constellation wealth advisors - 2014 top independent financial advisors ranked by barrons

8/25/2014 2014 Top Independent Financial Advisors Ranked by Barron's - Barrons.com

http://online.barrons.com/report/top-financial-advisors/independent/2014#printMode 1/4

Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets overseen by theadvisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of100 and rates the rest by comparing them with the winner. A ranking of "N" denotes an advisor who is new to the list.

CUSTOMERS

Rank Individuals HighNet Worth

Ultra-HighNet Worth Founda- Endow- Institu-

TotalAsset

TypicalAccount

TypicalNet Worth

'14 '13 Name Firm Location (Up to $1mil) ($1-10 mil) ($10 mil+) tions ments tional ($mil) ($mil) ($mil) Score

1 1 Peter Mallouk CreativePlanning

Leaw ood, Kan. 11324 1.49 4.75 100.000

2 2 MartinBicknell

Mariner WealthAdvisors

Leaw ood, Kan. 35172 4 20 99.976

3 9 Fred FernChurchillManagementGroup

Los Angeles,Calif . 3478 0.75 1.5 99.928

4 11 Jon GoldsteinConstellationWealthAdvisors

Menlo Park,Calif . 6700 50 75 99.914

5 6 David ZierConvergentWealthAdvisors

Potomac, Md. 8603 19.8 44.1 99.822

6 16 Erik MorganFreestoneCapitalManagement

Seattle, Wash. 3165 5 11 99.788

7 10 John W. RafalEssexFinancialServices

Essex, Conn. 3842 6 15 99.559

8 4Robert A.Clarfeld

ClarfeldFinancialAdvisors

Tarrytow n,N.Y. 4937 20 70 99.496

9 5 Spuds Powell

KayneAndersonRudnickInvestmentManagement

Los Angeles,Calif . 9133 5 10 99.253

10 12 David Lees myCIO WealthPartners

Philadelphia,Pa.

8314 25 31 98.598

11 7 Ron CarsonCarson WealthManagementGroup

Omaha, Neb. 4597 5 10 98.567

12 37 Greg MillerWellesleyInvestmentAdvisors

Wellesley,Mass. 2322 2 10 98.377

13 17 Edward Neild GreshamPartners

Chicago, Ill. 4841 50 70 98.352

14 20 CharlesZhang

ZhangFinancial

Portage, Mich. 2097 3 5 98.020

15 27Edward (Ted)Cronin

ManchesterCapitalManagement

Manchester,Vt. 2595 20 45 97.849

16 8 RichardSaperstein

HighTow er New York,N.Y.

7229 15 40 97.693

17 58 Gregg Fisher GersteinFisher

New York,N.Y.

3032 1.6 3.05 97.454

18 N David KahnConvergentWealthAdvisors

Los Angeles,Calif . 8603 19.8 44.1 97.251

19 14PaulTramontano

ConstellationWealthAdvisors

New York,N.Y. 6700 40 75 96.865

20 NShannonEusey

Beacon PointeAdvisors

New portBeach, Calif . 7000 8 15 96.811

21 13 David HouFirst RepublicInvestmentManagement

Los Angeles,Calif . 9399 15 25 96.048

22 42 Grant Rawdin

WescottFinancialAdvisoryGroup

Philadelphia,Pa.

2184 7.5 25 95.783

23 53 David KudlaMainstayCapitalManagement

Grand Blanc,Mich. 1853 0.5 4 95.634

24 21 Daniel Wiener AdviserInvestments

New ton, Mass. 3219 0.47 1.28 95.312

25 39MichaelYoshikami

DestinationWealthManagement

Walnut Creek,Calif . 1400 2.4 7 95.080

Telemus Southfield,

Barron's: Top 100 Independent Wealth Advisors



26 29 Gary Ran CapitalPartners

Mich. 2272 7 18 94.952

27 N Alan ZafranFirst RepublicInvestmentManagement

Menlo Park,Calif . 9399 15 25 94.720

28 31 StevenWeinstein

Altair Advisers Chicago, Ill. 4033 10 20 94.421

29 78 Lori VanDusen

LVW Advisors Pittsford, N.Y. 4187 50 75 94.301

30 50 MitchellEichen

The MDEGroup

Morristow n,N.J.

