The elite unit space — Forbes Top Wealth, Next-Gen, and Barron's Top 100 — shown in full below; the 10,944 Forbes Best-in-State advisors also in the study appear here as their dossiers complete. Advisors with a completed dossier (~25 cited fields) are linked — click through for verbatim evidence. 653 dossiers done; the pipeline is still running.
| # | Advisor | List | Firm | City | State | Team AUM | Min | Dossier |
|---|---|---|---|---|---|---|---|---|
| Mark T. Curtis | Barron's 100 | Morgan Stanley | Graystone Consulting | |||||
| Gregory Vaughan | Barron's 100 | Morgan Stanley Private Wealth Management | ||||||
| Brian Pfeifler | Barron's 100 | Morgan Stanley Private Wealth Management | ||||||
| Greg Cash | Barron's 100 | UBS Private Wealth Management | ||||||
| Paul Tashima | Barron's 100 | UBS Wealth Management | ||||||
| Mitchell Wickham | Barron's 100 | UBS Private Wealth Management | ||||||
| Francis X. Malone | Barron's 100 | Morgan Stanley Private Wealth Management | ||||||
| R. Christopher Errico | Barron's 100 | UBS Private Wealth Management | ||||||
| Jim Detterick | Barron's 100 | Morgan Stanley | Graystone Consulting | |||||
| Nicholas Kavallieratos | Barron's 100 | Morgan Stanley Wealth Management | ||||||
| Thomas Tournat | Barron's 100 | Merrill Private Wealth Management | ||||||
| Eric Gray | Barron's 100 | J.P. Morgan Wealth Management | ||||||
| Stephanie J. Stiefel | Barron's 100 | Neuberger Berman | ||||||
| Wm. Craig Dobbs | Barron's 100 | Morgan Stanley | Graystone Consulting | |||||
| Holly Newman Kroft | Barron's 100 | Neuberger Berman | ||||||
| Richard Szelc | Barron's 100 | Neuberger Berman | ||||||
| Michael Sawyer | Barron's 100 | Morgan Stanley Private Wealth Management | ||||||
| Tom Bridges | Barron's 100 | CIBC Private Wealth | ||||||
| Andrew Harbour | Barron's 100 | Morgan Stanley Wealth Management | ||||||
| Russell Rabito | Barron's 100 | UBS Private Wealth Management | ||||||
| Cheryl L. Young | Barron's 100 | Rockefeller Capital Management | ||||||
| Louis Paster | Barron's 100 | UBS Wealth Management | ||||||
| Daniel Wilson | Barron's 100 | Ameriprise Financial | ||||||
| Frederick de Groot | Barron's 100 | Merrill Wealth Management | ||||||
| 1 | Ryan Callaway | Best-in-State | Ameriprise Financial Services | Anchorage | Alaska | $2B | $100K | ✓ |
| 1 | Kevin L. Ehlers | Best-in-State | Ameriprise Financial Services | Peoria | Arizona | $1.2B | $2M | ✓ |
| 2 | Moss Crosby | Best-in-State | Twickenham Advisors | Hightower | Huntsville | Alabama | $2.2B | $20M |
| 2 | Sarah Springer | Best-in-State | Baird | Anchorage | Alaska | $1.2B | $1M | ✓ |
| 2 | Jennifer Akins | Best-in-State | LPL Financial | Tucson | Arizona | $689M | $25K | ✓ |
| 3 | Palmer Whiting | Best-in-State | Merrill Wealth Management | Mobile | Alabama | $1.2B | $1M | ✓ |
| 3 | Alexander Joannides | Best-in-State | Wells Fargo Advisors | Anchorage | Alaska | $700M | $2.5M | ✓ |
| 3 | Michael W Butt | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $1.8B | $400K | ✓ |
| 3 | Christopher Downs | Best-in-State | Merrill Wealth Management | Gilbert | Arizona | $1.6B | $500K | ✓ |
| 3 | Marvin McIntyre | Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Washington | District of Columbia | $7.1B | $5M | |
| 4 | Camper O'Neal | Best-in-State | Merrill Wealth Management | Birmingham | Alabama | $1.2B | $1M | ✓ |
| 4 | Levi Robinson | Best-in-State | UBS Wealth Management | Anchorage | Alaska | $539M | $5M | ✓ |
| 4 | Scott Horn | Best-in-State | TFO Family Office Partners | Phoenix | Arizona | $4.5B | $0 | ✓ |
| 4 | Steve Rabin | Best-in-State | Ameriprise Financial Services | Gilbert | Arizona | $841M | $500K | ✓ |
| 4 | Dorian McKelvy | Best-in-State + Barron's 100 | Morgan Stanley Wealth Management | Menlo Park | California | $12.6B | $5M | |
| 4 | Stephan Cassaday | Best-in-State + Barron's 100 | Cassaday & Co. | McLean | Virginia | $6.4B | $1M | |
| 5 | S. Wesley Carpenter | Best-in-State | Merrill Wealth Management | Fairhope | Alabama | $1.2B | $1M | ✓ |
| 5 | Jeff Leonard | Best-in-State | Raymond James Financial Services | Anchorage | Alaska | $1.5B | $5M | ✓ |
| 5 | Max Sanel | Best-in-State | Morgan Stanley Private Wealth Management | Scottsdale | Arizona | $4.9B | $5M | ✓ |
| 5 | Nick Castaneda | Best-in-State | Merrill Wealth Management | Peoria | Arizona | $414M | $500K | ✓ |
| 5 | Thomas Bartholomew | Best-in-State + Barron's 100 | Bartholomew & Co. | Worcester | Massachusetts | $4.9B | $1M | |
| 6 | Alistair Harding-Smith | Best-in-State | Morgan Stanley Wealth Management | Birmingham | Alabama | $2.4B | $2M | ✓ |
| 6 | Tammy Head | Best-in-State | UBS Wealth Management | Anchorage | Alaska | $1.3B | $1M | ✓ |
| 6 | Charlie Maxwell | Best-in-State | Cresset Asset Management | Scottsdale | Arizona | $7.6B | $3M | ✓ |
| 6 | Vance Falbaum | Best-in-State | RBC Wealth Management | Tucson | Arizona | $579M | $500K | ✓ |
| 7 | Scott McClanahan | Best-in-State | Morgan Stanley Wealth Management | Birmingham | Alabama | $2.1B | $2M | ✓ |
| 7 | Kenneth Jones | Best-in-State | Merrill Wealth Management | Anchorage | Alaska | $1B | $1M | ✓ |
| 7 | Todd Reeg | Best-in-State | Baird | Scottsdale | Arizona | $1.2B | $1M | ✓ |
| 7 | Mason Haugland | Best-in-State | Ameriprise Financial Services | Chandler | Arizona | $646M | $50K | ✓ |
| 8 | Tad Hill | Best-in-State | Freedom Financial Group | Birmingham | Alabama | $302M | $500K | ✓ |
| 8 | John Peterson | Best-in-State | Merrill Wealth Management | Anchorage | Alaska | $1B | $1M | ✓ |
| 8 | Joe Di Vito | Best-in-State | RBC Wealth Management | Phoenix | Arizona | $835M | $3M | ✓ |
| 8 | Fernando Gandara | Best-in-State | Merrill Wealth Management | Tucson | Arizona | $535M | $2.5M | ✓ |
| 8 | John Cate | Best-in-State + Barron's 100 | Merrill Wealth Management | Indianapolis | Indiana | $5.3B | $1M | |
| 9 | Brian M. Woodke | Best-in-State | Merrill Wealth Management | Birmingham | Alabama | $1.7B | $500K | ✓ |
| 9 | Michael Murphy | Best-in-State | Merrill Wealth Management | Anchorage | Alaska | $356M | $500K | ✓ |
| 9 | Robert Bancroft | Best-in-State | Morgan Stanley Private Wealth Management | Scottsdale | Arizona | $2.8B | $10M | ✓ |
| 9 | Natalie Fernandez Lee | Best-in-State | Meridian Wealth Management | Tucson | Arizona | $1.8B | $0 | ✓ |
| 10 | Mark Mantooth | Best-in-State | Morgan Stanley Wealth Management | Huntsville | Alabama | $1.6B | $500K | ✓ |
| 10 | Will Marshall | Best-in-State | Merrill Wealth Management | Anchorage | Alaska | $351M | $1M | ✓ |
| 10 | Gabe Hoffmann | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $717M | $250K | ✓ |
| 10 | Juan C. Tapia Camou | Best-in-State | Merrill Wealth Management | Tucson | Arizona | $1.8B | $2.5M | ✓ |
| 11 | Bob Runkle | Best-in-State | Morgan Stanley Wealth Management | Montgomery | Alabama | $1.4B | $1M | ✓ |
| 11 | Tom Konop | Best-in-State | Morgan Stanley Wealth Management | Anchorage | Alaska | $362M | $250K | ✓ |
| 11 | Eric Olson | Best-in-State | Morgan Stanley Private Wealth Management | Scottsdale | Arizona | $4.9B | $10M | ✓ |
| 11 | Chris Kissel | Best-in-State | Morgan Stanley Wealth Management | Prescott | Arizona | $528M | $500K | ✓ |
| 12 | Ike Brown | Best-in-State | Merrill Wealth Management | Anniston | Alabama | $635M | $250K | ✓ |
| 12 | Tommy Kibler | Best-in-State | Merrill Wealth Management | Anchorage | Alaska | $546M | $750K | ✓ |
| 12 | Drew Blease | Best-in-State | Blease Financial Services | LPL Financial | Tucson | Arizona | $520M | $1M |
| 12 | Jonathan Kass | Best-in-State + Barron's 100 | Merrill Wealth Management | New York | New York | $12B | $5M | |
| 13 | Billy Hiden | Best-in-State | Morgan Stanley Wealth Management | Birmingham | Alabama | $3.4B | $1M | ✓ |
| 13 | C. Greg Carr | Best-in-State | Merrill Wealth Management | Anchorage | Alaska | $422M | $500K | ✓ |
| 13 | Timothy Metcalf | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $1.1B | $2.5M | ✓ |
| 13 | Jorge Gomez del Campo | Best-in-State | Merrill Wealth Management | Tucson | Arizona | $1.8B | $2.5M | ✓ |
| 14 | Eric Johnson | Best-in-State | Riverfront Wealth Management - Decatur | Wells Fargo Advisors Financial Network | Decatur | Alabama | $868M | $500K |
| 14 | Zach Kohan | Best-in-State | Merrill Wealth Management | Juneau | Alaska | $552M | $1M | ✓ |
| 14 | Brian Friedman | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $1.9B | $1M | ✓ |
| 14 | Brian Crawford | Best-in-State | Millennium Private Wealth | Wells Fargo Advisors Financial Network | Tucson | Arizona | $1.4B | $250K |
| 15 | Garner Jeffery | Best-in-State | Merrill Wealth Management | Mobile | Alabama | $1.3B | $1M | ✓ |
| 15 | Grant Shearer | Best-in-State | Baird | Anchorage | Alaska | $1.2B | $500K | ✓ |
| 15 | Nayan Ranchhod | Best-in-State | Ameriprise Financial Services | Scottsdale | Arizona | $807M | $1.5M | ✓ |
| 15 | David Dobrusin | Best-in-State | Dobrusin Financial | LPL Financial | Sun City | Arizona | $364M | $0 |
| 16 | Kevin Haynes | Best-in-State | UBS Wealth Management | Montgomery | Alabama | $2.9B | $250K | ✓ |
| 16 | William Recknagle | Best-in-State | Wells Fargo Advisors | Anchorage | Alaska | $379M | $500K | ✓ |
| 16 | Scot Benefiel | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $718M | $2.5M | ✓ |
| 16 | Mary Huntley | Best-in-State | Independent Financial Group | Camp Verde | Arizona | $400M | $500K | ✓ |
| 17 | Brett Crawford | Best-in-State | Morgan Stanley Wealth Management | Montgomery | Alabama | $607M | $0 | ✓ |
| 17 | Rachel Bunnell | Best-in-State | Baird | Anchorage | Alaska | $1.2B | $1M | ✓ |
| 17 | Scott MacDonald | Best-in-State | UBS Private Wealth Management | Phoenix | Arizona | $6.1B | $15M | ✓ |
| 18 | Craig Pittman | Best-in-State | Pittman Wealth Management | Wells Fargo Advisors Financial Network | Dothan | Alabama | $394M | $250K |
| 18 | Chad Adams | Best-in-State | UBS Wealth Management | Anchorage | Alaska | $1.7B | $1.5M | ✓ |
