SPECIAL SECTION America’s Top Wealth Advisors

While financial advisors and their clients plan for a return to the office, macro challenges for the wealth management industry remain. Volatility persists in the face of an uneven global recovery from Covid-19, while inflationary pressures and the specter of major overhauls to the tax code demand action. In the face of this new normal, clients, with their hundreds of billions in assets, are looking to the 250 men and women on our sixth annual Forbes/Shook Top Wealth Advisors list for guidance.

1. Jeff Erdmann

Merrill Private Wealth Management GREENWICH, CT $11.2B

2. Brian C. Pfeifler

Morgan Stanley Private Wealth Management NEW YORK, NY $7.5B

3. Mark Curtis

Morgan Stanley Graystone PALO ALTO, CA $267.7B

4. Christopher Errico

UBS Private Wealth Management NEW YORK, NY $3B

5. Greg Vaughan

Morgan Stanley Private Wealth Management MENLO PARK, CA $36.9B

6. Charles Zhang

Zhang Financial PORTAGE, MI $4B

7. James Hansberger

Morgan Stanley Private Wealth Management ATLANTA, GA $2.6B

8. Rod Westmoreland Merrill Private Wealth Management

ATLANTA, GA $6.7B

9. Lyon Polk

Morgan Stanley Private Wealth Management NEW YORK, NY $23B

10. Raj Sharma

Merrill Private Wealth Management BOSTON, MA $5.7B

11. Andy Chase

Morgan Stanley Private Wealth Management MENLO PARK, CA $27B

12. Jason Katz

UBS Private Wealth Management NEW YORK, NY $3.7B

13. Randy C. Conner

Churchill Management Group LOS ANGELES, CA

14. Drew Freides

UBS Private Wealth Management LOS ANGELES, CA

15. Scott Siegel

Morgan Stanley Wealth Management BOCA RATON, FL

16. Richard Saperstein

Treasury Partners NEW YORK, NY $19.8B

17. Scott Stackman

UBS Private Wealth Management NEW YORK, NY

18. Marvin McIntyre

Morgan Stanley Private Wealth Management WASHINGTON, DC

19. Ira Walker

UBS Private Wealth Management $6.8B $6.2B $6.1B $7.2B $4.5B RED BANK, NJ $1.1B

20. Robert Skinner II

IEQ Capital FOSTER CITY, CA $12.2B

21. Steve Hefter

HLM Capital HIGHLAND PARK, IL $3.1B

22. Martin Halbfinger

UBS Wealth Management NEW YORK, NY $4.2B

23. Richard Jones

Merrill Private Wealth Management LOS ANGELES, CA $19.2B

24. Reza Zafari

Merrill Private Wealth Management LOS ANGELES, CA $19.2B

25. Michael Poppo

UBS Wealth Management NEW YORK, NY $1.6B

26. Ron Basu

Morgan Stanley Private Wealth Management NEW YORK, NY $8.9B

27. Brian Frank

Morgan Stanley Private Wealth Management ATLANTA, GA $2.4B

28. Michael Valdes

Merrill Private Wealth Management TAMPA, FL $8B

29. Alan Whitman

Morgan Stanley Wealth Management PASADENA, CA $2.3B

30. Andy Burish

UBS Wealth Management MADISON, WI $4.4B

31. Rob Clarfeld

Clarfeld Financial Advisors TARRYTOWN, NY $9.8B

32. Ron Vinder

Morgan Stanley Private Wealth Management NEW YORK, NY $3.6B

33. Rebecca Rothstein

Merrill Private Wealth Management BEVERLY HILLS, CA $3.8B

34. Kevin Peters

Morgan Stanley Wealth Management PALM BEACH, FL $2.3B

