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he S&P 500 climbed an impressive 10% in the first quarter of 2024 despite the fact that some of its biggest here-to-fore drivers, namely Apple and Tesla, had down quarters. All eyes are now on the inflation numbers and when or whether the Federal Reserve will begin cutting interest rates. Volatile but rising markets, with a heavy measure of election year uncertainty are a good environment for the 8,507 seasoned wealth managers populating the sixth annual Forbes/SHOOK Best-in-State Wealth Advisors ranking. Reassuring telephone calls with positive returns tend to solidify client relationships. Collectively, the advisors on our list oversee more than $13.5 trillion in client assets. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.
Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.
- NAMECOMPANYCITYSTATE/REGIONMINIMUM ACCOUNT SIZE FOR NEW BUSINESSTEAM ASSETS (CUSTODIED)TYPICAL NET WORTH OF RELATIONSHIPSTYPICAL SIZE OF HOUSEHOLD ACCOUNTSMichael WarrMorgan Stanley Private Wealth ManagementTuscaloosaAlabama$10M$4.4B$25-100M$10-20MMoss CrosbyTwickenham AdvisorsHuntsvilleAlabama$20M$1.7B$10-50M$6-25MCamper O'NealMerrill Wealth ManagementBirminghamAlabama$1M$1B$5-30M$5-15MS. Wesley CarpenterMerrill Wealth ManagementFairhopeAlabama$600K$766M$1.5-5.5M$1.4-3.9MTad HillFreedom Financial GroupBirminghamAlabama$500K$225M$1.5-5M$1.5-5MPalmer WhitingMerrill Wealth ManagementMobileAlabama$1M$969M$2-5M$2.3-4MAlistair Harding-SmithMorgan Stanley Wealth ManagementBirminghamAlabama$5M$1.7B$10-100M$5-50MBrian M. WoodkeMerrill Wealth ManagementBirminghamAlabama$500K$1.5B$4-10M$1.5-7MKevin HaynesUBS Wealth ManagementMontgomeryAlabama$250K$3.1B$1.5-2M$750K-10MBob RunkleMorgan Stanley Wealth ManagementMontgomeryAlabama$1M$1.1B$3-6M$1.7-7.5MMark MantoothMorgan Stanley Wealth ManagementHuntsvilleAlabama$500K$1.1B$3-15M$1.5-10MBrian HinsonBridgeworth Wealth ManagementHuntsvilleAlabama$1M$2.2B$5-35M$2.5-15MIke BrownMerrill Wealth ManagementAnnistonAlabama$250K$473M$1.5-20M$500K-1MRobert ComerMerrill Wealth ManagementBirminghamAlabama$250K$346M$1-5M$500K-2.5MEric JohnsonWells Fargo Advisors Financial NetworkDecaturAlabama$500K$1.2B$2-20M$1-10MDebbie CrownoverRaymond James & AssociatesTuscaloosaAlabama$500K$379M$5-20M$2-15MRyan HammMerrill Wealth ManagementFlorenceAlabama$500K$590M$1-10M$500K-10MKenneth BluesteinMerrill Wealth ManagementBirminghamAlabama$300K$322M$3-8M$1.1-3MTodd ThornellMerrill Wealth ManagementDothanAlabama$500K$510M$2.5-25M$500K-25MJohn MaloneyCAPTRUSTBirminghamAlabama$1M$1.7B$2-100M$8-100MMelanie NicholsWaverly Advisors Asset ManagementBirminghamAlabama$1M$6.3B$2-15M$3-25MAndy JohnsonEdward JonesMadisonAlabama$0$354M$1.2-9M$719K-4MPatrick SneedEdward JonesFlorenceAlabama$0$366M$500K-5M$250K-3MCraig PittmanPittman Wealth ManagementDothanAlabama$250K$281M$3-20M$800K-15MBilly HidenMorgan Stanley Wealth ManagementBirminghamAlabama$2M$2.5B$7.5-15M$3.5-8MStephen DavisMerrill Wealth ManagementBirminghamAlabama$1M$794M$1.7-10M$500K-7.5MStuart PattonMorgan Stanley Wealth ManagementMontgomeryAlabama$1M$2.6B$5-10M$1-5MPatrick CummingsAmeriprise Financial ServicesBirminghamAlabama$750K$343M$750K-12M$750K-4MGarner JefferyMerrill Wealth ManagementMobileAlabama$1M$1.1B$2.5-7.5M$1.5-5MDanny HottelHottel Capital | Northwestern Mutual Wealth ManagementBirminghamAlabama$5M$429M$5-60M$2-48MSteven PhillipsBenjamin F. EdwardsBirminghamAlabama$2M$468M$2.5-100M$500K-30MHollis Gieger JrMorgan Stanley Wealth ManagementBirminghamAlabama$1M$2.5B$3.5-25M$3-7.5MJeff HowardStifelMobileAlabama$0$510M$1-15M$500K-10MLuis GarciaRaymond James & AssociatesHuntsvilleAlabama$2M$2B$2-770M$2-83MAmy McLevaineWells Fargo AdvisorsBirminghamAlabama$2M$305M$3.5-25M$3.5-25MTaylor HartMerrill Wealth ManagementBirminghamAlabama$250K$440M$1-10M$500K-3MSteve HudsonAmeriprise Financial ServicesBirminghamAlabama$1M$722M$2.5-15M$1.2-16MShari BurnumRFG Advisory | Private Client ServicesMadisonAlabama$250K$212M$1.5-10M$250-500KParker HuddleMerrill Wealth ManagementMobileAlabama$250K$398M$2-4M$1.5-3MChad DolanMerrill Wealth ManagementFairhopeAlabama$250K$463M$1-25M$1-5MDaniel DeanUBS Wealth ManagementBirminghamAlabama$500K$3.1B$1.5-20M$1-10MTodd McBrideMorgan Stanley Wealth ManagementHuntsvilleAlabama$1M$1B$1-10M$750K-5MPaul RussellMorgan Stanley Wealth ManagementMobileAlabama$500K$910M$2-8M$1-4MWayne HarrisBridgeworth Wealth ManagementBirminghamAlabama$1M$2.2B$1-20M$1-13MEvan PriceStifelBirminghamAlabama$2M$653M$5-25M$5-25MScott SimpsonRaymond James & AssociatesBirminghamAlabama$500K$490M$500K-15M$250K-15MTodd LowryMorgan Stanley Wealth ManagementHuntsvilleAlabama$500K$1B$500K-2.5M$1-1.2MCharlie NorwoodMorgan Stanley Wealth ManagementBirminghamAlabama$1M$2.5B$5-20M$5-15MMatthew LairdRaymond James & AssociatesBirminghamAlabama$500K$551M$1-5M$1-3MWesley PattersonPatterson Andrews Wealth Management | Northwestern Mutual Wealth ManagementBirminghamAlabama$500K$543M$750K-8M$500K-1.2MKatie HancockMorgan Stanley Wealth ManagementTuscaloosaAlabama$5M$4.3B$25-100M$5-50MMaury LomaxMorgan Stanley Wealth ManagementMobileAlabama$500K$438M$1.5-10M$1-3MChristopher ColeWells Fargo AdvisorsBirminghamAlabama$1M$329M$1-15M$1-10MTod FrickMorgan Stanley Wealth ManagementFairhopeAlabama$1M$667M$750K-25M$1-5MTrip PhillipsRaymond James Financial ServicesMontgomeryAlabama$250K$1B$2.5-10M$1-5MJeff RobertsAmeriprise Financial ServicesBirminghamAlabama$250K$798M$1-10M$250K-10MJohn Parker WilsonMorgan Stanley Wealth ManagementBirminghamAlabama$2M$2.2B$40-100M$10-100MMary Anne PhillipsMerrill Private Wealth ManagementBirminghamAlabama$5M$539M$5-50M$3-25MW. Scott ThompsonMerrill Wealth ManagementFairhopeAlabama$1M$222M$1-3M$1.2-5MJason KozonEdward JonesFoleyAlabama$500K$289M$500K-10M$490K-3MW. Self RadcliffMorgan Stanley Wealth ManagementMobileAlabama$750K$1B$1-25M$500K-2MRob VaughnRaymond James & AssociatesBirminghamAlabama$1M$300M$1.5-25M$2-30MShaun CosbyMerrill Wealth ManagementBirminghamAlabama$500K$233M$2-10M$1-10MJustin MarshWells Fargo AdvisorsAnnistonAlabama$500K$592M$1-10M$500K-5MWalter DukeMerrill Wealth ManagementGadsdenAlabama$350K$528M$800K-5M$600K-4MJason SchrimsherUBS Wealth ManagementHuntsvilleAlabama$250K$476M$1-5M$500K-1.5MBrad FlowersRaymond James & AssociatesHuntsvilleAlabama$1.5M$2B$1.5-770M$1.5-116MJames FalconEdward JonesHuntsvilleAlabama$500K$228M$300K-2.5M$150K-2MJerry WindleAmeriprise Financial ServicesBirminghamAlabama$750K$722M$1-5M$750K-6MAlex PolsMorgan Stanley Wealth ManagementHuntsvilleAlabama$250K$1.1B$5-20M$1.2-7MGlenda GoughMorgan Stanley Wealth ManagementHuntsvilleAlabama$250K$532M$2-7M$500K-4MJames BelewMorgan Stanley Wealth ManagementFlorenceAlabama$300K$375M$2-7M$1.5-4MGreg AlfordUBS Private Wealth ManagementMontgomeryAlabama$250K$392M$1-5M$500K-1MScott WaltonWalton FinancialBirminghamAlabama$500K$147M$1-5M$1-3MSteve Garrett Sr.Ameriprise Financial ServicesBirminghamAlabama$0$555M$400-800K$500K-3.5MMatthew SmithMerrill Wealth ManagementBirminghamAlabama$250K$257M$2.5-8.5M$1.2-3MJordan PlasterAmeriprise Financial ServicesTuscaloosaAlabama$500K$363M$2.5-20M$1-10MSteve RiceWells Fargo AdvisorsBirminghamAlabama$500K$1.3B$1.5-25M$500K-10MBrett LaneyEdward JonesTuscaloosaAlabama$500K$171M$1.5-10M$500K-4.5MDavid BrooksMerrill Wealth ManagementMontgomeryAlabama$500K$358M$1-5M$500K-5MChad RicheyMerrill Wealth ManagementBirminghamAlabama$250K$578M$1-5M$1-5MChuck JonesMorgan Stanley Wealth ManagementHuntsvilleAlabama$500K$810M$1-5M$500K-2.5MSuzanne TovarWells Fargo AdvisorsBirminghamAlabama$250K$396M$2.5-5M$1.2-3MThomas MontzSmartBank Investment Services / Raymond JamesMobileAlabama$0$370M$500K-5M$500K-5MJim KlineWells Fargo AdvisorsBirminghamAlabama$500K$1.3B$1-20M$500K-15MJeff EnglishMorgan Stanley Wealth ManagementBirminghamAlabama$250K$608M$1-2.5M$1-5MJennifer RyderAmeriprise Financial ServicesMobileAlabama$150K$424M$100-500K$200K-1MAlison CreekbaumMerrill Wealth ManagementDothanAlabama$250K$287M$3-5M$1.5-5MJohn WattsMadison Street Wealth AdvisorsHuntsvilleAlabama$2.5M$2B$1.5-770M$1-55MPaul WinnMorgan Stanley Wealth ManagementMontgomeryAlabama$500K$584M$1-10M$1-6MDavid ForemanWaverly Advisors Asset ManagementBirminghamAlabama$1M$6.3B$3-15M$2-12MLauren PearsonSomerset AdvisoryBirminghamAlabama$1.5M$207M$1.6-80M$675K-11.5MCharles Harris JonesMerrill Wealth ManagementHuntsvilleAlabama$250K$269M$500K-3.5M$650K-7MJonathan DvorakEdward JonesCullmanAlabama$500K$236M$500K-5M$490K-2MJesse ScrogginsSageSpring Wealth PartnersBirminghamAlabama$500K$153M$1-15M$1-10MJohn TroncaleWells Fargo AdvisorsAnnistonAlabama$500K$592M$1-10M$500K-5MKenneth PriceMerrill Wealth ManagementBirminghamAlabama$250K$578M$1.5-6M$1-5MLaurie RussellMerrill Wealth ManagementMontgomeryAlabama$500K$626M$5-500M$2.5-15MDeLynn ZellBridgeworth Wealth ManagementBirminghamAlabama$1M$2.2B$1-40M$1-20MJohn GreggWells Fargo AdvisorsBirminghamAlabama$250K$240M$1-10M$500K-5MMelanie HarrisMerrill Wealth ManagementFairhopeAlabama$250K$404M$2.5-5M$500K-3.5MNicole BarbeeMerrill Wealth ManagementBirminghamAlabama$500K$564M$1-10M$1-10MBunker MedberyMorgan Stanley Wealth ManagementBirminghamAlabama$100K$167M$1-10M$500K-5MJ.J. HughesAmeriprise Financial ServicesDothanAlabama$500K$549M$750K-25M$250K-10MBryan HancockTimberchase FinancialBirminghamAlabama$2M$170M$2-20M$1-7MBrandon StoughThornhill Capital Management / Raymond James Financial ServicesTuscaloosaAlabama$500K$623M$2-10M$800K-5MAdam ConnollyMorgan