| 18 | Paul Groves | Best-in-State | Morgan Stanley Private Wealth Management | Scottsdale | Arizona | $4.9B | $10M | ✓ |
| 19 | Andy Johnson | Best-in-State | Edward Jones | Madison | Alabama | $477M | $0 | ✓ |
| 19 | Jack Hartmann | Best-in-State | Morgan Stanley Wealth Management | Anchorage | Alaska | $1.9B | $250K | ✓ |
| 19 | Brian Enns | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $1.7B | $2M | ✓ |
| 19 | Jon Neuhaus | Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Manhattan Beach | California | $115B | $2M | |
| 20 | Jerry Windle | Best-in-State | Ameriprise Financial Services | Birmingham | Alabama | $960M | $750K | ✓ |
| 20 | Jonathan Coon | Best-in-State | Raymond James & Associates | Palmer | Alaska | $184M | $350K | ✓ |
| 20 | Adam Brooks | Best-in-State | ABLE Financial Group | Scottsdale | Arizona | $785M | $500K | ✓ |
| 21 | Ryan Hamm | Best-in-State | Merrill Wealth Management | Florence | Alabama | $674M | $500K | ✓ |
| 21 | Lin May | Best-in-State | Morgan Stanley Wealth Management | Anchorage | Alaska | $441M | $500K | ✓ |
| 21 | Teri Kelley | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $1.8B | $5M | ✓ |
| 22 | Scott Simpson | Best-in-State | Raymond James & Associates | Birmingham | Alabama | $573M | $500K | ✓ |
| 22 | Olivia Dekreon | Best-in-State | UBS Wealth Management | Anchorage | Alaska | $1.7B | $2M | ✓ |
| 22 | Wayne Kandas | Best-in-State | Ameriprise Financial Services | Phoenix | Arizona | $718M | $100K | ✓ |
| 23 | Brian Jones | Best-in-State | Riverfront Wealth Management - Huntsville | Wells Fargo Advisors Financial Network | Huntsville | Alabama | $969M | $1M |
| 23 | Jason Zilveti | Best-in-State | Rockefeller Capital Management | Scottsdale | Arizona | $662M | $0 | ✓ |
| 24 | Stuart Patton | Best-in-State | Morgan Stanley Wealth Management | Montgomery | Alabama | $3.4B | $1M | ✓ |
| 24 | Brad Howell | Best-in-State | UBS Wealth Management | Phoenix | Arizona | $582M | $4M | ✓ |
| 25 | Patrick Cummings | Best-in-State | Ameriprise Financial Services | Birmingham | Alabama | $451M | $750K | ✓ |
| 25 | Daniel Marting | Best-in-State | Morgan Stanley Wealth Management | Phoenix | Arizona | $1.3B | $5M | ✓ |
| 26 | Patrick Sneed | Best-in-State | Edward Jones | Florence | Alabama | $433M | $0 | ✓ |
| 26 | Matthew Gimmelli | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $1.8B | $5M | ✓ |
| 27 | Shalene Caldwell | Best-in-State | Source Private Wealth | Wells Fargo Advisors | Scottsdale | Arizona | $1.4B | $1M |
| 28 | Debbie Crownover | Best-in-State | Raymond James & Associates | Tuscaloosa | Alabama | $490M | $500K | ✓ |
| 29 | Kenneth Bluestein | Best-in-State | Merrill Wealth Management | Birmingham | Alabama | $401M | $500K | ✓ |
| 29 | Henry Villeda | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $39.6B | $250K | ✓ |
| 30 | Wesley Patterson | Best-in-State | Patterson Andrews Wealth Management | Northwestern Mutual | Rainbow City | Alabama | $744M | $500K |
| 30 | Seth Henrie | Best-in-State | Morgan Stanley Private Wealth Management | Scottsdale | Arizona | $4.9B | $5M | ✓ |
| 31 | Alex Pols | Best-in-State | Morgan Stanley Wealth Management | Huntsville | Alabama | $1.6B | $250K | ✓ |
| 31 | Mitch Stillman | Best-in-State | Source Private Wealth | Wells Fargo Advisors | Scottsdale | Arizona | $1.4B | $250K |
| 32 | Steve Hudson | Best-in-State | Ameriprise Financial Services | Birmingham | Alabama | $960M | $1M | ✓ |
| 32 | Jacquie Weflen | Best-in-State | TFO Family Office Partners | Phoenix | Arizona | $4.5B | $0 | ✓ |
| 33 | Shari Moxley | Best-in-State | RFG Advisory | Private Client Services | Madison | Alabama | $339M | $250K |
| 33 | Kurt E. Meyer | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $1.4B | $5M | ✓ |
| 34 | Hollis Gieger Jr | Best-in-State | Morgan Stanley Wealth Management | Birmingham | Alabama | $3.4B | $1M | ✓ |
| 34 | Sean Waltz | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $990M | $2M | ✓ |
| 35 | Evan Price | Best-in-State | Stifel | Birmingham | Alabama | $700M | $2M | ✓ |
| 35 | Richie Schmock | Best-in-State | Rockefeller Capital Management | Scottsdale | Arizona | $1.2B | $10M | ✓ |
| 35 | Douglas Braff | Best-in-State + Barron's 100 | UBS Private Wealth Management | West Palm Beach | Florida | $16.2B | $1M | |
| 36 | Chad Dolan | Best-in-State | Merrill Wealth Management | Fairhope | Alabama | $577M | $250K | ✓ |
| 36 | T. Ryan Moore | Best-in-State | UBS Wealth Management | Phoenix | Arizona | $1.3B | $1M | ✓ |
| 37 | Steven Phillips | Best-in-State | Benjamin F. Edwards | Birmingham | Alabama | $561M | $1M | ✓ |
| 37 | Ryan Turner | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $1.4B | $5M | ✓ |
| 38 | Danny Hottel | Best-in-State | Hottel Capital | Northwestern Mutual | Birmingham | Alabama | $475M | $6M |
| 38 | Kirk Kaprelian | Best-in-State | Ameriprise Financial Services | Scottsdale | Arizona | $500M | $100K | ✓ |
| 39 | Charlie Norwood | Best-in-State | Morgan Stanley Wealth Management | Birmingham | Alabama | $3.4B | $2M | ✓ |
| 39 | Michael Hudak | Best-in-State | Merrill Private Wealth Management | Phoenix | Arizona | $4.1B | $5M | ✓ |
| 40 | Jeff Roberts | Best-in-State | Ameriprise Financial Services | Birmingham | Alabama | $1B | $250K | ✓ |
| 40 | Trent Longnecker | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $1B | $1M | ✓ |
| 41 | Paul Russell | Best-in-State | Morgan Stanley Wealth Management | Mobile | Alabama | $1B | $500K | ✓ |
| 41 | Renee A. Hanson | Best-in-State | Ameriprise Financial Services | Phoenix | Arizona | $444M | $1M | ✓ |
| 42 | Matthew Laird | Best-in-State | Raymond James & Associates | Birmingham | Alabama | $821M | $500K | ✓ |
| 42 | Jacob Duffy | Best-in-State | Baird | Scottsdale | Arizona | $680M | $2M | ✓ |
| 43 | David Staley | Best-in-State | Merrill Wealth Management | Huntsville | Alabama | $629M | $500K | ✓ |
| 43 | David Dorward | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $984M | $1.5M | ✓ |
| 44 | Amanda Raney | Best-in-State | Morgan Stanley Wealth Management | Birmingham | Alabama | $664M | $1M | ✓ |
| 44 | Justin Low | Best-in-State | UBS Wealth Management | Phoenix | Arizona | $2.8B | $2M | ✓ |
| 45 | Parker Huddle | Best-in-State | Merrill Wealth Management | Mobile | Alabama | $455M | $250K | ✓ |
| 45 | Brian King | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $583M | $1M | ✓ |
| 46 | Luis Garcia | Best-in-State | Raymond James & Associates | Huntsville | Alabama | $3B | $2M | ✓ |
| 46 | Matthew Walker | Best-in-State | Fortitude Family Office | Scottsdale | Arizona | $824M | $0 | ✓ |
| 47 | Todd Lowry | Best-in-State | Morgan Stanley Wealth Management | Huntsville | Alabama | $1.4B | $600K | ✓ |
| 47 | Jeff Wasson | Best-in-State | UBS Private Wealth Management | Phoenix | Arizona | $1.5B | $10M | ✓ |
| 48 | Drew Greenwald | Best-in-State | Edward Jones | Andalusia | Alabama | $347M | $500K | ✓ |
| 48 | Tim Cowdrey | Best-in-State | RBC Wealth Management | Scottsdale | Arizona | $488M | $750K | ✓ |
| 49 | Tod Frick | Best-in-State | Morgan Stanley Wealth Management | Fairhope | Alabama | $893M | $1M | ✓ |
| 49 | Chip Pisoni | Best-in-State | RBC Wealth Management | Scottsdale | Arizona | $675M | $750K | ✓ |
| 50 | Melanie Nichols | Best-in-State | Waverly Advisors | Birmingham | Alabama | $18.2B | $1M | ✓ |
| 50 | Chris Wallen | Best-in-State | Edward Jones | Scottsdale | Arizona | $590M | $0 | ✓ |
| 51 | Shaun Cosby | Best-in-State | Morgan Stanley Wealth Management | Birmingham | Alabama | $616M | $500K | ✓ |
| 51 | Brad East | Best-in-State | Baird | Phoenix | Arizona | $522M | $1M | ✓ |
| 52 | Jordan Plaster | Best-in-State | Ameriprise Financial Services | Tuscaloosa | Alabama | $435M | $800K | ✓ |
| 52 | Rich Wilson | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $1B | $500K | ✓ |
| 53 | Trip Phillips | Best-in-State | Meridiem Advisory Group | Raymond James | Montgomery | Alabama | $1.3B | $250K |
| 53 | David Kerber | Best-in-State | Mercer Advisors | Scottsdale | Arizona | $1.5B | $5M | ✓ |
| 54 | Chuck Andrews | Best-in-State | Patterson Andrews Wealth Management | Northwestern Mutual | Hoover | Alabama | $744M | $500K |
| 54 | Richard Schneider | Best-in-State | UBS Wealth Management | Scottsdale | Arizona | $1.5B | $500K | ✓ |
| 55 | Jason Schrimsher | Best-in-State | UBS Wealth Management | Huntsville | Alabama | $523M | $250K | ✓ |
| 55 | Gary Weiss | Best-in-State | Raymond James & Associates | Scottsdale | Arizona | $570M | $500K | ✓ |
| 56 | John Parker Wilson | Best-in-State | Morgan Stanley Wealth Management | Birmingham | Alabama | $2.4B | $5M | ✓ |
| 56 | Chris Mette | Best-in-State | Morgan Stanley Private Wealth Management | Phoenix | Arizona | $649M | $250K | ✓ |
| 57 | Jeff English | Best-in-State | Morgan Stanley Wealth Management | Birmingham | Alabama | $759M | $250K | ✓ |
| 57 | Stephanie Greer | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $1.1B | $1M | ✓ |
| 58 | Hutch Radcliff | Best-in-State | Morgan Stanley Wealth Management | Mobile | Alabama | $1.2B | $750K | ✓ |
| 58 | Jennifer Hersh | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $553M | $500K | ✓ |
| 59 | W. Self Radcliff | Best-in-State | Morgan Stanley Wealth Management | Mobile | Alabama | $1.2B | $750K | ✓ |
| 59 | Eric Waszolek | Best-in-State | Raymond James & Associates | Scottsdale | Arizona | $730M | $1M | ✓ |
| 60 | David Brooks | Best-in-State | Merrill Wealth Management | Montgomery | Alabama | $479M | $1M | ✓ |
| 60 | Susan Bailey | Best-in-State | UBS Wealth Management | Scottsdale | Arizona | $374M | $1M | ✓ |
| 61 | D. Austin Bradford | Best-in-State | Merrill Wealth Management | Mobile | Alabama | $1.2B | $750K | ✓ |
| 61 | William Hertzog | Best-in-State | RBC Wealth Management | Phoenix | Arizona | $675M | $1M | ✓ |
| 62 | Jason Kozon | Best-in-State | Edward Jones | Foley | Alabama | $345M | $500K | ✓ |
