanley
     Wealth Mgmt.
     BOSTON, MA
     $708M


239. Sonny Kothari
     Merrill Lynch
     Wealth Mgmt.
     BREA, CA
     $1.2B


240. Charles Day
     UBS Private
     Wealth Mgmt.
     NEW YORK, NY
     $531M


241. Amir Mossanen
     SunTrust
     LOS ANGELES, CA
     $790M


242. Bruce Burrows
     Morgan Stanley Wealth Mgmt.
     GARDEN CITY, NY
     $6.2B


243. Barry Glassman
     Wealth Services Glassman^
     VIENNA, VA
     $1.3B
     Corrado-Harrison 244. Melissa^
     UBS Private
     Wealth Mgmt.
     DENVER, CO
     $1.1B


244. Ryan Sprowls
     Wells Fargo Advisors
     ALEXANDRIA, VA
     $1.1B


245. Teresa Jacobsen
     Wealth Mgmt. UBS Private^
     STAMFORD, CT
     $666M


246. Andy Schwartz
     Financial Group Bleakley^
     FAIRFIELD, NJ
     $996M


247. John Cultra
     William Blair
     CHICAGO, IL
     $2.6B


248. Jeffery Price
     Merrill Lynch
     Wealth Mgmt.
     SOUTHLAKE, TX
     $888M


249. Ron Stenger
     Morgan Stanley
     Wealth Mgmt.
     OAK BROOK, IL
     $759M

For the full ranking, please visit forbes.com/top-wealth-advisors

LAILA PENCE

PENCE WEALTH MANAGEMENT

Newport Beach, California

“Women have empathy, and if we can get

clients to trust us, we can do well in this

business.... I’m hoping that the fact that

there’s more work from home will bring more

women into this business, as they can divide

their time between working at home and from

the office—which may be a benefit of Covid.”