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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.

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