| 62 | John Merendino | Best-in-State | Ameriprise Financial Services | Scottsdale | Arizona | $375M | $500K | ✓ |
| 62 | Ed Moldaver | Best-in-State + Barron's 100 | Rockefeller Capital Management | New York | New York | $3B | $10M | |
| 63 | Steve Rice | Best-in-State | Wells Fargo Advisors | Birmingham | Alabama | $2B | $500K | ✓ |
| 63 | Christian Serena | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $532M | $2.5M | ✓ |
| 64 | W. Scott Thompson | Best-in-State | Merrill Wealth Management | Fairhope | Alabama | $270M | $1M | ✓ |
| 64 | Jaime Steffen Lutz | Best-in-State | J.P. Morgan Wealth Management | Scottsdale | Arizona | $635M | $1M | ✓ |
| 65 | Daniel Dean | Best-in-State | UBS Wealth Management | Birmingham | Alabama | $2.9B | $1M | ✓ |
| 65 | Kenneth Milano | Best-in-State | Rockefeller Capital Management | Scottsdale | Arizona | $1.2B | $5M | ✓ |
| 66 | Christopher Cole | Best-in-State | Wells Fargo Advisors | Birmingham | Alabama | $430M | $1M | ✓ |
| 66 | Tony Bebbington | Best-in-State | UBS Wealth Management | Phoenix | Arizona | $358M | $500K | ✓ |
| 67 | J.J. Hughes | Best-in-State | Ameriprise Financial Services | Dothan | Alabama | $609M | $500K | ✓ |
| 68 | James Falcon | Best-in-State | Edward Jones | Huntsville | Alabama | $454M | $1M | ✓ |
| 68 | Jordan Jobe | Best-in-State | NextGen Advisors | Raymond James | Scottsdale | Arizona | $417M | $2M |
| 69 | Brad Flowers | Best-in-State | Raymond James & Associates | Huntsville | Alabama | $3B | $3M | ✓ |
| 69 | M.J. Nodilo | Best-in-State | EP Wealth Advisors | Phoenix | Arizona | $1B | $500K | ✓ |
| 70 | Leigh J. Parks | Best-in-State | Morgan Stanley Wealth Management | Mobile | Alabama | $1B | $1M | ✓ |
| 70 | Jeffrey Cain | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $808M | $500K | ✓ |
| 71 | Mary Anne Phillips | Best-in-State | Merrill Private Wealth Management | Birmingham | Alabama | $674M | $2.5M | ✓ |
| 71 | Kevin Dick | Best-in-State | KDI Wealth Management | Scottsdale | Arizona | $756M | $1M | ✓ |
| 72 | Brett Laney | Best-in-State | Edward Jones | Tuscaloosa | Alabama | $230M | $750K | ✓ |
| 72 | Jason J. Ayala | Best-in-State | Ameriprise Financial Services | Scottsdale | Arizona | $370M | $1M | ✓ |
| 73 | Chuck Jones | Best-in-State | Morgan Stanley Wealth Management | Huntsville | Alabama | $1.5B | $500K | ✓ |
| 73 | Tyson Kelley | Best-in-State | Morgan Stanley Wealth Management | Phoenix | Arizona | $781M | $1M | ✓ |
| 74 | Adam Connolly | Best-in-State | Morgan Stanley Wealth Management | Florence | Alabama | $540M | $0 | ✓ |
| 74 | Mark Fast | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $2.5B | $1M | ✓ |
| 75 | David Foreman | Best-in-State | WA Asset Management | Birmingham | Alabama | $18.2B | $1M | ✓ |
| 75 | Shea Boulware-Creed | Best-in-State | RBC Wealth Management | Phoenix | Arizona | $336M | $250K | ✓ |
| 76 | Jeff Howard | Best-in-State | Stifel | Mobile | Alabama | $780M | $500K | ✓ |
| 76 | Sharon Zeidler | Best-in-State | Baird | Scottsdale | Arizona | $438M | $500K | ✓ |
| 77 | Justin Marsh | Best-in-State | Marsh Troncale Wealth Management | Wells Fargo Advisors Financial Network | Anniston | Alabama | $669M | $500K |
| 77 | Jeremy Mesches | Best-in-State | Wells Fargo Advisors | Scottsdale | Arizona | $950M | $1M | ✓ |
| 78 | John Cross | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $433M | $500K | ✓ |
| 79 | Nancy Lipham | Best-in-State | Wells Fargo Advisors | Anniston | Alabama | $408M | $250K | ✓ |
| 79 | Nihaal Rao | Best-in-State | Morgan Stanley Wealth Management | Phoenix | Arizona | $597M | $2M | ✓ |
| 80 | Patrick Hargrove | Best-in-State | Warrior Investment Group | Raymond James | Tuscaloosa | Alabama | $500M | $200K |
| 80 | Steven Gillan | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $607M | $250K | ✓ |
| 81 | Mitchell Loper | Best-in-State | Warrior Investment Group | Raymond James | Tuscaloosa | Alabama | $500M | $200K |
| 81 | Larry Fann | Best-in-State | UBS Wealth Management | Phoenix | Arizona | $181M | $0 | ✓ |
| 82 | Jesse Scroggins | Best-in-State | SageSpring Wealth Partners | Birmingham | Alabama | $206M | $500K | ✓ |
| 82 | Craig Fielder | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $710M | $500K | ✓ |
| 83 | Wayne Harris | Best-in-State | Savant Wealth Management | Birmingham | Alabama | $2.1B | $500K | ✓ |
| 83 | Tania Kvakic | Best-in-State | RBC Wealth Management | Phoenix | Arizona | $675M | $3M | ✓ |
| 84 | William Bridell | Best-in-State | Wells Fargo Advisors | Birmingham | Alabama | $2B | $1M | ✓ |
| 84 | Kevin Guinan | Best-in-State | J.P. Morgan Wealth Management | Scottsdale | Arizona | $955M | $1M | ✓ |
| 85 | Scott Cooper | Best-in-State | Edward Jones | Tuscumbia | Alabama | $306M | $200K | ✓ |
| 85 | Lisa Doche | Best-in-State | Baird | Scottsdale | Arizona | $336M | $0 | ✓ |
| 86 | Scott Walton | Best-in-State | Walton Financial | Commonwealth | Birmingham | Alabama | $187M | $500K |
| 86 | Robert Burghart | Best-in-State | Raymond James & Associates | Scottsdale | Arizona | $700M | $0 | ✓ |
| 87 | Paul Winn | Best-in-State | Morgan Stanley Wealth Management | Montgomery | Alabama | $727M | $500K | ✓ |
| 87 | Joe Laux | Best-in-State | Silverhawk Private Wealth | Carson Wealth | Scottsdale | Arizona | $405M | $250K |
| 88 | Glenda Gough | Best-in-State | Morgan Stanley Wealth Management | Huntsville | Alabama | $641M | $250K | ✓ |
| 88 | Michael Ridley | Best-in-State | J.P. Morgan Wealth Management | Scottsdale | Arizona | $429M | $1M | ✓ |
| 89 | Lane Wilson | Best-in-State | Merrill Wealth Management | Huntsville | Alabama | $629M | $500K | ✓ |
| 89 | Andrew Meyer | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $821M | $250K | ✓ |
| 90 | Chad Richey | Best-in-State | Merrill Wealth Management | Birmingham | Alabama | $697M | $500K | ✓ |
| 90 | Steve Deacon | Best-in-State | Five Point Wealth Advisors | Commonwealth | Scottsdale | Arizona | $385M | $250K |
| 91 | Scott Howell | Best-in-State | Wells Fargo Advisors | Birmingham | Alabama | $872M | $0 | ✓ |
| 91 | Perry Buckman | Best-in-State | Pathlight Advisors | Wells Fargo Advisors Financial Network | Scottsdale | Arizona | $702M | $750K |
| 92 | Steve Cundiff | Best-in-State | Edward Jones | Huntsville | Alabama | $213M | $100K | ✓ |
| 92 | Phillip Clark | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $1B | $500K | ✓ |
| 93 | Rob Vaughn | Best-in-State | Raymond James & Associates | Birmingham | Alabama | $210M | $2M | ✓ |
| 93 | Kent Hughes | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $675M | $350K | ✓ |
| 94 | John Watts | Best-in-State | Raymond James & Associates | Huntsville | Alabama | $3B | $2M | ✓ |
| 94 | Brad Stouffer | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $924M | $1M | ✓ |
| 95 | Nicole Barbee | Best-in-State | Merrill Wealth Management | Birmingham | Alabama | $590M | $1M | ✓ |
| 95 | Jacob Gold | Best-in-State | Jacob Gold & Associates | Scottsdale | Arizona | $309M | $250K | ✓ |
| 96 | Pennie Keene | Best-in-State | Morgan Stanley Wealth Management | Huntsville | Alabama | $1.6B | $500K | ✓ |
| 96 | Dan Kambeitz | Best-in-State | Cresset | Scottsdale | Arizona | $7.6B | $5M | ✓ |
| 97 | Bryan Poole | Best-in-State | Village Wealth Management of Peritus Wealth Management | Wells Fargo Advisors Financial Network | Birmingham | Alabama | $310M | $1M |
| 97 | Kris Dahl | Best-in-State | RBC Wealth Management | Scottsdale | Arizona | $382M | $750K | ✓ |
| 98 | Greg Alford | Best-in-State | UBS Private Wealth Management | Montgomery | Alabama | $384M | $250K | ✓ |
| 98 | Paul Wintermantel | Best-in-State | Desert Financial Wealth Managment | Raymond James | Scottsdale | Arizona | $268M | $250K |
| 99 | John Troncale | Best-in-State | Marsh Troncale Wealth Management | Wells Fargo Advisors Financial Network | Anniston | Alabama | $669M | $500K |
| 99 | Bill Herf | Best-in-State | RBC Wealth Management | Scottsdale | Arizona | $374M | $750K | ✓ |
| 100 | Warren Whatley | Best-in-State | Birmingham Investment Group | Raymond James | Birmingham | Alabama | $1.1B | $0 |
| 100 | Angelica Prescod | Best-in-State | Edward Jones | Scottsdale | Arizona | $206M | $0 | ✓ |
| 101 | Jon Bergman | Best-in-State | Raymond James Financial Services | Scottsboro | Alabama | $339M | $1K | ✓ |
| 101 | Jennifer Loson Lucovich | Best-in-State | UBS Wealth Management | Scottsdale | Arizona | $349M | $2M | ✓ |
| 102 | Jay Higgenbotham | Best-in-State | Merrill Wealth Management | Birmingham | Alabama | $534M | $500K | ✓ |
| 102 | Caitlyn Salloum | Best-in-State | Key Wealth Management | Raymond James | Scottsdale | Arizona | $227M | $500K |
| 103 | Roy L. Fabbrini III | Best-in-State | Fabbrini Wealth Management of Ascending Capital Management | Wells Fargo Advisors Financial Network | Dothan | Alabama | $258M | $500K |
| 103 | Rick Nunley | Best-in-State | Wells Fargo Advisors | Scottsdale | Arizona | $668M | $500K | ✓ |
| 104 | Jenny Hite | Best-in-State | Madison Street Wealth Advisors | Raymond James | Huntsville | Alabama | $3B | $1M |
| 104 | Clay Coffeen | Best-in-State | RBC Wealth Management | Phoenix | Arizona | $262M | $250K | ✓ |
| 105 | Kitty Davenport | Best-in-State | Edward Jones | Huntsville | Alabama | $326M | $0 | ✓ |
| 105 | Justin Breece | Best-in-State | TSG Wealth Management | Wells Fargo Advisors Financial Network | Scottsdale | Arizona | $253M | $500K |
| 106 | Alison Creekbaum | Best-in-State | Merrill Wealth Management | Dothan | Alabama | $320M | $750K | ✓ |
| 106 | Jessica Wert | Best-in-State | UBS Wealth Management | Phoenix | Arizona | $276M | $300K | ✓ |
| 107 | Josh Cothran | Best-in-State | Ameriprise Financial Services | Birmingham | Alabama | $236M | $0 | ✓ |
| 107 | Bill Deichmann | Best-in-State | Morgan Stanley Wealth Management | Scottsdale | Arizona | $615M | $1M | ✓ |
| 108 | Jim Kline | Best-in-State | Iron City Wealth Management Group | Wells Fargo Advisors | Birmingham | Alabama | $2B | $500K |
