After years of ranking the nation’s preeminent wealth managers, Forbes and SHOOK Research have expanded our coverage to include advisors from the insurance industry, a group we call Financial Security Professionals.
This inaugural group of distinguished specialists manages client policies in excess of $24 billion. Of the 250 people on this list, 34 are women and 58 are Millennials. As the economic recovery continues, the exceptional advisors featured here are helping their clients in a world in which wealth preservation and protection matter more than ever.
1. Keith Wagner Northwestern Mutual FRISCO, TX $6B 2. Corey Schneider Sentinel Solutions NEW YORK, NY $3.7B 3. Jeri Turley Winged Keel Group RICHMOND, VA $55B 4. Philip de Bruyn Southern Wealth Management DALLAS, TX $3.1B 5. David J. Carroll Financial Architects Partners PALO ALTO, CA $26.2B 6. Sco Sparks Northwestern Mutual DENVER, CO $3B 7. Shaun McDu ee North Star/Securian AUSTIN, TX $13.6B 8. Christopher Warren Lawless, Edwards & Warren Wealth Management BOCA RATON, FL $940M 9. Steve Braun Northwestern Mutual CHICAGO, IL $1B 10. Vincent D’Addona Strategies for Wealth LIDO BEACH, NY $1.9B 11. Ron Rubin RFG Wealth Management NEW YORK, NY $1.5B
12. Lizzie Dipp Metzger New York Life EL PASO, TX $687M 13. A.J. Fechter Morgan Stanley Private Wealth Management WASHINGTON, DC $513M 14. Benjamin Feldman Northwestern Mutual NEW YORK, NY $3.5B 15. Eric Wilson Nucleus Advisors NEW YORK, NY $1.7B 16. Bradley Baune Northwestern Mutual MENDOTA HEIGHTS, MN $2.4B 17. Vincent Toscano Lincoln Financial SYOSSET, NY $1.8B 18. Peter Tillinghast Northwestern Mutual BALTIMORE, MD $1B 19. Mark Murphy Northeast Private Client Group ROSELAND, NJ $5.2B 20. Paul Ludacka Northwestern Mutual OMAHA, NE $2.4B 21. Mark Kull Northwestern Mutual LOUISVILLE, KY $1.2B 22. Kathy Nolan Family Focus Financial Group WALL, NJ $186M 23. Josh Jalinski Jalinski Advisory Group TOMS RIVER, NJ $400M
24. Wendy Edwards New York Life LAKE SUCCESS, NY $339M 25. John Sterner Northwestern Mutual CHATTANOOGA, TN $1.5B 26. Mark Cortazzo Wealth Enhancement Group PARSIPPANY, NJ $600M 27. Randy Lehman Northwestern Mutual FORT WAYNE, IN $3.4B 28. Howard Goldman III Northwestern Mutual OWINGS MILLS, MD $1.5B 29. Rick Hu Northwestern Mutual NEW YORK, NY $1B 30. Victoria Henning-Smejda Azura Wealth Advisers NEW YORK, NY $827M 31. Ma hew Greene Northwestern Mutual NORWALK, CT $1.9B 32. Amy Jamrog The Jamrog Group HOLYOKE, MA $80M 33. Alison Flaum New York Life SAN ANTONIO, TX $280M 34. Justin Charise Northwestern Mutual WESTPORT, CT $2B 35. Al Papa NFP ROYAL OAK, MI $5.2B
36. Mark Lupton Northwestern Mutual SPOKANE VALLEY, WA $1.9B 37. Tad Hill Freedom Financial Group BIRMINGHAM, AL $184M 38. Michael O’Donnel Estate Partners HOUSTON, TX $1B 39. Shawn W. Phelps Northwestern Mutual COLUMBUS, OH $559M 40. Gary Taylor Northwestern Mutual CHARLOTTESVILLE, VA $889M 41. Chris McMahon MFA Wealth PITTSBURGH, PA $15.7B 42. Darinka Lora-Stepan New York Life CHICAGO, IL $288M 43. Hunter Ewing High Ground Company ATLANTA, GA $2.1B 44. Ma Carothers Northwestern Mutual COLUMBUS, IN $810M 45. Mike Flynn Jr. New York Life CAPITOLA, CA $497M 46. William Newman Northwestern Mutual ALBANY, NY $715M 47. Brian Breitenwischer Lincoln Financial DENVER, CO $500M