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Forum reference:

Review and rankings of leading independent financial advisors

 

The 2013 rankings presented below were published in association with the following article:

 

Source: Barron's, August 22, 2015 rankings [2013]

 

Back To Top Advisors

Barron's: Top 100 Independent Wealth Advisors

Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. A ranking of "N" denotes an advisor who is new to the list.

  Customers  
Rank      Individuals    High
Net Worth		 Ultra-High
Net Worth		 Founda- Endow- Institu- Total
Asset		 Typical
Account		 Typical
Net Worth		  
'13 '12 Name Firm Location (Up to $1mil) ($1-10 mil) ($10 mil+) tions ments tional ($mil) ($mil) ($mil) Score
1 4 Peter Mallouk Creative Planning Leawood, Kan.       6889 1.35 3.9 100
2 7 Martin Bicknell Mariner Wealth Advisors Leawood, Kan.     23200 2 10 99.977
3 2 Steve Lockshin Convergent Wealth Advisors Los Angeles, Calif.           10350 26 54 99.828
4 3 Robert A. Clarfeld Clarfeld Wealth Tarrytown, N.Y.         4530 20 60 99.423
5 N Spuds Powell Kayne Anderson Rudnick Investment Management Los Angeles, Calif.   7913 5 10 99.053
6 6 David Zier Convergent Wealth Advisors Potomac, Md.           10350 26 54 98.711
7 10 Ron Carson Carson Wealth Management Group Omaha, Neb.       3777 5 10 98.405
8 9 Richard Saperstein HighTower New York, N.Y.       7220 15 40 98.218
9 5 Fred Fern Churchill Management Group Los Angeles, Calif.       2771 0.75 1.5 97.814
10 12 John W. Rafal Essex Financial Services Essex, Conn. 4138 5.5 12 97.801
11 8 Jon Goldstein Constellation Wealth Advisors Menlo Park, Calif.       5600 50 70 97.76
12 11 David Lees myCIO Wealth Partners Philadelphia, Pa.         7875 24 30 97.498
13 15 David Hou Luminous Capital Los Angeles, Calif.     8200 15 25 96.05
14 13 Paul Tramontano Constellation Wealth Advisors New York, N.Y.     5600 40 75 95.58
15 19 Brian Holmes Signature Estate & Investment Advisors Los Angeles, Calif.     3172 5 15 95.471
16 17 Erik Morgan Freestone Capital Management Seattle, Wash.       2528 6 10 95.4
17 14 Edward Neild, IV Gresham Partners Chicago, Ill.           3859 44 60 95.383
18 37 John Lesser Plante Moran Financial Advisors Auburn Hills, Mich.         13741 33.46 89.12 95.019
19 63 Michael Nathanson The Colony Group Boston, Mass.       2776 3 8 94.858
20 20 Charles Zhang Zhang Financial Portage, Mich.     1837 3 5 94.675
21 N Daniel Wiener Adviser Investments Newton, Mass.       2693 0.4 1 94.598
22 24 Richard Jr. Burridge RMB Capital Management Chicago, Ill.       3528 2.7 5 94.301
23 N Robert Glovsky The Colony Group Boston, Mass.       2776 3 8 94.203
24 25 Frederick Paulman RMB Capital Management Chicago, Ill.       3528 2.7 5 94.191
25 21 Rob Francais Aspiriant Los Angeles, Calif.       7409 9 25 93.78
26 N R. Thomas Manning, Jr. Silver Bridge Advisors Boston, Mass.     2396 1.4 6.2 93.574
27 22 Edward "Ted" Cronin Manchester Capital Management Manchester, Vt.       2228 20 45 93.375
28 48 Debra Wetherby Wetherby Asset Management San Francisco, Calif.         3796 10 15 93.31
