The full unit space: 348 advisors across both Forbes/SHOOK lists. Advisors with a completed research dossier (~25 cited fields) are linked — click through for the full dossier with verbatim evidence. 68 of 348 complete; the pipeline is still running.
| # | Advisor | List | Firm | City | State | Team AUM | Min | Dossier |
|---|---|---|---|---|---|---|---|---|
| 1 | Jens Pascucci | Next-Gen + Top Wealth | Merrill Wealth Management | Seattle | Washington | $3.6B | $1M | |
| 2 | Nick Francia | Next-Gen | UBS Private Wealth Management | Washington | District of Columbia | $5.2B | $5M | |
| 3 | Matthew Gallo | Next-Gen | Merrill Wealth Management | Walnut Creek | California | $1.4B | $500K | |
| 4 | William Gomez-Moller | Next-Gen | UBS Private Wealth Management | Coral Gables | Florida | $4B | $50M | |
| 5 | Kyle Olson | Next-Gen | Merrill Wealth Management | New York | New York | $3.3B | $3M | |
| 6 | Dominic Altobelli | Next-Gen | Merrill Wealth Management | Chicago | Illinois | $2.5B | $1M | |
| 7 | Garrett Burke | Next-Gen | Merrill Private Wealth Management | Heathrow | Florida | $2.4B | $1M | |
| 8 | Brendan Burke | Next-Gen | Merrill Private Wealth Management | Heathrow | Florida | $2.4B | $1M | ✓ |
| 9 | Jeffrey Browne | Next-Gen | Merrill Wealth Management | Mount Laurel | New Jersey | $1.4B | $500K | |
| 10 | Michael Karsa | Next-Gen | Lido Advisors | Chicago | Illinois | $4.1B | $1M | |
| 11 | Derek Jancisin | Next-Gen | Merrill Private Wealth Management | Pittsburgh | Pennsylvania | $1.6B | $10M | |
| 12 | Christopher Battaglia | Next-Gen | Merrill Wealth Management | New York | New York | $3.3B | $2.5M | ✓ |
| 13 | Jonathan Peters | Next-Gen | Morgan Stanley Wealth Management | Deerfield | Illinois | $3.6B | $1M | |
| 14 | Stockton Schultz | Next-Gen | UBS Wealth Management | Phoenix | Arizona | $3.1B | $1M | |
| 15 | Chris Dillon | Next-Gen | UBS Wealth Management | Boston | Massachusetts | $1.8B | $3M | ✓ |
| 16 | Nick Subich | Next-Gen | LPL Financial | Export | Pennsylvania | $1.8B | $5M | |
| 17 | Trey Mahoney | Next-Gen | UBS Private Wealth Management | Palm Beach Gardens | Florida | $1.7B | $1M | |
| 18 | Wen Nottebohm | Next-Gen | Cresset Asset Management | Atlanta | Georgia | $7.2B | $25M | |
| 19 | Michelle Hanson | Next-Gen | Merrill Wealth Management | New York | New York | $1.1B | $500K | |
| 20 | Michael R. LaCroix | Next-Gen | Morgan Stanley Wealth Management | San Diego | California | $836M | $2M | |
| 21 | Trung Lam | Next-Gen | J.P. Morgan Wealth Management | Santa Clara | California | $1B | $1M | |
| 22 | Jason Goldstrich | Next-Gen | Morgan Stanley Private Wealth Management | Coral Gables | Florida | $7.7B | $10M | |
| 23 | Tom Klingman | Next-Gen | Klingman & Associates | New York | New York | $4.2B | $2M | |
| 24 | Jake DeCotiis | Next-Gen + Top Wealth | Wells Fargo Advisors | Short Hills | New Jersey | $2.3B | $2M | |
| 25 | Amy Li | Next-Gen | Morgan Stanley Wealth Management | San Francisco | California | $1.3B | $10M | ✓ |
| 26 | Alex Mayer | Next-Gen | Morgan Stanley Private Wealth Management | New York | New York | $4.5B | $5M | ✓ |
| 27 | Christian Kelly | Next-Gen | Merrill Wealth Management | Upper St. Clair | Pennsylvania | $1.3B | $1M | ✓ |
| 28 | Adam Abelson | Next-Gen | Morgan Stanley Wealth Management | Palm Harbor | Florida | $1.1B | $1M | ✓ |
| 29 | Kayvon Sarmadi | Next-Gen | UBS Private Wealth Management | Washington | District of Columbia | $1.5B | $5M | |
| 30 | Spencer Marcus | Next-Gen | Merrill Wealth Management | Las Vegas | Nevada | $1.8B | $250K | |
| 31 | Ryan Kelton | Next-Gen | Kelton Financial Group | Raymond James Financial Services | Latham | New York | $1.5B | $0 |
| 32 | Sean Kelton | Next-Gen | Kelton Financial Group | Raymond James Financial Services | Latham | New York | $1.5B | $0 |
| 33 | Tommy Holder | Next-Gen | Merrill Wealth Management | Stuart | Florida | $696M | $2M | |
| 34 | Tyler Seelow | Next-Gen | J.P. Morgan Wealth Management | Louisville | Kentucky | $603M | $500K | |
| 35 | Marc Specht | Next-Gen | Perigon Wealth Management | New York | New York | $1.1B | $1M | |
| 36 | Griffin McQuilling | Next-Gen | Morgan Stanley Private Wealth Management | New York | New York | $9.8B | $10M | |
| 37 | Jeremy Jacques | Next-Gen | Jacques Financial | Rockville | Maryland | $758M | $0 | |
| 38 | Noah Ennis | Next-Gen | Morgan Stanley Wealth Management | New York | New York | $2B | $5M | |
| 39 | Brian Volpei | Next-Gen | Morgan Stanley Wealth Management | Pasadena | California | $1.2B | $500K | ✓ |
| 40 | Blake Rusk | Next-Gen | RBC Wealth Management | Houston | Texas | $2.4B | $0 | ✓ |
| 41 | Wes Pruitt | Next-Gen | RBC Wealth Management | Houston | Texas | $2.4B | $0 | |
