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Vendredi 31 mars 2006

The Best

The Top 100

BARRON'S, SEPTEMBER 20, 2004

Here are the 100 best wealth advisers from the brokerage industry, as identified by researcher R.J. Shook, author of the Winner's Circle books. He screened more than 3,000 candidates for quality, then ordered the finalists by size. Assets shown in the table include both investments at the broker's firm and funds farmed out to others. Assets also include investments for institutional clients, though Shook weighted those holdings less heavily when tabulating the rankings. He also considered the revenue each broker generates, but he agreed to keep that information confidential. In addition to brokerage houses, the ranking covers brokerage units of banks and financial-planning affiliates of brokerages.

        ---------------Customers---------------
Rank Name Firm Location Individuals ($1 mil) High Net Worth ($2- $10 mil) Ultra High Net Worth ($10 mil) Corpora- tions Found- ations Endow- ments Assets (mil) Typical Account Size (mil) Typical Net Worth (mil)
1 Martin Shafiroff Lehman Brothers New York   § §     § $100,000* $1 - $100+ $1 - $5000
2 Mark T. Curtis Smith Barney Palo Alto,Calif.   § § § § § 6,000 1 - 1000 5
3 Richard Saperstein Bear Stearns New York   § § §     6,500 2 -100 5-500
4 David W. Knall McDonald Investments Inc. Indianapolis, Ind. § § § § § § 3,600 3+ 5
5 Marvin H. McIntyre Legg Mason Wood Walker Inc. Washington § § § § § § 2,000 5 - 10 5 - 10
6 Ric Edelmann Ric Edelmann / Royal Alliance Associates, Inc. Washington § § § § §   2,400 150K -2 500K- 5
7 Brian Pfeifler Morgan Stanley New York     §   §   3,000 15 - 250 20 - 2000
8 Robert Coleman Morgan Stanley San Francisco, Calif.     §   §   2,600 2-500 10-1b+
9 August Cenname Merrill Lynch Columbus, Ohio     §       3,000 10-100 25 -500
10 Gregory Vaughan Morgan Stanley Menlo Park, Calif.     §   § § 3,000 20 - 25 50+
11 Jon Goldstein Smith Barney Menlo Park, Calif.   § §       2,400 5 + 10 +
12 Andrew Perry Deutsche Bank Alex.Brown New York   § §       2,500 5+ 10+
13 Ira A. Walker Morgan Stanley Red Bank, N.J.   § § § § § 1,500 5+ 25+
14 Anthony Gallea Smith Barney Pittsford, N.Y.   § § §     2,600 1 10
15 Drew Zager Morgan Stanley Los Angeles.     § § §   4,400 30 - 100+ 100+
16 Richard Zinman Smith Barney New York     §       2,500 10 - 25 15 - 35
17 Mark Sear Merrill Lynch Los Angeles     §     § 3,000 10 + 20
18 Louis J. Chiavacci Merrill Lynch Coral Gables, Fla.     §       2,500 25 60
19 Robert Dixon Morgan Stanley Menlo Park, Calif.     §   § § 2,500 15-25 25-50
20 Rebecca Susan Rothstein Smith Barney Los Angeles   § §       850 2.5-10 10 +
21 Raj Sharma Merrill Lynch Boston   § §     § 2,500 5 -50 10 -100
22 Bill Gurtin Morgan Stanley Rancho Santa Fe, Calif.     §       3,500 5 + 10+
23 Paul E. Tramontano Smith Barney New York     §       2,500 5+ 20+
24 Richard M. Blosser Morgan Stanley Los Angeles     §   § § 2,100 20-300+ 20-1000
25 Joseph W. Montgomery Wachovia Securities Willliamsburg § § § § § § 6,500 3-30 5-40
26 David C. Hou Merrill Lynch Los Angeles     §   § § 2,000 10 + 20
27 John F. Erdmann III (Jeff) Merrill Lynch Greenwich, Conn.   § §       2,000 10 + 15 +
28 Jim Hansberger Smith Barney Atlanta   § §       1,500 5-15 20-25+
29 John W. Rafal Essex Financial Services, Inc. Essex, Conn. § § § § § § 1,300 1.7 2-20
30 Robert M. Stulberg Merrill Lynch Bloomfield Hills, Mich.   § § § § § 1,000 5+ 5-100+
31 Gary L. Ran UBS Financial Services Inc. Farmington Hills, Mich.   § §       1,225 1 - 65 5 - 2000
