Barron\'s 03.16.2020

S22 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

D.C.

1. 
   
   
   
   1. Marvin McIntyre Morgan Stanley PWM Washington ••• $3,755 $7.5 $25
   
   
   
   


2. N Donald Irwin J.P. Morgan Washington ••• 12,044 40 75


3. 
   
   
   
   2. Michael O’Neill Morgan Stanley PWM Washington •• 2,062 25 30
   
   
   
   


4. N Joyce Said Ward J.P. Morgan Washington •• 4,121 45 50


5. 
   
   
   
   3. John M. Williams Morgan Stanley PWM Washington ••••• 1,801 20 35
   
   
   
   


6. 
   
   
   
   4. Brett Anthony Morgan Stanley Wealth Mgmt Washington •••••3,700 10 25
   
   
   
   


7. N James New UBS Financial Services Washington ••• 3,614 15 25


8. 
   
   
   
   7. Michael Freiman Morgan Stanley Wealth Mgmt Washington ••• 1,628 1.25 2.5
   
   
   
   


9. 
   
   
   
   18. William Finnerty UBS Financial Services Washington •• 999 10 25
   
   
   
   


10. 
    
    
    
    5. James Wohlgemuth Morgan Stanley PWM Washington •• 768 14 20
    
    
    
    


11. 
    
    
    
    8. John Reim Morgan Stanley PWM Washington •• 1,260 10 20
    
    
    
    


12. 
    
    
    
    9. Keith Apton UBS Financial Services Washington •••1,681 6 30
    
    
    
    


13. 
    
    
    
    10. Tom Rietano MerrillPrivateWealthMgmt Washington •••• 6,318 10 25
    
    
    
    


14. 
    
    
    
    6. H.L. “Trip” McLaughlin III Morgan Stanley Wealth Mgmt Washington •••••3,850 10 25
    
    
    
    


15. 
    
    
    
    20. Gregory Marcus UBS Financial Services Washington •• 732 30 50
    
    
    
    


16. 
    
    
    
    12. Sandra Cunningham UBS Financial Services Washington •••••3,386 10 25
    
    
    
    


17. 
    
    
    
    11. Frederick Shreves Wells Fargo Advisors Washington ••••••3,100 3 6
    
    
    
    


18. 
    
    
    
    21. Barry Haffner UBS Financial Services Washington ••• 798 5 11.5
    
    
    
    


19. 
    
    
    
    15. John McKnight Merrill Lynch Wealth Mgmt Washington ••• 1,477 2 5
    
    
    
    


20. 
    
    
    
    19. Richard Harris Alex. Brown|Raymond James Washington •••• 2,424 7.5 25
    
    
    
    


21. 
    
    
    
    13. William Slater MerrillPrivateWealthMgmt Washington •• 1,517 10 15
    
    
    
    


22. 
    
    
    
    17. Skip Moosher Morgan Stanley Wealth Mgmt Washington ••• 1,013 8 10
    
    
    
    


23. 
    
    
    
    16. Paul Goree Merrill Lynch Wealth Mgmt Washington ••• 1,468 5.5 9.1
    
    
    
    


24. 
    
    
    
    14. Hammond Han UBS Financial Services Washington ••••••3,386 5 10
    
    
    
    

DELAWARE

1. 
   
   
   
   1. Kimberlee Orth Ameriprise Financial Wilmington ••••$2,832 $6.15 $15.5
   
   
   
   


2. 
   
   
   
   4. Thomas Rice Merrill Lynch Wealth Mgmt Wilmington ••• 1,405 3.5 7
   
   
   
   


3. 
   
   
   
   2. Michael Koppenhaver Merrill Lynch Wealth Mgmt Dover ••• 737 2 5
   
   
   
   


4. 
   
   
   
   3. Donald DeWees Sr. Wells Fargo Advisors Greenville •••••1,020 2 4
   
   
   
   


5. 
   
