Barron's 2026 Top 1,500 Financial Advisors

Ron Basu

New York, NY

Gary Bergeron

Portland, ME

David Bieber

New York, NY

Kevin Birkner

Shrewsbury, NJ

Francis Bitterly

Red Bank, NJ

Maria Brisbane

New York, NY

John Broscious

Colchester, VT

Jeremiah Burns

Portland, ME

Bruce Burrows

Garden City, NY

Trevor Byrne

Boston, MA

Jay Carroll

Boston, MA

Peter Chieco

Greenwich, CT

Devin Condron

Boston, MA

Richard Corcoran

West Conshohocken, PA

Dennis Cutrone

New York, NY

Yash Dalal

Paramus, NJ

Anthony Dertouzos

New York, NY

Todd Doolan

Portland, ME

Christopher Dubie

Colchester, VT

Todd Forman

New York, NY

Thomas Frame

Greenwich, CT

John Goodwin

Stamford, CT

Kathleen Grasmeder

Glens Falls, NY

Mary Guza

Morristown, NJ

Andrew Hart

New York, NY

Kimberley Hatchett

New York, NY

David Javaheri

Wellesley, MA

Joseph Karas

Palm Beach Gardens, FL

Nicholas Kavallieratos

New York, NY

Stephen Kelliher

Norwell, MA

Susan Kingsolver

New York, NY

Damon Kinzie

Colchester, VT

John Lechner

Boston, MA

Mark Leighton

Joseph Lerner

New York, NY

David Lew

New York, NY

Ryan Lewis

New York, NY

Victor T. Livingstone

Boston, MA

John Longo

New York, NY

Anthony Maddalena

Purchase, NY

Scott Mahoney

Morristown, NJ

Joshua Malkin

New York, NY

Vincent Mancuso

Greenwich, CT

Domenic Marinelli

Boston, MA

Ira Mark

Jericho, NY

Terrence McMahon

Boston, MA

Neil Mitchell

New York, NY

Deborah Montaperto

Palm Beach, FL

Mercedes Paratje

New York, NY

Craig Pastolove

New York, NY

Mihir Patel

New York, NY

Raju Pathak

Boston, MA

Brian Pelkey

Colchester, VT

Brian Pfeifler

Palm Beach, FL

Fotios Piniros

New York, NY

Lyon Polk

New York, NY

Peter Princi

Boston, MA

Michael Ricca

Morristown, NJ

Denise Roberts

Newport, RI

Richard Rosu-Myles

Portland, ME

Shawn Rubin

New York, NY

Eric Salmansohn

Philadelphia, PA

Daniel Schwartz

Paramus, NJ

Mitchell Stein

New York, NY

Evan Steinberg

New York, NY

Robert Stolar

New York, NY

Tim Stotz

Hanover, NH

Brian Strachan

Boston, MA

Steven Strzelecki

Garden City, NY

James Taylor

New York, NY

Andrew Thomas

Portland, ME

Mark Tobias

New Brunswick, NJ

Jason Traino

Middleton, MA

Harold Trischman

Greenwich, CT

Richard Udine

Mount Laurel, NJ

Anthony Valente

Shrewsbury, NJ

Marc Verga

Providence, RI

John Vessa

New York, NY

Ron Vinder

New York, NY

Scott Wilson

New York, NY

Anna Winderbaum

New York, NY

Richard Zinman

New York, NY

John Zitzmann

Providence, RI

Hirsh Zyskind

Toms River, NJ

Brett Anthony

Washington, DC

Eric Applewhite

Boca Raton, FL

Donato Arguelles

Miami, FL

Rod Aronson

Palm Beach, FL

Wanda Austin

Newport News, VA

Miguel Bacal

Miami, FL

Gregory Bell

Lutherville, MD

David Berdon

Boca Raton, FL

George Bird

Atlanta, GA

Ryan Bowman

Rockville, MD

Lee Burklow

Nashville, TN

Adam Carlin

Coral Gables, FL

Donald A. Caron, Jr.

