Morgan Stanley

Congratulations to our 2023 Barron’s Top Financial Advisors, Top Institutional Consulting Teams and Top Private Wealth Management Teams

More than any other firm: congratulations to the 38 Morgan Stanley Financial Advisors named to this year’s Barron’s Top 100 Financial Advisors ranking. We also congratulate the Morgan Stanley teams named to this year’s Barron’s Top 100 Private Wealth Management Teams and Top 100 Institutional Consulting Teams rankings, more than any other firm as well. 

By putting their clients first, leading with exceptional ideas and demonstrating integrity, our Financial Advisors and Teams 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.  See who the made the lists below.  

 

BARRON’S TOP 100 FINANCIAL ADVISORS

PRIVATE WEALTH MANAGEMENT
 

WEALTH MANAGEMENT
 

Graystone Consulting | Morgan Stanley
 

BARRON'S TOP 100 INSTITUTIONAL CONSULTING TEAMS
  • Cook Street Consulting

    Sean M. Waters

    Karen M. Robinson

    Patrick J. Smith

     

    Greenwood Village, CO

  • Graystone Consulting, Boston North Shore

    Al Hammond

    Matthew McLaughlin

    Peter Ciovacco

     

    Middleton, MA

    View Website
  • Graystone Consulting, Boston Seaport Group

    Clifford White

    Isabelle Eckel

     

    Boston, MA

    View Website
  • Graystone Consulting, Charleston

    John E. Dawson II

    Kelly L. Castleberry III

    J. Michael Goodwin

     

    Charleston, WV

    View Website
  • Graystone Consulting, Chicago

    James Whitney

    Michael Sakach

    Mary DiChristofano

     

    Chicago, IL

    View Website
  • Graystone Consulting,
    Chicago NW

    George T. Cook

    Carl H. Viard

    Mary L. Tomanek

     

    Barrington, IL

    View Website
  • Graystone Consulting, Columbus/Grand Rapids

    Michael Rosloniec

    Luke Costello

    Jennifer Hamant

     

    Grand Rapids, MI

    View Website
  • Graystone Consulting, Eisen-Sessa Group

    David Eisen

    Charles E. Sessa Jr.

    Brian Kelley

     

    Philadelphia, PA

    View Website
  • Graystone Consulting, Global Institutional Advisory Solutions

    Jim Detterick

    Ryan Lewis

     

    New York, NY

    View Website
  • Graystone Consulting, Houston

    John W. Granger II

     

    Houston, TX

    View Website
  • Graystone Consulting,
    Los Angeles

    Chris Venuti

    Marc Roggenkamp

    Larry Mills

     

    Westlake Village, CA

    View Website
  • Graystone Consulting, Metropolitan D.C.

    Robert Scherer

    Ross Charkatz

    Maureen Shuler

     

    Potomac, MD

    View Website
  • Graystone Consulting, Miami

    Hugo Mantilla

    Eric Newman

    Daniel Hillis

     

    Miami, FL

    View Website
  • Graystone Consulting, Midwest

    Bob Dow

    Brett Herbison

    Jim Leckinger

     

    Oak Brook, IL

    View Website
  • Graystone Consulting, Pittsburgh

    Greg Simakas

    Charles Snyder

    Anthony Smulski

     

    Sewickley, PA

    View Website
  • Graystone Consulting, Price & Longhurst Group

    Andrew Price

    Karin Longhurst

     

    Los Angeles, CA

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

    Lee Morris

    Robert Morris

    William Hendrix

     

    Raleigh, NC

    View Website
  • Graystone Consulting,
    San Antonio

    Ron Kern

    Myrteel Ward

    Joe Sammons

     

    San Antonio, TX

    View Website
  • Graystone Consulting,
    San Francisco

    Brian Sharpes

    Heidi Richardson

    Dan Tichenor

     

    Walnut Creek, CA

    View Website
  • Graystone Consulting, Stephans Van Liew & Oiler Group

    Linda Stephans

    Kristina Van Liew

    Erik Oiler

     

    Chicago, IL

    View Website
  • Graystone Consulting, Tampa

    Adam Palmer

    Scott Owens

    David Wheeler

     

    Tampa, FL

    View Website
  • Graystone Consulting,
    The Atlantic Group 

    Samuel Brandwein

    Joyce Burich-Andrews

    Christopher Bridges

     

    Boca Raton, FL

    View Website
  • Graystone Consulting, The Brice Group

    Brian Brice

    Timothy Brice

    Glen Young

     

    Birmingham, MI

    View Website
  • Graystone Consulting, The Dobbs Group

    Wm. Craig Dobbs

    John O'Donnell

    Kevin Chapman

     

    Indianapolis, IN

    View Website
  • Graystone Consulting, The Fischer Group

    Marc Fischer

    Chad Jacob

    Mark Caropreso

     

    Rochester, NY

    View Website
  • Graystone Consulting, The J.K. Meek Group

    James Meek

    Russell LaGreca

    Allan House

     

    Baltimore, MD

    View Website
  • Graystone Consulting, The Kelliher Corbett Group

    Stephen Kelliher

    Jack Corbett

    Joseph McLaughlin

     

    Norwell, MA

    View Website
  • Graystone Consulting, The Longo Group

    John Longo

    Kenneth Yager

     

    New York, NY

    View Website
  • Graystone Consulting, The Palo Alto Group

    Tim Skelly

    Mark T. Curtis

    Ellie Chizmarova

     

    Newport Beach, CA

    View Website
  • Graystone Consulting, The Parks Group

    Thomas Parks

    Robert Parks

    Christina Hom

     

    Milwaukee, WI

    View Website
  • Graystone Consulting, The Zohny Group

    Youssef Zohny

     

