JUDITH MCGEE

MCGEE WEALTH MANAGEMENT PORTLAND, OREGON AUM: $514 MILLION

“Make sure your financial lives are in dying order,” councils McGee, 75, referring to the virtues of tidy recordkeeping. Recently, the daughter of a longtime client brought in the stub from a dividend statement, with no idea of its value. McGee’s team hit the phones and went treasure hunting to discover a position in Marriott International worth more than $250,000.