35. Paul Pagnato

Cresset RESTON, VA $3B

36. Colleen O’Callaghan

JPMorgan Wealth Management NEW YORK, NY $2.5B

37. Mark Douglass

Morgan Stanley Private Wealth Management MENLO PARK, CA $36.9B

38. Craig Chiate

UBS Private Wealth Management LOS ANGELES, CA $4.9B

39. Thomas Moran

Moran Wealth Management NAPLES, FL $3.9B

40. Susan Kaplan

Kaplan Financial Services NEWTON, MA $2.5B

41. Peter Princi

Morgan Stanley Graystone BOSTON, MA $4.4B

42. Raj Bhatia

Merrill Private Wealth Management CHICAGO, IL $2.3B

43. Cheryl Young

Morgan Stanley Wealth Management LOS GATOS, CA $1.6B

44. Michael Klein Baird

MILWAUKEE, WI $5.9B

45. Louis Chiavacci

Merrill Private Wealth Management CORAL GABLES, FL $3.5B

46. David Hou

Evoke Wealth LOS ANGELES, CA $20.8B

47. Peter Rohr

Merrill Private Wealth Management PHILADELPHIA, PA $6B

48. Jordan Waxman

Nucleus Advisors NEW YORK, NY $1.6B

49. Drew Zager

Morgan Stanley Private Wealth Management LOS ANGELES, CA $11.5B

50. Kent Pearce

Merrill Lynch Wealth Management TOWSON, MD $2.2B

51. Troy Griepp

Morgan Stanley Private Wealth Management SAN FRANCISCO, CA $27.9B

52. Hank McLarty

Gratus Capital ATLANTA, GA $2.7B

53. David Singer

Merrill Private Wealth Management CINCINNATI, OH $4.2B

54. Brian Strachan

Morgan Stanley Private Wealth Management BOSTON, MA $1.4B

55. John Olson

Merrill Lynch Wealth Management PALM BEACH, FL $2.2B

56. Gerard Klingman

Klingman & Associates NEW YORK, NY $2.8B

57. Mark Schulten

TSG Wealth Management LONG BEACH, CA $4.3B

58. Shawn Fowler

Morgan Stanley Private Wealth Management DENVER, CO $7.2B

59. Jon Goldstein

First Republic Investment Management MENLO PARK, CA $5.2B

60. Brian Bennett

UBS Wealth Management NEW YORK, NY $1.1B

61. Nestor Vicknair

Merrill Lynch Wealth Management HOUSTON, TX $6B

62. Jesse Bromberg

Morgan Stanley Wealth Management SAN FRANCISCO, CA $1.9B

63. Jeffrey Fratarcangeli

Fratarcangeli Wealth Management BLOOMFIELD HILLS, MI $1.9B

64. Michael Matthews

UBS Private Wealth Management BELLEVUE, WA $1.8B

65. Jeff Grinspoon

VWG Wealth Management VIENNA, VA $1.5B

66. Brian Hetherington

Merrill Private Wealth Management NEW CANAAN, CT $3.7B

67. Adam Carlin

Morgan Stanley Private Wealth Management CORAL GABLES, FL $3.3B

68. William Greco

UBS Wealth Management HARTFORD, CT $4.6B

69. John Barrett

Merrill Lynch Wealth Management NEW YORK, NY $2.7B

70. Scott Magnesen

Morgan Stanley Wealth Management OAK BROOK, IL $4.9B

71. Scott Tiras

Ameriprise Financial Services HOUSTON, TX $2.1B

72. Charles McKinney

Morgan Stanley Private Wealth Management DALLAS, TX $1.4B

73. Kevin Myeroff

NCA Financial Planners CLEVELAND, OH $1.5B

74. Clarke Lemons

Eaton Vance WaterOak Advisors WINTER PARK, FL $13.9B

75. Shawn Rubin

Morgan Stanley Private Wealth Management NEW YORK, NY $2.2B

76. Laila Pence

Pence Wealth Management NEWPORT BEACH, CA $2B

77. Noel Weil

