The Top 100 Wealth Management Accounts

Join VPN.com as we recognize and celebrate the world’s top wealth management accounts. Below are 100 of the most influential, innovative, and talented individuals guiding the best wealth management accounts as they grow and evolve. We look forward to seeing how the people on this list continue to impact the field in the years to come.

The top 100 wealth management accounts list on VPN.com

The Wealth Management Accounts List (Alphabetical)

Name
Adam D. Koós
Company
Libertas Wealth Management Group
Location
Columbus, Ohio
Name
Alex Myers
Company
Kairos Wealth Advisors of Raymond James
Location
Baltimore, Maryland
Name
Andrea Rothe
Company
Iris Financial Group
Location
Nashville-Davidson, Tennessee
Name
Andrew Carrillo
Company
Barnett Capital Advisors
Location
Miami, Florida
Name
Andrew Hunt
Company
Hiley Hunt Wealth Management
Location
Omaha, Nebraska
Name
Andrew Nigrelli
Company
Carson Wealth
Location
Omaha, Nebraska
Name
Andy Arnold
Company
Centerline Wealth Advisors
Location
Louisville, Kentucky
Name
Ann Reilley Gugle
Company
Alpha Financial Advisors
Location
Charlotte, North Carolina
Name
Anthony P. DiNatale
Company
Bavarian Wealth Management Inc.
Location
New Orleans, Louisiana
Name
Ben Hawkins
Company
WealthTrak Advisors, L.L.C.
Location
Virginia Beach, Virginia
Name
Bill Bolen
Company
Homrich Berg
Location
Atlanta, Georgia
Name
Bob Roark
Company
RS Asset Management|Colorado Financial Advisor
Location
Colorado Springs, Colorado
Name
Brent Lee
Company
Dodds Wealth Management Group
Location
Colorado Springs, Colorado
Name
Brian Bernatchez
Company
Golden Pond Wealth Management
Location
Augusta, Maine
Name
Brian Puckett
Company
Align Wealth Management
Location
Oklahoma City, Oklahoma
Name
Brock Moseley
Company
Miracle Mile Advisors
Location
Los Angeles, California
Name
Bruce Frieden
Company
The Frieden Agency and Frieden Wealth Management
Location
Virginia Beach, Virginia
Name
Chris Kenny
Company
Gulf Point Advisors
Location
New Orleans, Louisiana
Name
Christopher Markos
Company
Choice Wealth Advisors
Location
Augusta, Maine
Name
Clinton Lynch
Company
Congress Wealth Management
Location
Boston, Massachusetts
Name
Cody Fullmer
Company
Bank of Colorado
Location
Colorado Springs, Colorado
Name
Daniel Raps-Huffman
Company
Florida Financial Advisors
Location
Miami, Florida
Name
David Frey
Company
Frey Financial
Location
Tucson, Arizona
Name
Devin Wakeman
Company
Waters Parkerson & Co
Location
New Orleans, Louisiana
Name
Donna Behler
Company
Post Oak Private Wealth Advisors
Location
Houston, Texas
Name
Ed Mahaffy
Company
ClientFirst Wealth Management
Location
Little Rock, Arkansas
Name
Eduardo Siu Castro Chan
Company
AIO Fee Only Financial Advisors
Location
Las Vegas, Nevada
Name
Edwin Kelly
Company
Specialized Trust Company
Location
Albuquerque, New Mexico
Name
Eric Clark
Company
Clearview Wealth Management
Location
Charlotte, North Carolina
Name
Erik F. Miller
Company
Interactive Wealth Advisors, Inc.
Location
Portland, Oregon
Name
Erik Kroll
Company
Hilltop Financial Advisors
Location
Milwaukee, Wisconsin
Name
G David Biddle
Company
BCM Wealth Management
Location
Dover, Delaware
Name
Grant Rawdin
Company
Wescott Financial Advisory Group LLC
Location
Philadelphia, Pennsylvania
Name
Greg Heller
Company
HCR Wealth Advisors
Location
Los Angeles, California
Name
Heath Courtright
Company
Epic Capital Wealth Management
Location
Charlotte, North Carolina
Name
Heath Hightower
Company
Financial Synergies Wealth Advisors
Location
Houston, Texas
Name
Heather Robertson Fortner
Company
SignatureFD
Location
Atlanta, Georgia
Name
Jac M. Arbour
Company
JM Arbour Wealth Management
Location
Augusta, Maine
Name
Jack Wheeler
Company
Kansas City Private Wealth Management
Location
Kansas City, Missouri
Name
Jared Snider
Company
Exencial Wealth Advisors
Location
Oklahoma City, Oklahoma
Name
Jason Lazarow
Company
Lazarow Wealth Management LLC
Location
Tucson, Arizona
Name
JB Batiste
Company
Redrock Wealth Management
Location
Las Vegas, Nevada
Name
Jeffrey Cribbs
Company
Chicago Wealth Management, Inc.
Location
Chicago, Illinois
Name
Jeffrey Dekko
Company
Wealth Enhancement Group
Location
Miami, Florida
Name
Jessica Merino
Company
Merino Wealth Management
Location
Chicago, Illinois
Name
Jim Cannon
Company
Dynamic Wealth Advisors
Location
Phoenix, Arizona
Name
Jim Komoszewski
Company
AdvisorNet Financial
Location
Minneapolis, Minnesota
Name
Jim Leach
Company
Windsor Wealth Management
Location
Indianapolis, Indiana
Name
John Blair
