Barron\'s 03.16.2020

S32 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

72. 
    
    
    
    62. Anna Winderbaum Morgan Stanley PWM New York •• 2,477 25 50
    
    
    
    


73. 
    
    
    
    57. Jordan Waxman Nucleus Advisors at HighTower New York •• 2,130 25 50
    
    
    58. 
        
        
        
        54. Robert Waldele Merrill Lynch Wealth Mgmt New York •••• 2,991 25 40
        
        
        
        
    
    
    
    


74. 
    
    
    
    84. James Ryan Merrill Private Wealth Mgmt New York •••••8,142 10 75
    
    
    
    


75. 
    
    
    
    59. Peter Rukeyser UBS Financial Services New York •••• 2,489 40 50
    
    
    60. 
        
        
        
        85. Courtney Moore Merrill Private Wealth Mgmt New York •••••8,142 10 75
        
        
        
        
    
    
    
    


76. 
    
    
    
    67. Rod Aronson Morgan Stanley PWM New York ••••1,867 25 35
    
    
    
    


77. N James Buckley J.P. Morgan New York • 3,838 55 100


78. 
    
    
    
    75. Jason Babb First Republic Investment Mgmt New York ••• 1,061 5 5
    
    
    76. 
        
        
        
        63. Alexander Williams UBS Financial Services New York •••• 2,489 40 50
        
        
        
        
    
    
    
    


79. 
    
    
    
    80. Brian Bennett UBS Financial Services New York •••• 796 3 10
    
    
    
    


80. 
    
    
    
    69. Alyssa Moeder Merrill Private Wealth Mgmt New York ••• 5,036 25 100
    
    
    
    


81. N Andrew Sukhin Morgan Stanley Wealth Mgmt New York ••••1,534 8 10


82. 
    
    
    
    60. Leo Marzen Bridgewater Advisors New York •• 1,525 5 7.5
    
    
    
    


83. 
    
    
    
    58. W. Corby May Merrill Lynch Wealth Mgmt Garden City •••1,277 7.5 17
    
    
    59. 
        
        
        
        78. Adam Epstein UBS Financial Services New York ••••1,022 15 30
        
        
        
        
    
    
    
    


84. N Anthony Dertouzos Morgan Stanley PWM New York •• 3,815 20 75


85. 
    
    
    
    74. Richard Salvino Merrill Private Wealth Mgmt New York ••• 5,036 25 100
    
    
    
    


86. 
    
    
    
    77. Louise Gunderson UBS Financial Services New York ••• 908 4.75 12.75
    
    
    78. N Rob Meenan UBS Financial Services New York • 2,277 10 25
    
    
    
    


87. 
    
    
    
    82. Anthony Rundella UBS Financial Services New York ••• 10,690 2.5 5
    
    
    
    


88. N Justin McCarthy MarinerWealthAdvisors NewYork ••• 1,169 2.9 1.5


89. N Shlomi Yedid UBS Financial Services New York • 2,277 10 25


90. 
    
    
    
    92. Lawrence Liebers Merrill Lynch Wealth Mgmt New York •• 1,560 13 25
    
    
    
    


91. 
    
    
    
    81. William Einstein UBS Financial Services New York •• 1,550 5 10
    
    
    82. 
        
        
        
        87. Christiane Olsen UBS Financial Services New York ••• 7,748 7 12
        
        
        
        
    
    
    
    


92. 
    
    
    
    61. Doug Mellert Merrill Lynch Wealth Mgmt New York ••••••5,280 10 25
    
    
    
    


93. N John Vessa Morgan Stanley Wealth Mgmt New York ••••4,954 5 10


94. 
    
    
    
    65. Todd DiScala Merrill Lynch Wealth Mgmt New York ••••••5,280 10 25
    
    
    
    


95. 
    
    
    
    68. Vishal Bakshi Merrill Private Wealth Mgmt New York •• 1,681 75 200
    
    
    
    


96. N Emily Rubin UBS Financial Services New York •• 1,300 10 15


97. 
    
    
    
    106. Jeffrey Winik Morgan Stanley Wealth Mgmt New York ••• 4,955 4 12
    
    
    
    


98. 
    
    
    
    97. Geri Pell Ameriprise Financial Rye Brook ••• 1,501 2.5 6
    
    
    
    


99. 
    
    
    
    112. Mihir Patel Morgan Stanley PWM New York •• 1,280 5 20
    
    
    
    


100. N Jay Canell J.P. Morgan Securities New York ••• 3,300 15 25


101. N Neil Canell J.P. Morgan Securities New York ••• 3,300 15 25


102. 
     
     
     
     100. Marc Fischer Morgan Stanley Graystone Rochester •••••2,963 40 40
     
     
     
     


103. 
     
     
     
     105. Greg DelMonte Stifel New York ••••1,550 1 10
     
     
     
     


104. 
     
     
     
     95. Todd Silaika Merrill Lynch Wealth Mgmt Clifton Park •• 1,384 3 4.5
     
     
     
     


105. 
     
     
     
     91. Peter Arbes Neuberger Berman New York •• 869 3.5 8
     
     
     
     


106. 
     
     
     
     93. Glenn Arthurs UBS Financial Services Buffalo •••••2,258 3 6
     
     
     
     


107. 
     
     
     
     96. David Beyer Morgan Stanley Wealth Mgmt New York ••• 1,307 8 25
     
     
     
     


108. N Rich Abrams UBS Financial Services New York •••••1,067 2 8


109. 
     
     
     
     103. Eric Propper CIBCPrivateWealthMgmt NewYork •••6,536 30 50
     
     
     
     


110. 
     
     
     
     104. Charles Balducci Merrill Lynch Wealth Mgmt New York •••• 2,262 20 30
     
     
     
     


111. 
     
     
     
     108. Joseph Eisler Morgan Stanley PWM New York ••• 1,981 30 70
     
     
     
     


112. N Michael Taggart J.P. Morgan Securities New York ••• 850 10 20


113. 
     
     
     
     107. Eric Snyder Merrill Lynch Wealth Mgmt New York •••• 2,262 20 30
     
     
     
     


114. 
     
     
     
     89. Harold Elish UBS Financial Services New York •••• 1,404 5 8
     
     
     
     

NORTH CAROLINA

1. 
   
   
   
   3. William Oliver Wells Fargo Advisors Charlotte •• $1,387 $10 $20
   
   
   
   


2. 
   
   
   
   4. John McCardell Merrill Lynch Wealth Mgmt Charlotte ••• 4,799 5 10
   
   
   
   


3. 
   
   
   
   6. Brett Hoge BB&T Scott & Stringfellow Winston-Salem ••• 900 10 25
   
   
   
   


4. 
   
   
   
   20. Adam Landau Morgan Stanley PWM Charlotte ••• 1,051 20 100
   
   
   
   


5. 
   
   
   
   8. Kelly Graves Carroll Financial Charlotte ••• 681 1.8 3
   
   
   
   


6. 
   
   
   
   7. Patrick Rush Triad Financial Advisors Greensboro •• 676 1 1.75
   
   
   
   


7. 
   
   
   
   9. Chris Davis Wells Fargo Advisors Davidson ••• 2,957 1.5 2.5
   
   
   
   


8. 
   
   
   
   10. Lee Bryan III Alex. Brown|Raymond James Winston-Salem •••••4,163 25 25
   
   
   
   


9. 
   
   
   
   11. Rick Fisher Fisher Wealth Mgmt Burlington •••• 606 1 2
   
   
   
   


10. N George Seamen Merrill Lynch Wealth Mgmt Raleigh • •• 1,063 4 6