Industries Banking/Finance

SHOOK top wealth advisers in Virginia

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The following ranking of financial advisers was compiled by Florida-based SHOOK Research LLC, which also prepares a series of state by state and national lists for Forbes.

Rank Name Company City Typical client net worth Minimum account size for new business1
1 Ric Edelman Edelman Financial Engines Fairfax $250K-1M $5K
2 Paul Pagnato PagnatoKarp Reston 20M 10M
3 Joe Montgomery Wells Fargo Advisors Williamsburg 5-15M 5M
4 Jeff Grinspoon HighTower Advisors Vienna 5-12M 1M
5 Gregory Smith Baird Reston 1-7M 300K
6 Simon Hamilton Baird Reston 1-7M 300K
7 Tristan Caudron Wells Fargo Advisors Alexandria 1-5M 500K
8 Ryan Sprowls Wells Fargo Advisors Alexandria 2.5-5M 500K
9 John Gill BB&T Scott & Stringfellow Virginia Beach 2.5-20M 1M
10 Robert Reich Wells Fargo Advisors McLean 3.5-50M 1M
11 Jamie Cox Harris Financial Group Richmond 800K-7.5M 0
12 Brett Hayes Wells Fargo Advisors Richmond 1-10M 500K
13 Allan Strange Janney Montgomery Scott Richmond 3-5M 0
14 Susan Kim Ameriprise Financial Vienna 1.7-12M 0
15 Eric Bartok Merrill Lynch Wealth Management Norfolk 2-10M 1M
16 James Barnette Raymond James Financial Services Reston 500K-2.5M 0
17 Weston Burnett OptiFour Integrated Wealth Management McLean 2-3M 700K
18 Neil Goetzman Merrill Lynch Wealth Management Alexandria 4-40M 1M
19 Bob Parr Morgan Stanley Private Wealth Management McLean 5-50M 2M
20 Greg Popera Merrill Lynch - Private Banking & Investment Group Tysons 30-50M 10M
21 Billy Barnes Wells Fargo Advisors Williamsburg 1-5M 250K
22 Douglas Gerace Wells Fargo Advisors McLean 5M 500K
23 David Earl Merrill Lynch Wealth Management Norfolk 1-15M 1M
24 Stephen Park UBS Financial Services Inc. Vienna 2-20M 2M
25 Brian Ford RBC Wealth Management Richmond 1-10M 1M
26 Christopher MacNamara Merrill Lynch Wealth Management Vienna 1-10M 250K
27 Chris Aime Baird Reston 1-5M 250K
28 Aashish Matani Merrill Lynch Wealth Management Norfolk 2.5-35M 1M
29 G. Carl Mahler Jr. The Pinnacle Group/Raymond James Midlothian 1-2M 500K
30 Jeff LeClair Wells Fargo Advisors McLean 8-25M 2M
31 Hanane Lemlih Wells Fargo Advisors McLean 8-25M 2M
32 Scott Garnett UBS Financial Services Inc. Richmond 1.5-5M 500K
33 Wanda Austin Morgan Stanley Wealth Management Newport News 1.5-6M 0
34 Joe Robinson Merrill Lynch Wealth Management Reston 1-25M 500K
35 Robert James Silva Morgan Stanley Wealth Management McLean 1.5-12M 2M
36 Jeff Eveland Merrill Lynch Wealth Management Leesburg 2M 500K
37 W. Scott Mowry Legacy Financial Group/Raymond James Williamsburg 2-6M 250K
38 Nancy Popovich Baird McLean 1-5M 0
39 Geoffrey Sisk Wells Fargo Advisors Richmond 2.5-12M 500K
40 David Armstrong Monument Wealth Management Alexandria 5-25M 1M
41 Patrick Larkin III Wells Fargo Advisors Leesburg 1.5-15M 500K
42 Ron Graft Wells Fargo Advisors McLean 3-8M 1M
43 Brandon LaCroix Merrill Lynch Wealth Management Roanoke 3-15M 500K
44 Mark Lange Morgan Stanley Wealth Management Richmond 1-15M 500K
45 James Bogart Bogart Wealth McLean 1.5-31M 1M
46 Dean Catino Monument Wealth Management Alexandria 5-30M 1M
47 Brian Jones CJM Wealth Advisers Fairfax 2-10M 1M
48 Mark Leonard Morgan Stanley Wealth Management McLean 5-10M 2M
49 Kent Cox Morgan Stanley Graystone Richmond 5-10M 1M
50 Kim Luu-Tu Ameriprise Financial Vienna 1-4M 500K
51 Greg Watts Morgan Stanley Wealth Management Virginia Beach $ 2-3M $ 500K
52 Marc Cram Morgan Stanley Wealth Management Richmond 500K-5M 0
53 Christopher Coffing Merrill Lynch Wealth Management Norfolk 1-4M 750K
54 Andrew Lewis Wells Fargo Advisors Reston 1-25M 1M
55 Lee Corey Morgan Stanley Wealth Management Alexandria 5M 250K
56 Eddie Link UBS Financial Services Inc. Roanoke 2-20M 500K
57 Mike Kemp UBS Financial Services Inc. Roanoke $1-20M $500K
58 Eric Parker Morgan Stanley Wealth Management Charlottesville 2-10M 1M