Company
Maryland Capital Management
Location
Baltimore, Maryland
Name
John Karpinsky
Company
Advanced Wealth Management Group
Location
Minneapolis, Minnesota
Name
Jon McGraw
Company
Buttonwood Financial Group, LLC
Location
Kansas City, Missouri
Name
Jonathan Muhlendorf
Company
Envision Wealth Management
Location
Virginia Beach, Virginia
Name
Joseph J. Janiczek
Company
Janiczek Wealth Management
Location
Denver, Colorado
Name
Joseph Theisen
Company
Advance Capital Management, Inc.
Location
Detroit, Michigan
Name
Joshua Norris
Company
LeFleur Financial
Location
Jackson, Mississippi
Name
Julian B. Morris
Company
Concierge Wealth Management
Location
Boston, Massachusetts
Name
Kali Roberge
Company
Beyond Your Hammock
Location
Boston, Massachusetts
Name
Kate Arndt
Company
Bedel Financial Consulting
Location
Indianapolis, Indiana
Name
Kendall King
Company
Castlepoint Wealth Advisors
Location
Oklahoma City, Oklahoma
Name
Kimberley Conaty
Company
Laird Norton Wealth Management
Location
Seattle, Washington
Name
Kyle Waldbeiser
Company
Tristate Financial Advisors
Location
Philadelphia, Pennsylvania
Name
La Mar T. Gunn
Company
Gunn Wealth Management
Location
Dover, Delaware
Name
Larry Raffone
Company
Edelman Financial Engines
Location
Indianapolis, Indiana
Name
Lee Little
Company
Jax Wealth Advisors
Location
Jacksonville, Florida
Name
Lee Munson
Company
Portfolio Wealth Advisors
Location
Albuquerque, New Mexico
Name
MacGregor Hall
Company
Deschutes Investment Consulting
Location
Portland, Oregon
Name
Mark T. Lamkin
Company
Lamkin Wealth Management
Location
Louisville, Kentucky
Name
Matthew Kane
Company
Columbia Pacific Wealth Management
Location
Seattle, Washington
Name
Matthew Kirby
Company
Hamilton Capital
Location
Columbus, Ohio
Name
Michael Chase
Company
Mariner Wealth Advisors
Location
Houston, Texas
Name
Michael Kane
Company
Beacon Pointe Advisors
Location
Milwaukee, Wisconsin
Name
Michael Sicuranza
Company
Affinity Wealth Management L.L.C.
Location
Dover, Delaware
Name
Michael Treiberg
Company
Treiberg Wealth Management, Inc.
Location
Tucson, Arizona
Name
Mitchell Roth
Company
Jakob's Wealth Management
Location
Las Vegas, Nevada
Name
Nick Blasi
Company
Frontier Wealth Management L.L.C.
Location
Kansas City, Missouri
Name
Nick Riscigno
Company
IMG Wealth Management, Inc.
Location
Jacksonville, Florida
Name
Pat Moon
Company
Meridian Investment Advisors
Location
Little Rock, Arkansas
Name
Paul Meyers
Company
Legacy Wealth Management
Location
Fargo, North Dakota
Name
Peter F Tedstrom
Company
Tedstrom Wealth Advisors
Location
Denver, Colorado
Name
Richard Oring
Company
New Century Financial Group, L.L.C.
Location
Philadelphia, Pennsylvania
Name
Robert J. Beck
Company
Wealth Management, Inc.
Location
Little Rock, Arkansas
Name
Robert Meath
Company
Meath Wealth Advisors
Location
Minneapolis, Minnesota
Name
Ronald J. Gantner
Company
Plante Moran
Location
Detroit, Michigan
Name
Ryan Coffee
Company
JGP Wealth Management
Location
Portland, Oregon
Name
Sajeev Narayanan
Company
Heritage Advisors CPA, LLC
Location
Phoenix, Arizona
Name
Sam Taylor
Company
Wealthview Capital LLC
Location
Jackson, Mississippi
Name
Samantha Macchia
Company
Summit Financial Strategies, Inc.
Location
Columbus, Ohio
Name
Sarah Simon
Company
Cresset Capital
Location
Chicago, Illinois
Name
Scott Horn
Company
TFO Phoenix, Inc.
Location
Phoenix, Arizona
Name
Shaun Melby
Company
Melby Wealth Management
Location
Nashville-Davidson, Tennessee
Name
Stephen C. Lynch
Company
Steve Lynch Wealth Management
Location
Albuquerque, New Mexico
Name
Steve Gessner
Company
WPG Financial Group
Location
Baltimore, Maryland
Name
Steve Giacobbe
Company
Accredited Wealth Management
Location
Louisville, Kentucky
Name
Steve Martin
Company
Oasis Wealth Planning Advisors, LLC
Location
Nashville-Davidson, Tennessee
Name
Steve Patterson
Company
Avior Wealth Management, L.L.C.
Location
Omaha, Nebraska
Name
Steven Phelps
Company
Badgley Phelps Wealth Managers
Location
Seattle, Washington
Name
Tash Elwyn
Company
Alliance Wealth Management
Location
Milwaukee, Wisconsin
Name
Taylor Winn
Company
Buckhead Wealth Management
Location
Atlanta, Georgia
Name
Tiffany Ballard
Company
Bergland Wealth Management, Inc.
Location
Jackson, Mississippi
Name
Tom Glandt
Company
Valley Wealth Advisors
Location
Fargo, North Dakota
Name
Tom Stefaniak
Company
Pinnacle Wealth Management
Location
Denver, Colorado
Name
Travis Barkve
Company
Choice Wealth
Location
Fargo, North Dakota
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