| 108 | As'ad Bahbah | Best-in-State | UBS Wealth Management | Phoenix | Arizona | $437M | $1M | ✓ |
| 109 | Drew Cundiff | Best-in-State | Wells Fargo Advisors | Birmingham | Alabama | $2B | $1M | ✓ |
| 109 | Tequilla Swan | Best-in-State | J.P. Morgan Wealth Management | Scottsdale | Arizona | $287M | $2M | ✓ |
| 110 | Mitchell Dubina | Best-in-State | Stifel | Montgomery | Alabama | $1B | $1M | ✓ |
| 110 | Alec Sankey | Best-in-State | Wells Fargo Advisors | Scottsdale | Arizona | $1B | $1M | ✓ |
| 111 | Kenneth Price | Best-in-State | Merrill Wealth Management | Birmingham | Alabama | $697M | $500K | ✓ |
| 111 | Kent Weaver | Best-in-State | Rockefeller Capital Management | Scottsdale | Arizona | $1.2B | $10M | ✓ |
| 112 | M. Jason Dabbs | Best-in-State | Merrill Wealth Management | Mobile | Alabama | $1.3B | $1M | ✓ |
| 112 | Lana Hock | Best-in-State | Baird | Phoenix | Arizona | $247M | $0 | ✓ |
| 113 | Laurie Russell | Best-in-State | Merrill Wealth Management | Montgomery | Alabama | $588M | $500K | ✓ |
| 113 | Nicole Corning | Best-in-State | Pathlight Advisors | Wells Fargo Advisors Financial Network | Scottsdale | Arizona | $702M | $750K |
| 114 | Tracy Horne | Best-in-State | Merrill Wealth Management | Montgomery | Alabama | $175M | $250K | ✓ |
| 114 | Thom Maher | Best-in-State | Maher Wealth Management | Phoenix | Arizona | $511M | $2M | ✓ |
| 115 | Alexander Tovar | Best-in-State | Wells Fargo Advisors | Birmingham | Alabama | $394M | $500K | ✓ |
| 115 | Mark G. Dewane | Best-in-State | RBC Wealth Management | Phoenix | Arizona | $313M | $0 | ✓ |
| 116 | Cindy Clark | Best-in-State | Merrill Wealth Management | Montgomery | Alabama | $370M | $250K | ✓ |
| 116 | Sergio Mejia | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $1B | $250K | ✓ |
| 117 | Lee Clark | Best-in-State | Morgan Stanley Wealth Management | Decatur | Alabama | $502M | $1M | ✓ |
| 117 | Bryan Wollheim | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $926M | $1M | ✓ |
| 118 | Jennifer Ryder | Best-in-State | Ameriprise Financial Services | Mobile | Alabama | $526M | $250K | ✓ |
| 118 | Matt Keith | Best-in-State | J.P. Morgan Wealth Management | Scottsdale | Arizona | $350M | $500K | ✓ |
| 119 | John Gregg | Best-in-State | Wells Fargo Advisors | Birmingham | Alabama | $276M | $250K | ✓ |
| 119 | Terri Osness | Best-in-State | Wells Fargo Advisors | Scottsdale | Arizona | $1B | $1M | ✓ |
| 120 | Charles Harris Jones | Best-in-State | Merrill Wealth Management | Huntsville | Alabama | $317M | $250K | ✓ |
| 120 | Ryan Bertenshaw | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $710M | $1M | ✓ |
| 121 | John Ferguson | Best-in-State | Clarity Private Wealth | Steward Partners | Mobile | Alabama | $300M | $2.5M |
| 121 | Joshua Waitz | Best-in-State | J.P. Morgan Wealth Management | Scottsdale | Arizona | $955M | $500K | ✓ |
| 122 | G. Eric Oller | Best-in-State | Morgan Stanley Wealth Management | Birmingham | Alabama | $713M | $100K | ✓ |
| 122 | Kyle Decker | Best-in-State | Decker Wealth Management Group | Wells Fargo Advisors Financial Network | Scottsdale | Arizona | $237M | $0 |
| 123 | Bob Bailey | Best-in-State | Morgan Stanley Private Wealth Management | Birmingham | Alabama | $754M | $2.5M | ✓ |
| 123 | Jane Zheng | Best-in-State | Merrill Wealth Management | Phoenix | Arizona | $206M | $1M | ✓ |
| 124 | Jamie Holman | Best-in-State | Iron City Wealth Management Group | Wells Fargo Advisors | Birmingham | Alabama | $2B | $1M |
| 124 | Darren Bernard | Best-in-State | J.P. Morgan Wealth Management | Scottsdale | Arizona | $270M | $500K | ✓ |
| 125 | Cobb Hagan | Best-in-State | Raymond James & Associates | Birmingham | Alabama | $504M | $100K | ✓ |
| 125 | Bill Hochwalt | Best-in-State | Wells Fargo Advisors | Scottsdale | Arizona | $381M | $0 | ✓ |
| 126 | Elliott Jones | Best-in-State | Thornhill Capital Management | Raymond James | Tuscaloosa | Alabama | $820M | $500K |
| 126 | Rick Wood | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $3.3B | $500K | ✓ |
| 127 | Will Scroggins | Best-in-State | SageSpring Wealth Partners | Birmingham | Alabama | $159M | $500K | ✓ |
| 127 | Adam Hrtanek | Best-in-State | J.P. Morgan Wealth Management | Tempe | Arizona | $225M | $250K | ✓ |
| 128 | Will Trapp | Best-in-State | Morgan Stanley Wealth Management | Florence | Alabama | $758M | $250K | ✓ |
| 128 | Alexander Lu | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $607M | $1M | ✓ |
| 129 | J.D. Henderson | Best-in-State | Merrill Wealth Management | Gadsden | Alabama | $637M | $250K | ✓ |
| 129 | Katrina Hanks | Best-in-State | UBS Wealth Management | Phoenix | Arizona | $1.5B | $3M | ✓ |
| 130 | Aron Matsuyama | Best-in-State | Edward Jones | Huntsville | Alabama | $454M | $500K | ✓ |
| 130 | Christine Gustafson | Best-in-State | Ameriprise Financial Services | Phoenix | Arizona | $252M | $500K | ✓ |
| 131 | Webb Chastain | Best-in-State | Merrill Wealth Management | Montgomery | Alabama | $280M | $250K | ✓ |
| 131 | Robb S. Burris | Best-in-State | Wells Fargo Advisors | Scottsdale | Arizona | $1B | $1M | ✓ |
| 132 | Shawn Bowen | Best-in-State | Wells Fargo Advisors | Scottsdale | Arizona | $950M | $1M | ✓ |
| 133 | Jacob Korte | Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $1B | $500K | ✓ |
| 134 | Garry Michaelis | Best-in-State | Raymond James Financial Services | Phoenix | Arizona | $272M | $650K | ✓ |
| 135 | Jennifer Pope | Best-in-State | UBS Wealth Management | Scottsdale | Arizona | $1B | $1M | ✓ |
| 136 | Rocco Bianchi | Best-in-State | Core Wealth Strategies | Wells Fargo Advisors Financial Network | Scottsdale | Arizona | $354M | $500K |
| 138 | Matt Neal | Best-in-State | J.P. Morgan Wealth Management | Scottsdale | Arizona | $224M | $250K | ✓ |
| 238 | Shawn Warthen | Best-in-State | Merrill Wealth Management | San Jose | California | $702M | $250K | ✓ |
| 239 | Denise Brodersen | Best-in-State | UBS Wealth Management | San Jose | California | $512M | $1M | ✓ |
| 240 | John Kelson | Best-in-State | Merrill Wealth Management | Oakland | California | $333M | $500K | ✓ |
| 241 | Eric Moxon | Best-in-State | Stifel | Chico | California | $580M | $100K | ✓ |
| 242 | Kelly Simms | Best-in-State | J.P. Morgan Wealth Management | Redwood City | California | $317M | $250K | ✓ |
| 243 | Brian Carey | Best-in-State | Wells Fargo Advisors | San Jose | California | $437M | $1M | ✓ |
| 244 | William M. Lloyd | Best-in-State | Merrill Wealth Management | San Jose | California | $655M | $500K | ✓ |
| 245 | Reiko Evangelista | Best-in-State | Wells Fargo Advisors | Burlingame | California | $426M | $500K | ✓ |
| 1 | Jens Pascucci | Next-Gen + Top Wealth + Best-in-State | Merrill Wealth Management | Seattle | Washington | $3.6B | $1M | ✓ |
| 2 | Nick Francia | Next-Gen + Best-in-State | UBS Private Wealth Management | Washington | District of Columbia | $4.6B | $5M | ✓ |
| 3 | Matthew Gallo | Next-Gen + Best-in-State | Merrill Wealth Management | Walnut Creek | California | $1.2B | $500K | ✓ |
| 4 | William Gomez-Moller | Next-Gen + Best-in-State | UBS Private Wealth Management | Coral Gables | Florida | $4.2B | $50M | ✓ |
| 5 | Kyle Olson | Next-Gen + Best-in-State | Merrill Wealth Management | New York | New York | $3.1B | $3M | ✓ |
| 6 | Dominic Altobelli | Next-Gen + Best-in-State | Merrill Wealth Management | Chicago | Illinois | $2.3B | $1M | ✓ |
| 7 | Garrett Burke | Next-Gen + Best-in-State | Merrill Private Wealth Management | Heathrow | Florida | $2.1B | $1M | ✓ |
| 8 | Brendan Burke | Next-Gen + Best-in-State | Merrill Private Wealth Management | Heathrow | Florida | $2.1B | $1M | ✓ |
| 9 | Jeffrey Browne | Next-Gen + Best-in-State | Merrill Wealth Management | Mount Laurel | New Jersey | $1.3B | $500K | ✓ |
| 10 | Michael Karsa | Next-Gen + Best-in-State | Lido Advisors | Chicago | Illinois | $3.5B | $1M | ✓ |
| 11 | Derek Jancisin | Next-Gen + Best-in-State | Merrill Private Wealth Management | Pittsburgh | Pennsylvania | $1.4B | $10M | ✓ |
| 12 | Christopher Battaglia | Next-Gen + Best-in-State | Merrill Wealth Management | New York | New York | $3B | $2.5M | ✓ |
| 13 | Jonathan Peters | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | Deerfield | Illinois | $3.5B | $1M | ✓ |
| 14 | Stockton Schultz | Next-Gen + Best-in-State | UBS Wealth Management | Phoenix | Arizona | $2.8B | $1M | ✓ |
| 15 | Chris Dillon | Next-Gen + Best-in-State | UBS Wealth Management | Boston | Massachusetts | $1.7B | $3M | ✓ |
| 16 | Nick Subich | Next-Gen + Best-in-State | LPL Financial | Export | Pennsylvania | $1.2B | $5M | ✓ |
| 17 | Trey Mahoney | Next-Gen + Best-in-State | UBS Private Wealth Management | Palm Beach Gardens | Florida | $2.1B | $1M | ✓ |
| 18 | Wen Nottebohm | Next-Gen + Best-in-State | Cresset | Atlanta | Georgia | $6.4B | $25M | ✓ |
| 19 | Michelle Hanson | Next-Gen + Best-in-State | Merrill Wealth Management | New York | New York | $1.1B | $500K | ✓ |
| 20 | Michael R. LaCroix | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | San Diego | California | $816M | $1M | ✓ |
| 21 | Trung Lam | Next-Gen + Best-in-State | J.P. Morgan Wealth Management | Santa Clara | California | $898M | $1M | ✓ |
| 22 | Jason Goldstrich | Next-Gen + Best-in-State | Morgan Stanley Private Wealth Management | Coral Gables | Florida | $7.2B | $5M | ✓ |
| 23 | Tom Klingman | Next-Gen + Best-in-State | Klingman & Associates | New York | New York | $4B | $2M | ✓ |
| 24 | Jake DeCotiis | Next-Gen + Top Wealth + Best-in-State | Wells Fargo Advisors | Short Hills | New Jersey | $2.3B | $2M | ✓ |
| 25 | Amy Li | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | San Francisco | California | $1.5B | $10M | ✓ |
| 26 | Alex Mayer | Next-Gen + Best-in-State | Morgan Stanley Private Wealth Management | New York | New York | $3.6B | $5M | ✓ |
| 27 | Christian Kelly | Next-Gen | Merrill Wealth Management | Upper St. Clair | Pennsylvania | $1.3B | $1M | ✓ |