1524 7 9 93.936

31 40KennethMoraif

Money Mattersw ith KenMoraif

Plano, Texas 2476 0.54 1 93.700

32 60 Susan KaplanKaplanFinancialServices

New ton, Mass. 1600 3.75 10 93.401

33 67 JonathanKuttin

AmeripriseFinancial

Melville, N.Y. 1995 0.95 3.9 93.286

34 75 StephanCassaday

Cassaday andCompany

McLean, Va. 1571 1.4 2 93.230

35 76 Laila Pence Pence WealthManagement

New portBeach, Calif .

1212 2 5 93.211

36 66 Paul Pagnato HighTow er Reston, Va. 2320 25 40 92.858

37 N MichaelStolper

Veritable New tow nSquare, Pa.

13415 62 78 92.854

38 49 Jeffrey Colin Baker StreetAdvisors

San Francisco,Calif .

5454 20 30 92.681

39 30 John WaldronWaldronWealthManagement

Pittsburgh, Pa. 1194 10 25 92.512

40 80JoshuaGross

Mill CreekCapitalAdvisors

Conshohocken,Pa. 3500 14 25 92.404

41 33 TimothyGrimes

Grimes &Company

Westborough,Mass.

1977 3.5 7 91.875

42 83 PeterRaimondi

BanyanPartners

Palm BeachGardens, Fla.

4499 2 5 91.527

43 74 KevinTimmerman

Steele CapitalManagement

Dubuque, Iow a 1487 0.75 2.5 91.418

44 90 Randall Linde AmeripriseFinancial

Renton, Wash. 1644 0.75 1.5 91.380

45 85 Lon Morton Morton CapitalManagement

Calabasas,Calif .

1433 4 8 90.832

46 N JamesMeredith

Hefren-Tillotson

Pittsburgh, Pa. 1454 1.5 4 90.670

47 73John AdamsVaccaro

WestportResources

Westport,Conn. 1284 3.5 10 90.653

48 35 William Rice Anchor CapitalAdvisors

Boston, Mass. 8835 2 3 90.443

49 68 Jim BerlinerWestmountAssetManagement

Los Angeles,Calif . 1953 2.5 7 90.212

50 N ClarkeLemons

WaterOakAdvisors

Winter park,Fla.

1348 2.69 4.5 90.194

51 82 James B.Stack

Stack FinancialManagement

Whitefish,Mont.

1034 1.5 5 90.164

52 41 Dale Yahnke Dow ling &Yahnke

San Diego,Calif .

2690 2.88 15 85.966

53 19 MichaelNathanson

The ColonyGroup

Boston, Mass. 3617 3 8 85.933

54 92 Lewis Altfest

AltfestPersonalWealthManagement

New York,N.Y.

1187 2 4 85.890

55 48 Colin Carter The PresidioGroup

Dallas, Texas 4287 25 50 85.844

56 N RobertBalentine

Balentine Atlanta, Ga. 1884 9 25 85.837

57 18 John LesserPlante MoranFinancialAdvisors

Auburn Hills,Mich. 14389 30.45 85.44 85.726

58 87 GerardKlingman

RaymondJames

New York,N.Y.

1463 10 15 85.655

59 23 RobertGlovsky

The ColonyGroup

Boston, Mass. 3617 3 8 85.335

60 69 Doug Allison Beacon PointeAdvisors

New portBeach, Calif .

7000 9.6 18 85.319



61 96 MichaelChasnoff

TruepointWealthCounsel

Cincinnati, Ohio 1845 3.05 5 85.213

62 NRobertFragasso

FragassoFinancialAdvisors

Pittsburgh, Pa. 1065 0.83 1.6 85.202

63 43 CharlesBrighton

Brighton Jones Seattle, Wash. 2521 3 2.6 85.140

64 22 Richard Jr.Burridge

RMB CapitalManagement

Chicago, Ill. 4301 2.9 6 85.132

65 24 FrederickPaulman

RMB CapitalManagement

Chicago, Ill. 4301 2.9 6 85.077

66 93 Chuck BeanHeritageFinancialServices

Westw ood,Mass. 900 5 8.5 84.941

67 N KevinVanDyke

Bloomfield HillsFinancial

Bloomfield Hills,Mich.

