Forbes

GEORGE PAPADOYANN­IS

AMERIPRISE FINANCIAL SERVICES San Mateo, CA • $4 billion

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“What keeps me up at night is receiving an email or a phone call one day with a client asking me to cash them out of the market. . . . I try to remind my clients that this too shall pass. I sympathize with their pain, because I feel their pain—my portfolio is down just like theirs.”

150. Mark Moore

UBS Private Wealth Management AUSTIN, TX

$2.3B

151. Charles Noble III

Janney Montgomery Scott

NEW HAVEN, CT

$1.4B

152. Johanna Walters

Merrill Lynch Wealth Management

BLUE BELL, PA

$6.4B

153. R. Scot Smith

Morgan Stanley Wealth Management DALLAS, TX

$1.1B

154. Emily Rubin

UBS Private Wealth Management

NEW YORK, NY

$2.3B

155. Margaret Starner

The Starner Group of Raymond James CORAL GABLES, FL

$1.5B

156. Tristan Caudron

Wells Fargo Advisors ALEXANDRIA, VA

$2B

157. Greg Onken

J.P. Morgan Wealth Management

SAN FRANCISCO, CA

$5B

158. Tim Emanuels

Morgan Stanley Private Wealth Management SAN FRANCISCO, CA

$16.7B

159. Brian Cooke

Cooke Financial Group at Sanctuary Wealth INDIANAPOL­IS, IN

$2.4B

160. Chris Cooke

Cooke Financial Group of Sanctuary Wealth INDIANAPOL­IS, IN

$2.4B

161. Harold Trischman

Morgan Stanley Wealth Management GREENWICH, CT

$2.9B

162. Paul Ried

Paul R. Ried Financial Group BELLEVUE, WA

$1B

163. Brian Firring

Wells Fargo Advisors BEVERLY HILLS, CA

$3.4B

164. Rich Petit

Morgan Stanley Private Wealth Management MENLO PARK, CA

$16.7B

165. Malcolm Makin

Profession­al Planning Group/Raymond James WESTERLY, RI

$1.3B

166. Bill King

Merrill Lynch Wealth Management VERO BEACH, FL

$1.4B

167. Trevor Fried

Morgan Stanley Wealth Management

FORT LAUDERDALE, FL

$1.3B

168. Brian Werdesheim

Oppenheime­r

LOS ANGELES, CA

$2.5B

169. Jeffrey Werdesheim

Oppenheime­r

LOS ANGELES, CA

$2.5B

170. Robert Dyer

Merrill Private Wealth Management

NEW YORK, NY

$1.9B

171. Gregory Smith

Baird

RESTON, VA

$2.8B

172. Raj Pathak

Morgan Stanley Wealth Management BOSTON, MA

$1.7B

173. Fotios Piniros

Morgan Stanley Private Wealth Management NEW YORK, NY

$10B

174. Tom Vacheron

Merrill Private Wealth Management FAIRFIELD, CT

$2.5B

175. Jay W. Williams

UBS Private Wealth Management MEMPHIS, TN

$2.9B

176. Buck Wiley III

Merrill Private Wealth Management ATLANTA, GA

$3.1B

177. Michael Warr

Morgan Stanley Private Wealth Management TUSCALOOSA, AL

$2.5B

178. Dean Braun

Morgan Stanley Private Wealth Management SEATTLE, WA

$6.2B

179. PJ Schwarz

Morgan Stanley Private Wealth Management NEW YORK, NY

$5.8B

180. Jeffery Price

Merrill Lynch Wealth Management SOUTHLAKE, TX

$1.5B

181. Ryan Sprowls

Wells Fargo Advisors ALEXANDRIA, VA

$1.7B

182. Mark Fendrick

UBS Wealth Management MOUNT LAUREL, NJ

$1.7B

183. Marcos Douer

Morgan Stanley Wealth Management

NEW YORK, NY

$3.6B

184. Todd Silaika

Merrill Lynch Wealth Management CLIFTON PARK, NY

$1.8B

185. Christophe­r Aitken

UBS Private Wealth Management PONTE VEDRA BEACH, FL

$1.1B

186. Adam Goldstein

Ameriprise Financial Services CALABASAS, CA

$925M

187. Dana Locniskar

Merrill Private Wealth Management TROY, MI

$4.2B

188. Seth Haye

Morgan Stanley Wealth Management WESTLAKE VILLAGE, CA

$1.5B 189. Valerie Houts

Merrill Lynch Wealth Management

SAN FRANCISCO, CA

$39.8B

190. Thomas Hutson-Wiley

Merrill Lynch Wealth Management

SAN FRANCISCO, CA

$39.8B

191. Stacy Oster

UBS Wealth Management BELLEVUE, WA

$941M

192. Jim Moriarity

Morgan Stanley Private Wealth Management PALM BEACH, FL

$3.1B

193. Christophe­r Cook

Merrill Lynch Wealth Management FLORHAM PARK, NJ

$2.2B

194. John Cultra

William Blair CHICAGO, IL

$5B

195. Stephen Fish

UBS Wealth Management CINCINNATI, OH

$1.7B

196. Jay Canell

J.P. Morgan Wealth Management

NEW YORK, NY

$2B 197. Neil Canell

J.P. Morgan Wealth Management

NEW YORK, NY

$2B

198. Curtis Eustis

Merrill Private Wealth Management

NEW ORLEANS, LA

$1.4B

199. Lisa Detanna

Global Wealth Solutions Group of Raymond James and DH Consulting Group of Raymond James BEVERLY HILLS, CA