Stanley Wealth ManagementFlorenceAlabama$0$374M$1-5M$750K-3MMitchell LoperWarrior Investment Group / Raymond James Financial ServicesTuscaloosaAlabama$200K$380M$250K-10M$250K-5MPatrick HargroveWarrior Investment Group / Raymond James Financial ServicesTuscaloosaAlabama$200K$380M$250K-10M$250K-5MAdam RussellWells Fargo AdvisorsGardendaleAlabama$500K$223M$1-7M$500K-4MKitty DavenportEdward JonesHuntsvilleAlabama$0$222M$500K-3M$300K-2MKen YarbroughRaymond James & AssociatesBirminghamAlabama$500K$245M$350K-4M$550K-1.5MScott HowellWells Fargo AdvisorsBirminghamAlabama$0$612M$5M$5MNancy LiphamWells Fargo AdvisorsAnnistonAlabama$250K$230M$750K-7M$300-600KPennie KeeneMorgan Stanley Wealth ManagementHuntsvilleAlabama$500K$1.1B$3-50M$3-35MJenny HiteMadison Street Wealth Advisors of Raymond JamesHuntsvilleAlabama$1M$1.8B$1-15M$1-5MWarren WhatleyWhatley Financial Group / Raymond JamesBirminghamAlabama$0$482M$500K-5M$500K-5MBryan PooleWells Fargo AdvisorsBirminghamAlabama$500K$275M$500K-20M$500K-20MWebb ChastainMerrill Wealth ManagementMontgomeryAlabama$250K$227M$700K-2.2M$325K-1.6MJenny SneedBridgeworth Wealth ManagementBirminghamAlabama$1M$2.2B$1-10M$1-6MCindy ClarkMerrill Wealth ManagementMontgomeryAlabama$250K$276M$1-2.5M$500K-1.2MMitchell DubinaStifelMontgomeryAlabama$500K$700M$1-20M$5-15MValerie R. LeonardEverThrive Financial GroupBirminghamAlabama$100K$325M$1.5-15M$250K-7.2MMichael RutledgeWells Fargo AdvisorsHuntsvilleAlabama$250K$231M$750K-20M$500K-3MJeff LeonardRaymond James Financial ServicesAnchorageAlaska$5M$1.3B$3.5-25M$1-10MRyan CallawayAmeriprise Financial ServicesAnchorageAlaska$100K$1.3B$500K-5M$500K-5MLevi RobinsonUBS Wealth ManagementAnchorageAlaska$5M$643M$3.5-20M$3-10MAlexander JoannidesWells Fargo AdvisorsAnchorageAlaska$1M$559M$5-30M$2.5-20MSarah SpringerBairdAnchorageAlaska$1M$1B$1-20M$500K-10MPeter JuraszMerrill Wealth ManagementJuneauAlaska$350K$586M$4-85M$1-10MTom KonopMorgan Stanley Wealth ManagementAnchorageAlaska$250K$302M$3-15M$500K-20MTammy HeadUBS Wealth ManagementAnchorageAlaska$1M$867M$2-30M$2-15MRobert Bell IIRaymond James Financial ServicesFairbanksAlaska$1M$317M$750K-10M$500K-3.5MJohn PetersonMerrill Wealth ManagementAnchorageAlaska$250K$850M$2-12M$2-8MMichael MurphyMerrill Wealth ManagementAnchorageAlaska$250K$284M$500K-5M$300K-4MTommy KiblerMerrill Wealth ManagementAnchorageAlaska$750K$441M$1.5-5M$750K-3MKenneth JonesMerrill Wealth ManagementAnchorageAlaska$1M$850M$8.2-12.7M$2.8-7.9MAl BissEdward JonesAnchorageAlaska$0$262M$1.4-2.5M$700K-1.5MC. Greg CarrMerrill Wealth ManagementAnchorageAlaska$500K$319M$1-20M$750K-20MJonathan CoonMerrill Wealth ManagementAnchorageAlaska$350K$409M$1-4M$1-10MJack HartmannMorgan Stanley Wealth ManagementAnchorageAlaska$250K$291M$1-3M$500K-2MKurt MartensRaymond James Financial ServicesAnchorageAlaska$2.5M$1.3B$3.5-25M$1-10MWill MarshallMerrill Wealth ManagementAnchorageAlaska$500K$299M$1-5M$500K-2.5MChad AdamsUBS Wealth ManagementAnchorageAlaska$1.5M$535M$1-5M$500K-9MGrant ShearerBairdAnchorageAlaska$1M$1B$1-20M$500K-10MCassie KosinskiWells Fargo AdvisorsAnchorageAlaska$1M$308M$5-10M$1-5MZach KohanMerrill Wealth ManagementJuneauAlaska$500K$167M$750K-1.5M$500K-35.9MSteven SchultzUBS Wealth ManagementPhoenixArizona$1M$2.1B$2-10M$1-8MTrevor WildeWilde Wealth Management GroupScottsdaleArizona$0$2.7B$1-5M$100K-5MMichael W ButtMorgan Stanley Wealth ManagementScottsdaleArizona$250K$1.4B$1.5-7.6M$2-7MScott HornTFO Family Office PartnersPhoenixArizona$0$3.5B$5-75M$2-40MRobert BancroftMorgan Stanley Private Wealth ManagementScottsdaleArizona$10M$2.8B$7.5-100M$4-100MDavid StahleMerrill Wealth ManagementGilbertArizona$1M$2.4B$5-100M$5MGabe HoffmannMorgan Stanley Wealth ManagementScottsdaleArizona$250K$686M$600K-5M$250K-1MJoe Di VitoRBC Wealth ManagementPhoenixArizona$3M$736M$2-50M$5-50MJeffry KorteMerrill Wealth ManagementScottsdaleArizona$500K$907M$2-6.5M$550K-5.5MKevin DickKDI Wealth ManagementScottsdaleArizona$2.5M$411M$1.5-30M$475K-3MEric OlsonMorgan Stanley Private Wealth ManagementScottsdaleArizona$10M$4.1B$30-200M$15-200MChristopher DownsMerrill Wealth ManagementGilbertArizona$500K$1.2B$1.5-10M$1.5-10MJennifer HershMerrill Wealth ManagementScottsdaleArizona$250K$553M$750K-5M$500K-5MBrian FriedmanMerrill Wealth ManagementPhoenixArizona$1M$2B$3.5-50M$500K-250MGlenn PahnkeRBC Wealth ManagementScottsdaleArizona$5M$1B$2-250M$1.5-50MNayan RanchhodAmeriprise Financial ServicesScottsdaleArizona$750K$529M$3-10M$750K-15MVance FalbaumRBC Wealth ManagementTucsonArizona$500K$504M$1-20M$1-15MFernando GandaraMerrill Wealth ManagementTucsonArizona$2.5M$406M$5-600M$2.5-60MHenry VilledaMerrill Wealth ManagementPhoenixArizona$250K$58.6B$10-500M$5-200MBrad HowellUBS Wealth ManagementPhoenixArizona$3M$463M$7.5-400M$3-70MTodd ReegBairdScottsdaleArizona$1M$1B$3-15M$2-10MPaul GrovesMorgan Stanley Private Wealth ManagementScottsdaleArizona$10M$4.1B$35-100M$10M-1.2BScot BenefielMerrill Wealth ManagementScottsdaleArizona$1M$541M$5-7.5M$1-3MStockton SchultzUBS Wealth ManagementPhoenixArizona$1M$2.1B$1-10M$1-5MJacob DuffyBairdScottsdaleArizona$2M$581M$5-15M$2-5MMichael HudakMerrill Private Wealth ManagementPhoenixArizona$5M$3.1B$10-50M$5-25MBrian CrawfordWells Fargo AdvisorsTucsonArizona$250K$2.1B$1-100M$2.5-100MRenee A. HansonAmeriprise Financial ServicesPhoenixArizona$1M$288M$500K-35M$250K-19MSteve RabinAmeriprise Financial ServicesGilbertArizona$500K$605M$750K-10M$500K-6MSean WaltzMerrill Wealth ManagementPhoenixArizona$1.5M$590M$5-25M$3-7.5MJason ZilvetiRockefeller Capital ManagementScottsdaleArizona$0$521M$15-100M$7.5-50MDavid KerberMercer AdvisorsScottsdaleArizona$5M$1.3B$7-50M$1-17MKurt E. MeyerMorgan Stanley Wealth ManagementScottsdaleArizona$2M$888M$2-15M$2.5-7.5MDaniel MartingMorgan Stanley Wealth ManagementPhoenixArizona$5M$783M$25-100M$2-25MWayne KandasAmeriprise Financial ServicesPhoenixArizona$100K$524M$2-6M$1-2MJacquie WeflenTFO Family Office PartnersPhoenixArizona$0$3.5B$5-100M$2-50MDrew BleaseBlease Financial Services | LPLTucsonArizona$1M$350M$500K-1.7M$1-2MDavid DorwardMerrill Wealth ManagementScottsdaleArizona$1.5M$811M$5-12M$2.5-7MStephanie GreerMerrill Wealth ManagementScottsdaleArizona$1M$619M$4-25M$4-15MMitch StillmanWells Fargo AdvisorsScottsdaleArizona$250K$774M$2-5M$500K-3MDavid BarnettMerrill Wealth ManagementScottsdaleArizona$0$572M$1-3.5M$250K-2.5MChip PisoniRBC Wealth ManagementScottsdaleArizona$500K$1B$800K-4.1M$1-4MTrent LongneckerMerrill Wealth ManagementPhoenixArizona$500K$838M$2-50M$2-20MPeter ChoyUBS Wealth ManagementPhoenixArizona$3M$297M$5-10M$3-6MTim CowdreyRBC Wealth ManagementScottsdaleArizona$750K$1B$2-5M$1-4MRichie SchmockRockefeller Capital ManagementScottsdaleArizona$10M$825M$30-300M$10-100MChris WallenEdward JonesScottsdaleArizona$0$493M$1.5-15M$1-4MBruce HoslerHosler Wealth ManagementScottsdaleArizona$1M$236M$2-30M$1-10MTeri KelleyMorgan Stanley Wealth ManagementScottsdaleArizona$2M$1.8B$4-30M$3-15MPaul MorrisMerrill Wealth ManagementScottsdaleArizona$600K$517M$1.6-8M$500K-3MMatthew GimmelliMorgan Stanley Wealth ManagementScottsdaleArizona$2M$1.8B$3.5-30M$2.5-15MMary HuntleyIndependent Financial GroupCamp VerdeArizona$0$585M$500K-20M$500K-10MLeah HoffmanBairdPhoenixArizona$1M$350M$4-15M$4-24MTony BebbingtonUBS Wealth ManagementPhoenixArizona$250K$318M$1-5M$500K-2MScott MacDonaldUBS Private Wealth ManagementScottsdaleArizona$10M$1.6B$18-30M$11.5-18MGary WeissRaymond James & AssociatesScottsdaleArizona$500K$471M$2-10M$1-5MJordan JobeRaymond James Financial ServicesScottsdaleArizona$1M$290M$2-20M$1-15MM.J. NodiloEP Wealth AdvisorsPhoenixArizona$500K$620M$2-10M$1-5MMichael TreibergTreiberg Wealth ManagementTucsonArizona$1M$256M$1.5-5.5M$1-5MSusan BaileyUBS Wealth ManagementPhoenixArizona$1M$310M$3-18M$1-15MJuan C. Tapia CamouMerrill Wealth ManagementTucsonArizona$2.5M$1.4B$5-100M$2.5-50MJane RojasMorgan Stanley Wealth ManagementTucsonArizona$1M$687M$3-8M$1-8MCraig FielderMerrill Wealth ManagementPhoenixArizona$500K$628M$3-20M$1-5MJacob GoldJacob Gold & AssociatesScottsdaleArizona$250K$250M$1-5M$750K-3MSteve SchulteAmeriprise Financial ServicesYumaArizona$250K$265M$500K-15M$100K-2MSteve StrongMerrill Wealth ManagementTucsonArizona$1M$699M$2.8-110M$1.5-4.5MChristian SerenaMerrill Wealth ManagementPeoriaArizona$500K$696M$2-7.5M$500K-6.5MStephen TaddieHoyleCohenPhoenixArizona$1M$3.2B$2.5-18M$2-30MAshley AmentMerrill Wealth ManagementScottsdaleArizona$0$572M$1-3.5M$250K-2.5MSean StuchenMerrill Wealth ManagementTucsonArizona$1M$544M$2.8-11M$1.5-4.5MJeff WassonUBS Private Wealth ManagementPhoenixArizona$10M$1.3B$10-100M$5-50MJeffrey CainMorgan Stanley Wealth ManagementScottsdaleArizona$500K$681M$1-8M$1-5MLarry FannUBS Wealth ManagementPhoenixArizona$0$163M$5-10M$3.5-7MAaron RottensteinUBS Wealth ManagementTucsonArizona$1M$443M$2.5-25M$1-15MMatthew ApostolikMerrill Wealth ManagementTucsonArizona$1M$992M$3-30M$750K-6MDrew KliberUBS Wealth ManagementPhoenixArizona$1M$335M$1.7-10M$1.7-5MJeremy MeschesWells Fargo AdvisorsScottsdaleArizona$500K$732M$1.5-20M$1-20MJustin LowUBS Wealth ManagementPhoenixArizona$1M$2.1B$2-50M$1.5-20MMichael RidleyJ.P. Morgan Wealth ManagementScottsdaleArizona$1M$382M$2.5-25M$1.5-10MShalene CaldwellWells Fargo AdvisorsScottsdaleArizona$1M$476M$2-20M$1-10MRichard SchneiderUBS Wealth ManagementScottsdaleArizona$500K$1.6B$2-10M$500K-4MMatthew WalkerFortitude Family OfficeScottsdaleArizona$2M$358M$10-500M$50-100MTania KvakicRBC Wealth