| 28 | Adam Abelson | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | Palm Harbor | Florida | $1.1B | $1M | ✓ |
| 29 | Kayvon Sarmadi | Next-Gen + Best-in-State | UBS Private Wealth Management | Washington | District of Columbia | $1.2B | $5M | ✓ |
| 30 | Spencer Marcus | Next-Gen + Best-in-State | Merrill Wealth Management | Las Vegas | Nevada | $1.7B | $250K | ✓ |
| 31 | Ryan Kelton | Next-Gen + Best-in-State | Kelton Financial Group | Raymond James | Latham | New York | $1.3B | $0 |
| 32 | Sean Kelton | Next-Gen + Best-in-State | Kelton Financial Group | Raymond James | Latham | New York | $1.3B | $0 |
| 33 | Tommy Holder | Next-Gen + Best-in-State | Merrill Wealth Management | Stuart | Florida | $636M | $2M | ✓ |
| 34 | Tyler Seelow | Next-Gen + Best-in-State | J.P. Morgan Wealth Management | Louisville | Kentucky | $581M | $500K | ✓ |
| 35 | Marc Specht | Next-Gen + Best-in-State | Perigon Wealth Management | New York | New York | $1.1B | $1M | ✓ |
| 36 | Griffin McQuilling | Next-Gen + Best-in-State | Morgan Stanley Private Wealth Management | New York | New York | $6.3B | $5M | ✓ |
| 37 | Jeremy Jacques | Next-Gen + Best-in-State | Jacques Financial | Rockville | Maryland | $639M | $0 | ✓ |
| 38 | Noah Ennis | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | New York | New York | $1.8B | $2M | ✓ |
| 39 | Brian Volpei | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | Pasadena | California | $1.1B | $500K | ✓ |
| 40 | Blake Rusk | Next-Gen + Best-in-State | RBC Wealth Management | Houston | Texas | $2.2B | $0 | ✓ |
| 41 | Wes Pruitt | Next-Gen + Best-in-State | RBC Wealth Management | Houston | Texas | $2.2B | $0 | ✓ |
| 42 | Gautam Muthusamy | Next-Gen + Best-in-State | Arcadia Capital | Raymond James Financial Services | Saline | Michigan | $1.7B | $2M |
| 43 | Nicole Anzoategui | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | Los Gatos | California | $1.2B | $2M | ✓ |
| 44 | Bryan Longpre | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | Pasadena | California | $854M | $1M | ✓ |
| 45 | Annalise Morris | Next-Gen + Best-in-State | Merrill Wealth Management | Scottsdale | Arizona | $928M | $1M | ✓ |
| 46 | William Oakland III | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | New Orleans | Louisiana | $1.7B | $2M | ✓ |
| 47 | Brooke Gais | Next-Gen + Best-in-State | Obermeyer Wealth Partners | Denver | Colorado | $2.7B | $1M | ✓ |
| 48 | Andrew Hoercher | Next-Gen + Best-in-State | Cerity Partners | New York | New York | $4.7B | $3M | ✓ |
| 49 | Nick Shultz | Next-Gen + Best-in-State | Omni Wealth Management | Northwestern Mutual | Woburn | Massachusetts | $718M | $800K |
| 50 | Blake Cecil | Next-Gen | Focus Partners Wealth | Beverly Hills | California | $695M | $1M | ✓ |
| 51 | Bijan Behboodi | Next-Gen + Best-in-State | UBS Private Wealth Management | Bellevue | Washington | $1.8B | $5M | ✓ |
| 52 | Joe Hilger | Next-Gen + Best-in-State | UBS Wealth Management | Omaha | Nebraska | $1.8B | $1M | ✓ |
| 53 | Hollis Montgomery | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | Atlanta | Georgia | $10.8B | $5M | ✓ |
| 54 | Evan Georgiou | Next-Gen + Best-in-State | Rockefeller Capital Management | Atlanta | Georgia | $2.9B | $5M | ✓ |
| 55 | Nick Rounds | Next-Gen + Best-in-State | Focus Partners Wealth | Chicago | Illinois | $3B | $500K | ✓ |
| 56 | Rodrigo Eduardo Gonzalez | Next-Gen + Best-in-State | Merrill Wealth Management | Miami | Florida | $773M | $2.5M | ✓ |
| 57 | Sean Allen | Next-Gen | Merrill Private Wealth Management | New York | New York | $5.5B | $10M | ✓ |
| 58 | Daniel Green | Next-Gen | Merrill Private Wealth Management | New York | New York | $5.5B | $10M | ✓ |
| 59 | Warren Coughlin | Next-Gen + Best-in-State | UBS Private Wealth Management | Los Angeles | California | $1.8B | $5M | ✓ |
| 60 | Andrew Cottrell | Next-Gen + Best-in-State | Merrill Wealth Management | Cincinnati | Ohio | $735M | $500K | ✓ |
| 61 | Tom McNary | Next-Gen + Best-in-State | Mercer Advisors | Boulder | Colorado | $2B | $2M | ✓ |
| 62 | Harrison Croff | Next-Gen + Best-in-State | UBS Wealth Management | Santa Barbara | California | $561M | $1M | ✓ |
| 63 | Sam Sack | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | New York | New York | $986M | $0 | ✓ |
| 64 | Joseph Sefaradi | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | Garden City | New York | $2.4B | $1M | ✓ |
| 65 | Jack Mullen | Next-Gen + Best-in-State | Merrill Private Wealth Management | Chicago | Illinois | $8.8B | $2.5M | ✓ |
| 66 | Katie Hancock | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | Tuscaloosa | Alabama | $5.6B | $2.5M | ✓ |
| 67 | Zack Garber | Next-Gen + Best-in-State | Raymond James & Associates | Hunt Valley | Maryland | $3.3B | $1M | ✓ |
| 68 | Morgan Nichols | Next-Gen + Best-in-State | Ameriprise Financial Services | Grapevine | Texas | $593M | $250K | ✓ |
| 69 | Varun Marneni | Next-Gen + Best-in-State | CPC Advisors | Raymond James | Atlanta | Georgia | $1.4B | $10M |
| 70 | Nina Daoud | Next-Gen + Best-in-State | Ameriprise Financial Services | Oxford | Connecticut | $715M | $250K | ✓ |
| 71 | Cy Kolod | Next-Gen + Best-in-State | Edward Jones | Eliot | Maine | $343M | $0 | ✓ |
| 72 | Elisabeth Dewailly | Next-Gen | Merrill Wealth Management | New York | New York | $727M | $500K | ✓ |
| 73 | Dakota Holtgrieve | Next-Gen + Best-in-State | Edward Jones | Pratt | Kansas | $531M | $250K | ✓ |
| 74 | Scott Stimson | Next-Gen + Best-in-State | Merrill Wealth Management | Huntersville | North Carolina | $948M | $500K | ✓ |
| 75 | Alicia Malcolm | Next-Gen + Best-in-State | UBS Wealth Management | Buffalo | New York | $4.8B | $1M | ✓ |
| 76 | J.R. Thorsen | Next-Gen + Best-in-State | Thorsen Hixenbaugh Kovaleski Wealth Advisors | Wells Fargo Advisors Financial Network | Orlando | Florida | $539M | $10K |
| 77 | Danny Van Wagoner | Next-Gen | Merrill Private Wealth Management | Salt Lake City | Utah | $1.6B | $10M | ✓ |
| 78 | Micah Williams | Next-Gen + Best-in-State | RBC Wealth Management | Rapid City | South Dakota | $2B | $1M | ✓ |
| 79 | Griffin Nienberg | Next-Gen + Best-in-State | Merrill Wealth Management | Bloomfield Hills | Michigan | $4.5B | $5M | ✓ |
| 80 | Claire Fitz | Next-Gen + Best-in-State | Ameriprise Financial Services | Hauppauge | New York | $11.9B | $2M | ✓ |
| 81 | Russ Purdy | Next-Gen + Best-in-State | Merrill Private Wealth Management | Columbia | South Carolina | $4B | $2.5M | ✓ |
| 82 | Kyle Backus | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | Phoenix | Arizona | $1.3B | $5M | ✓ |
| 83 | Steve Claar | Next-Gen + Best-in-State | Merrill Private Wealth Management | Cincinnati | Ohio | $9.4B | $5M | ✓ |
| 84 | Kyle Adams | Next-Gen + Best-in-State | Stifel | Wooster | Ohio | $1B | $0 | ✓ |
| 85 | Joshua VanderVeen | Next-Gen + Best-in-State | Wells Fargo Advisors | Palm Beach | Florida | $491M | $1M | ✓ |
| 86 | Andreas Wilder | Next-Gen + Best-in-State | Ameriprise Financial Services | Marietta | Georgia | $1B | $0 | ✓ |
| 87 | Alex Curtis | Next-Gen | Morgan Stanley Wealth Management | Palo Alto | California | $1.2T | $5M | ✓ |
| 88 | Olivia Gierlich | Next-Gen + Best-in-State | Merrill Wealth Management | Burlington | Massachusetts | $657M | $1.5M | ✓ |
| 89 | Christopher Kopp | Next-Gen + Best-in-State | Morgan Stanley Wealth Management | Naples | Florida | $1.3B | $5M | ✓ |
| 90 | Jared Stricklin | Next-Gen + Best-in-State | Raymond James & Associates | Leawood | Kansas | $1.3B | $2M | ✓ |
| 91 | Nick Deidiker | Next-Gen + Best-in-State | UBS Private Wealth Management | Nashville | Tennessee | $921M | $5M | ✓ |
| 92 | Spencer Turner | Next-Gen + Best-in-State | Merrill Wealth Management | Brentwood | Tennessee | $3B | $1M | ✓ |
| 93 | Conner Teahan | Next-Gen + Best-in-State | Merrill Wealth Management | Kansas City | Missouri | $976M | $500K | ✓ |
| 94 | Shane Kelley | Next-Gen + Best-in-State | Merrill Wealth Management | Naples | Florida | $1B | $500K | ✓ |
| 95 | Justin Bell | Next-Gen | Morgan Stanley Private Wealth Management | New York | New York | $4.8B | $5M | ✓ |
| 96 | Steven Roccuzzo | Next-Gen + Best-in-State | Merrill Wealth Management | New York | New York | $1B | $500K | ✓ |
| 97 | Thomas Kibler | Next-Gen + Best-in-State | Merrill Wealth Management | Columbia | South Carolina | $11.5B | $2M | ✓ |
| 98 | Eric Krueger | Next-Gen + Best-in-State | Stifel | San Francisco | California | $2.1B | $250K | ✓ |
| 99 | Amy Diehl | Next-Gen + Best-in-State | Morgan Stanley Private Wealth Management | Denver | Colorado | $3.2B | $10M | ✓ |
| 100 | Alex Pardy | Next-Gen + Best-in-State | UBS Private Wealth Management | Boston | Massachusetts | $2.1B | $20M | ✓ |
| 1 | Jeff Erdmann | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | Greenwich | Connecticut | $17.1B | $2.5M | ✓ |
| 2 | Mark Curtis | Top Wealth + Best-in-State | Graystone Consulting from Morgan Stanley | Palo Alto | California | $484B | $2.5M | ✓ |
| 3 | Brian C. Pfeifler | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Palm Beach | Florida | $9.3B | $25M | ✓ |
| 4 | Lyon Polk | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | New York | New York | $30.3B | $100M | ✓ |
| 5 | Charles Zhang | Top Wealth + Best-in-State | Zhang Financial | Portage | Michigan | $7B | $1M | ✓ |
| 6 | Greg Vaughan | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Menlo Park | California | $65.6B | $10M | ✓ |
| 7 | Jason Katz | Top Wealth + Best-in-State + Barron's 100 | UBS Private Wealth Management | New York | New York | $6.9B | $0 | ✓ |
| 8 | Michael Valdes | Top Wealth + Best-in-State | Merrill Private Wealth Management | Tampa | Florida | $10.8B | $5M | ✓ |
| 9 | Robert Skinner II | Top Wealth + Best-in-State | IEQ Capital | Foster City | California | $41.7B | $10M | ✓ |
| 10 | Rod Westmoreland | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | Atlanta | Georgia | $5.7B | $2.5M | ✓ |