| 42 | Gautam Muthusamy | Next-Gen | Arcadia Capital | Raymond James Financial Services | Saline | Michigan | $1.8B | $2M |
| 43 | Nicole Anzoategui | Next-Gen | Morgan Stanley Wealth Management | Los Gatos | California | $1.5B | $2M | |
| 44 | Bryan Longpre | Next-Gen | Morgan Stanley Wealth Management | Pasadena | California | $872M | $1M | ✓ |
| 45 | Annalise Morris | Next-Gen | Merrill Wealth Management | Scottsdale | Arizona | $986M | $1M | ✓ |
| 46 | William Oakland III | Next-Gen | Morgan Stanley Wealth Management | New Orleans | Louisiana | $2B | $2M | |
| 47 | Brooke Gais | Next-Gen | Obermeyer Wealth Partners | Denver | Colorado | $3B | $1M | ✓ |
| 48 | Andrew Hoercher | Next-Gen | Cerity Partners | New York | New York | $4.9B | $3M | ✓ |
| 49 | Nick Shultz | Next-Gen | Omni Wealth Management | Northwestern Mutual | Woburn | Massachusetts | $829M | $400K |
| 50 | Blake Cecil | Next-Gen | Focus Partners Wealth | Beverly Hills | California | $695M | $1M | ✓ |
| 51 | Bijan Behboodi | Next-Gen | UBS Private Wealth Management | Bellevue | Washington | $1.9B | $5M | ✓ |
| 52 | Joe Hilger | Next-Gen | UBS Wealth Management | Omaha | Nebraska | $2B | $1M | |
| 53 | Hollis Montgomery | Next-Gen | Morgan Stanley Wealth Management | Atlanta | Georgia | $8.6B | $5M | |
| 54 | Evan Georgiou | Next-Gen | Rockefeller Capital Management | Atlanta | Georgia | $2.2B | $5M | |
| 55 | Nick Rounds | Next-Gen | Focus Partners Wealth | Chicago | Illinois | $3.2B | $500K | |
| 56 | Rodrigo Eduardo Gonzalez | Next-Gen | Merrill Wealth Management | Miami | Florida | $840M | $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 | UBS Private Wealth Management | Los Angeles | California | $2.2B | $5M | |
| 60 | Andrew Cottrell | Next-Gen | Merrill Wealth Management | Cincinnati | Ohio | $780M | $500K | ✓ |
| 61 | Tom McNary | Next-Gen | Mercer Advisors | Boulder | Colorado | $1.2B | $3M | |
| 62 | Harrison Croff | Next-Gen | UBS Wealth Management | Santa Barbara | California | $574M | $1M | |
| 63 | Sam Sack | Next-Gen | Morgan Stanley Wealth Management | New York | New York | $945M | $0 | |
| 64 | Joseph Sefaradi | Next-Gen | Morgan Stanley Wealth Management | Garden City | New York | $2.7B | $1M | |
| 65 | Jack Mullen | Next-Gen | Merrill Private Wealth Management | Chicago | Illinois | $10B | $5M | |
| 66 | Katie Hancock | Next-Gen | Morgan Stanley Wealth Management | Tuscaloosa | Alabama | $7.9B | $2M | |
| 67 | Zack Garber | Next-Gen | Raymond James & Associates | Hunt Valley | Maryland | $3.3B | $1M | |
| 68 | Morgan Nichols | Next-Gen | Ameriprise Financial Services | Grapevine | Texas | $785M | $250K | |
| 69 | Varun Marneni | Next-Gen | CPC Advisors | Raymond James Financial Services | Atlanta | Georgia | $2.1B | $10M |
| 70 | Nina Daoud | Next-Gen | Ameriprise Financial Services | Oxford | Connecticut | $740M | $250K | |
| 71 | Cy Kolod | Next-Gen | Edward Jones | Eliot | Maine | $354M | $0 | |
| 72 | Elisabeth Dewailly | Next-Gen | Merrill Wealth Management | New York | New York | $727M | $500K | |
| 73 | Dakota Holtgrieve | Next-Gen | Edward Jones | Pratt | Kansas | $638M | $250K | |
| 74 | Scott Stimson | Next-Gen | Merrill Wealth Management | Huntersville | North Carolina | $1B | $500K | |
| 75 | Alicia Malcolm | Next-Gen | UBS Wealth Management | Buffalo | New York | $5.2B | $1M | ✓ |
| 76 | J.R. Thorsen | Next-Gen | Thorsen Hixenbaugh Kovaleski Wealth Advisors | Wells Fargo Advisors Financial Network | Orlando | Florida | $556M | $10K |
| 77 | Danny Van Wagoner | Next-Gen | Merrill Private Wealth Management | Salt Lake City | Utah | $1.6B | $10M | |
| 78 | Micah Williams | Next-Gen | RBC Wealth Management | Rapid City | South Dakota | $2.2B | $1M | |
| 79 | Griffin Nienberg | Next-Gen | Merrill Wealth Management | Bloomfield Hills | Michigan | $4.7B | $5M | |
| 80 | Claire Fitz | Next-Gen | Ameriprise Financial Services | Hauppauge | New York | $13.2B | $2M | ✓ |
| 81 | Russ Purdy | Next-Gen | Merrill Private Wealth Management | Columbia | South Carolina | $4.2B | $2.5M | |
| 82 | Kyle Backus | Next-Gen | Morgan Stanley Wealth Management | Phoenix | Arizona | $1.5B | $10M | |
| 83 | Steve Claar | Next-Gen | Merrill Private Wealth Management | Cincinnati | Ohio | $10B | $5M | |
| 84 | Kyle Adams | Next-Gen | Stifel | Wooster | Ohio | $1.1B | $0 | |
| 85 | Joshua VanderVeen | Next-Gen | Wells Fargo Advisors | Palm Beach | Florida | $510M | $1M | |
| 86 | Andreas Wilder | Next-Gen | Ameriprise Financial Services | Marietta | Georgia | $1.2B | $100K | ✓ |
| 87 | Alex Curtis | Next-Gen | Morgan Stanley Wealth Management | Palo Alto | California | $1.2T | $5M | ✓ |
| 88 | Olivia Gierlich | Next-Gen | Merrill Wealth Management | Burlington | Massachusetts | $822M | $1.5M | |