800 2 4 84.885

68 N Leo Kelly HighTow er Hunt Valley,Md.

1122 5 10 84.694

69 15 Brian Holmes

SignatureEstate &InvestmentAdvisors

Los Angeles,Calif .

4213 5 15 84.622

70 N Shari Burns Paragon/UnitedCapital

Seattle, Wash. 1413 4.9 7 84.580

71 N Van Pearcy RaymondJames

Midland, Texas 1669 3 9 84.535

72 86 MatthewYoung

Richard C.Young & Co.

New port, R.I. 1022 1.84 5 84.520

73 100 Kevin Myeroff NCA FinancialPlanners

Cleveland, Ohio 1236 1.5 2.5 84.412

74 25 Rob Francais Aspiriant Los Angeles,Calif .

8455 9 25 84.411

75 N AndrewMorse

HighTow er New York,N.Y.

1649 3.13 5 84.370

76 N PamelaRosenau

HighTow er Los Angeles,Calif .

1056 7 25 84.301

77 72 Bruce Brugler The PresidioGroup


4287 25 50 83.929

78 70 Scott Tiras AmeripriseFinancial

Houston,Texas

1880 2 3.5 83.587

79 N Scott George

MasonInvestmentAdvisoryServices

Reston, Va. 4760 6.2 2.6 83.585

80 46 ChristopherCordaro

RegentAtlanticCapital LLC

Morristow n,N.J.

3181 5 15 83.431

81 47ThomasMyers

Brow nson,Rehmus &Foxw orth

Menlo Park,Calif . 9765 25 40 83.240

82 28DebraWetherby

WetherbyAssetManagement

San Francisco,Calif . 3700 10 15 83.225

83 N Roger Wade GW & Wade Wellesley,Mass.

4863 0.65 2.2 83.040

84 57 Greg Sullivan

Sullivan,Bruyette,Speros &Blayney

McLean, Va. 2825 5 10 82.980

85 59 Andy Berg Homrich Berg Atlanta, Ga. 3700 3 7 82.960

86 81 GeorgePapadoyannis

AmeripriseFinancial

San Mateo,Calif .

3700 2 6 82.865

87 63PatrickMcClain

HansonMcClainAdvisors

Sacramento,Calif . 2072 0.5 1 82.832

88 64Scott T.Hanson

HansonMcClainAdvisors

Sacramento,Calif . 2072 0.5 1 82.827

89 99RichardJoyner

TollesonWealthManagement

Dallas, Texas 4235 75 125 82.675

90 79 StewartMassey

Massey Quick& Co.

Morristow n,N.J.

2788 8.7 25 82.462

91 38 Sandi Bragar Aspiriant San Francisco,Calif .

8455 9 25 82.461

92 52 Joel Isaacson Joel Isaacson& Co.

New York,N.Y.

2733 10 15 82.421

93 71 PaulTaghibagi

SignatureEstate &InvestmentAdvisors

Los Angeles,Calif .

4213 3 10 82.361



94 55 Todd MillayChoateInvestmentAdvisors

Boston, Mass. 4455 7 10 82.239

95 56 BrentBrodeski

Savant CapitalManagement

Rockford, Ill. 4096 1.25 3 82.155

96 65 Michael vanden Akker

Baker StreetAdvisors


5454 20 30 82.142

97 N Richard J.Buoncore

MAI WealthAdvisors

Cleveland, Ohio 3849 9 25 82.061

98 84 Martin J Eby WMS Partners Tow son, Md. 2626 9.3 15 81.913

99 36 Mark DixonPlante MoranFinancialAdvisors

Southfield,Mich. 14389 14.7 25.2 81.791

100 62 Claudia Shilo BallentinePartners

Wolfeboro,N.H.

5018 52.6 52.6 81.194

constellation wealth advisors - 2014 top independent financial advisors ranked by barrons

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