59 Robert Bradshaw Merrill Lynch Wealth Management Norfolk 250K 1M
60 Jeffrey Nau Merrill Lynch Wealth Management Alexandria 4-40M 1M
61 Tim Mullins Wells Fargo Advisors Richmond 3-12M 1M
62 Tim Neary Merrill Lynch Wealth Management Reston 500K-3M 275K
63 Robert Testwuide, III Merrill Lynch Wealth Management Reston 4-100M 1M
64 Paul Mazziotti Wells Fargo Advisors McLean 2.5-11M 1.5M
65 Scott Carr Wells Fargo Advisors Suffolk 7-10M 1M
66 Christine Emond Ameriprise Financial Fairfax 4.2-25M 500K
67 Michele Dandrea Morgan Stanley Wealth Management McLean 1.2-10M 1M
68 Kimberlee Barrett-Johnson Ameriprise Financial Charlottesville 1-10M 250K
69 Nicholas Harris Cassaday & Co. McLean 2.5-6.5M 1M
70 Ken Crowley Merrill Lynch Wealth Management Vienna 1.5-5M 1M
71 Gregory Nerantzis Merrill Lynch Wealth Management Leesburg 2-15M 500K
72 JT Carradice Ameriprise Financial Woodbridge 2-10M 500K
73 Jason King Ameriprise Financial Richmond 1-5M 100K
74 Michael Hancock Ameriprise Financial Charlottesville 2-5M 100K
75 W. Keats Nicoll Merrill Lynch Wealth Management Reston 1.5-6M 1M
76 Mark Rodman Merrill Lynch Wealth Management Fredericksburg 2-8M 500K
77 David Mead Merrill Lynch Wealth Management Reston 1.5-6M 500K
78 George Nottingham Wells Fargo Advisors Norfolk 1-5M 500K
79 Rob Wood Jr. Raymond James & Associates Richmond 7-15M 500K
80 John Higgins Wells Fargo Advisors Charlottesville 18-30M 1M
81 Darren Mazzoni Merrill Lynch Wealth Management Richmond 500K-10M 500K
82 Andy Rieger Morgan Stanley Wealth Management Alexandria 2-5M 100K
83 Robert Krebs Jr. Raymond James & Associates Virginia Beach 2.3-10.4M 1.5M
84 Leonard Levitch Ameriprise Financial Glen Allen 500K-3M 50K
85 Jonathan Chasen Wells Fargo Advisors Charlottesville 1-10M 500K
86 Carlos Viera Ameriprise Financial Fairfax 500K-5M 0
87 Christopher Schreiner The Mason Cos. Reston 2-50M 1M
88 Kenneth Sizemore Morgan Stanley Wealth Management Richmond 1-10M 1M
89 Kenneth Cadden Morgan Stanley Wealth Management Richmond 1-10M 1M
90 Charles Bull Merrill Lynch Wealth Management Charlottesville 1-25M 500K
91 Mil Parekh Morgan Stanley Wealth Management McLean 1.5-8M 500K
92 Rebecca Hall Ameriprise Financial Reston 2-8M 1M
93 Khalil Andraos Merrill Lynch Wealth Management Reston 1-10M 250K
94 James Flannery Merrill Lynch Wealth Management Vienna 1-5M 500K
95 Fardin Nematollahi UBS Financial Services Inc. Vienna 1-7M 250K
96 Drew Karr BB&T Scott & Stringfellow Tysons 2.5-50M 2.5M
97 Lori Anne Caumeil Morgan Stanley Wealth Management McLean 5-7M 1M
98 Pat McAleer Ameriprise Financial Glen Allen 2-5M 1M
99 Gary Bonnewell Morgan Stanley Wealth Management Newport News 1-15M 1M
100 Monty Hargrove Wells Fargo Advisors Williamsburg 1-5M 250K
101 Joseph Irvin Wells Fargo Advisors Warrenton $150K-2.5M 250K
102 Roger Shawn Raymond James & Associates Richmond $750K-4M 5K
103 Andrew Greene Merrill Lynch Wealth Management Reston $1-5M 250K
104 Jon Metcalfe Merrill Lynch Wealth Management Reston $1-5M 250K
105 Ron Cain Wells Fargo Advisors Richmond $2.5-5M 500K
106 Stephanie Zebrowski Merrill Lynch Wealth Management Vienna $500K-5M 250K
107 Kim Mason Morgan Stanley Wealth Management McLean $3-10.5M 250K
108 Harvey Berger Ameriprise Financial Fairfax $1.6-14M 500K
109 James Somers Merrill Lynch Wealth Management Virginia Beach $25-250M 10M
110 Michael Wilden Morgan Stanley Wealth Management McLean $500K-10M 1M

1 Minimum account sizes are general since they can vary depending on a range of circumstances.
Data provided by SHOOK™ Research, LLC
Data as of 6/30/18     

Ranking algorithm is based on quality of practice learned through telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: 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. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.

For more information see www.SHOOKresearch.com.




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