ManagementPhoenixArizona$1M$245M$3-10M$1-15MWilliam HertzogRBC Wealth ManagementPhoenixArizona$500K$227M$2-40M$2-5MBrad EastBairdPhoenixArizona$1M$340M$1-8M$500K-5MSteven GillanMerrill Wealth ManagementScottsdaleArizona$250K$428M$1-5M$500K-5MKent HughesMerrill Wealth ManagementPhoenixArizona$350K$538M$1-3.5M$500K-2.5MAdam GoldsteinAdara Wealth ManagementTucsonArizona$500K$434M$1-7.5M$750K-10MKenneth MilanoRockefeller Capital ManagementScottsdaleArizona$5M$825M$5-100M$2-50MJohn CrossMerrill Wealth ManagementPhoenixArizona$500K$369M$1-40M$1-15MScott NanceEdward JonesChandlerArizona$0$271M$775K-3M$750K-2.5MBill HerfRBC Wealth ManagementScottsdaleArizona$750K$1B$3-10M$2-3.5MGeoffrey MillerMorgan Stanley Wealth ManagementTucsonArizona$500K$1.1B$1.5-10M$1.5-10MJorge Gomez del CampoMerrill Wealth ManagementTucsonArizona$2.5M$1.4B$5-100M$2.5-50MBrian FladerRBC Wealth ManagementPhoenixArizona$500K$787M$3-5M$2-3MMarc LockMorgan Stanley Wealth ManagementTucsonArizona$500K$1.4B$2-7M$1.2-5MAndrew MeyerMorgan Stanley Wealth ManagementScottsdaleArizona$1M$1B$1-15M$500K-15MMatthew MacLeanAmeriprise Financial ServicesPeoriaArizona$750K$869M$750K-14M$500K-7MJaime Steffen LutzJ.P. Morgan Wealth ManagementScottsdaleArizona$500K$475M$1.5-5M$750K-3MJohn LarsenRaymond James Financial ServicesScottsdaleArizona$100K$225M$500K-50M$100K-11MJeffrey BreeseRaymond James Financial ServicesChandlerArizona$500K$266M$1-20M$100K-15MBrian KingMerrill Wealth ManagementPhoenixArizona$2.5M$537M$3-25M$2.5-25MRandy MorrisSummit Wealth GroupScottsdaleArizona$1M$1.7B$2-30M$1-20MNatalie Fernandez LeeMeridian Wealth ManagementTucsonArizona$0$1.1B$2-20M$1-10MKris DahlRBC Wealth ManagementScottsdaleArizona$500K$1B$750K-5M$750K-5MKevin GuinanJ.P. Morgan Wealth ManagementScottsdaleArizona$1M$778M$1-10M$1-6MLisa DocheBairdScottsdaleArizona$0$235M$1-15M$500K-14MT. Ryan MooreUBS Wealth ManagementPhoenixArizona$1M$1.3B$2.5-15M$1-5MAs'ad BahbahUBS Wealth ManagementPhoenixArizona$1M$279M$2-50M$500K-16.5MLeslie LittleJ.P. Morgan Wealth ManagementScottsdaleArizona$500K$283M$5-15M$2-3.5MTimothy MetcalfMorgan Stanley Wealth ManagementScottsdaleArizona$1M$862M$1-30M$1-50MSharon ZeidlerBairdScottsdaleArizona$500K$371M$500K-8M$500K-36MT.J. HidingerMerrill Wealth ManagementFlagstaffArizona$500K$248M$1.2-5M$500K-5MTequilla SwanJ.P. Morgan Wealth ManagementScottsdaleArizona$1M$242M$3-30M$1-6MJason J. AyalaAmeriprise Financial ServicesScottsdaleArizona$500K$217M$500K-10M$300K-6.8MShea Boulware-CreedRBC Wealth ManagementPhoenixArizona$250K$262M$1-2M$750K-2MTyson KelleyMorgan Stanley Wealth ManagementPhoenixArizona$1M$617M$3-25M$1-20MGaby GeeslingWells Fargo AdvisorsGilbertArizona$250K$460M$1-12M$1-7MChris GeeslingWells Fargo AdvisorsGilbertArizona$250K$460M$1-12M$1-10MMark G. DewaneRBC Wealth ManagementPhoenixArizona$0$241M$1-5M$2-5MJason TuretzkyBairdTucsonArizona$250K$277M$1.6-52M$664K-5.3MGarry MichaelisRaymond James Financial ServicesPhoenixArizona$650K$215M$2.3-6.5M$950K-3MCraig BottolfsonMerrill Wealth ManagementGilbertArizona$500K$2.4B$1-10M$500K-8MKyle BackusMorgan Stanley Wealth ManagementPhoenixArizona$5M$781M$10-500M$5-50MMason HauglandAmeriprise Financial ServicesChandlerArizona$50K$486M$1.2-8M$250K-3MRick NunleyWells Fargo AdvisorsScottsdaleArizona$500K$455M$3.5-10M$1-8MWayne RichMerrill Wealth ManagementGilbertArizona$400K$876M$2.5-65M$500K-2MMike UlrichMerrill Wealth ManagementPeoriaArizona$500K$186M$1-2.2M$500K-8MBrad StoufferMerrill Wealth ManagementScottsdaleArizona$1M$675M$5-15M$3-17MStephen HarndenAmeriprise Financial ServicesPeoriaArizona$250K$869M$1-3M$500K-2MSteve DeaconFive Point Wealth AdvisorsScottsdaleArizona$250K$306M$1-15M$500K-5MPerry BuckmanBuckman and Corning Financial Strategies GroupScottsdaleArizona$500K$268M$2-6M$1-5MBill HochwaltWells Fargo AdvisorsScottsdaleArizona$0$307M$3-12M$500K-5MSteve LewisWells Fargo Advisors Financial NetworkScottsdaleArizona$0$329M$2.5-30M$1.2-12MTammy Escobar-MillerMorgan Stanley Wealth ManagementScottsdaleArizona$1M$460M$2-10M$1-6MMichael LyonsJ.P. Morgan Wealth ManagementSun CityArizona$100K$260M$1-5M$500K-1.5MTrent MontagueMerrill Wealth ManagementGilbertArizona$500K$725M$3-5M$500K-3MGregory AshcraftMerrill Wealth ManagementGilbertArizona$300K$200M$500K-5M$250K-5MBarbara AndersonMerrill Wealth ManagementPeoriaArizona$250K$674M$1-3M$1-3MLana HockBairdPhoenixArizona$0$189M$2.5-6M$900K-5MMatthew MeyerUBS Wealth ManagementTucsonArizona$1M$391M$2-10M$1.5-10MWayne GriffithMorgan Stanley Wealth ManagementTucsonArizona$2M$1.4B$2-10M$1-7MEric WaszolekRaymond James & AssociatesScottsdaleArizona$500K$400M$2-75M$2-50MClay CoffeenRBC Wealth ManagementPhoenixArizona$250K$187M$1-50M$2-10MJennifer Loson LucovichUBS Wealth ManagementPhoenixArizona$1M$226M$2-5M$500K-2.5MScott MarksSummit Wealth GroupScottsdaleArizona$250K$268M$500K-22M$100K-16MChris KitaeffMerrill Wealth ManagementPhoenixArizona$250K$362M$1-8M$1.5-3MGail GiclasRaymond James & AssociatesTucsonArizona$0$523M$1-10M$500K-5MRick WoodMerrill Wealth ManagementScottsdaleArizona$250K$2.5B$1-10M$500K-15MJulie HittleWells Fargo AdvisorsGilbertArizona$500K$215M$1-2.5M$750K-1.5MNoah KendrickKendrick Wealth ManagementCave CreekArizona$0$343M$1.5-7M$980K-3MTheresa ChacopulosMorgan Stanley Private Wealth ManagementScottsdaleArizona$10M$326M$10-150M$10-50MTerri OsnessWells Fargo AdvisorsChandlerArizona$1M$267M$3-20M$500K-66MCaitlyn SalloumKey Wealth Management / Raymond JamesScottsdaleArizona$500K$155M$1-30M$500K-8MRyan ThompsonWells Fargo AdvisorsTucsonArizona$1M$1.3B$1-5M$600K-2.5MEric NagerWells Fargo AdvisorsScottsdaleArizona$250K$364M$1-50M$1-50MRyan ZwargWells Fargo AdvisorsScottsdaleArizona$1M$279M$2.5-15M$500K-10MLydia PadillaAmeriprise Financial ServicesYumaArizona$100K$150M$1-5M$700K-5MKyle DragooWells Fargo AdvisorsGilbertArizona$1M$222M$500K-1M$750K-10MKirk JohnsonUBS Wealth ManagementScottsdaleArizona$500K$1.6B$500K-30M$150K-15MJack GunterMerrill Wealth ManagementMesaArizona$0$561M$750K-15M$600K-12MChristopher ZichLegacy Wealth ManagmentScottsdaleArizona$0$2.4B$2-5M$2-5MRick BurrowsWells Fargo AdvisorsTucsonArizona$1M$597M$4-7M$1.5-3.5MDerek TrythallRaymond James Financial ServicesSun City WestArizona$250K$274M$250K-17M$250K-13MJason SladeRaymond James Financial ServicesGoodyearArizona$250K$274M$250K-17M$250K-13MKyle DeckerDecker Wealth Management GroupScottsdaleArizona$0$150M$2-8M$1-3MJohn GrahamWells Fargo AdvisorsSun CityArizona$500K$279M$1-1.8M$500K-20MBryan WollheimMerrill Wealth ManagementScottsdaleArizona$1M$706M$2.5-7.5M$2-4MNatalie Flamm-StutenrothWells Fargo AdvisorsSun CityArizona$500K$245M$900K-83M$250K-6MShawn BowenWells Fargo AdvisorsScottsdaleArizona$500K$732M$1.5-20M$1-20MJeremiah MillerMorgan Stanley Wealth ManagementPeoriaArizona$1M$922M$3-8M$2-5MJane ZhengMerrill Wealth ManagementPhoenixArizona$1M$148M$1-6M$1-2.5MMichael GombrichAmeriprise Financial ServicesPeoriaArizona$100K$869M$750K-2.5M$600K-2MRenae SmithAmeriprise Financial ServicesLakesideArizona$250K$719M$1-5M$250K-2.5MAlec SankeyWells Fargo AdvisorsScottsdaleArizona$1M$341M$2-5M$1-2MJoe Clay Young IVMerrill Wealth ManagementJonesboroArkansas$0$819M$10-600M$5-450MHardy WinburnUBS Wealth ManagementLittle RockArkansas$1M$908M$5-15M$1.5-10MRobby BaderThe Solomon Wealth Group / Raymond JamesSpringdaleArkansas$1M$785M$3-12M$2-15MDon McDonaldMerrill Wealth ManagementFort SmithArkansas$750K$604M$1-5M$750K-2MBrad HudgensMorgan Stanley Wealth ManagementHot SpringsArkansas$0$433M$2-5M$2-5MJustin MitchellMerrill Wealth ManagementLittle RockArkansas$250K$2.5B$750K-3M$500K-2MPledger MonkMerrill Wealth ManagementLittle RockArkansas$1M$2.5B$2-7M$1-5MAllyn DonaubauerThe Donaubauer Group of Raymond JamesFort SmithArkansas$500K$373M$2-12.5M$500K-5MG. Stephen WhiteAmeriprise Financial ServicesNorth Little RockArkansas$25K$469M$180K-6M$50K-5MJames MartinTransitions Wealth ManagementLittle RockArkansas$0$1.3B$1-10M$500K-2MHeath HarperMorgan Stanley Wealth ManagementLittle RockArkansas$1.5M$932M$2.5-15M$1.2-2.5MEdward PrewittWells Fargo AdvisorsFayettevilleArkansas$0$940M$4-10M$800K-4MJoe BoskusMerrill Wealth ManagementRogersArkansas$2M$479M$1-2M$2-4MJames GibbsMerrill Wealth ManagementLittle RockArkansas$1M$1.4B$2-30M$2-10MLaura CrowellEdward JonesMagnoliaArkansas$500K$296M$1-10M$750K-8MScott McLeodMorgan Stanley Wealth ManagementLittle RockArkansas$1M$969M$3-30M$1.5-5MStacey HarralMerrill Wealth ManagementJonesboroArkansas$250K$364M$500K-10M$500K-1.5MScott PriceMerrill Wealth ManagementFort SmithArkansas$250K$494M$450K-1.8M$1-5MJohn EngskovMerrill Wealth ManagementLittle RockArkansas$0$2.6B$5-55M$2.7-65MDouglas JacksonMerrill Wealth ManagementLittle RockArkansas$0$2.6B$5-55M$2.7-65MLarry ChanceMerrill Wealth ManagementLittle RockArkansas$1M$2.5B$2-7M$1-5MNan GingerMerrill Wealth ManagementRogersArkansas$250K$473M$1-2M$250K-2MLarry RootAmeriprise Financial ServicesLittle RockArkansas$200K$354M$800K-6M$500K-3.5MJohn ShrewsburyLPL FinancialBryantArkansas$250K$804M$400K-1.2M$275K-1MMike MarquezMerrill Wealth ManagementLittle RockArkansas$0$1.4B$3-30M$1-10MG. Pierson CallahanMerrill Wealth ManagementLittle RockArkansas$0$488M$250K-150M$500K-3MScott TaborRaymond James & AssociatesLittle RockArkansas$500K$911M$2.1-17.5M$1.6-30MJoey SmallAmeriprise Financial ServicesLittle RockArkansas$50K$635M$500K-3M$250K-1.5MMark MyersStifelFort SmithArkansas$0$665M$1-5M$10K-15MBrant FosterAmeriprise Financial ServicesLittle RockArkansas$100K$230M$750K-5M$250K-4MRyan