Merrill Private Wealth Management NEW YORK, NY $13.6B

78. Jonathan Beukelman

UBS Private Wealth Management DENVER, CO $3.9B

79. Jennifer Marcontell

Edward Jones BAYTOWN, TX $1.4B

80. Daniel Fries

Merrill Lynch Wealth Management CHICAGO, IL $1.4B

81. Terry Cook

Parcion Private Wealth BELLEVUE, WA $1.6B

82. Richard Zinman

Morgan Stanley Private Wealth Management NEW YORK, NY $4.6B

83. William Corbellini

Merrill Private Wealth Management DALLAS, TX $4B

84. Lori Van Dusen

LVW Advisors PITTSFORD, NY $2.1B

85. Thomas Sullivan

Merrill Lynch Wealth Management GARDEN CITY, NY $2.9B

86. David Ellis III

UBS Private Wealth Management CINCINNATI, OH $2.2B

87. Bonner Barnes

Corda Investment Management HOUSTON, TX $1.3B

88. Tommy McBride

Merrill Lynch Wealth Management DALLAS, TX

$1.9B 89. Erin Scannell

Ameriprise Financial Services MERCER ISLAND, WA $2.7B

90. Spuds Powell

Kayne Anderson Rudnick LOS ANGELES, CA $6.3B

91. David Kudla

Mainstay Capital Management GRAND BLANC, MI $3.6B

92. Steven Schultz

UBS Wealth Management PHOENIX, AZ $2.1B

93. Elaine Meyers

JPMorgan Wealth Management SAN FRANCISCO, CA $3.3B

94. Nick Kavallieratos

Morgan Stanley Wealth Management NEW YORK, NY $5.3B

95. Michael Kanigher

UBS Private Wealth Management LOS ANGELES, CA $6.2B

96. Ash Chopra

Merrill Private Wealth Management SAN FRANCISCO, CA

$4.4B 97. Louise Gunderson

UBS Private Wealth Management NEW YORK, NY $1B

98. David Bahnsen

The Bahnsen Group NEWPORT BEACH, CA $2.6B

99. Richard Pluta

Merrill Lynch Wealth Management NEW YORK, NY $1.3B

100. Dan Schwartz

UBS Private Wealth Management PARAMUS, NJ $3.1B

101. Frank Seminara

Morgan Stanley Private Wealth Management FLORHAM PARK, NJ $2.4B

102. Chuck Bean

Heritage Financial Services WESTWOOD, MA $1.9B

103. Robert Waldele

Merrill Lynch Wealth Management NEW YORK, NY $3.5B

104. Joe Montgomery

Wells Fargo Advisors WILLIAMSBURG, VA $1.6B

105. Greg Miller

Wellesley Asset Management WELLESLEY, MA $2.7B

106. Ron Hughes

Merrill Private Wealth Management ATLANTA, GA $1.4B

107. George Papadoyannis

Ameriprise Financial Services SAN MATEO, CA $5B

108. Mark Binder

UBS Private Wealth Management LAS VEGAS, NV $4.9B

109. Sal Tiano

First Republic Investment Management JUPITER, FL $2.7B

110. Mike Sawyer

Morgan Stanley Private Wealth Management NEW YORK, NY $2.8B

111. Randy Carver

Carver Financial Services/ Raymond James MENTOR, OH $2B

112. Bud King

UBS Private Wealth Management ST. LOUIS, MO $1.6B

113. Leigh Cohen

Merrill Private Wealth Management NEW YORK, NY $12.4B

114. Evan Steinberg

Morgan Stanley Private Wealth Management NEW YORK, NY $2.8B

115. Leo Stevenson

Merrill Lynch Wealth Management WYANDOTTE, MI $1B

116. Wally Obermeyer

Obermeyer Wood Investment Counsel ASPEN, CO $2.1B

117. Joseph Jacques

Jacques Financial ROCKVILLE, MD $1.3B

118. Bruce Munster

Merrill Private Wealth Management BELLEVUE, WA $2.5B

