Forum Home Page [see Broadridge note belo

w]

The Shareholder Forumtm

private project for adaptations of investment services

Supporting Investor Interests

 
 

THIS WEBSITE IS PROVIDED FOR PARTICIPANTS IN A PRIVATE PROJECT ADDRESSING THE SERVICES REQUIRED TO SUPPORT THE INTERESTS OF ULTIMATE INVESTORS. THE INFORMATION PRESENTED ON THIS PAGE IS NOT INTENDED FOR ANY OTHER USE.

 

Forum reference:

Review and rankings of leading independent financial advisors

 

The 2014 rankings presented below were published in association with the following article:

 

Source: Barron's, August 22, 2015 rankings [2014]

 

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		  
'14 '13 Name Firm Location (Up to $1mil) ($1-10 mil) ($10 mil+) tions ments tional ($mil) ($mil) ($mil) Score
1 1 Peter Mallouk Creative Planning Leawood, Kan.       11324 1.49 4.75 100.000
2 2 Martin Bicknell Mariner Wealth Advisors Leawood, Kan.     35172 4 20 99.976
3 9 Fred Fern Churchill Management Group Los Angeles, Calif.       3478 0.75 1.5 99.928
4 11 Jon Goldstein Constellation Wealth Advisors Menlo Park, Calif.       6700 50 75 99.914
5 6 David Zier Convergent Wealth Advisors Potomac, Md.         8603 19.8 44.1 99.822
6 16 Erik Morgan Freestone Capital Management Seattle, Wash.       3165 5 11 99.788
7 10 John W. Rafal Essex Financial Services Essex, Conn. 3842 6 15 99.559
8 4 Robert A. Clarfeld Clarfeld Financial Advisors Tarrytown, N.Y.         4937 20 70 99.496
9 5 Spuds Powell Kayne Anderson Rudnick Investment Management Los Angeles, Calif.   9133 5 10 99.253
10 12 David Lees myCIO Wealth Partners Philadelphia, Pa.       8314 25 31 98.598
11 7 Ron Carson Carson Wealth Management Group Omaha, Neb.       4597 5 10 98.567
12 37 Greg Miller Wellesley Investment Advisors Wellesley, Mass. 2322 2 10 98.377
13 17 Edward Neild Gresham Partners Chicago, Ill.           4841 50 70 98.352
14 20 Charles Zhang Zhang Financial Portage, Mich.     2097 3 5 98.020
15 27 Edward (Ted) Cronin Manchester Capital Management Manchester, Vt.       2595 20 45 97.849
16 8 Richard Saperstein HighTower New York, N.Y.     7229 15 40 97.693
17 58 Gregg Fisher Gerstein Fisher New York, N.Y. 3032 1.6 3.05 97.454
18 N David Kahn Convergent Wealth Advisors Los Angeles, Calif.         8603 19.8 44.1 97.251
19 14 Paul Tramontano Constellation Wealth Advisors New York, N.Y.     6700 40 75 96.865
20 N Shannon Eusey Beacon Pointe Advisors Newport Beach, Calif.   7000 8 15 96.811
21 13 David Hou First Republic Investment Management Los Angeles, Calif.     9399 15 25 96.048
22 42 Grant Rawdin Wescott Financial Advisory Group Philadelphia, Pa.     2184 7.5 25 95.783
23 53 David Kudla Mainstay Capital Management Grand Blanc, Mich.       1853 0.5 4 95.634
24 21 Daniel Wiener Adviser Investments Newton, Mass.         3219 0.47 1.28 95.312
25 39 Michael Yoshikami Destination Wealth Management Walnut Creek, Calif.       1400 2.4 7 95.080
26 29 Gary Ran Telemus Capital Partners Southfield, Mich.     2272 7 18 94.952
27 N Alan Zafran First Republic Investment Management Menlo Park, Calif.     9399 15 25 94.720
28 31 Steven Weinstein Altair Advisers Chicago, Ill.         4033 10 20 94.421
29 78 Lori Van Dusen LVW Advisors Pittsford, N.Y.   4187 50 75 94.301
30 50 Mitchell Eichen The MDE Group Morristown, N.J.       1524 7 9 93.936
31 40 Kenneth Moraif Money Matters with Ken Moraif Plano, Texas         2476 0.54 1 93.700