$2.3B

200. Victor Livingston­e

Morgan Stanley Private Wealth Management BOSTON, MA

$5.2B

201. Keith Apton

UBS Wealth Management WASHINGTON, DC

$2.5B

202. Simon Hamilton

Baird

RESTON, VA

$2.8B

203. Bruce Burrows

Morgan Stanley Wealth Management GARDEN CITY, NY

$20.6B

204. Timothy Long

Merrill Lynch Wealth Management GRAND RAPIDS, MI

$6.5B 205. William Sullivan

UBS Private Wealth Management BOSTON, MA

$1.6B

206. Peter Bermont

The Bermont Advisory Group of Raymond James CORAL GABLES, FL

$3.2B

207. Gabriel Jay

UBS Private Wealth Management WALNUT CREEK, CA

$1.8B

208. David Bieber

Morgan Stanley Private Wealth Management NEW YORK, NY

$1.4B

209. Jason Babb

First Republic Investment Management

NEW YORK, NY

$4.9B

210. Tim Pagliara

CapWealth FRANKLIN, TN

$1.3B

211. Chris Clifford

UBS Private Wealth Management

SAN FRANCISCO, CA

$2.2B

212. John Perry

Morgan Stanley Wealth Management INDIANAPOL­IS, IN

$1.1B

213. Corby May

Merrill Lynch Wealth Management GARDEN CITY, NY

$1.6B

214. James Whitney

Graystone Consulting from Morgan Stanley CHICAGO, IL

$4.2B

215. Rick Gordon

First Republic Investment Management

SAN FRANCISCO, CA

$3B

216. Hugh Beecher

First Republic Investment Management

SAN FRANCISCO, CA

$3B

217. Andrew Schultz

Morgan Stanley Private Wealth Management MIAMI BEACH, FL

$966M

218. Ryan Long

UBS Private Wealth Management DALLAS, TX

$4.2B

219. David Briegs

Merrill Lynch Wealth Management BRIDGEWATE­R, NJ

$2.3B

220. Thomas Frame

Morgan Stanley Private Wealth Management GREENWICH, CT

$2B

221. Todd Battaglia

MG&A Wealth PLANTATION, FL

$1B

222. William Wheatley

Merrill Lynch Wealth Management NEWPORT BEACH, CA

$1.3B

223. Matt Fryar

Wells Fargo Advisors CLIVE, IA

$1B

224. Ned Gibbons

Morgan Stanley Private Wealth Management MENLO PARK, CA

$4.4B

225. Eric Payne

Merrill Lynch Wealth Management INDIANAPOL­IS, IN

$2.7B

226. John Adelman

UBS Private Wealth Management

NEW YORK, NY

$2.4B

227. Moss Crosby

Twickenham Advisors HUNTSVILLE, AL

$1.7B

228. Scott Mahoney

Morgan Stanley Private Wealth Management MORRISTOWN, NJ

$1.6B

229. Charles Balducci

Merrill Lynch Wealth Management

NEW YORK, NY

$3B

230. Blair Cornell

UBS Wealth Management MIAMISBURG, OH

$1.6B

231. Frederick Keator

Keator Group LENOX, MA

$811M

232. John Acker

UBS Wealth Management

LOS ANGELES, CA

$1.9B

233. Jeff Traum

Morgan Stanley Private Wealth Management MENLO PARK, CA

$2.7B

234. Philippe Hartl

Merrill Private Wealth Management

LOS ANGELES, CA

$7.9B

235. Xi Qiao

UBS Wealth Management

SAN FRANCISCO, CA

$1.8B

236. Mark Tobias

Morgan Stanley Wealth Management

NEW BRUNSWICK, NJ

$878M

237. Rob Siracusano

Wells Fargo Advisors Financial Network NAPERVILLE, IL

$900M

238. Jim Rimmel

UBS Wealth Management PITTSBURGH, PA

$2B

239. Carl Cafaro

Merrill Lynch Wealth Management NEWTON, MA

$4.4B

240. Leslie Lauer

UBS Private Wealth Management ATLANTA, GA

$4.5B

241. Jim Greenfield

Morgan Stanley Private Wealth Management SAN FRANCISCO, CA

$2.3B

242. Sonny Kothari

Merrill Lynch Wealth Management BREA, CA

$1.4B

243. Ira Kravitz

UBS Wealth Management PLANO, TX

$1B

244. Glen Strauss

Wells Fargo Advisors LOS ANGELES, CA

$1.8B

245. Virgil Kahl

Spring Ridge Financial Group WYOMISSING, PA

$1.1B

246. Ted Davis

Morgan Stanley Wealth Management CHICAGO, IL

$859M

247. Michael McCain

Wells Fargo Advisors NAPLES, FL

$3.1B

248. Jacqueline Willens

UBS Private Wealth Management

NEW YORK, NY

$1.1B

249. Greg Marcus

UBS Private Wealth Management BETHESDA, MD

$814M

250. Mihir Patel

Morgan Stanley Private Wealth Management NEW YORK, NY

$2.1B

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