119. Scott Wilson

Morgan Stanley Private Wealth Management NEW YORK, NY $9.6B

120. Don d’Adesky

The Americas Group of Raymond James BOCA RATON, FL $4B

121. Eric Gray

Merrill Private Wealth Management LOS ANGELES, CA $23.7B

122. Shane Brisbin

Morgan Stanley Private Wealth Management SAN FRANCISCO, CA $5.8B

123. Sean Dillon

UBS Wealth Management BOSTON, MA $2B

124. Josh Malkin Morgan Stanley Private Wealth Management

NEW YORK, NY $1.8B

125. Troy Nelson

Edward Jones BISMARCK, ND $716M

126. Charles Day

UBS Private Wealth Management NEW YORK, NY $905M

127. Christina Boyd

Merrill Lynch Wealth Management WAYZATA, MN $1.7B

128. Debra Brede

D.K. Brede Investment Management Company NEEDHAM, MA $1.3B

129. Elliott Kugel

Merrill Lynch Wealth Management BRIDGEWATER, NJ $2B

130. Rob Metcalf

UBS Private Wealth Management WAYZATA, MN $2.4B

131. Amir Mossanen

Truist BEVERLY HILLS, CA $1.1B

132. Steve Hollomon

Merrill Lynch Wealth Management SEATTLE, WA $2.6B

133. Rich Abrams

UBS Wealth Management NEW YORK, NY $3.7B

134. Jason Dworak

UBS Private Wealth Management LINCOLN, NE $1.2B

135. Jonathan Kuttin

Ameriprise Financial Services HAUPPAUGE, NY $2.9B

136. Bob Doyle

Doyle Wealth Management ST. PETERSBURG, FL $1.3B

137. Jason Stephens

UBS Private Wealth Management NAPLES, FL $1.8B

138. Darrell Pennington

Ameriprise Financial Services HOUSTON, TX $1B

139. Sharon Oberlander

Merrill Lynch Wealth Management CHICAGO, IL $1.7B

140. James Stack

Stack Financial Management WHITEFISH, MT $1.5B

141. Mark Thorndyke

Merrill Lynch Wealth Management CHICAGO, IL $1.6B

142. Joseph Matina

UBS Private Wealth Management SHORT HILLS, NJ $1.7B

143. Patti Brennan

Key Financial WEST CHESTER, PA $1.5B

144. Devin Condron

Morgan Stanley Private Wealth Management BOSTON, MA $1.9B

145. Greg Onken

JPMorgan Wealth Management SAN FRANCISCO, CA $2.8B

146. David Magrone

Merrill Private Wealth Management NEW YORK, NY $4.4B

147. Adam Epstein

UBS Private Wealth Management NEW YORK, NY $2.8B

148. Dwight Emanuelson Jr.

Merrill Private Wealth Management DALLAS, TX $4B

149. Kyle Chudom

Morgan Stanley Wealth Management OAK BROOK, IL $1.2B

150. William Sullivan

UBS Private Wealth Management BOSTON, MA $1.7B

151. Barry Garber

Alex. Brown/ Raymond James BALTIMORE, MD $2.9B

152. Mary Mullin

Merrill Lynch Wealth Management BOSTON, MA $1.9B

153. Alan Zafran

IEQ Capital FOSTER CITY, CA $12.2B

154. Mary Deatherage

Morgan Stanley Private Wealth Management LITTLE FALLS, NJ $3.8B

155. Pamela Rosenau

The Rosenau Group ASPEN, CO $1.2B

156. Jacqueline Willens

UBS Private Wealth Management NEW YORK, NY $1B

157. Johanna Walters

Merrill Lynch Wealth Management BLUE BELL, PA $6B

158. Randy Garcia

The Investment Counsel Company LAS VEGAS, NV $1.4B

159. Moss Crosby

Twickenham Advisors, A Hightower Company HUNTSVILLE, AL $1.5B 160. Emily Rubin UBS Private Wealth Management NEW YORK, NY $2.5B

