Barron\'s 03.16.2020

S34 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

OKLAHOMA

1. N James Johnson Morgan Stanley PWM Oklahoma City ••• $765 $20 $100


2. 
   
   
   
   1. Michael Mazzei Tulsa Wealth Adv|Raymond James Tulsa •••• 857 1.5 5
   
   
   
   


3. 
   
   
   
   2. Steve Jelley Merrill Lynch Wealth Mgmt Tulsa •••• 950 4.5 10
   
   
   
   


4. 
   
   
   
   4. Matthew Monger Merrill Lynch Wealth Mgmt Tulsa •••• 734 4 5
   
   
   
   


5. 
   
   
   
   3. Jeffrey Blumenthal Wells Fargo Advisors Oklahoma City ••••1,043 2.3 5
   
   
   
   


6. 
   
   
   
   5. Jana Shoulders MarinerWealthAdvisors Tulsa ••• 1,981 3 9
   
   
   
   


7. 
   
   
   
   6. Donald Jackson UBS Financial Services Tulsa •• 409 0.7 1
   
   
   
   


8. 
   
   
   
   9. John Cary Morgan Stanley Wealth Mgmt Tulsa ••• 802 1.5 5
   
   
   
   


9. 
   
   
   
   7. Matt R. Cain Merrill Lynch Wealth Mgmt Tulsa ••••1,921 4.6 6
   
   
   
   


10. 
    
    
    
    10. William Andrew Edward Jones Enid ••• 307 0.8 1.5
    
    
    
    


11. 
    
    
    
    8. Donald Lehman Merrill Lynch Wealth Mgmt Tulsa ••••1,921 4.6 6
    
    
    
    


12. 
    
    
    
    11. T. Paul Eagleton Eagleton Brown Investment Group Tulsa ••••1,098 0.5 1
    
    
    
    

OREGON

1. 
   
   
   
   1. Judith McGee Raymond James Portland •• $648 $1 $3
   
   
   
   


2. 
   
   
   
   2. Rebecca DeCesaro First Republic Investment Mgmt Portland ••••1,366 5.5 9
   
   
   
   


3. 
   
   
   
   3. William Kiefel Merrill Lynch Wealth Mgmt Portland •• 765 4.6 10
   
   
   
   


4. 
   
   
   
   5. Glen Clemans CGC Financial Services Lake Oswego •• 647 0.6 0.85
   
   
   
   


5. 
   
   
   
   6. Keith Sheppard UBS Financial Services Portland ••• 632 1.3 3
   
   
   
   


6. 
   
   
   
   8. Jeffrey Yandle First Republic Investment Mgmt Portland ••• 1,366 4 7
   
   
   
   


7. 
   
   
   
   9. James Wrenn UBS Financial Services Lake Oswego ••• 648 3 5
   
   
   
   


8. 
   
   
   
   4. Cameron Cheek UBS Financial Services Portland •••• 1,699 2.5 5
   
   
   
   


9. 
   
   
   
   7. Josh Ulmer Morgan Stanley Wealth Mgmt Portland •••1,4752525
   
   
   
   


10. N Edward Lang UBS Financial Services Portland •••• 47138


11. 
    
    
    
    12. Robert Coussens UBS Financial Services Portland ••• 992 2 3
    
    
    
    


12. 
    
    
    
    11. James Beatty UBS Financial Services Portland •• 469 5 15
    
    
    
    

PENNSYLVANIA

1. 
   
   
   
   3. Grant Rawdin Wescott Financial Advisory Group Philadelphia •••••$2,219 $8 $22
   
   
   
   


2. 
   
   
   
   1. Peter Rohr Merrill Private Wealth Mgmt Philadelphia •• 4,657 30 100
   
   
   
   


3. N Rob Thomas Mariner Wealth Advisors State College •••1,667 0.2 0.65


4. N Robert Fragasso Fragasso Financial Advisors Pittsburgh ••••1,527 0.65 2


5. 
   
   
   
   5. Jim Martin Morgan Stanley PWM West Conshohocken ••••4,463 25 50
   
   
   
   


6. 
   
   
   
   6. Patti Brennan Key Financial West Chester ••• 1,061 2 3
   
   
   
   


7. 
   
   
   
   7. James Rimmel UBS Financial Services Pittsburgh ••• 1,510 2 5
   
   
   
   


8. 
   
   
   
   9. John J. Parker Sr. Wells Fargo Advisors Philadelphia ••••1,650 5 10
   
   
   
   


9. 
   
   
   
   10. James Meredith Hefren-Tillotson Pittsburgh ••••1,725 2 5.5
   
   
   
   


10. 
    
    
    
    11. Jay Beaulieu Wells Fargo Advisors Radnor •• 2,650 7.5 10
    
    
    
    


11. 
    
    
    
    18. Greg Sarian Sarian Strategic Partners at HighTower Wayne •• 935 4 10
    
    
    
    


12. 
    
    
    
    21. Mark Eskin Janney Montgomery Scott Philadelphia •••••1,734 3 5
    
    
    
    


13. 
    
    
    
    14. Alan Cohn Sage Financial Group Conshohocken ••• 1,919 3.75 5.75
    
    
    
    


14. 
    
    
    
    13. Peter Strope UBS Financial Services Canonsburg ••• 966 1.2 3
    
    
    
    


15. 
    
    
    
    22. Edward Blumenthal Janney Montgomery Scott Philadelphia •••••1,734 3 5
    
    
    
    


16. 
    
    
    
    16. David Eisen UBS Financial Services Philadelphia ••••14,508 200 200
    
    
    
    


17. N Jack Hafner J.P. Morgan Securities Philadelphia •• 1,005 40 50


18. 
    
    
    
    25. Michael Duckworth Merrill Private Wealth Mgmt Pittsburgh •• 1,502 25 40
    
    
    
    


19. 
    
    
    
    17. Thomas Seiler Raymond James Newtown ••• 945 6 20
    
    
    
    


20. 
    
    
    
    23. Charles Sessa UBS Financial Services Philadelphia ••••14,508 200 200
    
    
    
    


21. 
    
    
    
    19. John Solis-Cohen Wells Fargo Advisors Jenkintown ••••1,435 5 12
    
    
    
    


22. 
    
    
    
    27. Malcolm Cowen Cornerstone Advisors Asset Mgmt Bethlehem •••••5,807 45 70
    
    
    
    


23. 
    
    
    
    34. David Kron Kron & Polis Fin Group|Wells Fargo Adv Philadelphia ••• 1,352 2.9 5.9
    
    
    
    


24. 
    
    
    
    29. George Mastrogiorgos Ameriprise Financial Exton •• 1,680 0.6 1.4
    
    
    
    


25. 
    
    
    
    24. Lon Jury Ameriprise Financial Lancaster •• 1,181 0.2 0.5
    
    
    
    


26. 
    
    
    
    8. Anthony DiValerio Morgan Stanley PWM West Conshohocken ••• 871 30 50
    
    
    
    


27. N Dane Burkholder Ameriprise Financial Lancaster ••••1,565 0.5 2


28. 
    
    
    
    20. Sean Kelly Morgan Stanley PWM West Conshohocken ••1,834 40 50
    
    
    
    


29. 
    
    
    
    35. Stephen Bealer Merrill Lynch Wealth Mgmt Wyomissing •• 1,219 3 5
    
    
    
    


30. 
    
    
    
    31. Michael Mattise Radnor Financial Advisors Wayne •• 1,776 4.5 6
    
    
    
    


31. 
    
    
    
    33. Michael Hirthler Jacobi Capital Mgmt Wilkes Barre ••••1,279 3 4.2