   
   
   6. Peni Warren Merrill Lynch Wealth Mgmt Dover ••• 684 1.5 2
   
   
   
   


6. N Donald DeWees Jr. Wells Fargo Advisors Greenville •••••1,020 2 4

FLORIDA

1. 
   
   
   
   1. Thomas Moran Moran Wealth Mgmt Naples ••••$3,146 $5 $25
   
   
   
   


2. 
   
   
   
   4. Louis Chiavacci Merrill Private Wealth Mgmt Coral Gables • 3,593 40 75
   
   
   
   


3. 
   
   
   
   3. Adam Carlin Morgan Stanley PWM Coral Gables •• 2,942 17.5 25
   
   
   
   


4. 
   
   
   
   7. Roy Apple J.P. Morgan Securities Palm Beach Gardens ••• 2,336 5 12
   
   
   
   


5. 
   
   
   
   11. Sean Fetterman UBS Financial Services Boca Raton •••1,899 20 30
   
   
   
   


6. 
   
   
   
   10. Michael Bober UBS Financial Services Boca Raton •• 2,188 12 25
   
   
   
   


7. 
   
   
   
   16. Peter Bermont Raymond James Coral Gables •••••2,160 15 30
   
   
   
   


8. 
   
   
   
   12. Robert Doyle Doyle Wealth Mgmt St. Petersburg ••• 1,007 1.2 4
   
   
   
   


9. 
   
   
   
   13. Ed Ventrice UBS Financial Services Boca Raton •• 2,188 12 25
   
   
   
   


10. 
    
    
    
    29. John Elwaw Morgan Stanley Wealth Mgmt Miami ••• 1,523 10 100
    
    
    
    


11. 
    
    
    
    18. Todd Moll Provenance WA|Raymond James Fort Lauderdale •••••2,900 10 35
    
    
    
    


12. 
    
    
    
    19. Eric Glasband Merrill Lynch Wealth Mgmt Boca Raton ••• 1,103 4.7 10
    
    
    
    


13. 
    
    
    
    9. Christopher Aitken UBS Financial Services Ponte Vedra Beach •• 1,490 25 50
    
    
    
    


14. 
    
    
    
    15. Don d’Adesky Raymond James Boca Raton ••••4,026 5 10
    
    
    
    


15. 
    
    
    
    20. Robert Edwards EdwardsAssetMgmt Naples ••••••1,245 5 12.5
    
    
    
    


16. 79.N.Y. William King Merrill Lynch Wealth Mgmt Vero Beach ••••• 1,031 8 22


17. 
    
    
    
    17. Margaret Starner Raymond James Coral Gables ••• 1,147 5 7
    
    
    
    


18. 
    
    
    
    31. Keith Rowling Merrill Lynch Wealth Mgmt Palm Beach ••• 945 8 15
    
    
    
    


19. 
    
    
    
    39. Richard Altieri Morgan Stanley Wealth Mgmt Boca Raton ••••• 959 5 10
    
    
    
    


20. 
    
    
    
    52. Janet Franco Gordon Morgan Stanley Wealth Mgmt Coral Gables ••• 872 6.5 15
    
    
    
    


21. 
    
    
    
    22. Michael McCain Wells Fargo Advisors Naples •• 2,099 10 15
    
    
    
    


22. 
    
    
    
    24. David Emma HighTower Naples Naples ••• 1,450 7 25
    
    
    
    


23. 
    
    
    
    23. Jason Stephens UBS Financial Services Naples •• 949 10 20
    
    
    
    


24. 
    
    
    
    25. Kenneth Burke Merrill Lynch Wealth Mgmt Heathrow ••• 1,424 15 25
    
    
    
    


25. 
    
    
    
    27. William Merriam III Merrill Lynch Wealth Mgmt Jacksonville ••••••1,040 2 5
    
    
    
    


26. 
    
    
    
    30. Andrew Schultz Morgan Stanley PWM Miami Beach •• 773 10 20