Forum reference:
Review and rankings of leading independent financial
advisors
|
The 2015 rankings presented below were published in association with the
following article:
|
Source:
Barron's, August 22, 2015 rankings [2015] |
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.
1 |
1 |
Peter Mallouk |
Creative Planning,
Inc. |
Leawood, Kan. |
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|
|
|
15250 |
1.5 |
5.3 |
100.000 |
2 |
3 |
Fred Fern |
Churchill Management
Group |
Los Angeles, Calif. |
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|
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3608 |
0.75 |
2.5 |
99.837 |
3 |
4 |
Jon Goldstein |
Constellation Wealth
Advisors |
Menlo Park, Calif. |
|
|
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|
|
|
6775 |
50 |
75 |
99.462 |
4 |
9 |
Spuds Powell |
Kayne Anderson Rudnick
Investment Management |
Los Angeles, Calif. |
|
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|
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9870 |
7 |
15 |
99.330 |
5 |
11 |
Ron Carson |
Carson Wealth
Management |
Omaha, Neb. |
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|
|
|
6252 |
5 |
10 |
99.291 |
6 |
7 |
John W. Rafal |
Essex Financial
Services, |
Essex, Conn. |
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4057 |
6 |
15 |
99.054 |
7 |
8 |
Robert A. Clarfeld |
Clarfeld Financial
Advisors |
Tarrytown, N.Y. |
|
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|
|
5470 |
20 |
70 |
99.010 |
8 |
12 |
Greg Miller |
Wellesley Investment
Advisors |
Wellesley, Mass. |
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|
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2380 |
2 |
5 |
98.602 |
9 |
14 |
Charles Zhang |
Zhang Financial (LPL) |
Portage, Mich. |
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|
|
2376 |
3 |
5 |
98.503 |
10 |
16 |
Richard Saperstein |
HighTower |
New York, N.Y. |
|
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|
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|
8932 |
15 |
40 |
98.297 |
11 |
15 |
Edward (Ted) Cronin |
Manchester Capital
Management |
Montecito, Calif. |
|
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|
|
3115 |
25 |
60 |
98.253 |
12 |
10 |
David Lees |
myCIO Wealth Partners, |
Philadelphia, Pa. |
|
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|
|
8844 |
26 |
32.5 |
98.230 |
13 |
20 |
Shannon Eusey |
Beacon Pointe Advisors |
Newport Beach, Calif. |
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|
7400 |
8 |
15 |
97.775 |
14 |
17 |
Gregg Fisher |
Gerstein Fisher |
New York, N.Y. |
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3207 |
1.57 |
4.11 |
97.514 |
15 |
N |
Robert J. Skinner
II |
First Republic
Investment Management |
Menlo Park, Calif. |
|
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|
11445 |
15 |
25 |
97.183 |
16 |
22 |
Grant Rawdin |
Wescott Financial
Advisory Group |
Philadelphia, Pa. |
|
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|
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2460 |
6.7 |
23 |
96.849 |
17 |
13 |
Edward Neild |
Gresham Partners, |
Chicago, Ill. |
|
|
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|
|
|
5380 |
60 |
70 |
96.647 |
18 |
31 |
Kenneth Moraif |
Money Matters with Ken
Moraif |
Plano, Texas |
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|
|
|
|
2914 |
0.5 |
1 |
96.317 |
19 |
19 |
Paul Tramontano |
Constellation Wealth
Advisors |
New York, N.Y. |
|
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|
6775 |
40 |
75 |
95.998 |
20 |
21 |
David Hou |
First Republic
Investment Management |
Los Angeles, Calif. |
|
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|
11445 |
15 |
25 |
95.715 |
21 |
23 |
David Kudla |
Mainstay Capital
Management |
Grand Blanc, Mich. |
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|
|
|
1960 |
0.5 |
4 |
95.590 |
22 |
25 |
Michael Yoshikami |
Destination Wealth
Management |
Walnut Creek, Calif. |
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|
|
|
1600 |
3.5 |
8 |
95.216 |
23 |
53 |
Michael Nathanson |
The Colony Group |
Boston, Mass. |
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|
|
|
5151 |
3 |
8 |
94.917 |
24 |
40 |
Joshua Gross |
Mill Creek Capital
Advisors |
Conshohocken, Pa. |
|
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4050 |
15 |
25 |
94.358 |
25 |
35 |
Laila Pence |
Pence Wealth
Management |
Newport Beach, Calif. |
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|
|
|
1471 |
2 |
5 |
94.097 |
26 |
28 |
Steven Weinstein |
