Barron\'s 03.16.2020

March 16, 2020 BARRON’S S27

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

5. 
   
   
   
   13. Peter Dunne Merrill Lynch Wealth Mgmt Bethesda •••••3,134 30 40
   
   
   
   


6. 
   
   
   
   8. Jeff Leventhal HighTower Bethesda Bethesda ••• 1,023 3.5 10
   
   
   9. 
      
      
      
      12. James Meek Morgan Stanley Graystone Baltimore •••••1,685 32 35
      
      
      
      
   
   
   
   


7. 
   
   
   
   6. E. Geoffrey Sella SPC Financial|Raymond James Rockville •• 858 0.85 1.55
   
   
   
   


8. 
   
   
   
   9. Larry Boggs Wells Fargo Advisors Cumberland •••••1,167 3 5
   
   
   
   


9. 
   
   
   
   7. Barry Garber Alex. Brown|Raymond James Baltimore •••3,289 15 25
   
   
   
   


10. 
    
    
    
    10. Ross Charkatz Morgan Stanley Graystone Potomac ••••••8,812 25 25
    
    
    
    


11. 
    
    
    
    11. Peter Maller Maller Wealth Advisors Hunt Valley ••• 840 2.2 7.5
    
    
    
    


12. 
    
    
    
    4. Gregory Hurlbrink Morgan Stanley Wealth Mgmt Baltimore •••••• 824 5.5 15
    
    
    
    


13. 
    
    
    
    14. Brett Clifford Morgan Stanley PWM Baltimore •• 1,226 15 30
    
    
    
    


14. N Robert Collins Collins Investment Group Bethesda ••• 894 2.5 5.75


15. 
    
    
    
    15. Gregory Baker Merrill Lynch Wealth Mgmt Bethesda ••• 1,060 3.5 5
    
    
    
    


16. 
    
    
    
    17. Patricia Baum RBC Wealth Mgmt Annapolis •••1,457 3 15
    
    
    
    


17. 
    
    
    
    16. Jonathan Murray UBS Financial Services Hunt Valley •••••1,369 1.5 3
    
    
    
    


18. 
    
    
    
    18. Ann Marie Etergino RBC Wealth Mgmt Chevy Chase ••••••1,174 7.5 15
    
    
    
    


19. 
    
    
    
    20. Frank Dingle RBC Wealth Mgmt Baltimore ••• 848 1.8 3.7
    
    
    
    


20. 
    
    
    
    19. Brian Kroneberger RBC Wealth Mgmt Hunt Valley ••••1,100 3 6
    
    
    
    


21. 
    
    
    
    21. Richard Wagener Wagener Lee WA|Raymond James Columbia ••••• 795 2 3.5
    
    
    
    


22. 
    
    
    
    24. James Holzapfel Wells Fargo Advisors Hagerstown •••• 925 2 3
    
    
    
    


23. N William Orr Merrill Private Wealth Mgmt Frederick ••• 1,031 10 15

MASSACHUSETTS

1. 
   
   
   
   2. Raj Sharma MerrillPrivateWealthMgmt Boston •• $7,430 $10 $15
   
   
   
   


2. 
   
   
   
   4. Kevin Grimes Grimes&Company Westborough ••• 2,718 3 10
   
   
   
   


3. 
   
   
   
   5. Susan Kaplan Kaplan Financial Services Newton •• 2,047 3.5 11
   
   
   
   


4. 
   
   
   
   3. Peter Princi Morgan Stanley Graystone Boston •••••1,701 7.5 20
   
   
   
   


5. 
   
   
   
   6. Daniel Wiener Adviser Investments Newton ••• 5,827 1.5 2.5
   
   
   
   


6. 
   
   
   
   9. William Sullivan UBS Financial Services Boston •• 2,214 15 25
   
   
   
   


7. 
   
   
   
   10. CharlesS.BeanIII Heritage Financial Services Westwood ••• 1,520 3 5
   
   
   
   


8. 
   
