TEAMS TO THE FORE

[Pages:4]SPECIAL REPORT: FINANCIAL ADVISORS April 22, 2019

TEAMS TO THE FORE

Our annual ranking of the Top 100 Financial Advisors, plus a pair of Top 50 listings highlighting the growing importance of advisory teams

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2019 Top 100 Financial Advisors

Here are America's top financial advisors, as identified by Barron's. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. A ranking of "N" indicates the advisor was not ranked in the specified year.

1. Lyon Polk Morgan Stanley PWM, New York 2018 Rank: 1 Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $15,414 Typical Acct Size (mil): $50 Typical Net Worth (mil): $150

2. Gregory Vaughan Morgan Stanley PWM, Menlo Park, Calif. 2018 Rank: 2 Client Types: HNW, UHNW, Foundations, Endowments Team Total Assets (mil): $21,207 Typical Acct Size (mil): $75 Typical Net Worth (mil): $150

3. Andy Chase Morgan Stanley PWM, Menlo Park, Calif. 2018 Rank: 3 Client Types: Retail, HNW, UHNW, Institutional Team Total Assets (mil): $39,800 Typical Acct Size (mil): $10 Typical Net Worth (mil): $30

4. Mark T. Curtis Morgan Stanley Graystone, Palo Alto 2018 Rank: 5 Client Types: Retail, HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $89,668 Typical Acct Size (mil): $15 Typical Net Worth (mil): $30

5. Brian Pfeifler Morgan Stanley PWM, New York 2018 Rank: 4 Client Types: HNW, UHNW, Foundations, Endowments Team Total Assets (mil): $11,900 Typical Acct Size (mil): $50 Typical Net Worth (mil): $100

6. Karen McDonald Morgan Stanley Wealth Mgmt, Palo Alto, Calif. 2018 Rank: 8 Client Types: Retail, HNW, UHNW, Institutional Team Total Assets (mil): $61,987 Typical Acct Size (mil): $3 Typical Net Worth (mil): $10

7. Jeff Erdmann Merrill PWM, Greenwich, Conn. 2018 Rank: 7 Client Type: UHNW Team Total Assets (mil): $7,564 Typical Acct Size (mil): $40 Typical Net Worth (mil): $60

8. Robert J. Skinner II First Republic Investment Mgmt, Palo Alto 2018 Rank: 9 Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $4,076 Typical Acct Size (mil): $25 Typical Net Worth (mil): $100

9. Mark Douglass Morgan Stanley PWM, Menlo Park, Calif. 2018 Rank: 11 Client Types: HNW, UHNW, Foundations, Endowments Team Total Assets (mil): $21,207 Typical Acct Size (mil): $75 Typical Net Worth (mil): $150

10. Paul Tashima UBS Financial Services, Chicago 2018 Rank: 35 Client Types: UHNW, Foundations, Institutional Team Total Assets (mil): $27,042 Typical Acct Size (mil): $90 Typical Net Worth (mil): $100

11. Richard Saperstein Treasury Partners, New York 2018 Rank: 12 Client Types: HNW, UHNW, Institutional Team Total Assets (mil): $11,598 Typical Acct Size (mil): $20 Typical Net Worth (mil): $25

12. Kevin Peters Morgan Stanley Wealth Mgmt, Purchase, N.Y. 2018 Rank: 16 Client Types: HNW, UHNW Team Total Assets (mil): $6,850 Typical Acct Size (mil): $14.75 Typical Net Worth (mil): $38

13. Marvin McIntyre Morgan Stanley PWM, Washington, D.C. 2018 Rank: 21 Client Types: Retail, HNW, UHNW, Foundations Team Total Assets (mil): $3,293 Typical Acct Size (mil): $7.5 Typical Net Worth (mil): $25

14. Ron Basu Morgan Stanley PWM, New York 2018 Rank: 13 Client Types: UHNW, Foundations, Institutional Team Total Assets (mil): $5,659 Typical Acct Size (mil): $10 Typical Net Worth (mil): $100

15. Michael Klein Baird, Milwaukee, Wis. 2018 Rank: 22 Client Types: Retail, HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $11,194 Typical Acct Size (mil): $27 Typical Net Worth (mil): $35