| 89 | Christopher Kopp | Next-Gen | Morgan Stanley Wealth Management | Naples | Florida | $1.1B | $5M | ✓ |
| 90 | Jared Stricklin | Next-Gen | Raymond James & Associates | Leawood | Kansas | $1.4B | $2M | |
| 91 | Nick Deidiker | Next-Gen | UBS Private Wealth Management | Nashville | Tennessee | $942M | $5M | |
| 92 | Spencer Turner | Next-Gen | Merrill Wealth Management | Brentwood | Tennessee | $3.2B | $1M | |
| 93 | Conner Teahan | Next-Gen | Merrill Wealth Management | Kansas City | Missouri | $1.5B | $500K | ✓ |
| 94 | Shane Kelley | Next-Gen | Merrill Wealth Management | Naples | Florida | $1B | $1M | |
| 95 | Justin Bell | Next-Gen | Morgan Stanley Private Wealth Management | New York | New York | $4.8B | $5M | |
| 96 | Steven Roccuzzo | Next-Gen | Merrill Wealth Management | New York | New York | $1B | $500K | |
| 97 | Thomas Kibler | Next-Gen | Merrill Wealth Management | Columbia | South Carolina | $12.5B | $2M | |
| 98 | Eric Krueger | Next-Gen | Stifel | San Francisco | California | $2.3B | $500K | |
| 99 | Amy Diehl | Next-Gen | Morgan Stanley Private Wealth Management | Denver | Colorado | $3.6B | $10M | ✓ |
| 100 | Alex Pardy | Next-Gen | UBS Private Wealth Management | Boston | Massachusetts | $2.3B | $20M | ✓ |
| 1 | Jeff Erdmann | Top Wealth | Merrill Private Wealth Management | Greenwich | Connecticut | $17.1B | $2.5M | |
| 2 | Mark Curtis | Top Wealth | Graystone Consulting from Morgan Stanley | Palo Alto | California | $484B | $2.5M | |
| 3 | Brian C. Pfeifler | Top Wealth | Morgan Stanley Private Wealth Management | Palm Beach | Florida | $9.3B | $25M | ✓ |
| 4 | Lyon Polk | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $30.3B | $100M | |
| 5 | Charles Zhang | Top Wealth | Zhang Financial | Portage | Michigan | $7B | $1M | ✓ |
| 6 | Greg Vaughan | Top Wealth | Morgan Stanley Private Wealth Management | Menlo Park | California | $65.6B | $10M | |
| 7 | Jason Katz | Top Wealth | UBS Private Wealth Management | New York | New York | $6.9B | $0 | |
| 8 | Michael Valdes | Top Wealth | Merrill Private Wealth Management | Tampa | Florida | $10.8B | $5M | |
| 9 | Robert Skinner II | Top Wealth | IEQ Capital | Foster City | California | $41.7B | $10M | |
| 10 | Rod Westmoreland | Top Wealth | Merrill Private Wealth Management | Atlanta | Georgia | $5.7B | $2.5M | |
| 11 | Adam Epstein | Top Wealth | UBS Private Wealth Management | New York | New York | $7.9B | $10M | ✓ |
| 12 | Randy C. Conner | Top Wealth | Focus Partners Wealth | Los Angeles | California | $10.4B | $1M | |
| 13 | Raj Sharma | Top Wealth | Merrill Private Wealth Management | Boston | Massachusetts | $7.4B | $5M | |
| 14 | James Hansberger | Top Wealth | Morgan Stanley Private Wealth Management | Atlanta | Georgia | $3.2B | $10M | |
| 15 | Scott Stackman | Top Wealth | UBS Private Wealth Management | New York | New York | $9.4B | $25M | |
| 16 | Noel Weil | Top Wealth | Merrill Private Wealth Management | New York | New York | $27.8B | $20M | |
| 17 | Christopher Errico | Top Wealth | UBS Private Wealth Management | New York | New York | $4.9B | $2M | ✓ |
| 18 | Richard Jones | Top Wealth | Merrill Private Wealth Management | Los Angeles | California | $77.4B | $10M | |
| 19 | Reza Zafari | Top Wealth | Merrill Private Wealth Management | Los Angeles | California | $77.4B | $10M | |
| 20 | Ron Basu | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $21.1B | $5M | |
| 21 | Drew Freides | Top Wealth | UBS Private Wealth Management | Los Angeles | California | $8.8B | $10M | |
| 22 | Troy Griepp | Top Wealth | Morgan Stanley Private Wealth Management | San Francisco | California | $15.9B | $40M | |
| 23 | Shawn Fowler | Top Wealth | Morgan Stanley Private Wealth Management | Denver | Colorado | $37.7B | $10M | |
| 24 | Michael Matthews | Top Wealth | UBS Private Wealth Management | Bellevue | Washington | $3.1B | $3M | |
| 25 | Peter Princi | Top Wealth | Graystone Consulting from Morgan Stanley | Boston | Massachusetts | $10.8B | $10M | |
| 26 | Mark Douglass | Top Wealth | Morgan Stanley Private Wealth Management | Menlo Park | California | $65.6B | $10M | |
| 27 | Michael Poppo | Top Wealth | UBS Wealth Management | New York | New York | $2.2B | $10M | |
| 28 | Adam Carlin | Top Wealth | Morgan Stanley Private Wealth Management | Coral Gables | Florida | $7.2B | $15M | ✓ |
| 29 | Kent Pearce | Top Wealth | Merrill Private Wealth Management | Towson | Maryland | $3.7B | $5M | |
| 30 | Scott Siegel | Top Wealth | Morgan Stanley Wealth Management | Boca Raton | Florida | $7B | $10M | |
| 31 | David Hou | Top Wealth | Evoke Advisors | Los Angeles | California | $5.9B | $10M | |