   
   
   8. Thomas Bartholomew Bartholomew & Company Worcester ••••2,545 1.2 4
   
   
   
   


9. 
   
   
   
   12. John Lechner Morgan Stanley PWM Boston •• 3,501 50 200
   
   
   
   


10. 
    
    
    
    13. Devin Condron Morgan Stanley PWM Boston •• 1,508 25 50
    
    
    
    


11. 
    
    
    
    16. Daniel Wilson Ameriprise Financial Auburndale •• 2,211 0.5 5
    
    
    
    


12. 
    
    
    
    14. Mary Mullin Merrill Lynch Wealth Mgmt Boston •• 2,247 5 12
    
    
    
    


13. 
    
    
    
    21. Richard Miller Ameriprise Financial Wellesley ••• 1,181 0.6 1.5
    
    
    
    


14. 
    
    
    
    19. Peter Noonan J.P. Morgan Securities Boston ••• 2,514 15 75
    
    
    
    


15. 
    
    
    
    22. David Javaheri Morgan Stanley Wealth Mgmt Wellesley •• 1,204 5 12
    
    
    
    


16. 
    
    
    
    7. Richard F. Connolly Morgan Stanley PWM Boston ••••••1,812 20 30
    
    
    
    


17. 
    
    
    
    18. John Spooner Morgan Stanley Wealth Mgmt Boston ••• 1,132 1.5 8
    
    
    
    


18. 
    
    
    
    23. Ira Rapaport NewEnglandPrivateWealthAdvisors Wellesley •• 2,054 7 9
    
    
    
    


19. 
    
    
    
    20. Gary McGuirk MerrillPrivateWealthMgmt Boston •• 2,287 27.5 50
    
    
    
    


20. 
    
    
    
    25. Mark Joyce Merrill Lynch Wealth Mgmt Boston ••• 1,611 0.75 5
    
    
    
    


21. N Victor Livingstone Morgan Stanley PWM Boston •••••1,346 35 100


22. N Andrew Zimmerman Merrill Lynch Wealth Mgmt Boston •• 1,829 25 25


23. N Cory Schauer Alex. Brown|Raymond James Boston •• 2,083 8 25


24. 
    
    
    
    15. Raju Pathak Morgan Stanley Wealth Mgmt Boston ••• 807 8 20
    
    
    
    


25. N Carl Cafaro Merrill Lynch Wealth Mgmt Newton •• 2,099 10 20


26. 
    
    
    
    30. Mark Winthrop Winthrop Wealth Mgmt Westborough ••••1,545 3.5 8.5
    
    
    
    


27. N Maxwell Peckler UBS Financial Services Boston •••• 692 4 6


28. 
    
    
    
    24. Paul McCauley MerrillPrivateWealthMgmt Boston •• 2,287 27.5 50
    
    
    
    


29. N David Barcomb Merrill Lynch Wealth Mgmt Boston ••••• 921 5 10


30. 
    
    
    
    26. Timothy Connolly UBS Financial Services Boston •••• 1,037 15 25
    
    
    
    

MICHIGAN

1. 
   
   
   
   1. Charles C. Zhang Zhang Financial Portage ••• $3,606 $2 $3
   
   
   
   


2. 
   
   
   
   2. David Kudla Mainstay Capital Mgmt Grand Blanc ••••2,583 0.75 3
   
   
   
   


3. 
   
   
   
   6. Jeffrey Fratarcangeli Fratarcangeli Wealth Mgmt Birmingham ••••1,800 8 25
   
   
   
   


4. 
   
   
   
   3. Dana Locniskar MerrillPrivateWealthMgmt Troy •• 2,957 15 25
   
   
   
   


5. 
   
   
   
   5. Philip Appel Merrill Lynch Wealth Mgmt Bloomfield Hills •• 2,504 4 6
   
   
   
   


6. 
   
   
   
   4. Gary Ran Telemus Capital Southfield ••• 2,963 3.3 5.5
   
   
   
   


7. 
   
   
   
   8. Kevin VanDyke Bloomfield Hills Financial Bloomfield Hills •••1,536 2 4