16. Steven Hefter Wells Fargo Advisors, Highland Park, Ill. 2018 Rank: 18 Client Types: HNW, UHNW Team Total Assets (mil): $6,050 Typical Acct Size (mil): $15 Typical Net Worth (mil): $20

17. Mark Schulten The Schulten Group of Wells Fargo Advisors, Long Beach, Calif. 2018 Rank: 15 Client Types: Retail, HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $3,298 Typical Acct Size (mil): $3 Typical Net Worth (mil): $5

18. Peter Princi Morgan Stanley Graystone, Boston 2018 Rank: 34 Client Types: HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $6,500 Typical Acct Size (mil): $10 Typical Net Worth (mil): $25

19. Ed Moldaver Stifel, New York 2018 Rank: 29 Client Types: HNW, UHNW Team Total Assets (mil): $6,500 Typical Acct Size (mil): $10 Typical Net Worth (mil): $20

20. Drew Zager Morgan Stanley PWM, Los Angeles 2018 Rank: 20 Client Type: UHNW Team Total Assets (mil): $10,838 Typical Acct Size (mil): $60 Typical Net Worth (mil): $200

21. Raj Sharma Merrill PWM, Boston 2018 Rank: 25 Client Type: UHNW Team Total Assets (mil): $6,811 Typical Acct Size (mil): $10 Typical Net Worth (mil): $15

22. Stephan Cassaday Cassaday & Co., McLean, Va. 2018 Rank: 33 Client Types: Retail, HNW, UHNW Team Total Assets (mil): $2,866 Typical Acct Size (mil): $1.5 Typical Net Worth (mil): $2

23. Seth Finkel Neuberger Berman, New York 2018 Rank: 19 Client Types: HNW, UHNW, Institutional Team Total Assets (mil): $2,773 Typical Acct Size (mil): $10 Typical Net Worth (mil): $20

24. Ron Vinder Morgan Stanley PWM, New York 2018 Rank: 23 Client Types: UHNW, Foundations Team Total Assets (mil): $6,741 Typical Acct Size (mil): $50 Typical Net Worth (mil): $150

25. Rod Westmoreland Merrill Private Wealth Mgmt, Atlanta 2018 Rank: 31 Client Types: HNW, UHNW Team Total Assets (mil): $4,735 Typical Acct Size (mil): $40 Typical Net Worth (mil): $50

26. David Hou First Republic Investment Mgmt, Los Angeles 2018 Rank: 26 Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $4,203 Typical Acct Size (mil): $40 Typical Net Worth (mil): $100

27. Patrick Dwyer Merrill Private Wealth Mgmt, Miami 2018 Rank: 30 Client Types: HNW, UHNW Team Total Assets (mil): $3,750 Typical Acct Size (mil): $25 Typical Net Worth (mil): $40

28. Gregg Fisher Gerstein Fisher, New York 2018 Rank: 41 Client Types: Retail, HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $2,546 Typical Acct Size (mil): $1.8 Typical Net Worth (mil): $4.25

29. Jon Goldstein First Republic Investment Mgmt, Palo Alto 2018 Rank: 10 Client Types: HNW, UHNW Team Total Assets (mil): $4,460 Typical Acct Size (mil): $50 Typical Net Worth (mil): $100

30. Thomas Moran Moran Edwards Asset Mgmt, Naples, Fla. 2018 Rank: 27 Client Types: Retail, HNW, UHNW Team Total Assets (mil): $3,049 Typical Acct Size (mil): $5 Typical Net Worth (mil): $25

31. Eric Gray Merrill PWM, Los Angeles 2018 Rank: 14 Client Types: UHNW Team Total Assets (mil): $10,433 Typical Acct Size (mil): $60 Typical Net Worth (mil): $80

32. Alan Zafran First Republic Investment Mgmt, Palo Alto 2018 Rank: 24 Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $3,804 Typical Acct Size (mil): $12 Typical Net Worth (mil): $40

33. Stephanie Stiefel Neuberger Berman, New York 2018 Rank: N Client Types: Retail, HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $2,440 Typical Acct Size (mil): $15 Typical Net Worth (mil): $45