| 32 | Colleen O'Callaghan | Top Wealth | J.P. Morgan Wealth Management | New York | New York | $4.4B | $50M | ✓ |
| 33 | Ron Vinder | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $8.9B | $20M | |
| 34 | Peter Rohr | Top Wealth | Merrill Private Wealth Management | Wayne | Pennsylvania | $7.7B | $15M | |
| 35 | Michael Warr | Top Wealth | Morgan Stanley Private Wealth Management | Tuscaloosa | Alabama | $5.6B | $10M | |
| 36 | Cheryl Young | Top Wealth | Rockefeller Capital Management | Los Gatos | California | $2.2B | $10M | ✓ |
| 37 | David Bahnsen | Top Wealth | The Bahnsen Group | Hightower | Newport Beach | California | $7.6B | $1M |
| 38 | Craig Chiate | Top Wealth | UBS Private Wealth Management | Los Angeles | California | $8.8B | $10M | ✓ |
| 39 | Kevin Peters | Top Wealth | Morgan Stanley Wealth Management | Palm Beach | Florida | $4B | $5M | |
| 40 | Nestor Vicknair | Top Wealth | Merrill Wealth Management | Houston | Texas | $9.1B | $4.5M | |
| 41 | Richard Saperstein | Top Wealth | Treasury Partners | Hightower | New York | New York | $20.1B | $5M |
| 42 | Alan Whitman | Top Wealth | Morgan Stanley Wealth Management | Pasadena | California | $4.5B | $1M | ✓ |
| 43 | John Barrett | Top Wealth | Merrill Wealth Management | New York | New York | $3.4B | $7M | |
| 44 | David Singer | Top Wealth | Merrill Private Wealth Management | Cincinnati | Ohio | $9.4B | $10M | |
| 45 | Michael Klein | Top Wealth | Baird | Milwaukee | Wisconsin | $7.7B | $10M | |
| 46 | Jesse Bromberg | Top Wealth | Morgan Stanley Wealth Management | San Francisco | California | $5.2B | $10M | |
| 47 | William Corbellini | Top Wealth | Merrill Private Wealth Management | Dallas | Texas | $8.6B | $5M | |
| 48 | Michelle Mayer | Top Wealth | Merrill Private Wealth Management | Naples | Florida | $3.4B | $10M | |
| 49 | Jordan Waxman | Top Wealth | Nucleus Advisors | Hightower | New York | New York | $2.9B | $10M |
| 50 | Andy Chase | Top Wealth | Morgan Stanley Private Wealth Management | Menlo Park | California | $40.4B | $10M | ✓ |
| 51 | Scott Magnesen | Top Wealth | Morgan Stanley Wealth Management | Oak Brook | Illinois | $7.2B | $500K | |
| 52 | Daniel Fries | Top Wealth | Merrill Wealth Management | Chicago | Illinois | $2.2B | $1M | |
| 53 | Jonathan Beukelman | Top Wealth | UBS Private Wealth Management | Denver | Colorado | $7.3B | $5M | |
| 54 | Craig Findley | Top Wealth | Venture Visionary Partners | Sylvania | Ohio | $5.8B | $5M | |
| 55 | John Olson | Top Wealth | Merrill Private Wealth Management | West Palm Beach | Florida | $3.1B | $5M | |
| 56 | David Kudla | Top Wealth | Mainstay Capital Management | Grand Blanc | Michigan | $4.5B | $500K | |
| 57 | Brian Frank | Top Wealth | Morgan Stanley Private Wealth Management | Atlanta | Georgia | $3.5B | $5M | ✓ |
| 58 | Gerard Klingman | Top Wealth | Klingman & Associates | New York | New York | $4B | $2M | |
| 59 | Kelly Westmoreland | Top Wealth | Merrill Private Wealth Management | Atlanta | Georgia | $5.7B | $2.5M | |
| 60 | Brian Hetherington | Top Wealth | Merrill Private Wealth Management | New Canaan | Connecticut | $5.5B | $5M | ✓ |
| 61 | Mark Schulten | Top Wealth | TSG Wealth Management | Wells Fargo Advisors Financial Network | Reno | Nevada | $16B | $1M |
| 62 | Susan Kaplan | Top Wealth | Kaplan Financial Services | Newton | Massachusetts | $3.3B | $2M | |
| 63 | David Katz | Top Wealth | Merrill Wealth Management | New York | New York | $2.2B | $5M | |
| 64 | Brian Bennett | Top Wealth | UBS Wealth Management | New York | New York | $2.1B | $2.5M | ✓ |
| 65 | Deborah Montaperto | Top Wealth | Morgan Stanley Private Wealth Management | Palm Beach | Florida | $30.3B | $100M | |
| 66 | Leo Stevenson | Top Wealth | Merrill Wealth Management | Wyandotte | Michigan | $1.6B | $500K | |
| 67 | Drew Zager | Top Wealth | Morgan Stanley Private Wealth Management | Los Angeles | California | $17.2B | $5M | |
| 68 | Phil Scott | Top Wealth | J.P. Morgan Wealth Management | Bellevue | Washington | $6.1B | $10M | |
| 69 | Richard Zinman | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $5.7B | $5M | |
| 70 | Elaine Meyers | Top Wealth | J.P. Morgan Wealth Management | San Francisco | California | $5.3B | $25M | |
| 71 | Scott Tiras | Top Wealth | Ameriprise Financial Services | Houston | Texas | $1.8B | $1M | |
| 72 | Nick Kavallieratos | Top Wealth | Morgan Stanley Wealth Management | New York | New York | $16.1B | $0 | |
| 73 | Bonner Barnes | Top Wealth | Corda Investment Management | Houston | Texas | $1.8B | $500K | ✓ |
| 74 | Laila Pence | Top Wealth | Pence Wealth Management | LPL Financial | Newport Beach | California | $2.5B | $500K |