29 26 Gary Ran Telemus Capital Partners Southfield, Mich.     2222 7 18 93.289
30 18 John Waldron Waldron Wealth Management Pittsburgh, Pa.         2097 10 25 92.928
31 27 Steven Weinstein Altair Advisers Chicago, Ill.         3435 10 20 92.566
32 32 Mark Sear Luminous Capital Los Angeles, Calif.     8200 15 25 92.1
33 31 Timothy Grimes Grimes & Company Westborough, Mass.       1535 3.5 7 92.002
34 N David Wright Sierra Group Santa Monica, Calif.         1808 2 5 91.775
35 34 William Rice Anchor Capital Advisors Boston, Mass.       7792 2 3 91.591
36 51 Mark Dixon Plante Moran Financial Advisors Southfield, Mich.       13741 8.3 12.4 91.559
37 43 Greg Miller Wellesley Investment Advisors Wellesley, Mass. 1450 1.94 10 91.496
38 35 Sandi Bragar Aspiriant San Francisco, Calif.       7409 9 25 91.48
39 30 Michael Yoshikami Destination Wealth Management Walnut Creek, Calif.         1300 2.2 6 91.441
40 91 Kenneth Moraif Money Matters with Ken Moraif Plano, Texas       1875 0.55 1 91.087
41 36 Dale Yahnke Dowling & Yahnke San Diego, Calif.       2328 2.6 10 91.02
42 39 Grant Rawdin Wescott Financial Advisory Group Philadelphia, Pa.     1991 7.5 24 90.959
43 47 Charles Brighton Brighton Jones Seattle, Wash.       2590 3 2.5 90.881
44 28 John LaPann Federal Street Advisors Boston, Mass.     4069 50 60 90.696
45 49 Jon Jones Brighton Jones Seattle, Wash.       2590 3 2.7 90.641
46 38 Christopher Cordaro RegentAtlantic Capital Morristown, N.J.     2909 5 15 90.496
47 44 Thomas Myers Brownson, Rehmus & Foxworth Menlo Park, Calif.       8095 25 40 90.478
48 46 Colin Carter The Presidio Group Dallas, Texas     4332 23.6 50 90.356
49 42 Jeffrey Colin Baker Street Advisors San Francisco, Calif.       4461 20 30 90.172
50 33 Mitchell Eichen The MDE Group Morristown, N.J.       1406 7 9 90.153
51 50 Andrew (Drew) McMorrow Ballentine Partners Waltham, Mass.         4912 49.26 49.26 85.914
52 62 Joel Isaacson Joel Isaacson & Co. New York, N.Y.         5019 10 15 85.89
53 41 David Kudla Mainstay Capital Management Grand Blanc, Mich.       1500 0.5 4 85.863
54 29 Robert Mellon Freestone Capital Management Seattle, Wash.         2528 6 10 85.808
55 74 Todd Millay Choate Investment Advisors Boston, Mass.   3895 4 8 85.767
56 64 Brent Brodeski Savant Capital Management Rockford, Ill.     3143 1 3 85.643
57 71 Greg Sullivan Harris SBSB McLean, Va.   2500 5 10 85.62
58 66 Gregg Fisher Gerstein Fisher New York, N.Y. 2629 1.4 5 85.566
59 61 Andy Berg Homrich Berg Atlanta, Ga.       2880 5 7 85.551
60 52 Susan Kaplan Kaplan Financial Services Newton, Mass.       1400 3.5 10 85.391
61 N J. Bart Roberson Retirement Advisors of America Addison, Texas         1665 0.91 1.5 85.381
62 57 Claudia Shilo Ballentine Partners Wolfeboro, N.H.         4912 49.26 49.26 85.374
63 53 Patrick McClain Hanson McClain Advisors Sacramento, Calif.       1659 0.5 1 85.359
64 54 Scott T. Hanson Hanson McClain Advisors Sacramento, Calif.       1659 0.5 1 85.354
65 56 Michael van den Akker Baker Street Advisors San Francisco, Calif.       4461 20 30 85.336
