Top 100 Wirehouse Advisors in 2016

Apr 29, 2016

Methodology: Advisors on the WealthManagement magazine “Top 100 Wirehouse Advisors in 2016” list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets correspond to retail clients were eligible for the list. WealthManagement.com does not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.

Rank	Advisor	Firm	AUM	Specialty	Location
1	James Wallace	Merrill Lynch Wealth Management	$14,126,252,971	Wealth Management	Atlanta
2	Eric Gray	Merrill Lynch Private Banking and Investment Group	$8,408,853,333	Private Banking and Investments	Los Angeles
3	Mark T. Curtis	Graystone Consulting	$7,952,352,404	Ultra-high-net-worth/Institutional Clients	Palo Alto, Calif.
4	Deborah Howard	Merrill Lynch Wealth Management	$7,232,859,441	Wealth Management	Atlanta
5	Karen McDonald	Morgan Stanley Wealth Management	$6,713,292,295	Corporate Services, Ultra-high-net-worth, Financial Planning	Palo Alto, Calif.
6	Erik Bjerke	Merrill Lynch Wealth Management	$5,780,746,062	Wealth Management	Atlanta
7	James Coffee	Merrill Lynch Wealth Management	$5,275,249,965	Wealth Management	Houston
8	Bruce Gsell	Merrill Lynch Wealth Management	$5,043,737,327	Wealth Management	Edison, N.J.
9	Raj Sharma	Merrill Lynch Private Banking and Investment Group	$4,969,514,647	Private Banking and Investments	Boston
10	J. Dorian McKelvy	Morgan Stanley Wealth Management	$4,828,071,199	Wealth Management	Menlo Park, Calif.
11	Scott C. Wilson	Morgan Stanley Private Wealth Management	$4,354,510,729	Ultra-high-net-worth, Alternative Investments	New York
12	Noel Weil	Merrill Lynch Private Banking and Investment Group	$4,106,867,075	Private Banking and Investments	New York
13	V. Fisher Jr.	UBS Wealth Management Americas	$4,105,729,105	Corporate Stock Benefit Plans	Houston
14	Robert W. Inbody	Morgan Stanley Wealth Management	$3,975,291,754	High-net-worth, Futures, Wealth Management	La Jolla, Calif.
15	Peter Arbogast	Merrill Lynch Private Banking and Investment Group	$3,960,639,844	Private Banking and Investments	San Francisco
16	William Greco	UBS Wealth Management Americas	$3,912,317,032	Corporate Executive Services	Hartford, Conn.
17	Jonathan Kass	Merrill Lynch Wealth Management	$3,700,671,789	Wealth Management	New York
18	Ricci Mancinelli	Morgan Stanley Wealth Management	$3,659,527,350	Ultra-high-net-worth, VC Services, Alternatives	Santa Barbara, Calif.
19	Thomas Keegan	Merrill Lynch Private Banking and Investment Group	$3,658,652,046	Private Banking and Investments	New York
20	Keith Simmons	Merrill Lynch Wealth Management	$3,653,491,833	Wealth Management	Miami
21	Douglas Mellert	Merrill Lynch Wealth Management	$3,637,723,081	Wealth Management	New York
22	Todd DiScala	Merrill Lynch Wealth Management	$3,631,706,133	Wealth Management	New York
23	David Mack	Merrill Lynch Wealth Management	$3,545,191,054	Wealth Management	Atlanta
24	Andrew D. Griffo	Morgan Stanley Wealth Management	$3,426,526,236	Global Equity Services, Executive Compensation, Global Sports and Entertainment and Financial Planning, High-net-worth	Chicago
25	Drew Zager	Morgan Stanley Private Wealth Management	$3,345,184,771	Ultra-high-net-worth, Fixed Income Portfolio Management	Los Angeles
26	Richard Jones	Merrill Lynch Private Banking and Investment Group	$3,164,805,382	Private Banking and Investments	Los Angeles
27	Richard Piatas	Merrill Lynch Wealth Management	$3,105,114,951	Wealth Management	Dallas
28	Kevin Higginbotham	Merrill Lynch Wealth Management	$3,080,986,325	Wealth Management	Atlanta
29	Alyssa Moeder	Merrill Lynch Private Banking and Investment Group	$3,016,407,296	Private Banking and Investments	New York
30	Roger Stephens	UBS Wealth Management Americas	$2,956,987,589	Fixed Income/Transactional	Los Angeles
31	James Kaufman	Merrill Lynch Wealth Management	$2,946,028,784	Wealth Management	Atlanta
32	Peter Rohr	Merrill Lynch Private Banking and Investment Group	$2,869,128,664	Private Banking and Investments	Philadelphia
33	Philippe Hartl	Merrill Lynch Private Banking and Investment Group	$2,827,908,893	Private Banking and Investments	Los Angeles
34	Daniel Rothenberg	UBS Wealth Management Americas	$2,723,169,169	Fixed Income/Transactional	Los Angeles
35	Heliane Steden	Merrill Lynch Wealth Management	$2,559,652,933	Wealth Management	New York
36	Daniel W. Murphy	Morgan Stanley Wealth Management	$2,537,197,748	Corporate Services and 10b5-1 Plans	Menlo Park, Calif.