| 75 | Benjamin Klein | Top Wealth | Merrill Wealth Management | Northbrook | Illinois | $1.7B | $1M | ✓ |
| 76 | Seth Haye | Top Wealth | Morgan Stanley Wealth Management | Westlake Village | California | $2.7B | $1M | |
| 77 | Shawn Rubin | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $2.9B | $2M | |
| 78 | Terry Cook | Top Wealth | Parcion Private Wealth | Bellevue | Washington | $2.7B | $10M | |
| 79 | Ryan Long | Top Wealth | UBS Private Wealth Management | Dallas | Texas | $6.5B | $5M | |
| 80 | Mark Thorndyke | Top Wealth | Merrill Wealth Management | Naples | Florida | $3.3B | $1M | |
| 81 | Brian Strachan | Top Wealth | Morgan Stanley Private Wealth Management | Boston | Massachusetts | $2.1B | $5M | ✓ |
| 82 | Robert Waldele | Top Wealth | Merrill Wealth Management | New York | New York | $6.4B | $5M | |
| 83 | Michael Kanigher | Top Wealth | UBS Private Wealth Management | Los Angeles | California | $8.8B | $10M | |
| 84 | Tommy McBride | Top Wealth | Merrill Wealth Management | Dallas | Texas | $1.7B | $1M | |
| 85 | Shane Brisbin | Top Wealth | Morgan Stanley Private Wealth Management | San Francisco | California | $10.1B | $10M | |
| 86 | Steven Schultz | Top Wealth | UBS Wealth Management | Phoenix | Arizona | $2.8B | $1M | |
| 87 | Brian Tramontano | Top Wealth | Merrill Wealth Management | San Antonio | Texas | $1.7B | $500K | ✓ |
| 88 | Troy Nelson | Top Wealth | Edward Jones | Bismarck | North Dakota | $1.1B | $500K | |
| 89 | William Greco | Top Wealth | UBS Wealth Management | Hartford | Connecticut | $6.6B | $5M | |
| 90 | Lori Van Dusen | Top Wealth | LVW Advisors | Pittsford | New York | $2.3B | $10M | |
| 91 | Randy Carver | Top Wealth | Carver Financial Services | Raymond James | Mentor | Ohio | $3.1B | $500K |
| 92 | Jason Stephens | Top Wealth | Evertern Wealth | Naples | Florida | $2.4B | $5M | |
| 93 | Devin Condron | Top Wealth | Morgan Stanley Private Wealth Management | Boston | Massachusetts | $9B | $10M | |
| 94 | David Ellis III | Top Wealth | UBS Private Wealth Management | Cincinnati | Ohio | $3.4B | $2M | |
| 95 | Sean Yu | Top Wealth | Morgan Stanley Private Wealth Management | Pasadena | California | $2.1B | $5M | |
| 96 | Matthew Babrick | Top Wealth | J.P. Morgan Wealth Management | Los Angeles | California | $4.9B | $10M | |
| 97 | Erin Scannell | Top Wealth | Ameriprise Financial Services | Mercer Island | Washington | $4.6B | $500K | |
| 98 | Johanna Walters | Top Wealth | Merrill Wealth Management | Blue Bell | Pennsylvania | $7.5B | $10M | |
| 99 | Jonathan Kuttin | Top Wealth | Ameriprise Financial Services | Hauppauge | New York | $13.3B | $250K | |
| 100 | Mark Binder | Top Wealth | UBS Private Wealth Management | Los Angeles | California | $8.8B | $10M | |
| 101 | Josh Malkin | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $3.6B | $10M | |
| 102 | Debra Brede | Top Wealth | Focus Partners Wealth | Needham | Massachusetts | $2B | $1M | |
| 103 | Darrell Pennington | Top Wealth | Ameriprise Financial Services | Houston | Texas | $1.3B | $500K | |
| 104 | James Detterick | Top Wealth | Graystone Consulting from Morgan Stanley | Aspen | Colorado | $43.1B | $100M | |
| 105 | Christopher Lazos | Top Wealth | Oppenheimer | Dorado | Puerto Rico | $4.4B | $5M | ✓ |
| 106 | Scott Wilson | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $8.1B | $10M | |
| 107 | Seth Finkel | Top Wealth | Neuberger Berman | New York | New York | $4.6B | $1M | |
| 108 | Patti Brennan | Top Wealth | Key Financial | West Chester | Pennsylvania | $2.5B | $500K | |
| 109 | Jason Dworak | Top Wealth | UBS Private Wealth Management | Lincoln | Nebraska | $1.9B | $2M | |
| 110 | Trevor Fried | Top Wealth | Morgan Stanley Wealth Management | Fort Lauderdale | Florida | $3.2B | $1M | |
| 111 | Brett Hoge | Top Wealth | Truist Investment Services | Winston-Salem | North Carolina | $2.4B | $1M | ✓ |
| 112 | Dwight Emanuelson, Jr. | Top Wealth | Merrill Private Wealth Management | Dallas | Texas | $8.6B | $5M | |
| 113 | Melissa Corrado Harrison | Top Wealth | UBS Private Wealth Management | Denver | Colorado | $1.8B | $10M | |
| 114 | Joe Montgomery | Top Wealth | Wells Fargo Advisors | Williamsburg | Virginia | $1.7B | $5M | |
| 115 | Bud King | Top Wealth | UBS Private Wealth Management | St. Louis | Missouri | $2.6B | $5M | ✓ |
| 116 | Jeffery Price | Top Wealth | Merrill Wealth Management | Southlake | Texas | $1.9B | $1M | |
| 117 | Mark Moore | Top Wealth | UBS Private Wealth Management | Austin | Texas | $2.9B | $5M | |
| 118 | Stephanie Stiefel | Top Wealth | Neuberger Berman | New York | New York | $4B | $2M | |
| 119 | James Stack | Top Wealth | Stack Financial Management | Whitefish | Montana | $1.9B | $750K | |
