America’s Top Wealth Advisors

jeff wealth advisor
1Jeff ErdmannMerrill Private Wealth ManagementConnecticut$2.5M$7.8B
2Brian C. PfeiflerMorgan Stanley Private Wealth ManagementNew York$25M$5.1B
3Christopher ErricoUBS Private Wealth ManagementNew York$2M$2B
4Mark CurtisMorgan Stanley GraystoneCalifornia$5M$95.8B
5Rod WestmorelandMerrill Private WealthGeorgia$10M$5.2B
6Greg VaughanMorgan Stanley Private Wealth ManagementCalifornia$10M$20.8B
7Charles ZhangZhang FinancialMichigan$1M$3.2B
8Andy ChaseMorgan Stanley Private Wealth ManagementCalifornia$5M$27B
9Ira WalkerUBS Private Wealth ManagementNew Jersey$5M$1B
10Lyon PolkMorgan Stanley Private Wealth ManagementNew York$25M$11.7B
11Andy BurishUBS Wealth ManagementWisconsin$1M$3.1B
12James HansbergerMorgan Stanley Private Wealth ManagementGeorgia$10M$2.1B
13Raj SharmaMerrill Private Wealth ManagementMassachusetts$5M$6.8B
14Randy C. ConnerChurchill Management GroupCalifornia$750K$5.5B
15Marvin McIntyreMorgan Stanley Private Wealth ManagementDistrict of Columbia$2M$3.4B
16Richard SapersteinTreasury PartnersNew York$5M$13.9B
17Scott SiegelMorgan Stanley Wealth ManagementNew York$3M$4.1B
18Robert Skinner IIIEQ CapitalCalifornia$10M$8.8B
19Brian FrankMorgan Stanley Private Wealth ManagementGeorgia$2M$2.3B
20Jason KatzUBS Financial ServicesNew York$0$2.7B
21Steve HefterHLM CapitalIllinois$3M$2.6B
22Martin HalbfingerUBS Wealth ManagementNew York$5M$3.5B
23Richard JonesMerrill Private Wealth ManagementCalifornia$10M$13.9B
24Reza ZafariMerrill Private Wealth ManagementCalifornia$10M$13.9B
25Michael PoppoUBS Wealth ManagementNew York$5M$1.1B
26Alan WhitmanMorgan Stanley Wealth ManagementCalifornia$1M$1.7B
27Thomas MoranMoran Wealth ManagementFlorida$2M$2.7B
28Rob ClarfeldClarfeld Financial AdvisorsNew York$3M$7.7B
29Rebecca RothsteinMerrill Private Wealth ManagementCalifornia$2.5M$3.2B
30Kevin PetersMorgan Stanley Wealth ManagementFlorida$5M$1.5B
31Paul PagnatoPagnato KarpVirginia$10M$2B
32Drew FreidesUBS Private Wealth ManagementCalifornia$10M$4.8B
33Mark DouglassMorgan Stanley Private Wealth ManagementCalifornia$10M$20.2B
34Michael ValdesMerrill Private Wealth ManagementFlorida$5M$5.6B
35Michael KleinBairdWisconsin$10M$4.5B
36Ron BasuMorgan Stanley Private Wealth ManagementNew York$2M$6.1B
37Louis ChiavacciMerrill Private Wealth ManagementFlorida$25M$2.9B
38David HouEvoke WealthCalifornia$5M$5.7B
39Drew ZagerMorgan Stanley Private Wealth ManagementCalifornia$5M$10.2B
40Paul TramontanoFirst Republic Investment ManagementConnecticut$25M

Source: https://www.forbes.com/top-wealth-advisors/#3a8b36691a14

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