Morgan Stanley

Congratulations to Our 2022 Barron's Top 100 Financial Advisors

Congratulations to the 42 Morgan Stanley Financial Advisors named to this year’s Barron’s Top 100 Financial Advisors ranking—more than any other firm. By putting their clients first, leading with exceptional ideas and demonstrating integrity, they consistently deliver the best of Morgan Stanley to every client. We are proud that they have been recognized by Barron’s as among the top Financial Advisors in the country. We also congratulate the Morgan Stanley teams named to the 2022 Barron’s Top 100 Institutional Consulting Teams and Top 100 Private Wealth Management Teams rankings—more than any other firm.

 

BARRON’S TOP 100 FINANCIAL ADVISORS

PRIVATE WEALTH MANAGEMENT
 

WEALTH MANAGEMENT
 

MORGAN STANLEY GRAYSTONE
 
 

BARRON'S TOP 100 INSTITUTIONAL CONSULTING TEAMS
  • Graystone Consulting, Atlanta

    Andrew Harbour

    Neal Stamper

     

    Atlanta, GA

    View Website
  • Graystone Consulting, Boston North Shore

    Al Hammond

    Matthew McLaughlin

    Peter Ciovacco

     

    Middleton, MA

    View Website
  • Graystone Consulting, Charleston

    John E. Dawson II

    Michael D. Hill

    Mathew O. Kelly

     

    Charleston, WV

    View Website
  • Graystone Consulting, Chicago

    James Whitney

    Michael Sakach

    Mary DiChristofano

     

    Chicago, IL

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  • Graystone Consulting, Chicago NW

    George T. Cook

    Carl H. Viard

    Mary L. Tomanek

     

    Barrington, IL

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  • Graystone Consulting, Chicago/Peoria

    Thomas McShane

    Patrick Donnelly

     

    Chicago, IL

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  • Graystone Consulting, Columbus/Grand Rapids

    Michael Rosloniec

    Luke Costello

    Jennifer Hamant

     

    Grand Rapids, MI

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  • COOK STREET CONSULTING

    James Russell

    Sean M. Waters

    Karen M. Robinson

     

    Greenwood Village, CO

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  • Graystone Consulting, Eisen-Sessa Group

    David Eisen

    Charles E. Sessa Jr.

    Brian Kelley

     

    Philadelphia, PA

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  • Graystone Consulting, Global Institutional Advisory Solutions

    Jim Detterick

    Ryan Lewis

    Mark Maizel

     

    New York, NY

    View Website
  • Graystone Consulting, Houston

    John Granger II

     

    Houston, TX

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  • HYAS GROUP

    Jayson Davidson

    Vincent Galindo

    Ned Taylor

     

    Portland, OR

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  • Graystone Consulting, Krakowiak/Carlson Group

    John Krakowiak

    Burton Carlson

     

    Birmingham, MI

    View Website
  • Graystone Consulting,
    Los Angeles

    Chris Venuti

    Marc Roggenkamp

    Larry Mills

     

    Westlake Village, CA

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  • Graystone Consulting, Metropolitan D.C.

    Robert Scherer

    Ross Charkatz

    Maureen Shuler

     

    Potomac, MD

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  • Graystone Consulting, Miami

    Hugo Mantilla

    Eric Newman

    Daniel Hillis

     

    Miami, FL

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  • Graystone Consulting, Midwest (Oak Brook, IL)

    Bob Dow

    Brett Herbison

    Jim Leckinger

     

    Oak Brook, IL

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  • Graystone Consulting, Pittsburgh

    Greg Simakas

    Charles Snyder

    Anthony Smulski

     

    Sewickley, PA

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  • Graystone Consulting, Price & Longhurst Group

    Andrew Price

    Karin Longhurst

     

    Los Angeles, CA

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  • Graystone Consulting, Raleigh, Wichita, Dallas & Kansas City

    Lee Morris

    Robert Morris

    William Hendrix

     

    Raleigh, NC

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  • Graystone Consulting,
    San Antonio

    Ron Kern

    Myrteel Ward

    Joe Sammons

     

    San Antonio, TX

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  • Graystone Consulting,
    San Francisco

    Brian Sharpes

    Heidi Richardson

    Dan Tichenor

     

    Walnut Creek, CA

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  • Graystone Consulting,
    Santa Rosa

    Todd Au

    Tony Parmisano

    Matt Veal

     

    Santa Rosa, CA

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  • Graystone Consulting, Stephans Van Liew & Oiler Group

    Linda Stephans

    Kristina Van Liew

    Erik Oiler

     

    Chicago, IL

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  • Graystone Consulting, Tampa

    Adam Palmer

    Scott Owens

    David Wheeler

     

    Tampa, FL

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  • Graystone Consulting, The Brice Group

    Timothy Brice

    Brian Brice

     

    Birmingham, MI

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  • Graystone Consulting, The Chasin Group

    Gerald Chasin

    Matthew Chasin

    Pamela Chasin

     

    Jericho, NY

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  • Graystone Consulting, The Dobbs Group

    Wm. Craig Dobbs

     

    Indianapolis, IN

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  • Graystone Consulting, The Fischer Group

    Chad Jacob

    Mark Caropreso

    Thomas Thaney

     

    Rochester, NY

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  • Graystone Consulting, The J.K. Meek Group

    James Meek

    Russell LaGreca

    Allan House

     

    Baltimore, MD

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  • Graystone Consulting, The Kelliher Corbett Group

    Stephen Kelliher

    Jack Corbett

    Joseph McLaughlin

     

    Norwell, MA

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  • Graystone Consulting, The Longo Group

    John Longo

    Kenneth Yager

     

    New York, NY

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  • Graystone Consulting, The Palo Alto Group

