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1. Karen McDonald
Firm: Morgan Stanley Wealth Management
AUM: $18.3 billion
Specialty: Global stock plan services, wealth management and financial planning
Office Location: Palo Alto, Calif.
5. Monica Piepenkotter
Firm: Merrill Lynch Private Banking & Investment Group
AUM: $1.3 billion
Specialty: Wealth management
Office Location: La Jolla, Calif.
6. Robin Reich
Firm: Merrill Lynch Wealth Management
AUM: $1.2 billion
Specialty: Wealth management
Office Location: New York, N.Y.
9. Susan Kingsolver
Firm: Morgan Stanley Private Wealth Management
AUM: $1.066 billion
Specialty: Wealth and investment management, as well as financial planning
Office Location: New York, N.Y.
10. Lorna Meyer
Firm: Merrill Lynch Private Banking & Investment Group
AUM: $1 billion
Specialty: Wealth management
Office Location: San Francisco
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