32 Dean D. Trindle Merrill Lynch Cincinnati, Ohio § § §       2,000 1 - 10 1-20
33 John Cooke Wachovia Securities Indianapolis, Ind. § §     § § 850 1 - 10 1 - 25
34 Steven J. Hefter Morgan Stanley Chicago   § § § §   750 5-10 10-30
35 George Dunn Smith Barney Washington § § § § § § 2,300 1.5 - 4 5-15+
36 Ron Carson Carson Wealth Management Group / Linsco/Private Ledger Omaha, Neb. § § § §     878 5+ 5+
37 Martin L. Halbfinger UBS Financial Services Inc. New York   §         1,200 2 - 10 5 - 20
38 Mark J. McHugh Deutsche Bank Alex.Brown Boston   § §   § § 2,000 5 - 20 n/a
39 M. Keefe Gorman Merrill Lynch Ithaca, N.Y. § §   §     5,400 1-5 1-15+
40 Alan Whitman Morgan Stanley Pasadena, Calif. § § §   § § 980 1 - 5+ 2 - 5+
41 Charles C. Zhang Zhang & Assoc, a financial advisory branch of American Express Portage, Mich. § §         500 500K-5 1-6
42 Harry Ford Legg Mason Wood Walker Inc. Baltimore, Md. § § §   § § 600 500K- 5 1- 10
43 Donald DeWees Sr Wachovia Securities Greenville, Del.   § §   § § 800 3-300 5 +
44 Lori A. Van Dusen Smith Barney Rochester, N.Y.     §   § § 2,500 10-500 20+
45 Richard Whiting Banc of America Investment Services Los Angeles     § § §   1,500 3 10
46 Nick M Bapis Morgan Stanley Salt Lake City   § §       1,900 2 5+
47 Phil Scott Merrill Lynch Bellevue, Wash.   § §       700 5+ 5+
48 Hank A. McLarty Jr. Morgan Stanley Atlanta   § §   § § 800 2 - 100+ 10 - 100+
49 Thomas E. Hill Legg Mason Wood Walker Inc. Easton, Md. § § §   § § 800 1 + 1 +
50 Thomas J. Buck (Tom) Merrill Lynch Carmel, Ind. § § §   §   750 1 to 20 3- 4
51 Ken Van Wagenen Wells Fargo Investments Los Angeles   § § § § § 1,100 2+ 5+
52 Michael Johnston Smith Barney Irvine,Calif.   § §       800 5 - 40 10 - 100
53 Niall J. Gannon Smith Barney Clayton, Mo.     §       950 25+ 50 +
54 Thomas D. Lips UBS Financial Services Inc. Hartford, Conn.   § §   § § 650 1 - 10 5 - 15
55 David A. Novelli  Smith Barney Houston     §   § § 1,200 3-300 10+
56 John P. Roe Smith Barney San Francisco, Calif.   § § § § § 3,500 5+ 5+
57 Dan Osborne Banc of America Investment Services San Francisco, Calif.   §     §   1,500 5 10- 15
58 David Ellis III McDonald Financial Group Cincinnati, Ohio § § § § §   920 2-5+ 4-6+
59 Jim Snyder Legg Mason Wood Walker Inc. Bowie, Md. § § § § §   580 500K - 10 750K- 12
60 Mark Pollard Merrill Lynch Princeton, N.J.   § §   §   1,900 2-20 5-25
61 John D. Olson Merrill Lynch New York   §   §     1,200 2-20 5-30
62 Shelley Bergman Bear Stearns New York § § § § § § 700 2 -5 5 - 10
63 Alan R. Leist Strategic Financial Services, LLC Uticalif./Palm Beach, Fla. § § §   § § 650 100k - 20 250k-75
64 Patricia A. Bell Merrill Lynch Short Hills, N.J.   §         485 2.5 5 - 10
65 Alexandra Armstrong Armstrong MacIntyre & Severns, Inc. / FSC Securities Corp. Washington § §     § § 650 1.75 3
66 Gen. John Kulhavi Merrill Lynch Farmington Hills, Mich. § §     § § 640 250K-3 500K-3
67 Roland R. Manarin Manarin Securities Corp. Omaha, Neb. §     §     500 200K - 1 200K - 1
68 Kim Ciccarelli Kantor Ciccarelli Advisory Services / FSC Securities Corporation Naples, Fla. § §   §     550 1 - 5 3 - 10
69 Gregory S. Hurlbrink Legg Mason Wood Walker Inc. Baltimore, Md. § § § § § § 600 1+ 2+
70 Kay Shirley, Ph.D. Financial Development Corp./Mutual Service Corp. Atlanta §           424 100K + 1.3
71 Kevin H. Myeroff NCA Financial Planners / Royal Alliance Associates, Inc. Cleveland, Ohio § §         500 500K- 5 1 -20
72 Mary M. Deatherage    Smith Barney Little Falls, N.J. § § §   § § 525
Par Forex Queen - Publié dans : forexqueen5
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