34. Andrew Burish UBS Financial Svcs, Madison, Wis. 2018 Rank: 39 Client Types: Retail, HNW, UHNW Team Total Assets (mil): $3,762 Typical Acct Size (mil): $2 Typical Net Worth (mil): $3

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35. Troy Griepp Morgan Stanley PWM, San Francisco 2018 Rank: 36 Client Types: Retail, HNW, UHNW, Foundations Team Total Assets (mil): $10,723 Typical Acct Size (mil): $50 Typical Net Worth (mil): $50

36. Alan Whitman Morgan Stanley Wealth Mgmt, Pasadena, Calif. 2018 Rank: 50 Client Types: Retail, HNW, UHNW Team Total Assets (mil): $2,845 Typical Acct Size (mil): $5 Typical Net Worth (mil): $15

37. Jim Detterick Morgan Stanley Graystone, New York 2018 Rank: 93 Client Types: HNW, UHNW Team Total Assets (mil): $16,928 Typical Acct Size (mil): $5 Typical Net Worth (mil): $10

38. John Cultra William Blair & Co., Chicago 2018 Rank: 53 Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $2,997 Typical Acct Size (mil): $17.5 Typical Net Worth (mil): $25

39. Wm. Craig Dobbs Morgan Stanley Graystone, Indianapolis 2018 Rank: 37 Client Types: Institutional Team Total Assets (mil): $25,347 Typical Acct Size (mil): $203.84 Typical Net Worth (mil): $154.7

40. Robert Stolar Morgan Stanley PWM, New York 2018 Rank: 38 Client Types: UHNW, Foundations, Endowments Team Total Assets (mil): $3,050 Typical Acct Size (mil): $50 Typical Net Worth (mil): $75

41. James Wallace Merrill Lynch Wealth Mgmt, Atlanta 2018 Rank: 40 Client Types: Retail, HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $72,346 Typical Acct Size (mil): $4,210 Typical Net Worth (mil): $9,500

42. Joseph Montgomery The Optimal Service Group of Wells Fargo Advisors, Williamsburg, Va. 2018 Rank: 43 Client Types: Retail, HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $13,570 Typical Acct Size (mil): $7 Typical Net Worth (mil): $15

43. Richard F. Connolly Morgan Stanley PWM, Boston 2018 Rank: 47 Client Types: Retail, HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $7,800 Typical Acct Size (mil): $20 Typical Net Worth (mil): $30

44. Scott Wilson Morgan Stanley PWM, New York 2018 Rank: 32 Client Types: Retail, HNW, UHNW Team Total Assets (mil): $5,501 Typical Acct Size (mil): $10 Typical Net Worth (mil): $20

45. Dorian McKelvy Morgan Stanley WM, Menlo Park, Calif. 2018 Rank: 28 Client Types: Retail, HNW, UHNW Team Total Assets (mil): $5,926 Typical Acct Size (mil): $3 Typical Net Worth (mil): $10

46. L. Marc Shegoski UBS Financial Svcs, Princeton, N.J. 2018 Rank: 48 Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $22,807 Typical Acct Size (mil): $21 Typical Net Worth (mil): $89

47. Martin Halbfinger UBS Financial Svcs, New York 2018 Rank: 42 Client Types: HNW, UHNW, Foundations, Institutional Team Total Assets (mil): $3,540 Typical Acct Size (mil): $20 Typical Net Worth (mil): $35

48. Paul Tramontano First Republic Investment Mgmt, Greenwich, Conn. 2018 Rank: 52 Client Types: UHNW, Foundations Team Total Assets (mil): $2,969 Typical Acct Size (mil): $40 Typical Net Worth (mil): $100

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49. Rich Hassan Alex.Brown|Raymond James, Greenwich, Conn. 2018 Rank: 46 Client Types: HNW, UHNW Team Total Assets (mil): $5,700 Typical Acct Size (mil): $51 Typical Net Worth (mil): $100

50. R. Christopher Errico UBS Financial Svcs, New York 2018 Rank: 51 Client Types: HNW, UHNW Team Total Assets (mil): $2,066 Typical Acct Size (mil): $10 Typical Net Worth (mil): $50

