S22 BARRON’S December 7, 2020
SPECIAL ADVERTISING SECTION
TENNESSEE,CONT.Malcolm Liles
Baird
Nashville
(615) 341-7015
lilesgroup.com
$4mTypical Account Size
$1,183mTotal Assets
Jason Pharris
Morgan Stanley
Nashville
Jason.Pharris@MorganStanley.
com
(615) 298-6555
fa.morganstanley.com/
theedwardspharrisgroup
$4mTypical Account Size
$1,003mTotal Assets
TEXAS
Richard Ashcroft
Baird
Houston
(713) 973-3800
bairdretirementmanagement.
com/the-ashcroft-pesek-group
$4mTypical Account Size
$2,000mTotal Assets
Bonner Barnes
Corda Investment
Management
Houston
(713) 439-0665
cordamanagement.com
$0.85mTypical Account Size
$1,163mTotal Assets
Carl Fuhrmann III
Merrill Lynch Wealth
Management
San Antonio
(210) 805-2981
fa.ml.com/fuhrmann_hayne
$3.5mTypical Account Size
$940mTotal Assets
Ira Kravitz
UBS Financial Services
Plano
(469) 440-0547
financialservicesinc.ubs.com/
team/kravitzgroup
$5mTypical Account Size
$827mTotal Assets
Alexander Ladage
UBS Financial Services
Austin
(512) 479-5287
financialservicesinc.ubs.com/fa/
alexladage
$10mTypical Account Size
$1,046mTotal Assets
Tommy McBride
Merrill Lynch
Dallas
(214) 750-2004
fa.ml.com/mcbride
$7.5mTypical Account Size
$1,593mTotal Assets
John Merrill
Tanglewood Total Wealth
Management
Houston
(713) 840-8880
tanglewoodwealth.com
$2.5mTypical Account Size
$978mTotal Assets
Nelson Murray
Morgan Stanley
Houston
nelson.murray@morganstanley.
com
(713) 966-2135
advisor.morganstanley.com/
nelson.murray
$4mTypical Account Size
$1,700mTotal Assets
Darrell Pennington
Pennington Wealth
Management
Houston
(713) 332-4422
penningtonwealth.com
$1.5mTypical Account Size
$1,245mTotal Assets
Richard Piatas
Merrill Lynch Wealth
Management
Frisco
(940) 297-6990
fa.ml.com/texas/frisco/
thepiatasgroup
$1mTypical Account Size
$3,199mTotal Assets
R. Scot Smith
Morgan Stanley
Dallas
(214) 696-7064
fa.morganstanley.com/scot.
smith
$3mTypical Account Size
$666mTotal Assets
Scott Tiras
Tiras Wealth Management
Houston
(713) 332-4400
tiraswealth.com
$4mTypical Account Size
$2,270mTotal Assets
VIRGINIA
Stephan Cassaday
Cassaday & Company
McLean
(703) 506-8200
cassaday.com
$1.5mTypical Account Size
$3,298mTotal Assets
Tristan Caudron
Caudron Megary Blackburn
Wealth Management Group of
Wells Fargo Advisors
Alexandria
tristan.caudron@wfadvisors.
com
(703) 739-4545
CaudronMegaryBlackburn.com
$1.8mTypical Account Size
$1,688mTotal Assets
Simon Hamilton
Baird
Reston
(571) 203-1600
thewiseinvestorgroup.com
$1.4mTypical Account Size
$2,226mTotal Assets
Susan Kim
Ameriprise Financial
Vienna
(703) 226-2300
ameripriseadvisors.com/
soo.m.kim
$1.5mTypical Account Size
$1,578mTotal Assets
Jeff LeClair
Wells Fargo Advisors
McLean
(703) 582-6440
leclairlemlihapproach.com
$10mTypical Account Size
$1,390mTotal Assets
Hanane Lemlih
Wells Fargo Advisors
McLean
(202) 957-9095
leclairlemlihapproach.com
$10mTypical Account Size
$1,390mTotal Assets
Aashish Matani
Merrill Lynch
Norfolk
(757) 446-4045
fa.ml.com/virginia/norfolk/
theahmgroup
$4mTypical Account Size
$1,310mTotal Assets
Joseph Montgomery
The Optimal Service Group of
Wells Fargo Advisors
Williamsburg
joe.montgomery@
wellsfargoadvisors.com
(757) 220-1782
optimalservicegroup.com
$7mTypical Account Size
$17,044mTotal Assets
Ryan Sprowls
Alexandria Wealth
Management Group of
Wells Fargo Advisors
Alexandria
ryan.sprowls@
wellsfargoadvisors.com
(703) 739-1439
AlexandriaWMG.com
$2mTypical Account Size
$1,388mTotal Assets
WASHINGTON
Shari Burns
United Capital Seattle, a
Goldman Sachs Company
Seattle
(206) 583-8300
goldmanpfm.com/seattle
$5.2mTypical Account Size
$1,718mTotal Assets
Randall Linde
AGP Wealth Advisors
Renton
(425) 228-1000
agpwealthadvisors.com
$0.88mTypical Account Size
$2,088mTotal Assets
Michael D. Maroni
Merrill Lynch
Seattle
(206) 855-4460
fa.ml.com/washington/seattle/
pnpunit
$3mTypical Account Size
$961mTotal Assets
Michael Matthews
UBS Private Wealth
Management
Bellevue
(425) 451-2350
ubs.com/team/
thematthewsgroup
$5mTypical Account Size
$1,559mTotal Assets
Erin Scannell
Ameriprise Financial
Mercer Island
(425) 709-2345
heritage-wealth.com
$2mTypical Account Size
$2,870mTotal Assets
WISCONSIN
Andrew Burish
UBS Financial Services
Madison
(608) 831-4282
ubs.com/team/burishgroup
$2mTypical Account Size
$3,591mTotal Assets
Michael Smith
Michael Smith & Associates
Stevens Point
(715) 341-6657
ameripriseadvisors.com/team/
michael-smith-associates
$0.85mTypical Account Size
$543mTotal Assets
Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors
pay a fee to be included in this reprint. Participation in this section has no bearing on the outcome of our
rankings. Assets are tied to the most recent ranking. For more information, visit barrons.com/guide.
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