32 60 Susan Kaplan Kaplan Financial Services Newton, Mass.       1600 3.75 10 93.401
33 67 Jonathan Kuttin Ameriprise Financial Melville, N.Y.       1995 0.95 3.9 93.286
34 75 Stephan Cassaday Cassaday and Company McLean, Va.       1571 1.4 2 93.230
35 76 Laila Pence Pence Wealth Management Newport Beach, Calif.       1212 2 5 93.211
36 66 Paul Pagnato HighTower Reston, Va.       2320 25 40 92.858
37 N Michael Stolper Veritable Newtown Square, Pa.           13415 62 78 92.854
38 49 Jeffrey Colin Baker Street Advisors San Francisco, Calif.       5454 20 30 92.681
39 30 John Waldron Waldron Wealth Management Pittsburgh, Pa.         1194 10 25 92.512
40 80 Joshua Gross Mill Creek Capital Advisors Conshohocken, Pa.     3500 14 25 92.404
41 33 Timothy Grimes Grimes & Company Westborough, Mass.       1977 3.5 7 91.875
42 83 Peter Raimondi Banyan Partners Palm Beach Gardens, Fla.       4499 2 5 91.527
43 74 Kevin Timmerman Steele Capital Management Dubuque, Iowa       1487 0.75 2.5 91.418
44 90 Randall Linde Ameriprise Financial Renton, Wash.       1644 0.75 1.5 91.380
45 85 Lon Morton Morton Capital Management Calabasas, Calif.         1433 4 8 90.832
46 N James Meredith Hefren-Tillotson Pittsburgh, Pa.       1454 1.5 4 90.670
47 73 John Adams Vaccaro Westport Resources Westport, Conn.     1284 3.5 10 90.653
48 35 William Rice Anchor Capital Advisors Boston, Mass.       8835 2 3 90.443
49 68 Jim Berliner Westmount Asset Management Los Angeles, Calif.       1953 2.5 7 90.212
50 N Clarke Lemons WaterOak Advisors Winter park, Fla.   1348 2.69 4.5 90.194
51 82 James B. Stack Stack Financial Management Whitefish, Mont.       1034 1.5 5 90.164
52 41 Dale Yahnke Dowling & Yahnke San Diego, Calif.       2690 2.88 15 85.966
53 19 Michael Nathanson The Colony Group Boston, Mass.       3617 3 8 85.933
54 92 Lewis Altfest Altfest Personal Wealth Management New York, N.Y.       1187 2 4 85.890
55 48 Colin Carter The Presidio Group Dallas, Texas     4287 25 50 85.844
56 N Robert Balentine Balentine Atlanta, Ga.     1884 9 25 85.837
57 18 John Lesser Plante Moran Financial Advisors Auburn Hills, Mich.         14389 30.45 85.44 85.726
58 87 Gerard Klingman Raymond James New York, N.Y.         1463 10 15 85.655
59 23 Robert Glovsky The Colony Group Boston, Mass.       3617 3 8 85.335
60 69 Doug Allison Beacon Pointe Advisors Newport Beach, Calif.   7000 9.6 18 85.319
61 96 Michael Chasnoff Truepoint Wealth Counsel Cincinnati, Ohio       1845 3.05 5 85.213
62 N Robert Fragasso Fragasso Financial Advisors Pittsburgh, Pa.   1065 0.83 1.6 85.202
63 43 Charles Brighton Brighton Jones Seattle, Wash.         2521 3 2.6 85.140
64 22 Richard Jr. Burridge RMB Capital Management Chicago, Ill.       4301 2.9 6 85.132
65 24 Frederick Paulman RMB Capital Management Chicago, Ill.       4301 2.9 6 85.077
66 93 Chuck Bean Heritage Financial Services Westwood, Mass.       900 5 8.5 84.941
67 N Kevin VanDyke Bloomfield Hills Financial Bloomfield Hills, Mich.       800 2 4 84.885
68 N Leo Kelly HighTower Hunt Valley, Md.   1122 5 10 84.694
69 15 Brian Holmes Signature Estate & Investment Advisors Los Angeles, Calif.     4213 5 15 84.622
70 N Shari Burns Paragon/United Capital Seattle, Wash.         1413 4.9 7 84.580
71 N Van Pearcy Raymond James Midland, Texas     1669 3 9 84.535
72 86 Matthew Young Richard C. Young & Co. Newport, R.I.       1022 1.84 5 84.520
73 100 Kevin Myeroff NCA Financial Planners Cleveland, Ohio   1236 1.5 2.5 84.412