    San Francisco, CA

    View Website
  • Graystone Consulting, Troy

    John Krakowiak

    Burton Carlson

    Amy Cole

     

    Troy, MI

    View Website
  • Graystone Consulting, Wyomissing

    Harry Herb

    Scott Davis

    John Jolls

     

    Wyomissing, PA

    View Website
  • Hyas Group

    Jayson Davidson

    Vincent Galindo

    Ned Taylor

     

    Portland, OR

 

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

     

    Coral Gables, FL

    View Website
  • Braun/West/Elwell Group

    Dean Braun

    Dana Elwell

     

    Seattle, WA

    View Website
  • Bravo Group

    Giuliano Infantozzi

    Angela Mello

    Tiani Hausen

    Juliano Barros

     

    New York, NY

    View Website
  • Family Wealth Group

    Robert Stolar

    John Voltaggio

    Devin Marino 

     

    New York, NY

    View Website
  • Griepp/Jones/Palmer

    Troy Griepp

    Anthony Jones

    Richard Palmer

     

    San Francisco, CA

  • Lechner Altieri McMahon

    John Lechner

    Terry McMahon

    Nicholas Altieri

     

    Boston, MA

    View Website
  • Team 581

    Shane Brisbin

    Michael Baumer

    Spencer Larson

     

    San Francisco, CA

    View Website
  • Team Global

    Ron Basu

    Christopher Toomey

    Matthew Nash

     

    New York, NY

    View Website
  • Team Pfeifler

    Brian Pfeifler

     

    Palm Beach, FL

  • The 173 Group

    Ned Gibbons

    Gerard Zell

    Evan Rosenberg 

     

    Menlo Park, CA

    View Website
  • The 650 Team

    Rich Petit

    Mike Jenkins

    Steve Ashley

     

    San Francisco, CA

    View Website
  • The Atlas Group

    Scott Wilson

    Crystal Ho

     

    New York, NY

    View Website
  • The BHP Group

    Fotios Piniros

    Andrew Hart

    Roland Breitenecker

     

    New York, NY

    View Website
  • The BlueStone Wealth Management Group

    Dennis Cutrone

    George Spiropoulos

     

    New York, NY

    View Website
  • 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

    View Website
  • The Continuum Group

    Scott Siegel

    Steven Rosbash

    Joseph Carmody

     

    New York, NY

    View Website
  • The CWS Group

    Ted Smith

    Brett Clifford

    Theodore Waters

     

    Baltimore, MD

    View Website
  • The Elwaw/Cavalieri Group

    John Elwaw

    Matias Cavalieri

     

    Miami, FL

    View Website
  • The Fowler Bull Skipper Group

    Shawn Fowler

    Maxwell Bull

    Christina Skipper

     

    Denver, CO

    View Website
  • The Hansberger Group

    James Hansberger

    Morton Levey

    John Parker Wilson

     

    Atlanta, GA

    View Website
  • The Harbor Financial Group

    Eric Applewhite

    Howard Guggenheim

    Julie Claremont-Shide

     

    Boca Raton, FL

    View Website
  • The I Street Group

    Brett Anthony

    H.L. McLaughlin III

    Matthew Offen

    Jonathan Sowanick

     

    Washington D.C.

    View Website
  • The KLT Group

    James Klein

    Robert Thomason

    Robert Lord

     

    Los Angeles, CA

    View Website
  • The Magellan Group

    Richard Zinman

    Anthony Dertouzos

    Griffin McQuilling

     

    New York, NY

    View Website
  • The Malone Neuhaus Group

    Francis X. Malone

    Jon Neuhaus

    Chris Malone  

     

    Los Angeles, CA

    View Website
  • The McKelvy Group

    Dorian McKelvy

    Pierre Manneh

    Max McKelvy

     

    Menlo Park, CA

    View Website
  • The MDM Group

    Mercedes Paratje

    David Lew

    Miguel Bacal

     

    New York, NY

    View Website
  • The MPW Group

    Scott Magnesen

    Lance Walker

    Ryan Magnesen

     

    Oak Brook, IL

    View Website
  • The One North Group

    Max Sanel

    Paul Groves

    Eric Olson

     

    Scottsdale, AZ

    View Website
  • The Patrick Schwarz Group

    Patrick J. Schwarz

    Stephen Muecke

    Elizabeth Gully 

     

    New York, NY

    View Website
  • The Peters Group

    Kevin Peters

    Jonathan Peters

    Wenton Camporin

     

    Purchase, NY

    View Website
  • The Polk Wealth Management Group

    Lyon Polk

    Deborah Montaperto

     

    New York, NY

    View Website
  • The Princi Group

    Peter Princi

    Brad Scioletti

    Michael Landers

     

    Boston, MA

    View Website
  • The Ricca Group

    Michael Ricca

    Mary Guza

    Diana L. Chaney

     

    Florham Park, NJ

    View Website
  • The Shadden Group

    John Shadden

    Mike Van Dyke

    Gary Velek

     

    Long Beach, CA

    View Website
  • The Vinder Group

    Ron Vinder

    Amy Wood

     

    New York, NY

    View Website
  • The Whitman Group

    Alan Whitman

    Katy Zhao

     

    Pasadena, CA

    View Website
  • The Winter Street Group

    Evan Dangel

    John Alekna

    James Greenho

     

    Wellesley, MA

    View Website
  • Trailhead Retirement Planning Group

    William Easom

    Dan Hoffmann

    Sean Lannan

     

    Chicago, IL

    View Website
  • Zager Fixed Income Management

    Drew Zager

    Joseph McCullough 

     

    Los Angeles, CA

    View Website

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