http://www.cwallc.com - Barron's list of top ranked financial advisory firms in 2014. The complete list is viewable.

1. 8/25/2014 2014 Top Independent Financial Advisors Ranked by Barron's - Barrons.com
Barron's: Top 100 Independent Wealth Advisors
Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets overseen by the
advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of
100 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 High
Net Worth
Ultra-High
Net Worth Founda- Endow - Institu-
Total
Asset
Typical
Account
Typical
Net 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 Creative
Planning Leaw ood, Kan. 11324 1.49 4.75 100.000
2 2 Martin
Bicknell
Mariner Wealth
Advisors Leaw ood, Kan. 35172 4 20 99.976
3 9 Fred Fern
Churchill
Management
Group
Los Angeles,
Calif. 3478 0.75 1.5 99.928
4 11 Jon Goldstein
Constellation
Wealth
Advisors
Menlo Park,
Calif. 6700 50 75 99.914
5 6 David Zier
Convergent
Wealth
Advisors
Potomac, Md. 8603 19.8 44.1 99.822
6 16 Erik Morgan
Freestone
Capital
Management
Seattle, Wash. 3165 5 11 99.788
7 10 John W. Rafal
Essex
Financial
Services
Essex, Conn. 3842 6 15 99.559
8 4 Robert A.
Clarfeld
Clarfeld
Financial
Advisors
Tarrytow n,
N.Y. 4937 20 70 99.496
9 5 Spuds Pow ell
Kayne
Anderson
Rudnick
Investment
Management
Los Angeles,
Calif. 9133 5 10 99.253
10 12 David Lees myCIO Wealth
Partners
Philadelphia,
Pa. 8314 25 31 98.598
11 7 Ron Carson
Carson Wealth
Management
Group
Omaha, Neb. 4597 5 10 98.567
12 37 Greg Miller
Wellesley
Investment
Advisors
Wellesley,
Mass. 2322 2 10 98.377
13 17 Edw ard Neild Gresham
Partners Chicago, Ill. 4841 50 70 98.352
14 20 Charles
Zhang
Zhang
Financial Portage, Mich. 2097 3 5 98.020
15 27 Edw ard (Ted)
Cronin
Manchester
Capital
Management
Manchester,
Vt. 2595 20 45 97.849
16 8 Richard
Saperstein HighTow er New York,
N.Y. 7229 15 40 97.693
17 58 Gregg Fisher Gerstein
Fisher
New York,
N.Y. 3032 1.6 3.05 97.454
18 N David Kahn
Convergent
Wealth
Advisors
Los Angeles,
Calif. 8603 19.8 44.1 97.251
19 14 Paul
Tramontano
Constellation
Wealth
Advisors
New York,
N.Y. 6700 40 75 96.865
20 N
Shannon
Eusey
Beacon Pointe
Advisors
New port
Beach, Calif. 7000 8 15 96.811
21 13 David Hou
First Republic
Investment
Management
Los Angeles,
Calif. 9399 15 25 96.048
22 42 Grant Raw din
Wescott
Financial
Advisory
Group
Philadelphia,
Pa. 2184 7.5 25 95.783
23 53 David Kudla
Mainstay
Capital
Management
Grand Blanc,
Mich. 1853 0.5 4 95.634
24 21 Daniel Wiener Adviser
Investments New ton, Mass. 3219 0.47 1.28 95.312
25 39 Michael
Yoshikami
Destination
Wealth
Management
Walnut Creek,
Calif. 1400 2.4 7 95.080
Telemus Southfield,
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2. 8/25/2014 2014 Top Independent Financial Advisors Ranked by Barron's - Barrons.com
26 29 Gary Ran Capital
Partners
Mich. 2272 7 18 94.952
27 N Alan Zafran
First Republic
Investment
Management
Menlo Park,
Calif. 9399 15 25 94.720
28 31 Steven
Weinstein Altair Advisers Chicago, Ill. 4033 10 20 94.421
29 78 Lori Van
Dusen LVW Advisors Pittsford, N.Y. 4187 50 75 94.301
30 50 Mitchell
Eichen
The MDE
Group
Morristow n,
N.J. 1524 7 9 93.936
31 40 Kenneth
Moraif
Money Matters
w ith Ken
Moraif
Plano, Texas 2476 0.54 1 93.700
32 60 Susan Kaplan
Kaplan
Financial
Services
New ton, Mass. 1600 3.75 10 93.401
33 67 Jonathan
Kuttin
Ameriprise
Financial Melville, N.Y. 1995 0.95 3.9 93.286
34 75 Stephan
Cassaday
Cassaday and
Company McLean, Va. 1571 1.4 2 93.230
35 76 Laila Pence Pence Wealth
Management
New port
Beach, Calif. 1212 2 5 93.211
36 66 Paul Pagnato HighTow er Reston, Va. 2320 25 40 92.858
37 N Michael
Stolper Veritable New tow n
Square, Pa. 13415 62 78 92.854
38 49 Jeffrey Colin Baker Street
Advisors
San Francisco,
Calif. 5454 20 30 92.681
39 30 John Waldron
Waldron
Wealth
Management
Pittsburgh, Pa. 1194 10 25 92.512
40 80 Joshua
Gross
Mill Creek
Capital
Advisors
Conshohocken,
Pa. 3500 14 25 92.404
41 33 Timothy
Grimes
Grimes &
Company
Westborough,
Mass. 1977 3.5 7 91.875
42 83 Peter
Raimondi
Banyan
Partners
Palm Beach
Gardens, Fla. 4499 2 5 91.527
43 74 Kevin
Timmerman
Steele Capital
Management Dubuque, Iow a 1487 0.75 2.5 91.418
44 90 Randall Linde Ameriprise
Financial Renton, Wash. 1644 0.75 1.5 91.380
45 85 Lon Morton Morton Capital
Management
Calabasas,
Calif. 1433 4 8 90.832
46 N James
Meredith
Hefren-
Tillotson Pittsburgh, Pa. 1454 1.5 4 90.670
47 73
John Adams
Vaccaro
Westport
Resources
Westport,
Conn. 1284 3.5 10 90.653
48 35 William Rice Anchor Capital
Advisors Boston, Mass. 8835 2 3 90.443
49 68 Jim Berliner
Westmount
Asset
Management
Los Angeles,
Calif. 1953 2.5 7 90.212
50 N Clarke
Lemons
WaterOak
Advisors
Winter park,
Fla. 1348 2.69 4.5 90.194
51 82 James B.
