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Firm: Morgan Stanley Wealth Management
Office Location: Palo Alto, Calif.
Assets Under Management: $6.7 billion
Firm: Merrill Lynch Wealth Management
Office Location: Houston
Assets Under Management: $5.3 billion
Office Location: Atlanta
Assets Under Management: $14 billion
Firm: Merrill Lynch—Private Banking & Investment Group
Office Location: Los Angeles
Assets Under Management: $8.4 billion
Office Location: Menlo Park, Calif.
Assets Under Management: $4.8 billion
Assets Under Management: $5.8 billion
Firm: Graystone Consulting
Assets Under Management: $8 billion
Office Location: Edison, N.J.
Assets Under Management: $5 billion
Firm: Merrill Lynch—Private Banking and Investment Group
Office Location: Boston
Assets Under Management: $4.97 billion
Assets Under Management: $7.2 billion