37	John McNamee	Merrill Lynch Private Banking and Investment Group	$2,429,353,318	Private Banking and Investments	Los Angeles
38	Patrick Dwyer	Merrill Lynch Private Banking and Investment Group	$2,385,034,416	Private Banking and Investments	Miami
39	Gregory Cash	Merrill Lynch Private Banking and Investment Group	$2,331,610,190	Private Banking and Investments	Charlotte, N.C.
40	R. Mitchell Wickham	Merrill Lynch Private Banking and Investment Group	$2,331,494,721	Private Banking and Investments	Charlotte, N.C.
41	Thomas P. Kazazes	Morgan Stanley Private Wealth Management	$2,282,512,888	Fixed Income Portfolio Management	West Palm Beach, Fla.
42	Joseph Michael Bollinger Jr.	Morgan Stanley Private Wealth Management	$2,191,415,536	Ultra-high-net-worth	Houston
43	Jason Fertitta	Morgan Stanley Private Wealth Management	$2,191,407,885	Ultra-high-net-worth	Houston
44	John M. Williams	Morgan Stanley Private Wealth Management	$2,146,931,741	Ultra-high-net-worth, Foundations and Endowments	Washington, D.C.
45	Michael Jefferies	UBS Wealth Management Americas	$2,107,112,838	Qualified Plans and Ultra-high-net-worth	Kansas City, Mo.
46	Thomas Blanchfield	Merrill Lynch Private Banking and Investment Group	$2,086,028,456	Private Banking and Investments	Newport Beach, Calif.
47	John Westmoreland	Merrill Lynch Private Banking and Investment Group	$2,076,936,297	Private Banking and Investments	Atlanta
48	Daniel Kilmurray	UBS Wealth Management Americas	$2,065,134,299	Portfolio Management, Ultra-high-net-worth	New York
49	Michael Valdes	Merrill Lynch Private Banking and Investment Group	$2,053,351,241	Private Banking and Investments	Tampa, Fla.
50	Gregory Klenke	UBS Wealth Management Americas	$2,007,067,893	Corporate Stock Benefit Plans	Houston
51	Michael Joseph Gallagher	Morgan Stanley Wealth Management	$1,987,888,244	Stock Plan Services	Chicago
52	Robert Errico	UBS Wealth Management Americas	$1,958,763,889	Ultra-high-net-worth	New York
53	Ron Basu	Morgan Stanley Private Wealth Management	$1,945,351,559	Ultra-high-net-worth	New York
54	Russell Rabito	UBS Wealth Management Americas	$1,921,018,064	Equity Portfolio Management	New York
55	Champ Warren	Merrill Lynch Private Banking and Investment Group	$1,910,788,396	Private Banking and Investments	Houston
56	Reed Smith	Merrill Lynch Private Banking and Investment Group	$1,908,304,854	Private Banking and Investments	Houston
57	Francis X. Malone	Morgan Stanley Private Wealth Management	$1,883,387,229	Asset Allocation and Investment Advisory Services	Los Angeles
58	John Olson	Merrill Lynch Wealth Management	$1,872,946,671	Wealth Management	New York
59	Harrison Buxton	UBS Wealth Management Americas	$1,861,619,729	Ultra-high-net-worth	New London, Conn.
60	Goran Bojovski	Merrill Lynch Wealth Management	$1,834,907,213	Wealth Management	Edison, N.J.
61	Steven Prediletto	Merrill Lynch Wealth Management	$1,806,853,391	Wealth Management	Atlanta
62	David Lund	Merrill Lynch Wealth Management	$1,793,515,796	Wealth Management	Grand Rapids, Mich.
63	Chi Ling (Gillian) Yu	Morgan Stanley Private Wealth Management	$1,764,791,822	Ultra-high-net-worth, Wealth Management and Planning	San Francisco
64	Louis Meltzer	Merrill Lynch Private Banking and Investment Group	$1,741,997,115	Private Banking and Investments	New York
65	Kerry Knox	Merrill Lynch Wealth Management	$1,682,281,799	Wealth Management	Fort Worth, Texas
66	Ashu Chopra	Merrill Lynch Private Banking and Investment Group	$1,670,470,438	Private Banking and Investments	San Francisco