Stack
Stack Financial
Management
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 Michael
Nathanson
The Colony
Group Boston, Mass. 3617 3 8 85.933
54 92 Lew is Altfest
Altfest
Personal
Wealth
Management
New York,
N.Y. 1187 2 4 85.890
55 48 Colin Carter The Presidio
Group Dallas, Texas 4287 25 50 85.844
56 N Robert
Balentine Balentine Atlanta, Ga. 1884 9 25 85.837
57 18 John Lesser
Plante Moran
Financial
Advisors
Auburn Hills,
Mich. 14389 30.45 85.44 85.726
58 87 Gerard
Klingman
Raymond
James
New York,
N.Y. 1463 10 15 85.655
59 23 Robert
Glovsky
The Colony
Group Boston, Mass. 3617 3 8 85.335
60 69 Doug Allison Beacon Pointe
Advisors
New port
Beach, Calif. 7000 9.6 18 85.319
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3. 8/25/2014 2014 Top Independent Financial Advisors Ranked by Barron's - Barrons.com
61 96 Michael
Chasnoff
Truepoint
Wealth
Counsel
Cincinnati, Ohio 1845 3.05 5 85.213
62 N Robert
Fragasso
Fragasso
Financial
Advisors
Pittsburgh, Pa. 1065 0.83 1.6 85.202
63 43 Charles
Brighton Brighton Jones Seattle, Wash. 2521 3 2.6 85.140
64 22 Richard Jr.
Burridge
RMB Capital
Management Chicago, Ill. 4301 2.9 6 85.132
65 24 Frederick
Paulman
RMB Capital
Management Chicago, Ill. 4301 2.9 6 85.077
66 93 Chuck Bean
Heritage
Financial
Services
Westw ood,
Mass. 900 5 8.5 84.941
67 N Kevin
VanDyke
Bloomfield Hills
Financial
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
Signature
Estate &
Investment
Advisors
Los Angeles,
Calif. 4213 5 15 84.622
70 N Shari Burns Paragon/United
Capital Seattle, Wash. 1413 4.9 7 84.580
71 N Van Pearcy Raymond
James Midland, Texas 1669 3 9 84.535
72 86 Matthew
Young
Richard C.
Young & Co. New port, R.I. 1022 1.84 5 84.520
73 100 Kevin Myeroff NCA Financial
Planners Cleveland, Ohio 1236 1.5 2.5 84.412
74 25 Rob Francais Aspiriant Los Angeles,
Calif.
8455 9 25 84.411
75 N Andrew
Morse HighTow er New York,
N.Y. 1649 3.13 5 84.370
76 N Pamela
Rosenau HighTow er Los Angeles,
Calif. 1056 7 25 84.301
77 72 Bruce Brugler The Presidio
Group
San Francisco,
Calif. 4287 25 50 83.929
78 70 Scott Tiras Ameriprise
Financial
Houston,
Texas 1880 2 3.5 83.587
79 N Scott George
Mason
Investment
Advisory
Services
Reston, Va. 4760 6.2 2.6 83.585
80 46 Christopher
Cordaro
RegentAtlantic
Capital LLC
Morristow n,
N.J. 3181 5 15 83.431
81 47 Thomas
Myers
Brow nson,
Rehmus &
Foxw orth
Menlo Park,
Calif. 9765 25 40 83.240
82 28 Debra
Wetherby
Wetherby
Asset
Management
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 George
Papadoyannis
Ameriprise
Financial
San Mateo,
Calif. 3700 2 6 82.865
87 63 Patrick
McClain
Hanson
McClain
Advisors
Sacramento,
Calif. 2072 0.5 1 82.832
88 64 Scott T.
Hanson
Hanson
McClain
Advisors
Sacramento,
Calif. 2072 0.5 1 82.827
89 99 Richard
Joyner
Tolleson
Wealth
Management
Dallas, Texas 4235 75 125 82.675
90 79 Stew art
Massey
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 Paul
Taghibagi
Signature
Estate &
Investment
Advisors
Los Angeles,
Calif. 4213 3 10 82.361
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4. 8/25/2014 2014 Top Independent Financial Advisors Ranked by Barron's - Barrons.com
94 55 Todd Millay
Choate
Investment
Advisors
Boston, Mass. 4455 7 10 82.239
95 56 Brent
Brodeski
Savant Capital
Management Rockford, Ill. 4096 1.25 3 82.155
96 65 Michael van
den Akker
Baker Street
Advisors
San Francisco,
Calif. 5454 20 30 82.142
97 N Richard J.
Buoncore
MAI Wealth
Advisors 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 Dixon
Plante Moran
Financial
Advisors
Southfield,
Mich. 14389 14.7 25.2 81.791
100 62 Claudia Shilo Ballentine
Partners
Wolfeboro,
N.H. 5018 52.6 52.6 81.194
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