Altair Advisers |
Chicago, Ill. |
|
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|
|
|
3801 |
10 |
20 |
93.770 |
27 |
26 |
Gary Ran |
Telemus Capital
Partners |
Southfield, Mich. |
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|
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2565 |
3.93 |
15 |
93.726 |
28 |
36 |
Paul Pagnato |
HighTower |
Reston, Va. |
|
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|
|
2423 |
25 |
40 |
93.713 |
29 |
N |
Valerie Newell |
RiverPoint Capital
Management |
Cincinnati, Ohio |
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|
|
|
2137 |
4 |
8 |
93.708 |
30 |
33 |
Jonathan Kuttin |
Ameriprise Financial |
Melville, N.Y. |
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|
|
|
2295 |
0.95 |
3.9 |
93.134 |
31 |
34 |
Stephan Cassaday |
Cassaday and Company |
McLean, Va. |
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|
|
|
1692 |
1.5 |
2 |
93.081 |
32 |
41 |
Timothy Grimes |
Grimes & Company |
Westborough, Mass. |
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|
|
|
2098 |
3.5 |
7 |
92.916 |
33 |
37 |
Michael Stolper |
Veritable |
Newtown Square, Pa. |
|
|
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|
|
|
13533 |
66 |
76 |
92.853 |
34 |
52 |
Dale Yahnke |
Dowling & Yahnke |
San Diego, Calif. |
|
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|
|
2988 |
2.9 |
18 |
92.538 |
35 |
32 |
Susan Kaplan |
Kaplan Financial
Services |
Newton, Mass. |
|
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|
|
1600 |
3.75 |
10 |
92.334 |
36 |
42 |
Peter J. Raimondi |
Boston Private Wealth |
Boston, Mass. |
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|
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9028 |
2.88 |
7 |
92.238 |
37 |
29 |
Lori Van Dusen |
LVW Advisors |
Pittsford, N.Y. |
|
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4158 |
50 |
75 |
92.142 |
38 |
39 |
John Waldron |
Waldron Private Wealth |
Pittsburgh, Pa. |
|
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|
|
|
1196 |
10 |
25 |
92.100 |
39 |
38 |
Jeffrey Colin |
Baker Street Advisors |
San Francisco, Calif. |
|
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|
|
5915 |
20 |
30 |
92.009 |
40 |
6 |
Erik Morgan |
Freestone Capital
Management |
Seattle, Wash. |
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|
|
|
2886 |
5 |
15 |
91.484 |
41 |
44 |
Randall Linde |
Ameriprise Financial |
Renton, Wash. |
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|
|
|
1820 |
0.75 |
1.5 |
91.090 |
42 |
43 |
Kevin Timmerman |
Steele Capital
Management |
Dubuque, Iowa |
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|
|
|
![](http://www.barrons.com/img/black_bullet.gif) |
1627 |
0.8 |
3 |
90.988 |
43 |
N |
Mark Orgel |
Orgel Wealth
Management |
Altoona, Wis. |
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|
|
![](http://www.barrons.com/img/black_bullet.gif) |
3790 |
4 |
7 |
90.866 |
44 |
51 |
James B. Stack |
Stack Financial
Management |
Whitefish, Mont. |
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|
|
|
1135 |
1.5 |
5 |
90.535 |
45 |
56 |
Robert Balentine |
Balentine |
Atlanta, Ga. |
|
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|
![](http://www.barrons.com/img/black_bullet.gif) |
2138 |
16 |
25 |
90.391 |
46 |
N |
Daniel Roe |
Budros, Ruhlin & Roe |
Columbus, Ohio |
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|
|
|
2161 |
3.5 |
4.5 |
90.277 |
47 |
50 |
Clarke Lemons |
WaterOak Advisors |
Winter Park, Fla. |
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|
|
1466 |
2.7 |
5 |
90.088 |
48 |
59 |
Robert Glovsky |
The Colony Group |
Boston, Mass. |
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|
|
|
5151 |
3 |
8 |
85.973 |
49 |
45 |
Lon Morton |
Morton Capital
Management |
Calabasas, Calif. |
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![](http://www.barrons.com/img/black_bullet.gif) |
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|
|
|
1474 |
3 |
8 |
85.961 |
50 |
68 |
Leo Kelly |
HighTower |
Hunt Valley, Md. |
|
![](http://www.barrons.com/img/black_bullet.gif) |
![](http://www.barrons.com/img/black_bullet.gif) |
|
![](http://www.barrons.com/img/black_bullet.gif) |
![](http://www.barrons.com/img/black_bullet.gif) |
1679 |
5 |
10 |
85.928 |
51 |
48 |
William Rice |
Anchor Capital
Advisors |
Boston, Mass. |
|
![](http://www.barrons.com/img/black_bullet.gif) |
|
|
|
![](http://www.barrons.com/img/black_bullet.gif) |
8751 |
2 |
5 |
85.845 |
52 |
49 |
Jim Berliner |
Westmount Asset
Management |
Los Angeles, Calif. |