66 86 Paul Pagnato HighTower Reston, Va.       2050 25 40 85.307
67 83 Jonathan Kuttin Ameriprise Financial Melville, N.Y.       1522 0.95 3.9 85.214
68 70 Jim Berliner Westmount Asset Management Los Angeles, Calif.       1669 2.5 6 85.146
69 60 Doug Allison Beacon Pointe Advisors Newport Beach, Calif. 4535 7 15 85.09
70 45 Scott Tiras Ameriprise Financial Houston, Texas       2324 2 3.5 84.875
71 76 Paul Taghibagi Signature Estate & Investment Advisors Los Angeles, Calif.   3172 2.5 10 84.829
72 72 Bruce Brugler The Presidio Group San Francisco, Calif.       4332 23.6 50 84.828
73 82 John Adams Vaccaro Westport Resources Westport, Conn.     1261 3 10 84.773
74 58 Kevin Timmerman Steele Capital Management Dubuque, Iowa       1400 0.75 2 84.755
75 65 Stephan Cassaday Cassaday and Company McLean, Va.       1208 1.3 2 84.704
76 90 Laila Pence Pence Wealth Management Newport Beach, Calif.       1033 2 5 84.474
77 59 Aaron Izenstark IRON Financial Northbrook, IL.       1933 5 10 84.455
78 N Lori Van Dusen LVW Advisors Pittsford, N.Y.   3033 50 75 84.35
79 67 Stewart Massey Massey, Quick & Co. Morristown, N.J.     2527 8.3 50 84.108
80 95 Joshua Gross Mill Creek Capital Advisors Conshohocken, PA     3048 13 25 84.072
81 N George Papadoyannis Ameriprise Financial Redwood Shores, Calif.         3100 1.5 5 84.06
82 79 James B. Stack Stack Financial Management Whitefish, Mont.       854 1.5 5 84.033
83 N Peter Raimondi Banyan Partners Palm Beach Gardens, Fla.       1464 1.5 5 84.029
84 N Martin J Eby WMS Partners Towson, Md.       2500 9.3 15 84.021
85 69 Lon Morton Morton Capital Management Calabasas, Calif.       1168 4 7 83.914
86 85 Matthew Young Richard C. Young & Co. Newport, R.I.       960 1.73 5 83.763
87 87 Gerard Klingman Klingman & Associates/Raymond James New York, N.Y.         1312 10 15 83.75
88 78 Charles Thoele Robertson, Griege & Thoele Financial Advisors Dallas, Texas     2200 6.29 17.5 83.73
89 75 Thomas B. Gau Retirement Planning Specialists Inc. Ashland, Ore.         1468 2.5 5 83.709
90 94 Randall Linde Ameriprise Financial Renton, Wash.         1315 0.5 1.2 83.585
91 88 Andrew Palmer Bel Air Investment Advisors Los Angeles, Calif.     1789 20 50 83.535
92 N Lewis Altfest Altfest Personal Wealth Management New York, N.Y.       1002 1.9 4 83.483
93 96 Chuck Bean Heritage Financial Services Westwood, Mass.       789 3.5 6 83.434
94 92 Charles Doty Asset Preservation Advisors Atlanta, Ga.         1906 2.7 15 83.271
95 98 John Eadie Covenant Multi-Family Offices San Antonio, Texas       1300 7.5 15 83.2
96 89 Michael Chasnoff Truepoint Cincinnati, Ohio       1289 2.5 4.5 83.085
97 93 E. Geoffrey Sella SPC Financial/Raymond James Rockville, Md.         669 0.77 0.96 82.988
98 81 Wally Obermeyer Obermeyer Asset Management Aspen, Colo.       880 2.5 5 82.956
99 84 Richard Joyner Tolleson Wealth Management Dallas, Texas           1360 30 100 82.885
100 77 Kevin Myeroff NCA Financial Planners Cleveland, Ohio   1115 1.5 2.5 82.708

 

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