| 120 | Corina Davis | Top Wealth | Merrill Wealth Management | Seattle | Washington | $1.4B | $1M | ✓ |
| 121 | Randy Garcia | Top Wealth | The Investment Counsel | Las Vegas | Nevada | $2.1B | $3M | |
| 122 | Joseph Matina | Top Wealth | UBS Private Wealth Management | Naples | Florida | $3.4B | $2M | |
| 123 | Lisa Detanna | Top Wealth | Global Wealth Solutions Group | Raymond James | Beverly Hills | California | $4.4B | $1M |
| 124 | Raj Bhatia | Top Wealth | Merrill Private Wealth Management | Naples | Florida | $2.8B | $5M | |
| 125 | Dean Braun | Top Wealth | Morgan Stanley Private Wealth Management | Seattle | Washington | $7B | $10M | |
| 126 | Rob Metcalf | Top Wealth | UBS Private Wealth Management | Wayzata | Minnesota | $6.1B | $50M | |
| 127 | Curtis Eustis | Top Wealth | Merrill Private Wealth Management | New Orleans | Louisiana | $2.3B | $2.5M | ✓ |
| 128 | Greg Marcus | Top Wealth | UBS Private Wealth Management | Bethesda | Maryland | $1.3B | $25M | |
| 129 | Robert Dyer | Top Wealth | Merrill Private Wealth Management | New York | New York | $2.7B | $10M | |
| 130 | Andrew Kahner | Top Wealth | UBS Wealth Management | New York | New York | $2B | $2M | ✓ |
| 131 | Scott Mahoney | Top Wealth | Morgan Stanley Private Wealth Management | Morristown | New Jersey | $1.8B | $5M | |
| 132 | Charles Noble III | Top Wealth | Janney Montgomery Scott | New Haven | Connecticut | $1.9B | $3M | ✓ |
| 133 | David Briegs | Top Wealth | Merrill Wealth Management | Bridgewater | New Jersey | $2.8B | $1M | |
| 134 | Fotios Piniros | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $14B | $10M | |
| 135 | Sharon Oberlander | Top Wealth | Merrill Wealth Management | Chicago | Illinois | $2.5B | $2.5M | |
| 136 | Greg Onken | Top Wealth | J.P. Morgan Wealth Management | San Francisco | California | $8.2B | $5M | |
| 137 | Blair Cornell | Top Wealth | UBS Wealth Management | Miamisburg | Ohio | $2.2B | $2.5M | ✓ |
| 138 | Timothy Long | Top Wealth | Merrill Wealth Management | Grand Rapids | Michigan | $7.8B | $2M | |
| 139 | Judy Fredrickson | Top Wealth | UBS Private Wealth Management | Wayzata | Minnesota | $6.1B | $25M | |
| 140 | Keith Apton | Top Wealth | UBS Private Wealth Management | Washington | District of Columbia | $4.6B | $5M | |
| 141 | Michael Ricca | Top Wealth | Morgan Stanley Wealth Management | Morristown | New Jersey | $6.8B | $2M | |
| 142 | Andrew Vahab | Top Wealth | J.P. Morgan Wealth Management | Boca Raton | Florida | $5.3B | $12.5M | ✓ |
| 143 | James Whitney | Top Wealth | Graystone Consulting from Morgan Stanley | Chicago | Illinois | $5.5B | $10M | |
| 144 | Richard Migliore | Top Wealth | Merrill Private Wealth Management | Columbia | South Carolina | $11.5B | $4M | |
| 145 | Bruce Burrows | Top Wealth | Morgan Stanley Private Wealth Management | Garden City | New York | $49.8B | $5M | ✓ |
| 146 | Tracey Gluck | Top Wealth | J.P. Morgan Wealth Management | Los Angeles | California | $4.3B | $10M | |
| 147 | Todd Silaika | Top Wealth | Merrill Wealth Management | Clifton Park | New York | $3.5B | $500K | |
| 148 | Brian Firring | Top Wealth | Wells Fargo Advisors | Beverly Hills | California | $2.4B | $25M | ✓ |
| 149 | R. Scot Smith | Top Wealth | Morgan Stanley Wealth Management | Dallas | Texas | $2.4B | $1M | |
| 150 | Charles Balducci | Top Wealth | Merrill Wealth Management | New York | New York | $4.1B | $5M | ✓ |
| 151 | PJ Schwarz | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $5.1B | $10M | |
| 152 | Tom Vacheron | Top Wealth | Merrill Private Wealth Management | Fairfield | Connecticut | $3.1B | $5M | |
| 153 | Paul Ried | Top Wealth | Paul R Ried Financial Group | Bellevue | Washington | $1.2B | $0 | |
| 154 | Mary Mullin | Top Wealth | Merrill Wealth Management | Boston | Massachusetts | $1.8B | $2M | |
| 155 | Bill Oliver | Top Wealth | Wells Fargo Advisors | Charlotte | North Carolina | $3.1B | $2.5M | ✓ |
| 156 | Jeffrey Fratarcangeli | Top Wealth | Fratarcangeli Wealth Management | Bloomfield Hills | Michigan | $3.1B | $5M | |
| 157 | Daniel O'Connell | Top Wealth | Merrill Wealth Management | Garden City | New York | $2.6B | $2M | |
| 158 | Harry Elish | Top Wealth | UBS Private Wealth Management | New York | New York | $3.6B | $4M | |
| 159 | David Skid | Top Wealth | Morgan Stanley Wealth Management | Atlanta | Georgia | $2.1B | $3M | |
| 160 | Brian Cooke | Top Wealth | Cooke Financial Group | Indianapolis | Indiana | $2.5B | $5M | ✓ |
| 161 | J. Chris Cooke | Top Wealth | Cooke Financial Group | Indianapolis | Indiana | $2.5B | $5M | |
| 162 | Harold Trischman | Top Wealth | Morgan Stanley Wealth Management | Greenwich | Connecticut | $4B | $3M | |
