Top 100 Wirehouse Advisors in 2016
Top 100 Wirehouse Advisors in 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. |