SHOOK top wealth advisers in Virginia
Published
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.