| 163 | Dominic Casanueva | Top Wealth | Merrill Wealth Management | Lakewood Ranch | Florida | $8.4B | $500K | |
| 164 | Stacy Oster | Top Wealth | UBS Wealth Management | Bellevue | Washington | $1.3B | $5M | |
| 165 | Evan Steinberg | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $6.1B | $5M | |
| 166 | W. Corby May | Top Wealth | Merrill Wealth Management | Garden City | New York | $2.4B | $5M | |
| 167 | Stephen Fish | Top Wealth | UBS Wealth Management | Cincinnati | Ohio | $3.5B | $1M | |
| 168 | David Karp | Top Wealth | Cresset Asset Management | Reston | Virginia | $6.6B | $10M | |
| 169 | Victor Livingstone | Top Wealth | Morgan Stanley Private Wealth Management | Boston | Massachusetts | $8.4B | $10M | |
| 170 | Eric Payne | Top Wealth | Merrill Wealth Management | Indianapolis | Indiana | $3.5B | $1M | |
| 171 | Charles Day | Top Wealth | UBS Private Wealth Management | New York | New York | $2.5B | $25M | ✓ |
| 172 | John McCardell | Top Wealth | Merrill Wealth Management | Charlotte | North Carolina | $11.5B | $4M | |
| 173 | Allen Schreiber | Top Wealth | TSG Wealth Management | Wells Fargo Advisors Financial Network | Long Beach | California | $16B | $500K |
| 174 | Michael Beckerman | Top Wealth | Merrill Private Wealth Management | Coral Gables | Florida | $3.4B | $25M | |
| 175 | David Higgins | Top Wealth | Rockefeller Capital Management | Atlanta | Georgia | $3.3B | $10M | |
| 176 | Peter Bermont | Top Wealth | Raymond James & Associates | Coral Gables | Florida | $4.7B | $5M | |
| 177 | Michael Breen | Top Wealth | Merrill Private Wealth Management | San Francisco | California | $26.6B | $10M | |
| 178 | Christopher Cook | Top Wealth | Merrill Wealth Management | Florham Park | New Jersey | $2.4B | $2.5M | ✓ |
| 179 | Jordan Mayer | Top Wealth | J.P. Morgan Wealth Management | New York | New York | $9.2B | $5M | |
| 180 | Xi Qiao | Top Wealth | UBS Private Wealth Management | San Francisco | California | $2.8B | $5M | |
| 181 | Michael Henley | Top Wealth | Brandywine Oak Private Wealth | Kennett Square | Pennsylvania | $1.8B | $3M | |
| 182 | Jonathan Legg | Top Wealth | Morgan Stanley Private Wealth Management | Washington | District of Columbia | $3.5B | $10M | |
| 183 | Joel Bird | Top Wealth | Ameriprise Financial Services | Bismarck | North Dakota | $5.3B | $1M | |
| 184 | Karl Wolfslau | Top Wealth | Morgan Stanley Wealth Management | Long Beach | California | $3.6B | $250K | |
| 185 | Gabriel Jay | Top Wealth | UBS Private Wealth Management | Walnut Creek | California | $2.6B | $5M | |
| 186 | Kathy Grasmeder | Top Wealth | Morgan Stanley Wealth Management | Glens Falls | New York | $1.8B | $250K | |
| 187 | Louise Gunderson | Top Wealth | UBS Private Wealth Management | New York | New York | $6.5B | $1M | |
| 188 | Ramzi Nuwayhid | Top Wealth | Merrill Private Wealth Management | Boston | Massachusetts | $2.5B | $10M | |
| 189 | Andrew Schultz | Top Wealth | Morgan Stanley Private Wealth Management | Miami Beach | Florida | $1.7B | $5M | ✓ |
| 190 | Mark Lippman | Top Wealth | Wells Fargo Advisors | Linwood | New Jersey | $3.3B | $1M | |
| 191 | Carl Cafaro | Top Wealth | Merrill Wealth Management | Newton | Massachusetts | $6.9B | $2.5M | ✓ |
| 192 | James W. Rimmel | Top Wealth | UBS Wealth Management | Pittsburgh | Pennsylvania | $2.7B | $1M | |
| 193 | Kyle Chudom | Top Wealth | Morgan Stanley Wealth Management | Naples | Florida | $2.1B | $0 | |
| 194 | Todd Battaglia | Top Wealth | MG&A Wealth | Plantation | Florida | $1.2B | $1M | |
| 195 | Matt Van Beek | Top Wealth | Merrill Wealth Management | Seattle | Washington | $3.8B | $5M | |
| 196 | George Papadoyannis | Top Wealth | Ameriprise Financial Services | San Mateo | California | $1.4B | $1M | |
| 197 | Jim Moriarity | Top Wealth | Morgan Stanley Private Wealth Management | Palm Beach | Florida | $4.5B | $20M | |
| 198 | Matt Bret | Top Wealth | UBS Wealth Management | Kansas City | Missouri | $4.3B | $250K | |
| 199 | Trevor Wilde | Top Wealth | Wilde Wealth Management Group | Cetera Advisors | Scottsdale | Arizona | $5B | $0 |
| 200 | Sal Tiano | Top Wealth | Merrill Private Wealth Management | Palm Beach Gardens | Florida | $4B | $5M | |
| 201 | Dan Murphy | Top Wealth | Morgan Stanley Wealth Management | Palo Alto | California | $50.7B | $3M | |
| 203 | Ajay Desai | Top Wealth | UBS Private Wealth Management | Chicago | Illinois | $3.4B | $25M | ✓ |
| 204 | Don d'Adesky | Top Wealth | Raymond James & Associates | Boca Raton | Florida | $6.3B | $1M | |
| 205 | Holly Kroft | Top Wealth | Neuberger Berman | New York | New York | $4.4B | $5M | |
| 206 | Jason Kirchmeier | Top Wealth | Ameriprise Financial Services | Bismarck | North Dakota | $5.3B | $1M | |