BartholomewAmeriprise Financial ServicesLittle RockArkansas$500K$635M$500K-10M$500K-5MKelly JourneyEdward JonesLittle RockArkansas$500K$166M$800K-5M$600K-3MRobert ZunickWells Fargo AdvisorsHot SpringsArkansas$250K$341M$2-7M$1-5MRena DayEdward JonesMonticelloArkansas$0$151M$1-8M$250K-3.6MW. Cooper MeeksWells Fargo AdvisorsLittle RockArkansas$250K$1.3B$1-10M$500K-5MBen PlumleeEdward JonesMountain HomeArkansas$0$181M$325K-2M$315K-1MDJ Curtis, Jr.StifelLittle RockArkansas$1M$579M$20-50M$10-40MKraig WilliamsWells Fargo AdvisorsSpringdaleArkansas$250K$247M$500K-20M$250K-15MAndrew CroneTransitions Wealth ManagementLittle RockArkansas$0$138M$500K-17.5M$10K-10MAmy DanielsEdward JonesSearcyArkansas$1M$218M$1.5-16M$1-5MKelley DunlapStifelLittle RockArkansas$1M$579M$20-50M$10-40MRandy C. ConnerChurchill Management GroupLos AngelesCalifornia - Los Angeles (High Net Worth)$500K$7.8B$500K-10M$500K-5MAlan WhitmanMorgan Stanley Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$1M$2.5B$5-15M$3-7MMark SchultenTSG Wealth ManagementLong BeachCalifornia - Los Angeles (High Net Worth)$1M$8.4B$5-10M$2-5MSeth HayeMorgan Stanley Wealth ManagementWestlake VillageCalifornia - Los Angeles (High Net Worth)$1M$1.8B$10-50M$3-30MKarl WolfslauMorgan Stanley Wealth ManagementLong BeachCalifornia - Los Angeles (High Net Worth)$250K$2.5B$1-10M$407K-2.4MAdam GoldsteinAmeriprise Financial ServicesCalabasasCalifornia - Los Angeles (High Net Worth)$250K$1B$3.5-10M$1-8MJohn AckerUBS Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$2M$1.9B$3-35M$2-25MSpuds PowellKayne Anderson RudnickLos AngelesCalifornia - Los Angeles (High Net Worth)$5M$6.8B$5M-2B$5-200MRob FrancaisAspiriantLos AngelesCalifornia - Los Angeles (High Net Worth)$1.5M$14.2B$20M-1B$15-250MMatt HumistonAMI Asset ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$2.1B$1-100M$1-100MMindy YingWealth Enhancement GroupSan MarinoCalifornia - Los Angeles (High Net Worth)$500K$1.9B$2M-10B$1-300MGreg KushnerLido AdvisorsLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$17.2B$5-500M$5-25MGail D. ReidAmeriprise Financial ServicesGlendaleCalifornia - Los Angeles (High Net Worth)$1M$1.5B$1-10M$1-5MSara WendtMiracle Mile AdvisorsLos AngelesCalifornia - Los Angeles (High Net Worth)$3M$3.1B$10-25M$4-7MTracey GluckJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$10M$2.3B$10-50M$5-25MNazie Saffari-MoiniMerrill Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$909M$2.5-10M$1.2-5MGino StumpoUBS Wealth ManagementSeal BeachCalifornia - Los Angeles (High Net Worth)$1M$533M$5-7.5M$1.2-5MChris HardtEdward JonesWestlake VillageCalifornia - Los Angeles (High Net Worth)$0$723M$1.9-11M$1.5-10MKara BoccellaCertuityCentury CityCalifornia - Los Angeles (High Net Worth)$5M$4B$5M-1B$2-600MSteven LongMorgan Stanley Wealth ManagementLong BeachCalifornia - Los Angeles (High Net Worth)$250K$1.8B$1-10M$250K-5MGreg WellsEP Wealth AdvisorsTorranceCalifornia - Los Angeles (High Net Worth)$500K$19.5B$2-80M$500K-13MRichard JonesMerrill Wealth ManagementSanta MonicaCalifornia - Los Angeles (High Net Worth)$1M$920M$3-60M$1.5-25MEmile AbinaderCiti Personal Wealth ManagementGranada HillsCalifornia - Los Angeles (High Net Worth)$500K$790M$1-100M$1-35MPatrick SeveroRBC Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$0$2.1B$5-40M$2-20MRyan OnishiAmeriprise Financial ServicesEl SegundoCalifornia - Los Angeles (High Net Worth)$100K$873M$1.5-15M$400K-3MCraig BloomMorgan Stanley Wealth ManagementSherman OaksCalifornia - Los Angeles (High Net Worth)$2M$861M$3-15M$3-25MPerry RichardsMerrill Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$1.1B$10-75M$5-50MGeoffrey KingKing Financial Group of Wells Fargo AdvisorsSeal BeachCalifornia - Los Angeles (High Net Worth)$1M$499M$5-25M$697K-11.9MJames SchneidermanMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$1.1B$3-50M$2-30MRobert JacobsMorgan Stanley Wealth ManagementWestlake VillageCalifornia - Los Angeles (High Net Worth)$2M$982M$3-10M$2-35MAnderson LafontantMiracle Mile AdvisorsLos AngelesCalifornia - Los Angeles (High Net Worth)$3M$3.1B$10-25M$4-7MVince DiLevaSignature Estate & Investment AdvisorsRedondo BeachCalifornia - Los Angeles (High Net Worth)$1M$1B$3-15M$1-9MLee DoverAmeriprise Financial ServicesEl SegundoCalifornia - Los Angeles (High Net Worth)$2M$858M$1.5-4M$500K-2MKevin MarumotoAmeriprise Financial ServicesLong BeachCalifornia - Los Angeles (High Net Worth)$500K$710M$1.5-8M$500K-5MAlbie VolleroMorgan Stanley Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$5M$1.4B$5-40M$1-25MJoseph SchirripaUBS Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$2.4B$2-25M$2-10MMichael TidikUBS Wealth ManagementBurbankCalifornia - Los Angeles (High Net Worth)$2M$738M$5-50M$2-25MAubrey SharfmanMorgan Stanley Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$744M$2.5-15M$1.5-3MDavid SeligUBS Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$250K$1.9B$2-10M$1-10MCarol WilshireRBC Wealth ManagementEl SegundoCalifornia - Los Angeles (High Net Worth)$750K$307M$2.5-15M$750K-2.5MMichael DarleyMorgan Stanley Wealth ManagementWoodland HillsCalifornia - Los Angeles (High Net Worth)$1M$1.7B$5.5-50M$1.5-7.5MBrian MarshallMorgan Stanley Wealth ManagementTorranceCalifornia - Los Angeles (High Net Worth)$1M$1.7B$5.5-50M$1.5-7.5MDarren SchwartzMerrill Wealth ManagementWestlake VillageCalifornia - Los Angeles (High Net Worth)$1M$512M$5-20M$2-25MMadeleine AntekelianUBS Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$2.4B$2-25M$2-10MGlen StraussSLK Private Wealth | Sanctuary WealthLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$1.2B$2-25M$1-5MNoyan GaremaniMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$2.5M$1B$5-250M$2-100MTeri HarmonWells Fargo AdvisorsSeal BeachCalifornia - Los Angeles (High Net Worth)$1M$1.3B$2-7M$662K-4.3MBarbara BruserJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$5M$906M$5-50M$2-30MLisa ChapmanUBS Wealth ManagementSeal BeachCalifornia - Los Angeles (High Net Worth)$2M$1.1B$2-5M$2-50MBrad Fenn-AnstrutherMorgan Stanley Wealth ManagementLong BeachCalifornia - Los Angeles (High Net Worth)$250K$1.3B$3-7M$1-4.5MRobert L. SacklerWells Fargo Advisors Financial NetworkBeverly HillsCalifornia - Los Angeles (High Net Worth)$2.5M$453M$5-25M$3-10MBrenton HamletMerrill Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$665M$2-20M$1.5-5MMike WaxbergFortify Capital | Northwestern Mutual Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$250K$350M$2-20M$500K-5MJohn HalperinUBS Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$1.2B$1.5-10M$1.5-10MBrian ParkNorthCoast Asset ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$500K$300M$5-10M$1-8MJeff AntoniottiMorgan Stanley Wealth ManagementWestlake VillageCalifornia - Los Angeles (High Net Worth)$100K$871M$1-5M$5-25MJosh CumminsMerrill Wealth ManagementWestlake VillageCalifornia - Los Angeles (High Net Worth)$1M$945M$5-50M$3-20MSusan WingardMerrill Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$863M$1-15M$750K-5MRobert FullertonMorgan Stanley Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$2M$539M$5M-1B$3-60MMichael AntonAmeriprise Financial ServicesAgoura HillsCalifornia - Los Angeles (High Net Worth)$1M$744M$1.5-7M$1-6MYangchen LamaMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$469M$8-30M$1-25MRhonda J. FinbyWells Fargo AdvisorsSeal BeachCalifornia - Los Angeles (High Net Worth)$1M$645M$4-10M$2-5MMarlynn Yuxia MaMerrill Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$1M$774M$15-35M$3-10MDave KenneyMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$385M$3.5-15M$1-4MAlexandra AwadMerrill Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$250K$438M$2-30M$700K-6MRonald MunmanJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$3M$645M$5-50M$3-30MJudith ChippsMerrill Wealth ManagementEncinoCalifornia - Los Angeles (High Net Worth)$2M$703M$4-40M$2-40MDaniel DemskyUBS Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$500K$881M$1-10M$1-10MPaul UrbanekMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$5M$1.3B$5-50M$1-20MDavid SchachterUBS Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$1.2B$5-50M$2-15MMark WhiteMorgan Stanley Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$631M$1.5-50M$500K-20MEdward MoyzesStrategic View Advisors | Northwestern Mutual Wealth ManagementManhattan BeachCalifornia - Los Angeles (High Net Worth)$0$545M$2-25M$500K-10MJason WeaverWeaver Consulting GroupHuntington BeachCalifornia - Los Angeles (High Net Worth)$750K$706M$1-5M$500K-2MTodd ReynoldsMorgan Stanley Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$5M$1.4B$5-40M$1-25MMichael McGrathEP Wealth AdvisorsTorranceCalifornia - Los Angeles (High Net Worth)$500K$19.5B$2-50M$1.7-8MDiane DoolinMorgan Stanley Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$1.5M$610M$2.5-8M$1.5-3.5MMichael OlmosWells Fargo AdvisorsRolling Hills EstatesCalifornia - Los Angeles (High Net Worth)$500K$359M$1.5-10M$500K-5MRobert L. JohnsonMorgan Stanley Wealth ManagementWestlake VillageCalifornia - Los Angeles (High Net Worth)$500K$297M$2-12M$500K-10MElly WongMorgan Stanley Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$1M$2.3B$5-12M$1.5-4MMark SikorskiUBS Wealth ManagementEl SegundoCalifornia - Los Angeles (High Net Worth)$1M$442M$1-10M$1-10MBrad LevinThe Colony GroupCalabasasCalifornia - Los Angeles (High Net Worth)$5M$265M$4-20M$2-7MJonathan DashDash InvestmentsWoodland HillsCalifornia - Los Angeles (High Net