51. Robert Scherer Morgan Stanley Graystone, Potomac, Md. 2018 Rank: 44 Client Types: HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $8,994 Typical Acct Size (mil): $25 Typical Net Worth (mil): $25

52. Louis Paster UBS Financial Svcs, Chicago 2018 Rank: 56 Client Types: UHNW, Foundations, Institutional Team Total Assets (mil): $27,042 Typical Acct Size (mil): $90 Typical Net Worth (mil): $100

53. William Peterson Neuberger Berman, New York 2018 Rank: 49 Client Types: HNW, UHNW Team Total Assets (mil): $1,687 Typical Acct Size (mil): $6.5 Typical Net Worth (mil): $13

54. Richard Szelc Neuberger Berman, Dallas 2018 Rank: 54 Client Types: HNW, UHNW Team Total Assets (mil): $1,711 Typical Acct Size (mil): $12.5 Typical Net Worth (mil): $25

55. Scott Stackman UBS Financial Svcs, New York 2018 Rank: 68 Client Types: HNW, UHNW, Foundations, Endowments Team Total Assets (mil): $3,876 Typical Acct Size (mil): $50 Typical Net Worth (mil): $100

56. Gillian Yu Morgan Stanley PWM, San Francisco 2018 Rank: N Client Type: UHNW Team Total Assets (mil): $4,966 Typical Acct Size (mil): $50 Typical Net Worth (mil): $100

57. Michael Sawyer Morgan Stanley PWM, New York 2018 Rank: 70 Client Type: UHNW Team Total Assets (mil): $18,800 Typical Acct Size (mil): $50 Typical Net Worth (mil): $100

58. Phil Scott Merrill Lynch Wealth Mgmt, Bellevue, Wash. 2018 Rank: 45 Client Types: HNW, UHNW Team Total Assets (mil): $1,843 Typical Acct Size (mil): $5 Typical Net Worth (mil): $20

65. Chad Evans Morgan Stanley WM, Newport Beach, Calif. 2018 Rank: 64 Client Type: Institutional Team Total Assets (mil): $10,245 Typical Acct Size (mil): $300 Typical Net Worth (mil): $1000

66. Jason Katz UBS Financial Svcs, New York 2018 Rank: 81 Client Types: Retail, HNW, UHNW Team Total Assets (mil): $2,637 Typical Acct Size (mil): $10 Typical Net Worth (mil): $15

59. Elaine Meyers J.P. Morgan Securities, San Francisco 2018 Rank: NR Client Types: HNW, UHNW Team Total Assets (mil): $3,200 Typical Acct Size (mil): $50 Typical Net Worth (mil): $300

60. Francis X. Malone Morgan Stanley PWM, Los Angeles 2018 Rank: 69 Client Types: HNW, UHNW Team Total Assets (mil): $5,290 Typical Acct Size (mil): $25 Typical Net Worth (mil): $75

61. Brian Frank Morgan Stanley PWM, Atlanta 2018 Rank: 62 Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $2,411 Typical Acct Size (mil): $5 Typical Net Worth (mil): $20

62. James Hansberger Morgan Stanley PWM, Atlanta 2018 Rank: 55 Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $2,575 Typical Acct Size (mil): $35 Typical Net Worth (mil): $60

63. Kevin Grimes Grimes & Co., Westborough, Mass. 2018 Rank: 76 Client Types: Retail, HNW, UHNW Team Total Assets (mil): $2,376 Typical Acct Size (mil): $3 Typical Net Worth (mil): $10

64. Noel Weil Merrill PWM, New York 2018 Rank: 57 Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $10,569 Typical Acct Size (mil): $25 Typical Net Worth (mil): $50

67. Michael Jefferies UBS Financial Svcs, Kansas City, Mo. 2018 Rank: 58 Client Types: Retail, HNW, UHNW, Institutional Team Total Assets (mil): $3,465 Typical Acct Size (mil): $1 Typical Net Worth (mil): $3

68. Brian Strachan Morgan Stanley PWM, Boston 2018 Rank: 92 Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $2,975 Typical Acct Size (mil): $10 Typical Net Worth (mil): $18