| 11 | Adam Epstein | Top Wealth + Best-in-State + Barron's 100 | UBS Private Wealth Management | New York | New York | $7.9B | $10M | ✓ |
| 12 | Randy C. Conner | Top Wealth + Best-in-State | Focus Partners Wealth | Los Angeles | California | $10.4B | $1M | ✓ |
| 13 | Raj Sharma | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | Boston | Massachusetts | $7.4B | $5M | ✓ |
| 14 | James Hansberger | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Atlanta | Georgia | $3.2B | $10M | ✓ |
| 15 | Scott Stackman | Top Wealth + Best-in-State + Barron's 100 | UBS Private Wealth Management | New York | New York | $9.4B | $25M | ✓ |
| 16 | Noel Weil | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | New York | New York | $27.8B | $20M | ✓ |
| 17 | Christopher Errico | Top Wealth + Best-in-State | UBS Private Wealth Management | New York | New York | $4.9B | $2M | ✓ |
| 18 | Richard Jones | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | Santa Monica | California | $1.1B | $1M | ✓ |
| 19 | Reza Zafari | Top Wealth + Best-in-State | Merrill Private Wealth Management | Los Angeles | California | $77.4B | $10M | ✓ |
| 20 | Ron Basu | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | New York | New York | $21.1B | $5M | ✓ |
| 21 | Drew Freides | Top Wealth + Best-in-State + Barron's 100 | UBS Private Wealth Management | Los Angeles | California | $8.8B | $10M | ✓ |
| 22 | Troy Griepp | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | San Francisco | California | $15.9B | $40M | ✓ |
| 23 | Shawn Fowler | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Denver | Colorado | $37.7B | $10M | ✓ |
| 24 | Michael Matthews | Top Wealth + Best-in-State | UBS Private Wealth Management | Bellevue | Washington | $3.1B | $3M | ✓ |
| 25 | Peter Princi | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley | Graystone Consulting | Boston | Massachusetts | $10.8B | $10M |
| 26 | Mark Douglass | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Menlo Park | California | $65.6B | $10M | |
| 27 | Michael Poppo | Top Wealth + Best-in-State | UBS Wealth Management | New York | New York | $2.2B | $10M | ✓ |
| 28 | Adam Carlin | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Coral Gables | Florida | $7.2B | $15M | ✓ |
| 29 | Kent Pearce | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | Towson | Maryland | $3.7B | $5M | ✓ |
| 30 | Scott Siegel | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Wealth Management | Boca Raton | Florida | $7B | $10M | ✓ |
| 31 | David Hou | Top Wealth + Best-in-State | Evoke Advisors | Los Angeles | California | $5.9B | $10M | ✓ |
| 32 | Colleen O'Callaghan | Top Wealth + Best-in-State + Barron's 100 | J.P. Morgan Wealth Management | New York | New York | $4.4B | $50M | ✓ |
| 33 | Ron Vinder | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | New York | New York | $8.9B | $20M | ✓ |
| 34 | Peter Rohr | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | Wayne | Pennsylvania | $7.7B | $15M | ✓ |
| 35 | Michael Warr | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Tuscaloosa | Alabama | $5.6B | $10M | ✓ |
| 36 | Cheryl Young | Top Wealth + Best-in-State | Rockefeller Capital Management | Los Gatos | California | $2.2B | $10M | ✓ |
| 37 | David Bahnsen | Top Wealth + Best-in-State + Barron's 100 | The Bahnsen Group | Newport Beach | California | $7.6B | $1M | ✓ |
| 38 | Craig Chiate | Top Wealth + Best-in-State | UBS Private Wealth Management | Los Angeles | California | $8.8B | $10M | ✓ |
| 39 | Kevin Peters | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Wealth Management | Palm Beach | Florida | $4B | $5M | ✓ |
| 40 | Nestor Vicknair | Top Wealth + Best-in-State | Merrill Wealth Management | Houston | Texas | $9.1B | $4.5M | ✓ |
| 41 | Richard Saperstein | Top Wealth + Best-in-State + Barron's 100 | Treasury Partners | New York | New York | $20.1B | $5M | ✓ |
| 42 | Alan Whitman | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Wealth Management | Pasadena | California | $4.5B | $1M | ✓ |
| 43 | John Barrett | Top Wealth + Best-in-State + Barron's 100 | Merrill Wealth Management | New York | New York | $3.4B | $7M | ✓ |
| 44 | David Singer | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | Cincinnati | Ohio | $9.4B | $10M | ✓ |
| 45 | Michael Klein | Top Wealth + Best-in-State + Barron's 100 | Baird | Milwaukee | Wisconsin | $7.7B | $10M | ✓ |
| 46 | Jesse Bromberg | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Wealth Management | San Francisco | California | $5.2B | $10M | ✓ |
| 47 | William Corbellini | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | Dallas | Texas | $8.6B | $5M | ✓ |
| 48 | Michelle Mayer | Top Wealth + Best-in-State | Merrill Private Wealth Management | Naples | Florida | $3.4B | $10M | ✓ |
| 49 | Jordan Waxman | Top Wealth + Best-in-State | Nucleus Advisors | Hightower | New York | New York | $2.9B | $10M |
| 50 | Andy Chase | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Menlo Park | California | $40.4B | $10M | ✓ |
| 51 | Scott Magnesen | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Oak Brook | Illinois | $7.2B | $500K | ✓ |
| 52 | Daniel Fries | Top Wealth + Best-in-State | Merrill Wealth Management | Chicago | Illinois | $2.2B | $1M | ✓ |
| 53 | Jonathan Beukelman | Top Wealth + Best-in-State + Barron's 100 | UBS Private Wealth Management | Denver | Colorado | $7.3B | $5M | ✓ |
| 54 | Craig Findley | Top Wealth + Best-in-State | Venture Visionary Partners | Sylvania | Ohio | $5.8B | $5M | ✓ |
| 55 | John Olson | Top Wealth + Best-in-State | Merrill Private Wealth Management | West Palm Beach | Florida | $3.1B | $5M | ✓ |
| 56 | David Kudla | Top Wealth + Best-in-State | Mainstay Capital Management | Grand Blanc | Michigan | $4.5B | $500K | ✓ |
| 57 | Brian Frank | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Atlanta | Georgia | $3.5B | $5M | ✓ |
| 58 | Gerard Klingman | Top Wealth + Best-in-State | Klingman & Associates | New York | New York | $4B | $2M | ✓ |
| 59 | Kelly Westmoreland | Top Wealth + Best-in-State | Merrill Private Wealth Management | Atlanta | Georgia | $5.7B | $2.5M | ✓ |
| 60 | Brian Hetherington | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | New Canaan | Connecticut | $5.5B | $5M | ✓ |
| 61 | Mark Schulten | Top Wealth + Best-in-State | TSG Wealth Management | Wells Fargo Advisors Financial Network | Reno | Nevada | $16B | $1M |
| 62 | Susan Kaplan | Top Wealth + Best-in-State + Barron's 100 | Kaplan Financial Services | Newton | Massachusetts | $3.3B | $2M | ✓ |
| 63 | David Katz | Top Wealth + Best-in-State | Merrill Wealth Management | New York | New York | $2.2B | $5M | ✓ |
| 64 | Brian Bennett | Top Wealth + Best-in-State | UBS Wealth Management | New York | New York | $2.1B | $2.5M | ✓ |
| 65 | Deborah Montaperto | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Palm Beach | Florida | $30.3B | $100M | ✓ |
| 66 | Leo Stevenson | Top Wealth + Best-in-State | Merrill Wealth Management | Wyandotte | Michigan | $1.6B | $500K | ✓ |
| 67 | Drew Zager | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Los Angeles | California | $17.2B | $5M | ✓ |
| 68 | Phil Scott | Top Wealth + Best-in-State + Barron's 100 | J.P. Morgan Wealth Management | Bellevue | Washington | $6.1B | $10M | ✓ |
| 69 | Richard Zinman | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | New York | New York | $5.7B | $5M | ✓ |
| 70 | Elaine Meyers | Top Wealth + Best-in-State + Barron's 100 | J.P. Morgan Wealth Management | San Francisco | California | $5.3B | $25M | ✓ |
| 71 | Scott Tiras | Top Wealth + Best-in-State | Ameriprise Financial Services | Houston | Texas | $1.8B | $1M | ✓ |
| 72 | Nick Kavallieratos | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | New York | New York | $16.1B | $0 | ✓ |
| 73 | Bonner Barnes | Top Wealth + Best-in-State | Corda Investment Management | Houston | Texas | $1.8B | $500K | ✓ |
| 74 | Laila Pence | Top Wealth + Best-in-State | Pence Wealth Management | Newport Beach | California | $2.5B | $500K | ✓ |
| 75 | Benjamin Klein | Top Wealth + Best-in-State | Merrill Wealth Management | Northbrook | Illinois | $1.7B | $1M | ✓ |
| 76 | Seth Haye | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Westlake Village | California | $2.7B | $1M | ✓ |
| 77 | Shawn Rubin | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | New York | New York | $2.9B | $2M | ✓ |
| 78 | Terry Cook | Top Wealth + Best-in-State | Parcion Private Wealth | Bellevue | Washington | $2.7B | $10M | ✓ |
| 79 | Ryan Long | Top Wealth + Best-in-State | UBS Private Wealth Management | Dallas | Texas | $6.5B | $5M | ✓ |
| 80 | Mark Thorndyke | Top Wealth + Best-in-State | Merrill Wealth Management | Naples | Florida | $3.3B | $1M | ✓ |
| 81 | Brian Strachan | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Boston | Massachusetts | $2.1B | $5M | ✓ |
| 82 | Robert Waldele | Top Wealth + Best-in-State | Merrill Wealth Management | New York | New York | $6.4B | $5M | ✓ |
| 83 | Michael Kanigher | Top Wealth + Best-in-State | UBS Private Wealth Management | Los Angeles | California | $8.8B | $10M | ✓ |
| 84 | Tommy McBride | Top Wealth + Best-in-State | Merrill Wealth Management | Dallas | Texas | $1.7B | $1M | ✓ |
| 85 | Shane Brisbin | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | San Francisco | California | $10.1B | $10M | ✓ |
| 86 | Steven Schultz | Top Wealth + Best-in-State | UBS Wealth Management | Phoenix | Arizona | $2.8B | $1M | ✓ |
| 87 | Brian Tramontano | Top Wealth + Best-in-State | Merrill Wealth Management | San Antonio | Texas | $1.7B | $500K | ✓ |
| 88 | Troy Nelson | Top Wealth + Best-in-State | Edward Jones | Bismarck | North Dakota | $1.1B | $500K | ✓ |
| 89 | William Greco | Top Wealth + Best-in-State + Barron's 100 | UBS Wealth Management | Hartford | Connecticut | $6.6B | $5M | ✓ |
| 90 | Lori Van Dusen | Top Wealth + Best-in-State | LVW Advisors | Pittsford | New York | $2.3B | $10M | ✓ |