Worth)$500K$332M$2-10M$1-5MBernard ReinaCiti Personal Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$584M$1-100M$10-100MJames McCabeWells Fargo AdvisorsBeverly HillsCalifornia - Los Angeles (High Net Worth)$5M$1.4B$5M-1B$1-500MSasha AzarmiWells Fargo AdvisorsBeverly HillsCalifornia - Los Angeles (High Net Worth)$3M$519M$10-40M$2-5MNathan LeeMerrill Wealth ManagementRolling Hills EstatesCalifornia - Los Angeles (High Net Worth)$500K$642M$4-15M$1-8MJohn DiCiaccioSnowden Lane PartnersPasadenaCalifornia - Los Angeles (High Net Worth)$1M$354M$1.5-11M$1.5-12MMaria PisaEdward JonesAgoura HillsCalifornia - Los Angeles (High Net Worth)$1.5M$578M$1.5-745M$1-743MChad CohenUBS Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$2M$1.2B$10-65M$2-30MSean JahanUBS Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$500K$719M$1.5-8M$1-4MRoger StephensRBC Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$0$4.2B$5-10M$1.5-15MEddie CorralMerrill Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$1M$1.2B$4-10M$1.5-4MBryan MountainMorgan Stanley Wealth ManagementWestlake VillageCalifornia - Los Angeles (High Net Worth)$2M$3.9B$5-20M$2-5MDavid AdishianMerrill Wealth ManagementEl SegundoCalifornia - Los Angeles (High Net Worth)$1M$617M$5-25M$1-50MMichelle FullertonMorgan Stanley Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$564M$5-20M$3-10MCurtis ParryWells Fargo AdvisorsWoodland HillsCalifornia - Los Angeles (High Net Worth)$1M$1.5B$1-100M$500K-25MMarco ChuMerrill Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$250K$1B$2-25M$500K-20MSheila CarlsonMerrill Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$500K$1B$750K-5M$500K-10MDan SchwarberMerrill Wealth ManagementWoodland HillsCalifornia - Los Angeles (High Net Worth)$500K$755M$2.5-10M$1-50MKevin OuMorgan Stanley Wealth ManagementLong BeachCalifornia - Los Angeles (High Net Worth)$1M$864M$5-50M$3-10MJim GiordanoUBS Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$500K$1.2B$3-12M$250K-1MJason ColeWells Fargo AdvisorsEl SegundoCalifornia - Los Angeles (High Net Worth)$1M$563M$1-200M$500K-100MBrandon BernsteinWells Fargo AdvisorsRolling Hills EstatesCalifornia - Los Angeles (High Net Worth)$2.5M$510M$5-100M$1-35MShawn GruverGruver Wealth Management of Wells Fargo AdvisorsEl SegundoCalifornia - Los Angeles (High Net Worth)$1M$222M$5-50M$1-20MMike LadgeRBC Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$612M$8-50M$1-10MShyan ArdalanMerrill Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$1.5M$563M$3.5-250M$2-150MClint CamuaEP Wealth AdvisorsWestlake VillageCalifornia - Los Angeles (High Net Worth)$500K$370M$3-30M$2-10MJasmine Turner-BaaUBS Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$2M$527M$1-400M$1-30MTed KawaharaMorgan Stanley Wealth ManagementTorranceCalifornia - Los Angeles (High Net Worth)$0$276M$750K-3M$250K-2MSteven SeligMerrill Wealth ManagementRolling Hills EstatesCalifornia - Los Angeles (High Net Worth)$500K$1.8B$7.2-60M$4.4-32MSteven LanzaMorgan Stanley Wealth ManagementEl SegundoCalifornia - Los Angeles (High Net Worth)$500K$654M$500K-10M$250K-25MJohn Calvert IIITrapani, Calvert & Meyer Wealth | Northwestern Mutual Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$760M$2.5-60M$1-18MJose A. MorenoWells Fargo AdvisorsSeal BeachCalifornia - Los Angeles (High Net Worth)$500K$1.3B$900K-2M$662K-4.3MEric PritzSignature Estate & Investment AdvisorsRedondo BeachCalifornia - Los Angeles (High Net Worth)$2M$465M$3-50M$2-25MNeal JenkinsMerrill Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$1M$1.2B$4-8M$2-6MJed CohenMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$3M$463M$10-100M$2-6MKatie PanMerrill Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$1M$446M$5-20M$2-10MAida BabayanUBS Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$1M$329M$10-30M$1-5MPatrick LoweMorgan Stanley Wealth ManagementWoodland HillsCalifornia - Los Angeles (High Net Worth)$1M$608M$250K-5M$1-5MJonathan IsraelUBS Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$2M$2B$3-10M$1-5MDan RothenbergRBC Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$0$4.2B$5-10M$1.5-15MChristopher DyrekMerrill Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$250K$592M$3-7M$1-5MDavid SinenskyMorgan Stanley Wealth ManagementWoodland HillsCalifornia - Los Angeles (High Net Worth)$1M$717M$1-10M$2-10MEric EpsteinMorgan Stanley Wealth ManagementWoodland HillsCalifornia - Los Angeles (High Net Worth)$1M$717M$1-10M$2-10MPeter WhiteMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$886M$2-20M$900K-3MMichael LeonardUBS Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$1.2B$2-10M$1-4MAnthony PerezAmeriprise Financial ServicesLos AngelesCalifornia - Los Angeles (High Net Worth)$500K$366M$2-15M$500K-6MRichard JacksonWells Fargo AdvisorsSeal BeachCalifornia - Los Angeles (High Net Worth)$500K$309M$1.5-75M$763K-5.7MDan FienbergWells Fargo AdvisorsLos AngelesCalifornia - Los Angeles (High Net Worth)$500K$657M$750K-20M$500K-2MChad MacAllisterMorgan Stanley Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$500K$1.4B$5-10M$2-5MJan MaizeMorgan Stanley Wealth ManagementLong BeachCalifornia - Los Angeles (High Net Worth)$800K$1B$1-75M$750K-10MChip HumphriesMerrill Wealth ManagementEncinoCalifornia - Los Angeles (High Net Worth)$2M$1.5B$2-25M$2-20MRichard GroscostWells Fargo AdvisorsPasadenaCalifornia - Los Angeles (High Net Worth)$1M$1.5B$4-30M$1-40MEdward CoganMerrill Wealth ManagementWoodland HillsCalifornia - Los Angeles (High Net Worth)$0$702M$2.5-15M$500K-15MRobert DuncanDuncan-Newman AssociatesAgoura HillsCalifornia - Los Angeles (High Net Worth)$0$863M$2-10M$1-5MBradley NewmanDuncan Newman AssociatesAgoura HillsCalifornia - Los Angeles (High Net Worth)$0$863M$2-10M$1-5MPaul PeppermanMerrill Wealth ManagementEncinoCalifornia - Los Angeles (High Net Worth)$2M$1.5B$2-22M$600K-10MGrant DeVaulRBC Wealth ManagementCentury CityCalifornia - Los Angeles (High Net Worth)$10M$1.1B$6M-1B$6-10MR. Alan BrendeAmeriprise Financial ServicesLos AngelesCalifornia - Los Angeles (High Net Worth)$500K$330M$1.5-12M$500K-5MRoyce BergmanUBS Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$0$1.5B$1-10M$500K-5MLyle MurakamiMorgan Stanley Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$454M$1.5-7M$1-4MNick SchirripaUBS Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$2.4B$3-50M$2-50MDavid JustmanUBS Wealth ManagementCentury CityCalifornia - Los Angeles (High Net Worth)$1M$1.4B$1-10M$500K-5MEJ KahnSLK Private WealthLos AngelesCalifornia - Los Angeles (High Net Worth)$500K$1.3B$5-100M$1-40MChristine LukmanWells Fargo AdvisorsPasadenaCalifornia - Los Angeles (High Net Worth)$1M$603M$5-10M$1-5MElliot ChangWells Fargo AdvisorsPasadenaCalifornia - Los Angeles (High Net Worth)$1M$603M$5-10M$1-5MBryan LongpreMorgan Stanley Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$1M$790M$3-10M$1-10MGlen TitanUBS Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$0$1.5B$1-10M$500K-5MBob VogelsangMorgan Stanley Wealth ManagementTorranceCalifornia - Los Angeles (High Net Worth)$500K$810M$3-5M$1-5MSandra McPeakWells Fargo AdvisorsRolling Hills EstatesCalifornia - Los Angeles (High Net Worth)$1M$290M$2.5-200M$1-66MMichael DyeWells Fargo AdvisorsSeal BeachCalifornia - Los Angeles (High Net Worth)$250K$1.3B$1-6M$650K-4.5MEric FinglesonUBS Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$250K$489M$2-10M$750K-5MLaura Marie RaulinaitisMorgan Stanley Wealth ManagementWestlake VillageCalifornia - Los Angeles (High Net Worth)$1M$684M$2-30M$1.5-20MNatasha BonelliMerrill Wealth ManagementWoodland HillsCalifornia - Los Angeles (High Net Worth)$0$702M$2.5-15M$500K-15MNatalie BarronUBS Wealth ManagementSeal BeachCalifornia - Los Angeles (High Net Worth)$1M$1.1B$1.5-6M$500K-4MShahram HazanyMerrill Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$1M$524M$2-50M$1-10MCheri GreggMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Los Angeles (High Net Worth)$250K$311M$2.5-5M$500K-1.5MNicholas NinoAmeriprise Financial ServicesWestlake VillageCalifornia - Los Angeles (High Net Worth)$250K$612M$1-10M$500K-5MMeagan PhelpsMadison Avenue SecuritiesLos AngelesCalifornia - Los Angeles (High Net Worth)$200K$257M$500K-6M$1-8MVince LawWells Fargo AdvisorsSeal BeachCalifornia - Los Angeles (High Net Worth)$1M$349M$1-6M$1-7.3MDrew CurtoJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (High Net Worth)$2.5M$5B$5-25M$2.5-10MShannon RyanWells Fargo AdvisorsEl SegundoCalifornia - Los Angeles (High Net Worth)$500K$302M$750K-25M$1-10MJeremy BlumWells Fargo AdvisorsSeal BeachCalifornia - Los Angeles (High Net Worth)$500K$403M$2-5M$1-10MBrenda OsborneWells Fargo AdvisorsBeverly HillsCalifornia - Los Angeles (High Net Worth)$1M$369M$2.5-10M$1.1-5MScott FortnerUBS Wealth ManagementEl SegundoCalifornia - Los Angeles (High Net Worth)$500K$378M$2.5-10M$750K-4MNick SondgerothWells Fargo AdvisorsWestlake VillageCalifornia - Los Angeles (High Net Worth)$500K$282M$1-7M$750K-3MKathleen BurnsMorgan Stanley Wealth ManagementPasadenaCalifornia - Los Angeles (High Net Worth)$2M$363M$10-20M$2-5MJohn ArensdorfWells Fargo AdvisorsEl SegundoCalifornia - Los Angeles (High Net Worth)$500K$8.4B$3-50M$3-50MShawn SoroushMerrill Wealth ManagementEl SegundoCalifornia - Los Angeles (High Net Worth)$500K$439M$5-10M$1-50MJonathan KimmesWells Fargo AdvisorsSeal BeachCalifornia - Los Angeles (High Net Worth)$1M$645M$4-10M$2-5MWilliam ChanCiti Personal Wealth ManagementMonterey