74 25 Rob Francais Aspiriant Los Angeles, Calif.       8455 9 25 84.411
75 N Andrew Morse HighTower New York, N.Y.       1649 3.13 5 84.370
76 N Pamela Rosenau HighTower Los Angeles, Calif.       1056 7 25 84.301
77 72 Bruce Brugler The Presidio Group San Francisco, Calif.       4287 25 50 83.929
78 70 Scott Tiras Ameriprise Financial Houston, Texas       1880 2 3.5 83.587
79 N Scott George Mason Investment Advisory Services Reston, Va.       4760 6.2 2.6 83.585
80 46 Christopher Cordaro RegentAtlantic Capital LLC Morristown, N.J.     3181 5 15 83.431
81 47 Thomas Myers Brownson, Rehmus & Foxworth Menlo Park, Calif.       9765 25 40 83.240
82 28 Debra Wetherby Wetherby Asset Management San Francisco, Calif.         3700 10 15 83.225
83 N Roger Wade GW & Wade Wellesley, Mass.       4863 0.65 2.2 83.040
84 57 Greg Sullivan Sullivan, Bruyette, Speros & Blayney McLean, Va.   2825 5 10 82.980
85 59 Andy Berg Homrich Berg Atlanta, Ga.       3700 3 7 82.960
86 81 George Papadoyannis Ameriprise Financial San Mateo, Calif.         3700 2 6 82.865
87 63 Patrick McClain Hanson McClain Advisors Sacramento, Calif.       2072 0.5 1 82.832
88 64 Scott T. Hanson Hanson McClain Advisors Sacramento, Calif.       2072 0.5 1 82.827
89 99 Richard Joyner Tolleson Wealth Management Dallas, Texas           4235 75 125 82.675
90 79 Stewart Massey Massey Quick & Co. Morristown, N.J.     2788 8.7 25 82.462
91 38 Sandi Bragar Aspiriant San Francisco, Calif.       8455 9 25 82.461
92 52 Joel Isaacson Joel Isaacson & Co. New York, N.Y.           2733 10 15 82.421
93 71 Paul Taghibagi Signature Estate & Investment Advisors Los Angeles, Calif.   4213 3 10 82.361
94 55 Todd Millay Choate Investment Advisors Boston, Mass.   4455 7 10 82.239
95 56 Brent Brodeski Savant Capital Management Rockford, Ill.     4096 1.25 3 82.155
96 65 Michael van den Akker Baker Street Advisors San Francisco, Calif.       5454 20 30 82.142
97 N Richard J. Buoncore MAI Wealth Advisors Cleveland, Ohio       3849 9 25 82.061
98 84 Martin J Eby WMS Partners Towson, Md.       2626 9.3 15 81.913
99 36 Mark Dixon Plante Moran Financial Advisors Southfield, Mich.       14389 14.7 25.2 81.791
100 62 Claudia Shilo Ballentine Partners Wolfeboro, N.H.         5018 52.6 52.6 81.194

 

Copyright ©2015 Dow Jones & Company, Inc. All Rights Reserved.

 

 
 

This website is intended only for the private use of invited participants in a project addressing adaptations of investment management and advisory services to support the objectives of ultimate savers. Participation is subject to confidentiality understandings and other provisions that vary from the Shareholder Forum's standard Conditions of Participation applicable to its publicly conducted programs.

 

The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material. The material presented on this web site is the responsibility of Gary Lutin, as chairman of the Shareholder Forum.

Shareholder Forum™ is a trademark owned by The Shareholder Forum, Inc., for the programs conducted since 1999 to support investor access to decision-making information. It should be noted that we have no responsibility for the services that Broadridge Financial Solutions, Inc., introduced for review in the Forum's 2010 "E-Meetings" program and has since been offering with the “Shareholder Forum” name, and we have asked Broadridge to use a different name that does not suggest our support or endorsement.