| 91 | Randy Carver | Top Wealth + Best-in-State + Barron's 100 | Carver Financial Services | Mentor | Ohio | $3.1B | $500K | ✓ |
| 92 | Jason Stephens | Top Wealth + Best-in-State | Evertern Wealth | Naples | Florida | $2.4B | $5M | ✓ |
| 93 | Devin Condron | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Boston | Massachusetts | $9B | $10M | ✓ |
| 94 | David Ellis III | Top Wealth + Best-in-State | UBS Private Wealth Management | Cincinnati | Ohio | $3.4B | $2M | ✓ |
| 95 | Sean Yu | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Pasadena | California | $2.1B | $5M | ✓ |
| 96 | Matthew Babrick | Top Wealth + Best-in-State + Barron's 100 | J.P. Morgan Wealth Management | Los Angeles | California | $4.9B | $10M | ✓ |
| 97 | Erin Scannell | Top Wealth + Best-in-State + Barron's 100 | Ameriprise Financial | Mercer Island | Washington | $4.6B | $500K | ✓ |
| 98 | Johanna Walters | Top Wealth + Best-in-State + Barron's 100 | Merrill Wealth Management | Blue Bell | Pennsylvania | $7.5B | $10M | ✓ |
| 99 | Jonathan Kuttin | Top Wealth + Best-in-State + Barron's 100 | Ameriprise Financial | Hauppauge | New York | $13.3B | $250K | ✓ |
| 100 | Mark Binder | Top Wealth + Best-in-State | UBS Private Wealth Management | Los Angeles | California | $8.8B | $10M | ✓ |
| 101 | Josh Malkin | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | New York | New York | $3.6B | $10M | ✓ |
| 102 | Debra Brede | Top Wealth + Best-in-State | Focus Partners Wealth | Needham | Massachusetts | $2B | $1M | ✓ |
| 103 | Darrell Pennington | Top Wealth + Best-in-State | Ameriprise Financial Services | Houston | Texas | $1.3B | $500K | ✓ |
| 104 | James Detterick | Top Wealth + Best-in-State | Graystone Consulting from Morgan Stanley | Aspen | Colorado | $43.1B | $100M | ✓ |
| 105 | Christopher Lazos | Top Wealth + Best-in-State | Oppenheimer | Dorado | Puerto Rico | $4.4B | $5M | ✓ |
| 106 | Scott Wilson | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | New York | New York | $8.1B | $10M | ✓ |
| 107 | Seth Finkel | Top Wealth + Best-in-State + Barron's 100 | Neuberger Berman | New York | New York | $4.6B | $1M | ✓ |
| 108 | Patti Brennan | Top Wealth + Best-in-State | Key Financial | West Chester | Pennsylvania | $2.5B | $500K | ✓ |
| 109 | Jason Dworak | Top Wealth + Best-in-State | UBS Private Wealth Management | Lincoln | Nebraska | $1.9B | $2M | ✓ |
| 110 | Trevor Fried | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Fort Lauderdale | Florida | $3.2B | $1M | ✓ |
| 111 | Brett Hoge | Top Wealth + Best-in-State | Truist Investment Services | Winston-Salem | North Carolina | $2.4B | $1M | ✓ |
| 112 | Dwight Emanuelson, Jr. | Top Wealth + Best-in-State | Merrill Private Wealth Management | Dallas | Texas | $8.6B | $5M | ✓ |
| 113 | Melissa Corrado Harrison | Top Wealth + Best-in-State | UBS Private Wealth Management | Denver | Colorado | $1.8B | $10M | ✓ |
| 114 | Joe Montgomery | Top Wealth + Best-in-State | Wells Fargo Advisors | Williamsburg | Virginia | $1.7B | $5M | ✓ |
| 115 | Bud King | Top Wealth + Best-in-State | UBS Private Wealth Management | St. Louis | Missouri | $2.6B | $5M | ✓ |
| 116 | Jeffery Price | Top Wealth + Best-in-State | Merrill Wealth Management | Southlake | Texas | $1.9B | $1M | ✓ |
| 117 | Mark Moore | Top Wealth + Best-in-State | UBS Private Wealth Management | Austin | Texas | $2.9B | $5M | ✓ |
| 118 | Stephanie Stiefel | Top Wealth + Best-in-State | Neuberger Berman | New York | New York | $4B | $2M | ✓ |
| 119 | James Stack | Top Wealth + Best-in-State | Stack Financial Management | Whitefish | Montana | $1.9B | $750K | ✓ |
| 120 | Corina Davis | Top Wealth + Best-in-State | Merrill Wealth Management | Seattle | Washington | $1.4B | $1M | ✓ |
| 121 | Randy Garcia | Top Wealth + Best-in-State | The Investment Counsel | Las Vegas | Nevada | $2.1B | $3M | ✓ |
| 122 | Joseph Matina | Top Wealth + Best-in-State | UBS Private Wealth Management | Naples | Florida | $3.4B | $2M | ✓ |
| 123 | Lisa Detanna | Top Wealth + Best-in-State + Barron's 100 | Raymond James | Beverly Hills | California | $4.4B | $1M | ✓ |
| 124 | Raj Bhatia | Top Wealth + Best-in-State | Merrill Private Wealth Management | Naples | Florida | $2.8B | $5M | ✓ |
| 125 | Dean Braun | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Seattle | Washington | $7B | $10M | ✓ |
| 126 | Rob Metcalf | Top Wealth + Best-in-State | UBS Private Wealth Management | Wayzata | Minnesota | $6.1B | $50M | ✓ |
| 127 | Curtis Eustis | Top Wealth + Best-in-State | Merrill Private Wealth Management | New Orleans | Louisiana | $2.3B | $2.5M | ✓ |
| 128 | Greg Marcus | Top Wealth + Best-in-State | UBS Private Wealth Management | Bethesda | Maryland | $1.3B | $25M | ✓ |
| 129 | Robert Dyer | Top Wealth + Best-in-State | Merrill Private Wealth Management | New York | New York | $2.7B | $10M | ✓ |
| 130 | Andrew Kahner | Top Wealth + Best-in-State | UBS Wealth Management | New York | New York | $2B | $2M | ✓ |
| 131 | Scott Mahoney | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Morristown | New Jersey | $1.8B | $5M | ✓ |
| 132 | Charles Noble III | Top Wealth + Best-in-State | Janney Montgomery Scott | New Haven | Connecticut | $1.9B | $3M | ✓ |
| 133 | David Briegs | Top Wealth + Best-in-State | Merrill Wealth Management | Bridgewater | New Jersey | $2.8B | $1M | ✓ |
| 134 | Fotios Piniros | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | New York | New York | $14B | $10M | ✓ |
| 135 | Sharon Oberlander | Top Wealth + Best-in-State | Merrill Wealth Management | Chicago | Illinois | $2.5B | $2.5M | ✓ |
| 136 | Greg Onken | Top Wealth + Best-in-State | J.P. Morgan Wealth Management | San Francisco | California | $8.2B | $5M | ✓ |
| 137 | Blair Cornell | Top Wealth + Best-in-State | UBS Wealth Management | Miamisburg | Ohio | $2.2B | $2.5M | ✓ |
| 138 | Timothy Long | Top Wealth + Best-in-State + Barron's 100 | Merrill Wealth Management | Grand Rapids | Michigan | $7.8B | $2M | ✓ |
| 139 | Judy Fredrickson | Top Wealth + Best-in-State | UBS Private Wealth Management | Wayzata | Minnesota | $6.1B | $25M | ✓ |
| 140 | Keith Apton | Top Wealth + Best-in-State | UBS Private Wealth Management | Washington | District of Columbia | $4.6B | $5M | ✓ |
| 141 | Michael Ricca | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Morristown | New Jersey | $6.8B | $2M | ✓ |
| 142 | Andrew Vahab | Top Wealth + Best-in-State + Barron's 100 | J.P. Morgan Wealth Management | Boca Raton | Florida | $5.3B | $12.5M | ✓ |
| 143 | James Whitney | Top Wealth + Best-in-State | Graystone Consulting from Morgan Stanley | Chicago | Illinois | $5.5B | $10M | ✓ |
| 144 | Richard Migliore | Top Wealth + Best-in-State | Merrill Private Wealth Management | Columbia | South Carolina | $11.5B | $4M | ✓ |
| 145 | Bruce Burrows | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Garden City | New York | $49.8B | $5M | ✓ |
| 146 | Tracey Gluck | Top Wealth + Best-in-State | J.P. Morgan Wealth Management | Los Angeles | California | $4.3B | $10M | ✓ |
| 147 | Todd Silaika | Top Wealth + Best-in-State | Merrill Wealth Management | Clifton Park | New York | $3.5B | $500K | ✓ |
| 148 | Brian Firring | Top Wealth + Best-in-State | Wells Fargo Advisors | Beverly Hills | California | $2.4B | $25M | ✓ |
| 149 | R. Scot Smith | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Dallas | Texas | $2.4B | $1M | ✓ |
| 150 | Charles Balducci | Top Wealth + Best-in-State | Merrill Wealth Management | New York | New York | $4.1B | $5M | ✓ |
| 151 | PJ Schwarz | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | New York | New York | $5.1B | $10M | ✓ |
| 152 | Tom Vacheron | Top Wealth + Best-in-State | Merrill Private Wealth Management | Fairfield | Connecticut | $3.1B | $5M | ✓ |
| 153 | Paul Ried | Top Wealth + Best-in-State | Paul R Ried Financial Group | Bellevue | Washington | $1.2B | $0 | ✓ |
| 154 | Mary Mullin | Top Wealth + Best-in-State | Merrill Wealth Management | Boston | Massachusetts | $1.8B | $2M | ✓ |
| 155 | Bill Oliver | Top Wealth + Best-in-State | Wells Fargo Advisors | Charlotte | North Carolina | $3.1B | $2.5M | ✓ |
| 156 | Jeffrey Fratarcangeli | Top Wealth + Best-in-State | Fratarcangeli Wealth Management | Bloomfield Hills | Michigan | $3.1B | $5M | ✓ |
| 157 | Daniel O'Connell | Top Wealth + Best-in-State + Barron's 100 | Merrill Wealth Management | Garden City | New York | $2.6B | $2M | ✓ |
| 158 | Harry Elish | Top Wealth + Best-in-State | UBS Private Wealth Management | New York | New York | $3.6B | $4M | ✓ |
| 159 | David Skid | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Atlanta | Georgia | $2.1B | $3M | ✓ |
| 160 | Brian Cooke | Top Wealth + Best-in-State | Cooke Financial Group | Indianapolis | Indiana | $2.5B | $5M | ✓ |
| 161 | J. Chris Cooke | Top Wealth + Best-in-State | Cooke Financial Group | Indianapolis | Indiana | $2.5B | $5M | ✓ |
| 162 | Harold Trischman | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Greenwich | Connecticut | $4B | $3M | ✓ |
| 163 | Dominic Casanueva | Top Wealth + Best-in-State + Barron's 100 | Merrill Wealth Management | Lakewood Ranch | Florida | $8.4B | $500K | ✓ |
| 164 | Stacy Oster | Top Wealth + Best-in-State | UBS Wealth Management | Bellevue | Washington | $1.3B | $5M | ✓ |
| 165 | Evan Steinberg | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | New York | New York | $6.1B | $5M | ✓ |
| 166 | W. Corby May | Top Wealth + Best-in-State | Merrill Wealth Management | Garden City | New York | $2.4B | $5M | ✓ |
| 167 | Stephen Fish | Top Wealth + Best-in-State | UBS Wealth Management | Cincinnati | Ohio | $3.5B | $1M | ✓ |
| 168 | David Karp | Top Wealth + Best-in-State | Cresset | Reston | Virginia | $6.6B | $10M | ✓ |
| 169 | Victor Livingstone | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Boston | Massachusetts | $8.4B | $10M | ✓ |
| 170 | Eric Payne | Top Wealth + Best-in-State | Merrill Wealth Management | Indianapolis | Indiana | $3.5B | $1M | ✓ |