69. Drew Freides UBS Financial Svcs, Los Angeles 2018 Rank: 87 Client Types: UHNW, Foundations, Endowments Team Total Assets (mil): $4,243 Typical Acct Size (mil): $35 Typical Net Worth (mil): $50

70. Andrew Griffo Morgan Stanley WM, Chicago 2018 Rank: N Client Types: HNW, UHNW, Institutional Team Total Assets (mil): $6,512 Typical Acct Size (mil): $10 Typical Net Worth (mil): $20

71. Steven Grill Alex.Brown|Raymond James, New York 2018 Rank: 63 Client Types: HNW, UHNW Team Total Assets (mil): $12,500 Typical Acct Size (mil): $15 Typical Net Worth (mil): $20

72. Bill Grous Alex.Brown|Raymond James, New York 2018 Rank: 66 Client Types: HNW, UHNW Team Total Assets (mil): $12,500 Typical Acct Size (mil): $15 Typical Net Worth (mil): $20

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73. Susan Kaplan

Kaplan Financial Svcs, Newton, Mass. 2018 Rank: 89 Client Types: HNW, UHNW Team Total Assets (mil): $1,950 Typical Acct Size (mil): $3.5 Typical Net Worth (mil): $11

79. Peter Rohr

Merrill PWM, Philadelphia 2018 Rank: 59 Client Types: HNW, UHNW Team Total Assets (mil): $4,230 Typical Acct Size (mil): $30 Typical Net Worth (mil): $100

74. Adam Carlin Morgan Stanley PWM, Coral Gables, Fla. 2018 Rank: 65 Client Types: HNW, UHNW Team Total Assets (mil): $2,500 Typical Acct Size (mil): $17.5 Typical Net Worth (mil): $25

75. Gary Tantleff UBS Financial Svcs, Warren, N.J. 2018 Rank: 72 Client Types: HNW, UHNW Team Total Assets (mil): $4,338 Typical Acct Size (mil): $10.3 Typical Net Worth (mil): $10

80. Thomas Wilson William Blair & Co., Chicago 2018 Rank: 94 Client Types: HNW, UHNW Team Total Assets (mil): $2,107 Typical Acct Size (mil): $10 Typical Net Worth (mil): $15

81. David Bieber Morgan Stanley PWM, New York 2018 Rank: NR Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $3,700 Typical Acct Size (mil): $25 Typical Net Worth (mil): $50

76. R. Mitchell Wickham Merrill PWM, Charlotte, N.C. 2018 Rank: NR Client Types: HNW, UHNW Team Total Assets (mil): $8,118 Typical Acct Size (mil): $20 Typical Net Worth (mil): $50

77. Douglas Braff UBS Financial Svcs, New York 2018 Rank: 67 Client Types: Retail, HNW, UHNW Team Total Assets (mil): $9,348 Typical Acct Size (mil): $5 Typical Net Worth (mil): $20

78. Richard Jones Merrill PWM, Los Angeles 2018 Rank: 60 Client Types: UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $13,525 Typical Acct Size (mil): $50 Typical Net Worth (mil): $75

82. Russell Rabito UBS Financial Svcs, New York 2018 Rank: 90 Client Types: HNW, UHNW, Endowments Team Total Assets (mil): $3,733 Typical Acct Size (mil): $10 Typical Net Worth (mil): $15

83. Leigh Cohen Merrill PWM, New York 2018 Rank: 74 Client Types: HNW, UHNW Team Total Assets (mil): $9,174 Typical Acct Size (mil): $20 Typical Net Worth (mil): $50

84. Dana Jackson Morgan Stanley Graystone, Menlo Park, Calif. 2018 Rank: 85 Client Types: HNW, UHNW Team Total Assets (mil): $39,800 Typical Acct Size (mil): $15 Typical Net Worth (mil): $45

85. Jonathan Kass Merrill Lynch WM, New York 2018 Rank: 75 Client Types: Retail, HNW, UHNW, Institutional Team Total Assets (mil): $5,406 Typical Acct Size (mil): $10 Typical Net Worth (mil): $25