![](http://www.barrons.com/img/black_bullet.gif) |
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|
|
|
2202 |
2.5 |
7.5 |
85.694 |
53 |
58 |
Gerard Klingman |
Raymond James |
New York, N.Y. |
|
![](http://www.barrons.com/img/black_bullet.gif) |
![](http://www.barrons.com/img/black_bullet.gif) |
|
|
|
1695 |
10 |
15 |
85.660 |
54 |
N |
Michael Brabant |
Jefferies |
New York, N.Y. |
|
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![](http://www.barrons.com/img/black_bullet.gif) |
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|
|
6500 |
25 |
100 |
85.623 |
55 |
N |
Charlton Reynders
III |
Reynders, McVeigh
Capital Management |
Boston, Mass. |
![](http://www.barrons.com/img/black_bullet.gif) |
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|
|
|
5847 |
3 |
5 |
85.505 |
56 |
N |
David Wright |
The Sierra Group of
Companies |
Santa Monica, Calif. |
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|
|
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1758 |
2 |
3 |
85.487 |
57 |
62 |
Robert Fragasso |
Fragasso Financial
Advisors |
Pittsburgh, Pa. |
![](http://www.barrons.com/img/black_bullet.gif) |
![](http://www.barrons.com/img/black_bullet.gif) |
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|
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1145 |
0.83 |
1.6 |
85.447 |
58 |
64 |
Richard Jr.
Burridge |
RMB Capital Management |
Chicago, Ill. |
![](http://www.barrons.com/img/black_bullet.gif) |
![](http://www.barrons.com/img/black_bullet.gif) |
![](http://www.barrons.com/img/black_bullet.gif) |
|
|
|
4557 |
3.3 |
6 |
85.282 |
59 |
54 |
Lewis Altfest |
Altfest Personal
Wealth Management |
New York, N.Y. |
![](http://www.barrons.com/img/black_bullet.gif) |
![](http://www.barrons.com/img/black_bullet.gif) |
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|
|
|
1210 |
2 |
4 |
85.233 |
60 |
61 |
Michael Chasnoff |
Truepoint Wealth
Counsel |
Cincinnati, Ohio |
![](http://www.barrons.com/img/black_bullet.gif) |
![](http://www.barrons.com/img/black_bullet.gif) |
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|
|
|
2049 |
4.1 |
5 |
85.228 |
61 |
65 |
Frederick Paulman |
RMB Capital Management |
Chicago, Ill. |
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|
|
|
4557 |
3.3 |
6 |
85.227 |
62 |
46 |
James Meredith |
Hefren-Tillotson |
Pittsburgh, Pa. |
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|
|
![](http://www.barrons.com/img/black_bullet.gif) |
1453 |
1.8 |
4.3 |
85.116 |
63 |
N |
Paul Kropatsch |
Ameriprise Financial |
Thornton, Colo. |
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|
|
|
|
1387 |
0.42 |
1.3 |
85.103 |
64 |
69 |
Brian Holmes |
Signature Estate &
Investment Advisors |
Los Angeles, Calif. |
|
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|
![](http://www.barrons.com/img/black_bullet.gif) |
4971 |
7.5 |
18 |
85.050 |
65 |
47 |
John Adams Vaccaro |
Westport Resources |
Westport, Conn. |
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|
![](http://www.barrons.com/img/black_bullet.gif) |
1281 |
3.5 |
10 |
84.982 |
66 |
60 |
Doug Allison |
Beacon Pointe Advisors |
Newport Beach, Calif. |
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|
7400 |
10 |
18 |
84.896 |
67 |
N |
Eric Osserman |
Jefferies |
New York, N.Y. |
|
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|
|
6500 |
25 |
100 |
84.721 |
68 |
55 |
Colin Carter |
The Presidio Group |
Dallas, Texas |
|
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|
4633 |
28 |
50 |
84.605 |
69 |
24 |
Daniel Wiener |
Adviser Investments |
Newton, Mass. |
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|
|
|
|
3394 |
0.46 |
1.16 |
84.550 |
70 |
66 |
Chuck Bean |
Heritage Financial
Services |
Westwood, Mass. |
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|
|
|
1002 |
5 |
9.7 |
84.433 |
71 |
N |
William Cafero |
RCL Advisors |
New York, N.Y. |
|
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|
|
|
1631 |
12.44 |
46 |
84.418 |
72 |
67 |
Kevin VanDyke |
Bloomfield Hills
Financial |
Bloomfield Hills,
Mich. |
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|
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|
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840 |
2 |
4 |
84.334 |
73 |
N |
John Henry |
OBS Financial Services |
Whitehouse, Ohio |
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|
|
|
|
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1942 |
0.5 |
1 |
84.225 |
74 |
73 |
Kevin Myeroff |
NCA Financial Planners |
Cleveland, Ohio |