161. Glenn Degenaars

First Republic Investment Management NEW YORK, NY $4.1B

162. Margaret Starner

The Starner Group of Raymond James CORAL GABLES, FL $1.3B

163. Jeff Leventhal

Hightower Bethesda BETHESDA, MD $1B

164. Harold Trischman

Morgan Stanley Wealth Management GREENWICH, CT $2.4B

165. Mark Moore

UBS Private Wealth Management AUSTIN, TX $2B

166. Tom Vacheron

Merrill Private Wealth Management FAIRFIELD, CT $2.4B

167. Charles Noble III

Janney Montgomery Scott NEW HAVEN, CT $1.3B

168. John Montgomery

UBS Private Wealth Management ATLANTA, GA $1B

169. Jack Wong

Morgan Stanley Wealth Management MOUNTAIN VIEW, CA $1.5B

170. Dana Locniskar

Merrill Private Wealth Management TROY, MI $3.3B

171. Valerie Houts

Merrill Lynch Wealth Management SAN FRANCISCO, CA $56.9B 172. Thomas Hutson-Wiley Merrill Lynch Wealth Management SAN FRANCISCO, CA $56.9B 173. Tristan Caudron Wells Fargo Advisors ALEXANDRIA, VA $2B

174. James Detterick

Morgan Stanley Graystone NEW YORK, NY $25.3B

175. Paul Ried

Paul R. Ried Financial Group BELLEVUE, WA $961M

176. Buck Wiley III

Merrill Private Wealth Management ATLANTA, GA $2.7B

177. Tim Emanuels

Morgan Stanley Private Wealth Management SAN FRANCISCO, CA $9.5B

178. Christiane Olsen

UBS Private Wealth Management NEW YORK, NY $3.1B 179. Brian Cooke Cooke Financial Group at Noyes INDIANAPOLIS, IN $2.1B

180. J. Chris Cooke

Cooke Financial Group at Noyes INDIANAPOLIS, IN $2.1B

181. Gregory Smith

Baird RESTON, VA $2.6B 182. Rich Petit Morgan Stanley Private Wealth Management MENLO PARK, CA $8.9B