| 207 | Russ Rabito | Top Wealth | UBS Private Wealth Management | New York | New York | $12.1B | $5M | |
| 208 | Ryan Sprowls | Top Wealth | 114 Private Wealth | Wells Fargo Advisors Financial Network | Alexandria | Virginia | $2.5B | $1M |
| 209 | James Woldert | Top Wealth | Morgan Stanley Wealth Management | Houston | Texas | $1.2B | $5M | |
| 210 | Dan Wilson | Top Wealth | Ameriprise Financial Services | Auburndale | Massachusetts | $3.8B | $500K | |
| 211 | Ron Mencias | Top Wealth | Merrill Wealth Management | Indianapolis | Indiana | $3.5B | $1M | |
| 212 | Tony Maddalena | Top Wealth | Morgan Stanley Wealth Management | Purchase | New York | $3.3B | $100K | |
| 213 | Neil McPeak | Top Wealth | McPeak Wealth Management Group | Wells Fargo Advisors Financial Network | Linwood | New Jersey | $2.4B | $1M |
| 214 | Brandon Sobel | Top Wealth | UBS Private Wealth Management | New York | New York | $1.6B | $5M | ✓ |
| 215 | Philip Appel | Top Wealth | Merrill Wealth Management | Bloomfield Hills | Michigan | $3.9B | $1M | |
| 216 | Kris Kasturi | Top Wealth | Ameriprise Financial Services | Palm Coast | Florida | $3.7B | $250K | |
| 217 | Jason Bogardus | Top Wealth | Morgan Stanley Private Wealth Management | Menlo Park | California | $65.6B | $10M | |
| 218 | Trevor Byrne | Top Wealth | Morgan Stanley Wealth Management | Boston | Massachusetts | $1.8B | $1M | |
| 219 | Chris Clifford | Top Wealth | UBS Private Wealth Management | San Francisco | California | $3.6B | $20M | ✓ |
| 220 | Daniel Ehrlich | Top Wealth | Morgan Stanley Wealth Management | New York | New York | $2.8B | $5M | |
| 221 | Steve Nagel | Top Wealth | Merrill Private Wealth Management | Frisco | Texas | $2.5B | $5M | |
| 222 | Trevor Mathias | Top Wealth | Morgan Stanley Wealth Management | Chicago | Illinois | $1.6B | $2M | |
| 223 | William Peterson | Top Wealth | Neuberger Berman | New York | New York | $3.2B | $1M | |
| 224 | Scott McEwan | Top Wealth | Morgan Stanley Wealth Management | Newport Beach | California | $6.1B | $5M | |
| 225 | Ryan C. Lewis | Top Wealth | Morgan Stanley Private Wealth Management | New York | New York | $43.1B | $10M | |
| 226 | Marcus Fagersten | Top Wealth | UBS Private Wealth Management | San Francisco | California | $10.9B | $2M | |
| 227 | John Perry | Top Wealth | Morgan Stanley Private Wealth Management | Indianapolis | Indiana | $3.6B | $5M | |
| 228 | John Acker | Top Wealth | UBS Wealth Management | Los Angeles | California | $2.3B | $2M | |
| 230 | AJ Jugan | Top Wealth | Ameriprise Financial Services | Pittsburgh | Pennsylvania | $3.3B | $500K | ✓ |
| 231 | Brian Hahn | Top Wealth | Neuberger Berman | Chicago | Illinois | $2.7B | $5M | ✓ |
| 232 | Cam McKinney | Top Wealth | William Blair | Chicago | Illinois | $5.8B | $10M | ✓ |
| 233 | John Cimaroli | Top Wealth | William Blair | Chicago | Illinois | $5.8B | $10M | |
| 234 | Michael Shalhoup | Top Wealth | Merrill Wealth Management | New York | New York | $3B | $2M | |
| 235 | Mark Wilkins | Top Wealth | UBS Private Wealth Management | Clayton | Missouri | $1.4B | $25M | |
| 236 | Scott Sparks | Top Wealth | Sparks Financial | Northwestern Mutual | Denver | Colorado | $1.7B | $3M |
| 237 | Phil Wood | Top Wealth | Ameriprise Financial Services | Omaha | Nebraska | $5.2B | $2M | |
| 238 | Andy Harbour | Top Wealth | Graystone Consulting from Morgan Stanley | Atlanta | Georgia | $11.7B | $1M | ✓ |
| 239 | Mark Fendrick | Top Wealth | UBS Wealth Management | Mount Laurel | New Jersey | $3.3B | $1M | |
| 240 | David Magrone | Top Wealth | Merrill Private Wealth Management | New York | New York | $7.2B | $25M | |
| 241 | Mike Moeller | Top Wealth | Moeller Investment Group | Wells Fargo Advisors Financial Network | Chesterfield | Missouri | $2.4B | $0 |
| 242 | Domenic Marinelli | Top Wealth | Morgan Stanley Wealth Management | Boston | Massachusetts | $1.3B | $1M | |
| 243 | Tim Pagliara | Top Wealth | CapWealth | Franklin | Tennessee | $1.8B | $1M | |
| 244 | John DeRosa | Top Wealth | UBS Private Wealth Management | New York | New York | $6.3B | $10M | |
| 245 | Kent Kirby | Top Wealth | UBS Private Wealth Management | Nashville | Tennessee | $3.4B | $25M | |
| 246 | Buck Wiley III | Top Wealth | Merrill Private Wealth Management | Atlanta | Georgia | $2.8B | $5M | ✓ |
| 247 | Jay Canell | Top Wealth | The Canell Group | Wells Fargo Advisors | New York | New York | $2.6B | $3M |
| 248 | Neil Canell | Top Wealth | The Canell Group | Wells Fargo Advisors | New York | New York | $2.6B | $3M |
| 249 | Timothy Finucan | Top Wealth | Edward Jones | Webster City | Iowa | $1B | $500K | |
| 250 | David Li | Top Wealth | J.P. Morgan Wealth Management | Palm Beach Gardens | Florida | $1.5B | $2M |