ParkCalifornia - Los Angeles (High Net Worth)$250K$432M$500K-10M$200K-10MRita SethyMerrill Wealth ManagementEl SegundoCalifornia - Los Angeles (High Net Worth)$1M$1B$3.5-13.5M$500K-2.3MDrew FreidesUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$7.4B$20M-6B$10-350MRichard JonesMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$29.3B$75M-2B$10M-1BReza ZafariMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$29.3B$75M-2B$10M-1BTom TournatMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$29.3B$75M-2B$10M-1BCraig ChiateUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$6.1B$20-200M$10-150MDavid HouEvoke WealthLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$4B$30-50M$25-40MDrew ZagerMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$15.5B$50-200M$20-40MMichael KanigherUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$7.4B$20M-6B$10-350MMatthew BabrickJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$6B$20M-1B$10-300MSean YuMorgan Stanley Private Wealth ManagementPasadenaCalifornia - Los Angeles (Private Wealth)$5M$1.9B$20-100M$5-25MEric GrayMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$28B$15M-10B$30M-10BBruce MunsterMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$3.3B$45-250M$25-100MBrian WerdesheimOppenheimerLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$2.5B$50M$10MJeffrey WerdesheimOppenheimerLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$2.5B$50M$5-50MBrian FirringWells Fargo AdvisorsBeverly HillsCalifornia - Los Angeles (Private Wealth)$25M$2.6B$60M-15B$40M-2.8BLisa DetannaGlobal Wealth Solutions Group of Raymond JamesBeverly HillsCalifornia - Los Angeles (Private Wealth)$1M$2.6B$10-350M$1-350MFrancis X. Malone IIIMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$2M$64.7B$2-75M$10-75MJon NeuhausMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$2M$64.7B$2-75M$10-75MPhilippe HartlMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$6.4B$15M-1B$10-250MDuncan RolphMiracle Mile AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$3M$3.1B$10-25M$4-7MMark SearEvoke WealthLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$1.5B$30-50M$25-40MGreg FullmerMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$1.6B$5-150M$3-5MAric ZamelUBS Private Wealth ManagementBeverly HillsCalifornia - Los Angeles (Private Wealth)$2M$1.8B$5-50M$5-50MJenny TsaiMorgan Stanley Private Wealth ManagementPasadenaCalifornia - Los Angeles (Private Wealth)$2M$1.6B$10M-1B$5-100MDiane HartUBS Wealth ManagementPasadenaCalifornia - Los Angeles (Private Wealth)$3M$961M$20-60M$3-9MJohn ShaddenMorgan Stanley Private Wealth ManagementLong BeachCalifornia - Los Angeles (Private Wealth)$2M$4.6B$15-125M$5-75MRyan BristolUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$3B$40M-5B$15-350MPatrick SchafferUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$3B$40M-5B$15-350MAndrew PalmerEvoke AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$2.8B$30-50M$25-40MJennifer GarciaWells Fargo AdvisorsEncinoCalifornia - Los Angeles (Private Wealth)$10M$1.2B$10-25M$5-10MJustin DemkoUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$1.4B$10-50M$5-120MRyan McClellanUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$38.3B$25-500M$10-500MAlex ShahidiAdvanced Research Investment SolutionsLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$14B$25-100M$10-100MJohn McNameeJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$1.9B$10-500M$10-150MJesse AmarillasUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$1.9B$10-50M$3.5-200MDaniel WhiteJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$1.9B$10-500M$10-150MArash NassiMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Los Angeles (Private Wealth)$10M$1.9B$50-400M$5-50MDanielle PrunierMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$2.5M$1.3B$15-50M$15-25MKurt HeiselMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$2M$1.3B$5-75M$3-20MJimmy KleinMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$5.3B$10-100M$10-50MJoshua GlassStifelLos AngelesCalifornia - Los Angeles (Private Wealth)$500K$2B$5-75M$3-30MJohn BarnesJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$1.7B$50-100M$10-100MMarc RosenbachWells Fargo AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$2M$585M$5-75M$1-30MJeffrey R. GermainWells Fargo AdvisorsBeverly HillsCalifornia - Los Angeles (Private Wealth)$5M$1.3B$10-100M$3-20MChuck KorasickUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$1.2B$25-75M$10-50MMarc AckermanWells Fargo AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$2.2B$25-100M$10-50MChris BarraUBS Private Wealth ManagementEl SegundoCalifornia - Los Angeles (Private Wealth)$10M$1.8B$20-50M$10-50MSanah ChungJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$1.7B$5-100M$3-75MTony ZhangMorgan Stanley Private Wealth ManagementPasadenaCalifornia - Los Angeles (Private Wealth)$5M$558M$10-50M$5-10MKevin MartinMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$659M$6-45M$3-25MJoseph McCulloughMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$15.5B$50-200M$20-40MDan BesseyJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$906M$5-125M$2-35MNadia AllaudinMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$0$666M$2-10M$1-5MJeffrey LiebermanMorgan Stanley Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$1M$999M$15-25M$5-10MSpencer MillerMerrill Private Wealth ManagementWestlake VillageCalifornia - Los Angeles (Private Wealth)$2.5M$535M$5-100M$2.5-50MAndrew BaschMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$2M$4.1B$10M-3B$5-50MHarlan SpinnerUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$2M$1.8B$5-100M$5-50MGreg WebsterJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$621M$20-100M$10-65MWilliam CalvertUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$38.3B$15-52M$7-25MDaniel KleinMorgan Stanley Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$0$2.3B$500K-1B$250K-200MMike StarrattMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$2.4B$1-100M$1-25MDarell KrasnoffEvoke AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$2.8B$30-50M$25-40MEric BrightEvoke AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$2.8B$30-50M$25-40MRenee FourcadeUBS Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$500K$11.2B$5-30M$2-15MMark UdisCertuityManhattan BeachCalifornia - Los Angeles (Private Wealth)$5M$4B$5M-1B$2-600MLaura PopeWells Fargo AdvisorsWoodland HillsCalifornia - Los Angeles (Private Wealth)$1M$1.5B$2.5-12M$1.2-8MAndrew PriceGraystone Consulting from Morgan StanleyLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$2.3B$10M-1B$10-50MMatthew FournierJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$1M$1B$5-100M$5-50MMark VaroMerrill Private Wealth ManagementBeverly HillsCalifornia - Los Angeles (Private Wealth)$1M$4.3B$20M$5MKeith WebsterJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$2.1B$20-75M$10-50MRoger WackerUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$1.4B$25-75M$10-25MDana JacobsMorgan Stanley Private Wealth ManagementEl SegundoCalifornia - Los Angeles (Private Wealth)$5M$1.2B$10-150M$10M-1BBobby ThomasonMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$5.3B$10-50M$5-35MMay ChongUBS Wealth ManagementPasadenaCalifornia - Los Angeles (Private Wealth)$3M$588M$5-15M$2-50MPatricia JohnsonUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$2M$469M$5-100M$3-100MNicholas CirielloRBC Wealth ManagementBeverly HillsCalifornia - Los Angeles (Private Wealth)$2M$611M$5-50M$3-35MBaldwin ChinMerrill Wealth ManagementSanta MonicaCalifornia - Los Angeles (Private Wealth)$1M$1B$1-10M$1.5MBrian BonvechioMerrill Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$1M$2.3B$3-20M$1-15MAlex FurMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Los Angeles (Private Wealth)$2M$1.1B$5-10M$2-10MRobert DalieOppenheimerLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$2.5B$5-50M$8-10MJoe LallyJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$25M$1.7B$5-100M$3-75MHarry B. SuhMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$2.5B$20-100M$10-50MJonathan HodgeMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$2.5M$699M$10-80M$3-100MKyle KazmerJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$1M$2.4B$5-10M$1-500MScott HarriesUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$2M$38.3B$2-50M$2M-2BWilliam BrahosMerrill Private Wealth ManagementCentury CityCalifornia - Los Angeles (Private Wealth)$0$666M$3-10M$1-5MHratch AndreassianMerrill Wealth ManagementPasadenaCalifornia - Los Angeles (Private Wealth)$5M$596M$10-100M$5-120MWynne IUBS Wealth ManagementPasadenaCalifornia - Los Angeles (Private Wealth)$1M$1.2B$1-50M$1-10MJohn TrapaniTrapani, Calvert & Meyer Wealth | Northwestern Mutual Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$500K$869M$2-20M$500K-8MSpencer MarcusMerrill Wealth ManagementPasadenaCalifornia - Los Angeles (Private Wealth)$250K$1.3B$2-5M$1-2MEleni MavromatiMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$29.3B$75M-2B$10M-1BCraig BenellMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$405M$25-50M$8-35MMarco MendozaWells Fargo AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$7.5M$2.2B$10-100M$7.5-40MThomas MahoneyUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$543M$25-100M$10-80MJustin HinkesMorgan Stanley Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$1M$3.6B$3-200M$5M-5BJoseph