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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.

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

 

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