    Tim Skelly

    Mark T. Curtis

    Ellie Chizmarova

     

    Newport Beach, CA

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  • Graystone Consulting, The Parks Group

    Thomas Parks

    Robert Parks

    Christina Hom

     

    Milwaukee, WI

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  • Graystone Consulting, The Robertson Group

    Thomas G. Robertson

     

    Columbus, OH

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  • Graystone Consulting, The Swanson Group

    Jonathan Swanson

    Rachel Stauffer

    Meredith Parrish

     

    West Des Moines, IA

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  • Graystone Consulting, The Zohny Group

    Youssef Zohny

     

    San Francisco, CA

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  • Graystone Consulting, Wyomissing

    Harry Herb

    Scott Davis

    John Jolls

     

    Wyomissing, PA

    View Website
 

BARRON'S TOP 100 PRIVATE WEALTH MANAGEMENT TEAMS
  • 415 Group

    Jon Usich

    Will Lyon

    Victoria Bailey

     

    Menlo Park, CA

    View Website
  • 545 Group

    Gregory Vaughan

    Mark Douglass

    Jason Bogardus

     

    Menlo Park, CA

    View Website
  • Bermont Carlin Wealth Management

    Adam Carlin

    Richard Bermont

     

    Coral Gables, FL

    View Website
  • Braun/West/Elwell Group

    Dean Braun

    Dana Elwell

     

    Seattle, WA

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  • Griepp/Jones/Palmer

    Troy Griepp

    Anthony Jones

    Richard Palmer

     

    San Francisco, CA

  • Lechner Altieri McMahon

    John Lechner

    Terry McMahon

    Nicholas Altieri

     

    Boston, MA

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  • Team 581

    Shane Brisbin

    Michael Baumer

    Spencer Larson

     

    San Francisco, CA

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  • Team Global

    Ron Basu

    Christopher Toomey

    Matthew Nash

     

    New York, NY

    View Website
  • The 173 Group

    Gerard Zell

    Ned Gibbons

     

    Menlo Park, CA

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  • The 650 Team

    Richard Petit

    Tim Emanuels

    Steve Ashley

     

    San Francisco, CA

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  • The Atlas Group

    Scott Wilson

    Crystal Ho

     

    New York, NY

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  • The BHP Group

    Fotios Piniros

    Andrew Hart

    Roland Breitenecker

     

    New York, NY

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  • The Bluestone Group/Family Office Services

    Dennis Cutrone

    George Spiropoulos

    Gengsheng Lu

     

    New York, NY

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  • The Burrows Strzelecki Group

    Bruce Burrows

    Steven Strzelecki

     

    Garden City, NY

    View Website
  • The Capitol Wealth Management Group

    AJ Fechter

    David Gray

    Don Metzger

    Marvin McIntyre

     

    Washington, D.C.

    View Website
  • The Chase Group

    Andy Chase

    Dan McCormick

    Beth Smith

     

    Menlo Park, CA

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  • The Continuum Group

    Scott Siegel

    Steven Rosbash

    Joseph Carmody

     

    Boca Raton, FL

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  • The Elwaw/Cavalieri Group

    John Elwaw

    Matias Cavalieri

     

    Miami, FL

    View Website
  • The Fowler Bull Group

    Shawn Fowler

    Maxwell Bull

     

    Denver, CO

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  • The Hansberger Group

    James Hansberger

    Morty Levey

    John Parker Wilson

     

    Atlanta, GA

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  • The Kavallieratos Librett Team

    Nicholas Kavallieratos

    Maryann Kavallieratos

     

    New York, NY

  • The KLT Group

    James Klein

    Robert Thomason

    Robert Lord

     

    Los Angeles, CA

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  • The Madison Group

    Marcos Douer

    David Heffez

    Seema Khanna

     

    New York, NY

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  • The Magellan Group

    Richard Zinman

    Anthony Dertouzos

    Griffin McQuilling

     

    New York, NY

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  • The Malone Neuhaus Group

    Francis X. Malone

    Jon Neuhaus

     

    Los Angeles, CA

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  • The McKelvy Group

    Dorian McKelvy

    Pierre Manneh

    Max McKelvy

     

    Menlo Park, CA

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  • The MDM Group

    Mercedes Paratje

    David Lew

    Miguel Bacal

     

    New York, NY

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  • The MPW Group

    Scott Magnesen

    Lance Walker

    Ryan Magnesen

     

    Oak Brook, IL

    View Website
  • The Patrick Schwarz Group

    Patrick J. Schwarz

    Stephen Muecke

     

    New York, NY

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  • The Pfeifler Team

    Brian Pfeifler

     

    Palm Beach, FL

  • The Polk Wealth Management Group

    Lyon Polk

    Deborah Montaperto

     

    New York, NY

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  • The Princi Group

    Peter Princi

    Brad Scioletti

    Michael Landers

     

    Boston, MA

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  • The Ricca Group

    Michael Ricca

    Mary Guza

     

    Florham Park, NJ

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  • The Shadden Group

    John Shadden

    Mike Van Dyke

    Gary Velek

     

    Long Beach, CA

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  • The Vinder Group

    Ron Vinder

    Amy Wood

     

    New York, NY

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  • The Winter Street Group

    Evan Dangel

    James Greenho

    John Alekna

     

    Wellesley, MA

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  • The Yu Team

    Gillian Yu

    Catherine Fang

     

    San Francisco, CA

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  • Three Oaks Wealth Management

    Nicholas Serenyi

    Douglas Jarrad

    Ryan Bowman

     

    Rockville, MD

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  • Trailhead Retirement Planning Group

    Dan Hoffmann

    William Easom

    Sean Lannan

     

    Chicago, IL

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