RosolBel Air Investment AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$1M$10.8B$10-30M$4-20MJudith LuBlue Zone Wealth AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$2M$496M$2-50M$5-25MJosh SailarBlue Zone Wealth AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$2M$496M$20-50M$5-25MRobert LordMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$5.2B$10-50M$5-35MEric JohnsonMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$409M$10-100M$5-50MWarren CoughlinUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$1.2B$7-12M$5-15MReva ShakkottaiRBC Wealth ManagementEl SegundoCalifornia - Los Angeles (Private Wealth)$3M$382M$5-30M$3-10MLisa AmsterMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$1.2B$20-110M$10-30MScott DoreEvoke WealthLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$343M$30-50M$25-40MRichard McWhorterMerrill Wealth ManagementPasadenaCalifornia - Los Angeles (Private Wealth)$10M$1.6B$10-50M$5-100MCorey MazzaUBS Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$3B$40-200M$15-120MSusanna BrackeWells Fargo AdvisorsLos AngelesCalifornia - Los Angeles (Private Wealth)$5M$281M$5-15M$2.5-7.5MEvan RothsteinMerrill Wealth ManagementBeverly HillsCalifornia - Los Angeles (Private Wealth)$1M$4.3B$3-15M$1-40MDarian CohenAlex. Brown/Raymond JamesCalabasasCalifornia - Los Angeles (Private Wealth)$1M$1B$5-30M$3-5MVinnie DiCarloWells Fargo AdvisorsEl SegundoCalifornia - Los Angeles (Private Wealth)$5M$1.3B$10-100M$3-20MJames McGarryWells Fargo AdvisorsBeverly HillsCalifornia - Los Angeles (Private Wealth)$1M$1.4B$8-100M$1-500MLauren WoodLaird Norton WetherbyLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$7.2B$1-100M$650K-85MLaura KhorshidMerrill Private Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$10M$465M$10-100M$7-61MJonathan SheffieldMerrill Wealth ManagementLos AngelesCalifornia - Los Angeles (Private Wealth)$1M$1.2B$5-330M$20-270MCheryl YoungRockefeller Capital ManagementLos GatosCalifornia - Northern CA (High Net Worth)$10M$1.5B$10-100M$5-50MGeorge PapadoyannisAmeriprise Financial ServicesSan MateoCalifornia - Northern CA (High Net Worth)$1M$1B$3-18M$1.5-35MDorian McKelvyMorgan Stanley Wealth ManagementMenlo ParkCalifornia - Northern CA (High Net Worth)$5M$10.6B$10-50M$5-10MHelen DietzAspiriantMountain ViewCalifornia - Northern CA (High Net Worth)$1.5M$14.2B$3-50M$1.5-25MThomas ConnaghanKayne Anderson RudnickMenlo ParkCalifornia - Northern CA (High Net Worth)$3M$6.8B$5-50M$3-25MMichael AllardCalBay Investments | LPL FinancialDanvilleCalifornia - Northern CA (High Net Worth)$1M$1B$2-10M$500K-20MVivek ThoppayMerrill Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$3M$1B$4-25M$2-150MMatthew GalloMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$250K$1B$1-20M$700K-10MSean McKennaMorgan Stanley Wealth ManagementOaklandCalifornia - Northern CA (High Net Worth)$500K$2.5B$5-10M$2-6MShawn SladekMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$1.7B$5-15M$3-20MPatrice CresciTeam HewinsRedwood CityCalifornia - Northern CA (High Net Worth)$1M$2.5B$2-5M$2-5MJennifer EllisonCerity PartnersRedwood CityCalifornia - Northern CA (High Net Worth)$5M$5.6B$10-150M$10-65MRobert CarmichaelRBC Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$500K$1.2B$2.5-15M$1.5-10MJeffrey GaleMorgan Stanley Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$5M$495M$2-10M$2.5-6MMichael RiherdWells Fargo AdvisorsWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$1.3B$10-45M$2-20MEmily BachMorgan Stanley Wealth ManagementOrindaCalifornia - Northern CA (High Net Worth)$1M$1.4B$5-11M$4-8MDan MurphyMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$3M$38.4B$15-35M$7-20MAndrew LeUBS Wealth ManagementMenlo ParkCalifornia - Northern CA (High Net Worth)$5M$1.5B$10-$50M$2-20MEric R. SolisWells Fargo AdvisorsSacramentoCalifornia - Northern CA (High Net Worth)$500K$573M$1-5M$250K-10MBrannan VaughanMorgan Stanley Wealth ManagementMenlo ParkCalifornia - Northern CA (High Net Worth)$2M$3.1B$2-50M$1-25MAlma GuimarinMorgan Stanley Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$2M$1.5B$5-20M$4-10MCarla KorenMorgan Stanley Wealth ManagementOaklandCalifornia - Northern CA (High Net Worth)$1M$1.1B$3-10M$1.5-65MScott MacDonaldMerrill Wealth ManagementModestoCalifornia - Northern CA (High Net Worth)$25K$1.3B$275-800K$250-800KChris WestWells Fargo AdvisorsWalnut CreekCalifornia - Northern CA (High Net Worth)$250K$1.3B$3-15M$2-5MMichael DunnMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$250K$1.2B$2.5-15M$1-30MStephen BesseRaymond James & AssociatesWalnut CreekCalifornia - Northern CA (High Net Worth)$0$1B$250K-15M$100K-15MDavid GambelinMorgan Stanley Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$1M$683M$3-6M$1-5MSterling DalatriMorgan Stanley Wealth ManagementSacramentoCalifornia - Northern CA (High Net Worth)$1M$785M$3-15M$1-25MMatt DamelioMerrill Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$1M$1.6B$5-20M$2-25MDeepak GanjuMerrill Wealth ManagementSan MateoCalifornia - Northern CA (High Net Worth)$1M$1.3B$2.5-12.5M$1-5MDavid La PointeLPL FinancialTemeculaCalifornia - Northern CA (High Net Worth)$25K$800M$1.5-4M$300K-2.2MKevin HaarbergEdward JonesWoodlandCalifornia - Northern CA (High Net Worth)$1M$640M$2.6-7M$1.3-6MMichael PettitAmeriprise Financial ServicesRosevilleCalifornia - Northern CA (High Net Worth)$25K$873M$1-5M$400K-1.5MLawrence OlinWells Fargo AdvisorsWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$1.8B$3-10M$3-10MMorgan BeckerMorgan Stanley Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$2M$647M$3-20M$2-15MThomas AndersonUBS Wealth ManagementMenlo ParkCalifornia - Northern CA (High Net Worth)$1M$2.2B$415K-1.2M$187K-7.1MDaniel DeitrickMorgan Stanley Wealth ManagementOaklandCalifornia - Northern CA (High Net Worth)$1M$2.5B$2-10M$1-100MRobert RiusMorgan Stanley Wealth ManagementBurlingameCalifornia - Northern CA (High Net Worth)$3M$1B$1-10M$1-10MThomas RansohoffMerrill Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$1M$967M$5-15M$2.5-10MRamsin GanjiMerrill Wealth ManagementMontereyCalifornia - Northern CA (High Net Worth)$2M$1.7B$5-20M$2-12MLudo ThomassonEnsemble Capital ManagementBurlingameCalifornia - Northern CA (High Net Worth)$3M$1.4B$3-100M$3-50MLouis BatmaleAlders Financial SolutionsNovatoCalifornia - Northern CA (High Net Worth)$250K$565M$1-5M$500K-2MDavid ThomasMerrill Wealth ManagementRosevilleCalifornia - Northern CA (High Net Worth)$500K$493M$1.5-5M$700K-14MCarlo PanaccioneNavigation Group | LPL FinancialRedwood ShoresCalifornia - Northern CA (High Net Worth)$2M$673M$4-35M$4-25MThomas McGuirkThe McGuirk & De Nevi GroupMenlo ParkCalifornia - Northern CA (High Net Worth)$1M$680M$2M$2MJoseph NelsonWells Fargo AdvisorsPalo AltoCalifornia - Northern CA (High Net Worth)$1M$713M$5-10M$1-2.5MDavid FarkouhAmeriprise Financial ServicesSan JoseCalifornia - Northern CA (High Net Worth)$500K$545M$1-15M$50K-11MTim MosleyMerrill Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$1M$797M$1-150M$1-10MAaron NicholsJ.P. Morgan Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$3M$476M$5-200M$3-25MDavid LautAbound FinancialGranite BayCalifornia - Northern CA (High Net Worth)$1M$359M$1-50M$1-6MElisabeth AndreasonMorgan Stanley Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$670M$2-7M$1-4MBrian WongLPL FinancialSan CarlosCalifornia - Northern CA (High Net Worth)$750K$344M$1-3M$750K-2MRobert FredericksonUBS Wealth ManagementLos GatosCalifornia - Northern CA (High Net Worth)$1M$840M$2-10M$500K-5MRobert SchwarzWells Fargo AdvisorsWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$1.8B$3-15M$3-15MDerek JohnsonMerrill Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$1M$663M$5-25M$2.5-5MDavid SwartzMerrill Wealth ManagementMill ValleyCalifornia - Northern CA (High Net Worth)$1M$1B$7-30M$5-20MDaniel WalshMerrill Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$4M$2.2B$3-50M$2-40MBret GloverAmeriprise Financial ServicesRosevilleCalifornia - Northern CA (High Net Worth)$0$2.1B$1-10M$500K-5MKelly F. CraneWealth Enhancement GroupSt. HelenaCalifornia - Northern CA (High Net Worth)$500K$328M$1.5-25M$1-18MJeffrey TingMerrill Wealth ManagementSan MateoCalifornia - Northern CA (High Net Worth)$2M$1.8B$5-15M$1-7.5MJason TingMerrill Wealth ManagementSan MateoCalifornia - Northern CA (High Net Worth)$2M$1.8B$5-15M$1-7.5MBryan McCollamUBS Wealth ManagementLos GatosCalifornia - Northern CA (High Net Worth)$3M$1B$1-10M$1-10MPaul Gregory IIIMerrill Wealth ManagementMontereyCalifornia - Northern CA (High Net Worth)$3M$1.7B$1.2-20M$750K-12MNick NicholsonMerrill Wealth ManagementSanta RosaCalifornia - Northern CA (High Net Worth)$250K$1B$400K-10M$1-10MCraig FranklinMorgan Stanley Wealth ManagementSanta RosaCalifornia - Northern CA (High Net Worth)$1M$1.4B$3-30M$2-20MTrung LamJ.P. Morgan Wealth ManagementSanta ClaraCalifornia - Northern CA (High Net Worth)$1M$496M$2-10M$1-3MKristina KuprinaSequoia Wealth Advisors & Investment ManagementSan JoseCalifornia - Northern CA (High Net Worth)$0$615M$500K-5M$1.2-14MMichael LipkinsAddison Avenue Investment Services / Raymond JamesPalo AltoCalifornia - Northern CA (High Net Worth)$250K$287M$500K-15M$250K-8MGary BergAmeriprise Financial ServicesWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$791M$1.8-25M$500K-10MRobert FinkRockefeller Capital ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$10M$1B$10-15M$5-10MJojo CresciMercer Global