86. Nicholas Kavallieratos Morgan Stanley WM, New York 2018 Rank: 84 Client Types: Retail, HNW, UHNW, Foundations, Institutional Team Total Assets (mil): $8,000 Typical Acct Size (mil): $15 Typical Net Worth (mil): $35

87. David Singer Merrill PWM, Cincinnati 2018 Rank: 82 Client Types: HNW, UHNW Team Total Assets (mil): $3,015 Typical Acct Size (mil): $13.5 Typical Net Worth (mil): $30

88. Reza Zafari Merrill PWM, Los Angeles 2018 Rank: 61 Client Types: UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $13,525 Typical Acct Size (mil): $50 Typical Net Worth (mil): $75

89. Brian Hahn Neuberger Berman, Chicago 2018 Rank: 77 Client Types: HNW, UHNW Team Total Assets (mil): $1,700 Typical Acct Size (mil): $20 Typical Net Worth (mil): $50

90. Deborah Howard Merrill Lynch WM, Atlanta 2018 Rank: 78 Client Types: Retail, HNW, UHNW, Foundations, Endowments, Institutional Team Total Assets (mil): $72,346 Typical Acct Size (mil): $4,210 Typical Net Worth (mil): $7,000

91. Shawn Fowler Morgan Stanley PWM, Denver 2018 Rank: 86 Client Types: HNW, UHNW, Institutional Team Total Assets (mil): $3,212 Typical Acct Size (mil): $35 Typical Net Worth (mil): $79

92. Michael Gallagher Morgan Stanley WM, Chicago 2018 Rank: 71 Client Types: Retail, HNW, UHNW, Institutional Team Total Assets (mil): $5,882 Typical Acct Size (mil): $1.5 Typical Net Worth (mil): $5

93. Sal Tiano J.P. Morgan Securities, Palm Beach Gardens, Fla. 2018 Rank: N Client Types: HNW, UHNW Team Total Assets (mil): $3,355 Typical Acct Size (mil): $20 Typical Net Worth (mil): $35

93. Charles Mulfinger II Morgan Stanley Graystone, Tampa 2018 Rank: 91 Client Types: Retail, HNW, UHNW, Institutional Team Total Assets (mil): $7,745 Typical Acct Size (mil): $9.2 Typical Net Worth (mil): $11

95. Deborah Montaperto Morgan Stanley PWM, New York 2018 Rank: NR Client Types: HNW, UHNW, Foundations Team Total Assets (mil): $15,414 Typical Acct Size (mil): $50 Typical Net Worth (mil): $150

96. Dagny Maidman First Republic Investment Mgmt, San Francisco 2018 Rank: NR Client Types: HNW, UHNW Team Total Assets (mil): $2,050 Typical Acct Size (mil): $50 Typical Net Worth (mil): $300

97. William Greco UBS Financial Svcs, Hartford, Conn. 2018 Rank: 73 Client Types: Retail, HNW, UHNW, Institutional Team Total Assets (mil): $3,569 Typical Acct Size (mil): $10 Typical Net Worth (mil): $15

98. Shawn Rubin Morgan Stanley PWM, New York 2018 Rank: 100 Client Types: HNW, UHNW Team Total Assets (mil): $3,262 Typical Acct Size (mil): $10 Typical Net Worth (mil): $25

99. Dane Runia Merrill PWM, Provo, Utah 2018 Rank: NR Client Types: UHNW, Institutional Team Total Assets (mil): $2,537 Typical Acct Size (mil): $40.13 Typical Net Worth (mil): $100

100. Jonathan Kuttin Ameriprise Financial Svcs, Melville, N.Y. 2018 Rank: NR Client Types: Retail, HNW, UHNW Team Total Assets (mil): $1,920 Typical Acct Size (mil): $1 Typical Net Worth (mil): $3.9

NR=Not Ranked Note: For more information on Barron's Top Advisors, contact Matt Barthel at matthew.barthel@. Barron's publishes four individual financial advisor rankings each year: The Top 100, The Top 100 Women. The Top 100 Independents, and the Top 1,200, which is a stateby-state list. The process of being ranked in Barron's starts with filling out a detailed online survey. For information about our nominations process and the online survey, please contact Jennifer Pedone, manager of FA Research: Jennifer.Pedone@.

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