| 171 | Charles Day | Top Wealth + Best-in-State | UBS Private Wealth Management | New York | New York | $2.5B | $25M | ✓ |
| 172 | John McCardell | Top Wealth + Best-in-State | Merrill Wealth Management | Charlotte | North Carolina | $11.5B | $4M | ✓ |
| 173 | Allen Schreiber | Top Wealth + Best-in-State | TSG Wealth Management | Wells Fargo Advisors Financial Network | Long Beach | California | $16B | $500K |
| 174 | Michael Beckerman | Top Wealth + Best-in-State | Merrill Private Wealth Management | Coral Gables | Florida | $3.4B | $25M | ✓ |
| 175 | David Higgins | Top Wealth + Best-in-State | Rockefeller Capital Management | Atlanta | Georgia | $3.3B | $10M | ✓ |
| 176 | Peter Bermont | Top Wealth + Best-in-State | Raymond James & Associates | Coral Gables | Florida | $4.7B | $5M | ✓ |
| 177 | Michael Breen | Top Wealth + Best-in-State + Barron's 100 | Merrill Private Wealth Management | San Francisco | California | $26.6B | $10M | ✓ |
| 178 | Christopher Cook | Top Wealth + Best-in-State | Merrill Wealth Management | Florham Park | New Jersey | $2.4B | $2.5M | ✓ |
| 179 | Jordan Mayer | Top Wealth + Best-in-State + Barron's 100 | J.P. Morgan Wealth Management | New York | New York | $9.2B | $5M | ✓ |
| 180 | Xi Qiao | Top Wealth + Best-in-State | UBS Private Wealth Management | San Francisco | California | $2.8B | $5M | ✓ |
| 181 | Michael Henley | Top Wealth + Best-in-State | Brandywine Oak Private Wealth | Kennett Square | Pennsylvania | $1.8B | $3M | ✓ |
| 182 | Jonathan Legg | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Private Wealth Management | Washington | District of Columbia | $3.5B | $10M | ✓ |
| 183 | Joel Bird | Top Wealth + Best-in-State | Ameriprise Financial Services | Bismarck | North Dakota | $5.3B | $1M | ✓ |
| 184 | Karl Wolfslau | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Long Beach | California | $3.6B | $250K | ✓ |
| 185 | Gabriel Jay | Top Wealth + Best-in-State | UBS Private Wealth Management | Walnut Creek | California | $2.6B | $5M | ✓ |
| 186 | Kathy Grasmeder | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Glens Falls | New York | $1.8B | $250K | ✓ |
| 187 | Louise Gunderson | Top Wealth + Best-in-State | UBS Private Wealth Management | New York | New York | $6.5B | $1M | ✓ |
| 188 | Ramzi Nuwayhid | Top Wealth + Best-in-State | Merrill Private Wealth Management | Boston | Massachusetts | $2.5B | $10M | ✓ |
| 189 | Andrew Schultz | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Miami Beach | Florida | $1.7B | $5M | ✓ |
| 190 | Mark Lippman | Top Wealth + Best-in-State | Wells Fargo Advisors | Linwood | New Jersey | $3.3B | $1M | ✓ |
| 191 | Carl Cafaro | Top Wealth + Best-in-State | Merrill Wealth Management | Newton | Massachusetts | $6.9B | $2.5M | ✓ |
| 192 | James W. Rimmel | Top Wealth + Best-in-State | UBS Wealth Management | Pittsburgh | Pennsylvania | $2.7B | $1M | ✓ |
| 193 | Kyle Chudom | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Naples | Florida | $2.1B | $0 | ✓ |
| 194 | Todd Battaglia | Top Wealth + Best-in-State | MG&A Wealth | Plantation | Florida | $1.2B | $1M | ✓ |
| 195 | Matt Van Beek | Top Wealth + Best-in-State | Merrill Wealth Management | Seattle | Washington | $3.8B | $5M | ✓ |
| 196 | George Papadoyannis | Top Wealth + Best-in-State | Ameriprise Financial Services | San Mateo | California | $1.4B | $1M | ✓ |
| 197 | Jim Moriarity | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Palm Beach | Florida | $4.5B | $20M | ✓ |
| 198 | Matt Bret | Top Wealth + Best-in-State | UBS Wealth Management | Kansas City | Missouri | $4.3B | $250K | ✓ |
| 199 | Trevor Wilde | Top Wealth + Best-in-State + Barron's 100 | Wilde Wealth Management Group | Scottsdale | Arizona | $5B | $0 | ✓ |
| 200 | Sal Tiano | Top Wealth + Best-in-State | Merrill Private Wealth Management | Palm Beach Gardens | Florida | $4B | $5M | ✓ |
| 201 | Dan Murphy | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Palo Alto | California | $50.7B | $3M | ✓ |
| 203 | Ajay Desai | Top Wealth + Best-in-State + Barron's 100 | UBS Private Wealth Management | Chicago | Illinois | $3.4B | $25M | ✓ |
| 204 | Don d'Adesky | Top Wealth + Best-in-State | Raymond James & Associates | Boca Raton | Florida | $6.3B | $1M | ✓ |
| 205 | Holly Kroft | Top Wealth + Best-in-State | Neuberger Berman | New York | New York | $4.4B | $5M | ✓ |
| 206 | Jason Kirchmeier | Top Wealth + Best-in-State | Ameriprise Financial Services | Bismarck | North Dakota | $5.3B | $1M | ✓ |
| 207 | Russ Rabito | Top Wealth + Best-in-State | UBS Private Wealth Management | New York | New York | $12.1B | $5M | ✓ |
| 208 | Ryan Sprowls | Top Wealth + Best-in-State | 114 Private Wealth | Wells Fargo Advisors Financial Network | Alexandria | Virginia | $2.5B | $1M |
| 209 | James Woldert | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Houston | Texas | $1.2B | $5M | ✓ |
| 210 | Dan Wilson | Top Wealth + Best-in-State | Ameriprise Financial Services | Auburndale | Massachusetts | $3.8B | $500K | ✓ |
| 211 | Ron Mencias | Top Wealth + Best-in-State | Merrill Wealth Management | Indianapolis | Indiana | $3.5B | $1M | ✓ |
| 212 | Tony Maddalena | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Purchase | New York | $3.3B | $100K | ✓ |
| 213 | Neil McPeak | Top Wealth + Best-in-State | McPeak Wealth Management Group | Wells Fargo Advisors Financial Network | Linwood | New Jersey | $2.4B | $1M |
| 214 | Brandon Sobel | Top Wealth + Best-in-State | UBS Private Wealth Management | New York | New York | $1.6B | $5M | ✓ |
| 215 | Philip Appel | Top Wealth + Best-in-State | Merrill Wealth Management | Bloomfield Hills | Michigan | $3.9B | $1M | ✓ |
| 216 | Kris Kasturi | Top Wealth + Best-in-State | Ameriprise Financial Services | Palm Coast | Florida | $3.7B | $250K | ✓ |
| 217 | Jason Bogardus | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Menlo Park | California | $65.6B | $10M | ✓ |
| 218 | Trevor Byrne | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Boston | Massachusetts | $1.8B | $1M | ✓ |
| 219 | Chris Clifford | Top Wealth + Best-in-State | UBS Private Wealth Management | San Francisco | California | $3.6B | $20M | ✓ |
| 220 | Daniel Ehrlich | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | New York | New York | $2.8B | $5M | ✓ |
| 221 | Steve Nagel | Top Wealth + Best-in-State | Merrill Private Wealth Management | Frisco | Texas | $2.5B | $5M | ✓ |
| 222 | Trevor Mathias | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Chicago | Illinois | $1.6B | $2M | ✓ |
| 223 | William Peterson | Top Wealth + Best-in-State + Barron's 100 | Neuberger Berman | New York | New York | $3.2B | $1M | ✓ |
| 224 | Scott McEwan | Top Wealth + Best-in-State + Barron's 100 | Morgan Stanley Wealth Management | Newport Beach | California | $6.1B | $5M | ✓ |
| 225 | Ryan C. Lewis | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | New York | New York | $43.1B | $10M | ✓ |
| 226 | Marcus Fagersten | Top Wealth + Best-in-State + Barron's 100 | UBS Private Wealth Management | San Francisco | California | $10.9B | $2M | ✓ |
| 227 | John Perry | Top Wealth + Best-in-State | Morgan Stanley Private Wealth Management | Indianapolis | Indiana | $3.6B | $5M | ✓ |
| 228 | John Acker | Top Wealth + Best-in-State | UBS Wealth Management | Los Angeles | California | $2.3B | $2M | ✓ |
| 230 | AJ Jugan | Top Wealth + Best-in-State | Ameriprise Financial Services | Pittsburgh | Pennsylvania | $3.3B | $500K | ✓ |
| 231 | Brian Hahn | Top Wealth + Best-in-State | Neuberger Berman | Chicago | Illinois | $2.7B | $5M | ✓ |
| 232 | Cam McKinney | Top Wealth + Best-in-State | William Blair | Chicago | Illinois | $5.8B | $10M | ✓ |
| 233 | John Cimaroli | Top Wealth + Best-in-State | William Blair | Chicago | Illinois | $5.8B | $10M | ✓ |
| 234 | Michael Shalhoup | Top Wealth + Best-in-State | Merrill Wealth Management | New York | New York | $3B | $2M | ✓ |
| 235 | Mark Wilkins | Top Wealth + Best-in-State | UBS Private Wealth Management | Clayton | Missouri | $1.4B | $25M | ✓ |
| 236 | Scott Sparks | Top Wealth + Best-in-State | Sparks Financial | Northwestern Mutual | Denver | Colorado | $1.7B | $3M |
| 237 | Phil Wood | Top Wealth + Best-in-State | Ameriprise Financial Services | Omaha | Nebraska | $5.2B | $2M | ✓ |
| 238 | Andy Harbour | Top Wealth + Best-in-State | Graystone Consulting from Morgan Stanley | Atlanta | Georgia | $11.7B | $1M | ✓ |
| 239 | Mark Fendrick | Top Wealth + Best-in-State | UBS Wealth Management | Mount Laurel | New Jersey | $3.3B | $1M | ✓ |
| 240 | David Magrone | Top Wealth + Best-in-State | Merrill Private Wealth Management | New York | New York | $7.2B | $25M | ✓ |
| 241 | Mike Moeller | Top Wealth + Best-in-State | Moeller Investment Group | Wells Fargo Advisors Financial Network | Chesterfield | Missouri | $2.4B | $0 |
| 242 | Domenic Marinelli | Top Wealth + Best-in-State | Morgan Stanley Wealth Management | Boston | Massachusetts | $1.3B | $1M | ✓ |
| 243 | Tim Pagliara | Top Wealth + Best-in-State | CapWealth | Franklin | Tennessee | $1.8B | $1M | ✓ |
| 244 | John DeRosa | Top Wealth + Best-in-State | UBS Private Wealth Management | New York | New York | $6.3B | $10M | ✓ |
| 245 | Kent Kirby | Top Wealth + Best-in-State | UBS Private Wealth Management | Nashville | Tennessee | $3.4B | $25M | ✓ |
| 246 | Buck Wiley III | Top Wealth + Best-in-State | Merrill Private Wealth Management | Atlanta | Georgia | $2.8B | $5M | ✓ |
| 247 | Jay Canell | Top Wealth + Best-in-State | The Canell Group | Wells Fargo Advisors | New York | New York | $2.6B | $3M |
| 248 | Neil Canell | Top Wealth + Best-in-State | The Canell Group | Wells Fargo Advisors | New York | New York | $2.6B | $3M |
| 249 | Timothy Finucan | Top Wealth + Best-in-State | Edward Jones | Webster City | Iowa | $1B | $500K | ✓ |
| 250 | David Li | Top Wealth + Best-in-State | J.P. Morgan Wealth Management | Palm Beach Gardens | Florida | $1.5B | $2M | ✓ |