183. Malcolm Makin

Professional Planning Group/Raymond James WESTERLY, RI $1.2B

184. Christopher Cook

Merrill Lynch Wealth Management FLORHAM PARK, NJ $2.1B

185. Raj Pathak

Morgan Stanley Wealth Management BOSTON, MA $1.3B

186. Bill King

Merrill Lynch Wealth Management VERO BEACH, FL $1.2B

187. Jason Therrell

UBS Wealth Management EVERETT, WA $1.6B

188. Brian Werdesheim

Oppenheimer LOS ANGELES, CA $2.2B

189. Jeffrey Werdesheim

Oppenheimer LOS ANGELES, CA $2.2B

190. Chad Evans

Morgan Stanley Wealth Management NEWPORT BEACH, CA $19.6B

191. Robert Dyer

Merrill Private Wealth Management NEW YORK, NY $1.4B

192. Jim Moriarity

Morgan Stanley Private Wealth Management PALM BEACH, FL $3B

193. Simon Hamilton

Baird RESTON, VA $2.6B

194. Michael Ricca

Morgan Stanley Wealth Management FLORHAM PARK, NJ $5.5B

195. Daniel O’Connell

Merrill Lynch Wealth Management GARDEN CITY, NY $1.7B

196. Brian Firring

Wells Fargo Advisors BEVERLY HILLS, CA $2.4B

197. Robert Collins

Collins Investment Group BETHESDA, MD $1B

198. Mark Fendrick

UBS Wealth Management MOUNT LAUREL, NJ $1.3B

199. Fred De Groot

Merrill Lynch Wealth Management THE WOODLANDS, TX $2.4B

200. David Bieber

Morgan Stanley Private Wealth Management NEW YORK, NY $1.3B

201. Christopher Aitken

UBS Private Wealth Management PONTE VEDRA BEACH, FL $897M

202. Fotios Piniros

Morgan Stanley Private Wealth Management NEW YORK, NY $5.2B

203. Todd Silaika

Merrill Lynch Wealth Management CLIFTON PARK, NY $1.6B

204. Melissa Corrado Harrison

UBS Private Wealth Management DENVER, CO $1.1B

205. Philippe Hartl

Merrill Private Wealth Management LOS ANGELES, CA $7.7B

206. R. Scot Smith

Morgan Stanley Wealth Management DALLAS, TX $1.1B

207. Todd Battaglia

MG&A Wealth PLANTATION, FL $1B

208. Allen Saunders

UBS Private Wealth Management NEW YORK, NY $1B

209. Dean Braun

Morgan Stanley Private Wealth Management SEATTLE, WA $5.1B

210. Tim Pagliara

CapWealth FRANKLIN, TN $1.2B

211. Peter Bermont

The Bermont Advisory Group of Raymond James CORAL GABLES, FL $2.9B

212. John Elwaw

Morgan Stanley Wealth Management MIAMI, FL $3.3B

213. Ira Kravitz

UBS Wealth Management PLANO, TX $1B

214. PJ Schwarz

Morgan Stanley Private Wealth Management NEW YORK, NY $5B

215. Josh Gully

Morgan Stanley Private Wealth Management NEW YORK, NY $5B

216. Judy Fredrickson

UBS Private Wealth Management WAYZATA, MN $2.4B

217. Ryan Sprowls

Wells Fargo Advisors ALEXANDRIA, VA $1.5B

218. Marcos Douer

Morgan Stanley Wealth Management NEW YORK, NY $3.3B

219. Rob Bertino

UBS Private Wealth Management DALLAS, TX $664M

220. Andrew Schultz

Morgan Stanley Private Wealth Management MIAMI BEACH, FL $901M

221. Adam Goldstein

Ameriprise Financial Services CALABASAS, CA $843M

222. Leslie Lauer

UBS Private Wealth Management ATLANTA, GA $4B

223. Craig Findley

Venture Visionary Partners SYLVANIA, OH $3.5B

224. Chris Clifford

UBS Private Wealth Management SAN FRANCISCO, CA $2.6B

225. Victor Livingstone

Morgan Stanley Private Wealth Management BOSTON, MA $2.2B

226. Jay Canell

JPMorgan Wealth Management NEW YORK, NY $1.5B

227. Neil Canell

JPMorgan Wealth Management NEW YORK, NY $1.5B

228. Max Peckler

UBS Wealth Management BOSTON, MA $871M

229. Michael Warr

Morgan Stanley Wealth Management TUSCALOOSA, AL $1.6B

230. Jim McLaughlin

Princeton Wealth Advisors of Raymond James PRINCETON, NJ $2.4B

231. Matthew Dillig

The Dillig Bowen Group NORTHBROOK, IL $1.5B

232. John Shadden

Morgan Stanley Private Wealth Management LONG BEACH, CA $4.3B

233. Xi Qiao

UBS Wealth Management SAN FRANCISCO, CA $2B

234. Ted Davis

Morgan Stanley Wealth Management CHICAGO, IL $889M

235. Brian Tramontano

Merrill Lynch Wealth Management SAN ANTONIO, TX $976M

236. Mark Cortazzo

Wealth Enhancement Group PARSIPPANY, NJ $502M

237. Ricardo Pintado Caravita di Sirignano

UBS Wealth Management NEW YORK, NY $2.2B

238. Jim Greenfield

Morgan Stanley Private Wealth Management SAN FRANCISCO, CA $2.2B

239. Jeffery Price

Merrill Lynch Wealth Management SOUTHLAKE, TX $1.2B

240. Stephen Fish

UBS Wealth Management CINCINNATI, OH $1.3B

241. Glen Strauss

Wells Fargo Advisors LOS ANGELES, CA $1.7B

242. Curtis Eustis

Merrill Lynch Wealth Management NEW ORLEANS, LA

$1.2B 243. Keith Apton

UBS Wealth Management WASHINGTON, DC $2.5B

244. Dean Trindle

Morgan Stanley Wealth Management CINCINNATI, OH $600M

245. Timothy Long

Merrill Lynch Wealth Management GRAND RAPIDS, MI $5.9B

246. Jonathan Murray

UBS Wealth Management HUNT VALLEY, MD $1.7B

247. Randy Doroff

Ameriprise Financial Services MINNEAPOLIS, MN $943M

248. Sonny Kothari

Merrill Lynch Wealth Management BREA, CA $1.5B

249. Bruce Burrows

Morgan Stanley Wealth Management GARDEN CITY, NY $15.8B

250. Louis Close

UBS Private Wealth Management MINNEAPOLIS, MN $2.5B