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|
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![](http://www.barrons.com/img/black_bullet.gif) |
1293 |
1.5 |
3 |
84.169 |
75 |
76 |
Pamela Rosenau |
HighTower |
Los Angeles, Calif. |
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|
|
|
1039 |
7 |
25 |
84.112 |
76 |
71 |
Van Pearcy |
Raymond James |
Midland, Texas |
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|
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1765 |
3 |
10 |
83.890 |
77 |
N |
Lawrence Hood |
Pacific Portfolio
Consulting |
Seattle, Wash. |
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|
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2748 |
11 |
17.7 |
83.820 |
78 |
74 |
Rob Francais |
Aspiriant |
Los Angeles, Calif. |
|
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|
|
8917 |
9 |
25 |
83.731 |
79 |
57 |
John Lesser |
Plante Moran Financial
Advisors |
Auburn Hills, Mich. |
|
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|
|
|
11992 |
25.84 |
86.37 |
83.716 |
80 |
N |
Wally Obermeyer |
Obermeyer Wood
Investment Counsel |
Aspen, Colo. |
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|
|
1775 |
3 |
10 |
83.713 |
81 |
N |
Erin Scannell |
Ameriprise Financial |
Bellevue, Wash. |
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|
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1610 |
1.5 |
5 |
83.680 |
82 |
78 |
Scott Tiras |
Ameriprise Financial |
Houston, Texas |
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|
|
|
2073 |
2 |
3.5 |
83.545 |
83 |
N |
Jeffrey Grinspoon |
HighTower |
Vienna, Va. |
|
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|
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1230 |
4 |
7 |
83.536 |
84 |
N |
Malcolm Makin |
Raymond James |
Westerly, R.I. |
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|
1081 |
1.5 |
3 |
83.504 |
85 |
72 |
Matthew Young |
Richard C. Young & Co. |
Newport, R.I. |
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|
|
973 |
1.76 |
5 |
83.472 |
86 |
N |
Frank Marzano |
GM Advisory Group |
Melville, N.Y. |
|
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|
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1084 |
8 |
30 |
83.332 |
87 |
63 |
Charles Brighton |
Brighton Jones |
Seattle, Wash. |
|
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|
|
|
3061 |
3 |
2.9 |
83.267 |
88 |
N |
Richard S. Brown |
JNBA Financial
Advisors |
Minneapolis, Minn. |
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|
|
|
|
1092 |
1.5 |
2 |
83.149 |
89 |
N |
Jon Jones |
Brighton Jones |
Seattle, Wash. |
|
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|
|
|
3061 |
3 |
2.9 |
83.097 |
90 |
N |
Randy Carver |
Raymond James |
Mentor, Ohio |
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|
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1020 |
1 |
1.5 |
83.085 |
91 |
70 |
Shari Burns |
Paragon/United Capital |
Seattle, Wash. |
|
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|
|
1502 |
5 |
8 |
83.035 |
92 |
81 |
Thomas Myers |
Brownson, Rehmus &
Foxworth |
Menlo Park, Calif. |
|
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|
|
10128 |
25 |
40 |
82.995 |
93 |
86 |
George Papadoyannis |
Ameriprise Financial |
San Mateo, Calif. |
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|
|
|
4400 |
2 |
7.5 |
82.870 |
94 |
N |
Andrew Rand |
Rand & Associates |
San Francisco, Calif. |
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|
|
994 |
3 |
5 |
82.847 |
95 |
97 |
Rick Buoncore |
MAI Capital Management |
Cleveland, Ohio |
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|
|
|
4017 |
9 |
25 |
82.695 |
96 |
79 |
Scott George |
Mason Investment
Advisory Services |
Reston, Va. |
|
|
|
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|
|
5271 |
42 |
10 |
82.675 |
97 |
87 |
Patrick McClain |
Hanson McClain
Advisors |
Sacramento, Calif. |
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|
|
|
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2087 |
0.5 |
1 |
82.467 |
98 |
88 |
Scott T. Hanson |
Hanson McClain
Advisors |
Sacramento, Calif. |
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|
|
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2087 |
0.5 |
1 |
82.462 |
99 |
N |
Mark Feldman |
Miller Russell
Associates |
Phoenix, Ariz. |
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|
|
2255 |
2 |
4.5 |
82.409 |
100 |
85 |
Andy Berg |
Homrich Berg |
Atlanta, Ga. |
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|
|
|
4116 |
3 |
7 |
82.267 |
|
|
| |