67	Andrew Burish	UBS Wealth Management Americas	$1,652,809,298	Wealth Management	Madison, Wis.
68	William Blount	UBS Wealth Management Americas	$1,639,500,113	Individual Equities	Portland, Ore.
69	Robert Waldele	Merrill Lynch Wealth Management	$1,627,347,261	Wealth Management	New York
70	Robert McGinty	Merrill Lynch Private Banking and Investment Group	$1,615,105,180	Private Banking and Investments	New York
71	Thomas Moran	Wells Fargo Advisors, LLC	$1,610,551,413	Wealth Management	Naples, Fla.
72	Robert Stolar	Morgan Stanley Private Wealth Management	$1,607,504,422	Ultra-high-net-worth, Financial Planning, Portfolio Management, Alternatives	New York
73	Don McDonald	Merrill Lynch Wealth Management	$1,605,173,872	Wealth Management	Fort Smith, Ark.
74	Peter Svarre	Merrill Lynch Wealth Management	$1,602,253,697	Wealth Management	New York
75	Chad Pigg	Merrill Lynch Wealth Management	$1,585,850,476	Wealth Management	Atlanta
76	Jesse Eaton	Wells Fargo Advisors, LLC	$1,575,172,239	Wealth Management	New York
77	Matthew Dermer	Wells Fargo Advisors, LLC	$1,574,981,400	Wealth Management	New York
78	Keith Mericka	UBS Wealth Management Americas	$1,565,473,368	Employee Stock Ownership Plans	Atlanta
79	Timothy Long	Merrill Lynch Wealth Management	$1,551,714,397	Wealth Management	Grand Rapids, Mich.
80	Roger Carter	Merrill Lynch Private Banking and Investment Group	$1,541,177,591	Private Banking and Investments	Provo, Utah
81	Frank Sabia	UBS Wealth Management Americas	$1,537,686,311	Corporate Stock Benefit Consultant	White Plains, N.Y.
82	F.M. Wiley	Merrill Lynch Private Banking and Investment Group	$1,532,777,564	Private Banking and Investments	Atlanta
83	Mark Schulten	Wells Fargo Advisors, LLC	$1,508,647,064	Wealth Management	Long Beach, Calif.
84	Harvey Knowles	Merrill Lynch Wealth Management	$1,505,643,210	Wealth Management	Cincinnati
85	David Singer	Merrill Lynch Private Banking and Investment Group	$1,502,267,766	Private Banking and Investments	Cincinnati
86	Richard Goodwin	Merrill Lynch Wealth Management	$1,479,088,800	Wealth Management, Retirement Planning	Madison, Conn.
87	Scott K. Magnesen	Morgan Stanley Wealth Management	$1,457,944,980	Financial Planning and Retirement Planning	Oak Brook, Ill.
88	Jeffrey Neumeyer	Merrill Lynch Wealth Management	$1,449,886,462	Wealth Management	Atlanta
89	Emily Fletcher	Merrill Lynch Wealth Management	$1,449,032,871	Wealth Management	Atlanta
90	Brian H. Frank	Morgan Stanley Private Wealth Management	$1,446,209,380	Ultra-high-net-worth, Estate and Philanthropic Planning	Atlanta
91	William Einstein	UBS Wealth Management Americas	$1,438,806,506	Wealth Management, High-net-worth, Ultra-high-net-worth	New York
92	Peter Eckerline	Merrill Lynch Wealth Management	$1,438,504,709	Wealth Management	Wayzata, Minn.
93	Joseph Sacco	Merrill Lynch Wealth Management	$1,432,227,940	Wealth Management	Atlanta
94	Adam E. Carlin	Morgan Stanley Private Wealth Management	$1,424,988,047	Ultra-high-net-worth	Coral Gables, Fla.
95	Sandy Galuppo	Merrill Lynch Wealth Management	$1,416,227,137	Wealth Management	Boston
96	Robert Nelson Murray	Morgan Stanley Private Wealth Management	$1,402,694,839	Ultra-high-net-worth, Asset Management, Risk Analysis	Houston
97	Raj Bhatia	Merrill Lynch Private Banking and Investment Group	$1,392,331,892	Private Banking and Investments	Chicago
98	Robert S. Scherer	Graystone Consulting	$1,389,237,854	Institutions and High-net-worth	Potomac, Md.
99	Mary Deatherage	Morgan Stanley Private Wealth Management	$1,382,541,338	High-net-worth and Wealth Planning	Little Falls, N.J.
100	Brian Hetherington	Merrill Lynch Private Banking and Investment Group	$1,377,944,566	Private Banking and Investments	New Canaan, Conn.

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