AdvisorsSan MateoCalifornia - Northern CA (High Net Worth)$3M$3.4B$10-30M$3-30MJeff WonMorgan Stanley Wealth ManagementSacramentoCalifornia - Northern CA (High Net Worth)$100K$574M$250K-5M$1-15MAllan WalsworthMorgan Stanley Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$2M$2.3B$7.5-30M$5-15MMichael HackMorgan Stanley Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$1M$731M$500K-7M$500K-5MRobert CumminsUBS Wealth ManagementSan MateoCalifornia - Northern CA (High Net Worth)$1M$729M$2-7.5M$1.5-5MSimon LuiMerrill Wealth ManagementSan MateoCalifornia - Northern CA (High Net Worth)$1M$962M$3.5-10M$1-5MKimberly HunterWells Fargo AdvisorsSanta RosaCalifornia - Northern CA (High Net Worth)$1M$840M$10M-1B$3-50MJames OrrUBS Wealth ManagementMenlo ParkCalifornia - Northern CA (High Net Worth)$5M$2B$7-12M$2-60MNicole AnzoateguiMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$2M$568M$3.5-25M$1.5-8MJeff LoventhalJ.P. Morgan Wealth ManagementOaklandCalifornia - Northern CA (High Net Worth)$0$450M$600K-10M$700K-4MDonna AndrewsMorgan Stanley Wealth ManagementOaklandCalifornia - Northern CA (High Net Worth)$250K$615M$250K-11M$250-800KRyan SeayMorgan Stanley Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$750K$501M$1.7-8M$550K-3.4MDan ChangAmeriprise Financial ServicesSan JoseCalifornia - Northern CA (High Net Worth)$1M$313M$2-20M$1-10MShelley RichardsonUBS Wealth ManagementLos GatosCalifornia - Northern CA (High Net Worth)$2M$2.2B$5-50M$2-30MErik PulleyMorgan Stanley Wealth ManagementOaklandCalifornia - Northern CA (High Net Worth)$1M$528M$500K-10M$500K-25MRyan RainboltMerrill Wealth ManagementRosevilleCalifornia - Northern CA (High Net Worth)$500K$708M$2.5-6.5M$3-7MSonia JenkinsOwens Estate & Wealth Strategies / Raymond JamesGrass ValleyCalifornia - Northern CA (High Net Worth)$250K$442M$750K-5M$250K-2MCrystal ShiJ.P. Morgan Wealth ManagementSanta ClaraCalifornia - Northern CA (High Net Worth)$2M$427M$5-20M$2-10MRupa JackMorgan Stanley Wealth ManagementNapaCalifornia - Northern CA (High Net Worth)$1M$588M$3-30M$2-20MCraig BrintonMerrill Wealth ManagementMontereyCalifornia - Northern CA (High Net Worth)$250K$839M$2-10M$1.5-5MMichael OsterMerrill Wealth ManagementOaklandCalifornia - Northern CA (High Net Worth)$500K$490M$1.5-3M$250K-3MNayan LapsiwalaAspiriantMountain ViewCalifornia - Northern CA (High Net Worth)$500K$14.2B$2.5-25M$500K-10MChuck CorleyMorgan Stanley Wealth ManagementMenlo ParkCalifornia - Northern CA (High Net Worth)$2M$679M$10-20M$7-15MKory AltheideWells Fargo AdvisorsWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$688M$2.5-6.5M$1-15MSara SaxeUBS Wealth ManagementMenlo ParkCalifornia - Northern CA (High Net Worth)$500K$2.2B$5-20M$10-50MKelly BrothersCAPTRUSTSacramentoCalifornia - Northern CA (High Net Worth)$1M$4.2B$1-500M$5-25MLee Ann CoburnMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$491M$4-20M$2-12MDavid A. MendozaRockefeller Capital ManagementLos GatosCalifornia - Northern CA (High Net Worth)$5M$1.1B$2-25M$1-15MDoug RobbinsUBS Wealth ManagementMill ValleyCalifornia - Northern CA (High Net Worth)$2M$457M$3.5-50M$2-60MC. Brodie JohansonMorgan Stanley Wealth ManagementFresnoCalifornia - Northern CA (High Net Worth)$250K$562M$1.2-10M$250K-6MJenner StimpfigMerrill Wealth ManagementPleasantonCalifornia - Northern CA (High Net Worth)$1M$461M$2-8M$1-4MLaura PedroncelliAddison Avenue Investment Services / Raymond JamesSanta RosaCalifornia - Northern CA (High Net Worth)$250K$392M$750K-2M$500K-1MRich GamboaUBS Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$1M$1.7B$3-30M$1-10MNick EconomosMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$500K$487M$2-15M$1.5-25MDavid Van DykeMerrill Wealth ManagementReddingCalifornia - Northern CA (High Net Worth)$400K$578M$500K-2.2M$750K-3.2MWeldon PooleMerrill Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$1M$573M$4-10M$500K-10MSandra WangMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$2M$1.3B$5-15M$3-10MCarlton PaceRBC Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$1M$1B$2-10M$1-10MDavid ReppasUBS Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$960M$2-50M$500K-6MKathleen SnodgrassUBS Wealth ManagementMenlo ParkCalifornia - Northern CA (High Net Worth)$5M$2.8B$5-100M$1-70MRyan McCormickMerrill Wealth ManagementMontereyCalifornia - Northern CA (High Net Worth)$300K$1.2B$1-50M$300K-30MJohn SchoeppachMerrill Wealth ManagementRosevilleCalifornia - Northern CA (High Net Worth)$250K$912M$2-5M$700K-3MMichael KinslowMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$427M$1-5M$750K-3MDebbie PurseyWealth Enhancement GroupWalnut CreekCalifornia - Northern CA (High Net Worth)$1.5M$938M$1-14M$500K-7MJoshua KuoJ.P. Morgan Wealth ManagementSanta ClaraCalifornia - Northern CA (High Net Worth)$750K$420M$2.5-7M$1-3MJerrad FormanJ.P. Morgan Wealth ManagementSanta ClaraCalifornia - Northern CA (High Net Worth)$500K$390M$3-12M$1-10MGlenn KenesAmeriprise Financial ServicesAuburnCalifornia - Northern CA (High Net Worth)$250K$373M$286K-5.3M$260K-2.3MSteven BrownMorgan Stanley Wealth ManagementFolsomCalifornia - Northern CA (High Net Worth)$1M$391M$500K-10M$500K-10MJesse ZimmerMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$2M$972M$4-25M$2-15MStan LeavittAmeriprise Financial ServicesRosevilleCalifornia - Northern CA (High Net Worth)$750K$511M$2-5M$1-20MMatt BarkerMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$5M$1.6B$15-250M$300K-100MPatrick FarleyRBC Wealth ManagementGreenbraeCalifornia - Northern CA (High Net Worth)$1M$398M$3-15M$1.3-15MAndrew CloningerMerrill Wealth ManagementSacramentoCalifornia - Northern CA (High Net Worth)$1M$602M$2-20M$3-50MEric GonzalesMerrill Wealth ManagementNapaCalifornia - Northern CA (High Net Worth)$1M$766M$5-10M$2.5-5MKent ElliottBairdRosevilleCalifornia - Northern CA (High Net Worth)$1M$362M$2-6M$2-35MTommy LiuMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$2M$480M$3-50M$2-10MSergio SantilliMerrill Wealth ManagementSan MateoCalifornia - Northern CA (High Net Worth)$1M$484M$5-10M$2-5MLinda StandenUBS Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$250K$1.5B$1.5-5M$750K-4MStephanie RichmanEP Wealth AdvisorsWalnut CreekCalifornia - Northern CA (High Net Worth)$500K$19.5B$3-20M$1.2-14MScott StorerMerrill Wealth ManagementRosevilleCalifornia - Northern CA (High Net Worth)$250K$400M$1-4M$500K-2MMegan ThompsonMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$500K$1.7B$1-30M$1-10MMaureen FongMerrill Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$1M$663M$1.5-10M$1-8MDavid EisenhauerTailwinds Wealth Strategies Wealth Management and Insurance SolutionsWalnut CreekCalifornia - Northern CA (High Net Worth)$1M$357M$5-45M$2-10MDan GiesekeMorgan Stanley Wealth ManagementMenlo ParkCalifornia - Northern CA (High Net Worth)$1M$3.9B$5-50M$1-30MAlex OberleMorgan Stanley Wealth ManagementMenlo ParkCalifornia - Northern CA (High Net Worth)$5M$4.1B$5-30M$2-20MJonathan BolterUBS Wealth ManagementRosevilleCalifornia - Northern CA (High Net Worth)$100K$973M$250K-2.5M$450K-5MThomas BiscegliaUBS Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$1M$389M$3-10M$1-5MKelly McMurrayMorgan Stanley Wealth ManagementModestoCalifornia - Northern CA (High Net Worth)$500K$589M$1.5-15M$1.5-4MKurt CarrasquillaMorgan Stanley Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$1M$2B$2-10M$1-5MColleen CusickMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA (High Net Worth)$500K$639M$3-5M$1-3MJay EzzellNatoma WealthFolsomCalifornia - Northern CA (High Net Worth)$2M$790M$10-12M$6-8MMike CorleyWells Fargo AdvisorsPalo AltoCalifornia - Northern CA (High Net Worth)$1M$437M$3-7M$3-7MMitch TuchmanRebalancePalo AltoCalifornia - Northern CA (High Net Worth)$500K$1.1B$1-5M$300K-2MMike BarryQuorum Private Wealth | Sanctuary WealthDanvilleCalifornia - Northern CA (High Net Worth)$1M$1.1B$3-15M$5-10MGretchen HollsteinLitman Gregory Asset ManagementLarkspurCalifornia - Northern CA (High Net Worth)$3M$2B$5-35M$3-25MChris WheatonLitman Gregory Asset ManagementLarkspurCalifornia - Northern CA (High Net Worth)$3M$2B$3-150M$4-150MKelly MilliganQuorum Private Wealth | Sanctuary WealthDanvilleCalifornia - Northern CA (High Net Worth)$1M$1.1B$3-15M$5-10MSean LucasMerrill Wealth ManagementRosevilleCalifornia - Northern CA (High Net Worth)$750K$497M$1.5-35M$800K-3.5MLinhvien TranMerrill Wealth ManagementPalo AltoCalifornia - Northern CA (High Net Worth)$1M$962M$4-7M$1-5MMichelle PiperJ.P. Morgan Wealth ManagementLivermoreCalifornia - Northern CA (High Net Worth)$500K$610M$1.5-7.5M$250K-5MAmi IbarraJ.P. Morgan Wealth ManagementDublinCalifornia - Northern CA (High Net Worth)$250K$610M$1.5-5M$250K-5MCynthia WemyssEdward JonesLos AltosCalifornia - Northern CA (High Net Worth)$2M$385M$3.5-63M$1-52MAdam FischerUBS Wealth ManagementLos GatosCalifornia - Northern CA (High Net Worth)$1M$1B$1-10M$1-10MAndrea C. DevincenziWells Fargo AdvisorsWalnut CreekCalifornia - Northern CA (High Net Worth)$2M$1.8B$2-12M$3.5-7.5MBrian MacDonaldMerrill Wealth ManagementMill ValleyCalifornia - Northern CA (High Net Worth)$1M$429M$1-50M$1-5MDustin BlodgettInsight Capital ManagementSan RamonCalifornia - Northern CA (High Net Worth)$500K$250M$2-6M$450K-4MBrandon PiconeMerrill Wealth ManagementSan JoseCalifornia - Northern CA (High Net Worth)$1M$373M$3-15M$1.5-10MPhuong QuachAmeriprise Financial ServicesSanta ClaraCalifornia - Northern CA (High Net Worth)$0$790M$1-2.5M$350K-1.2M