Washington, DC

Damion Carufe

Palm Beach, FL

Lawrence Catena

Naples, FL

Ross Charkatz

Potomac, MD

Kyle Chudom

Oak Brook, IL

Aimee Cogan

Sarasota, FL

John Dawson

Charleston, WV

Melanie Dowell

Ridgeland, MS

Christi Edwards

Nashville, TN

John Elwaw

Miami, FL

Marc Feldman

Rockville, MD

Sean Fetterman

Boca Raton, FL

Marc Fischer

Naples, FL

Morgan Fister

Lexington, KY

TC Ford

Mandeville, LA

Brian Frank

Atlanta, GA

Trevor Fried

Fort Lauderdale, FL

Russell Ganz

Boca Raton, FL

Ernie Garcia

Sarasota, FL

David Giulieri

Bethesda, MD

Hammond Han

Washington, DC

James Hansberger

Atlanta, GA

Andrew Harbour

Atlanta, GA

Alistair Harding-Smith

Birmingham, AL

Bradley Hill

Easton, MD

Jim Holzapfel

Hagerstown, MD

Brad Hudgens

Hot Springs, AR

Marc Jacobson

St. Petersburg, FL

Douglas Jarrard

Winter Park, FL

Kevin Johnson

Naples, FL

Thomas Kazazes

West Palm Beach, FL

Neil Kishter

Boca Raton, FL

Bobby Kolev

Aventura, FL

Jonathan Legg

Washington, DC

Mark Leonard

McLean, VA

Steve Levine

Miami, FL

Saul Levy

Atlanta, GA

Rob Loftis

Atlanta, GA

Mark Mantooth

Huntsville, AL

Philip McCauley

Louisville, KY

Marvin McIntyre

Washington, DC

H.L. McLaughlin III

Washington, DC

Chandler McNair

Columbia, SC

James Meek

Baltimore, MD

Tim Moore

Washington, DC

Lee Morris

Raleigh, NC

Kevin Nee

Washington, DC

Michael Odorisio

Greenville, DE

Shaun Orcinolo

Fort Lauderdale, FL

Scott Owens

Tampa, FL

Adam Palmer

Tampa, FL

Stephen Park

Oakton, VA

Al Parker

Atlanta, GA

Brad Parpan

West Palm Beach, FL

Stuart t. Patton

Montgomery, AL

Thomas Perrone

Louisville, KY

Kevin Peters

Palm Beach, FL

Jason Pharris

Nashville, TN

Graham Roberts

Atlanta, GA

Oti Roberts

Coral Gables, FL

Steve Rogers

Bowling Green, KY

Adam Rorrer

Bethesda, MD

Robert Runkle

Montgomery, AL

Michael Sawyer

Miami, FL

Robert Scherer

Potomac, MD

Andrew Schultz

Miami Beach, FL

Frank Seminara

Palm Beach, FL

M. David Sherrill

Palm Beach, FL

Scott Siegel

Boca Raton, FL

Chris Sigmund

Nashville, TN

David Skid

Atlanta, GA

Ted Smith

Baltimore, MD

James Spiro

New Orleans, LA

M. Kent Strosnider

Baltimore, MD

Stephen Taylor

Baton Rouge, LA

Jason Thompson

Charleston, WV

Ben Tomblinson

Bowling Green, KY

Dexter Walker

Washington, DC

Michael Warr

Tuscaloosa, AL

John M. Williams

Washington, DC

James Wohlgemuth

Washington, DC

Andy Young

Charlotte, NC

Jeff Angold

Kansas City, MO

Stacey Barrins

Chicago, IL

Bruce Becker

Chicago, IL

Michael Beers

Columbus, OH

Bryan Boesen

West Des Moines, IA

Brian Brice

Birmingham, MI

Timothy Brice

Birmingham, MI

Lisa Clark

Tulsa, OK

Ted Davis

Chicago, IL

Brad DeHond

Chicago, IL

Chad DeTienne

Grand Forks, ND

Mary DiChristofano

Chicago, IL

Wm. Craig Dobbs

Indianapolis, IN

Thomas Drees

Bloomington, MN

Robert Duenner

Tulsa, OK

John Duffy

Indianapolis, IN

Brian Edwards

Columbus, OH

Scott Ferguson

Leawood, KS

Mark Fudold

Troy, MI

Michael Gallagher

Chicago, IL

Jeff Galvin

Tulsa, OK

Niall Gannon

Clayton, MO

Andrew Griffo

Chicago, IL

Gordon Hamilton III

Kansas City, MO

David Himich

Toledo, OH

Dan P. Hoffmann

Chicago, IL

James Johnson

Oklahoma City, OK

Joseph Kartheiser

Chicago, IL

Benjamin Katz

Chicago, IL

Jonathan Klausner

Indianapolis, IN

Sean K. Lannan

Chicago, IL

Kevin Lynch

Chicago, IL

Scott Magnesen

Oak Brook, IL

Michael Malz

Allentown, PA

Trevor Mathias

Chicago, IL

Eliah Najjar

Chicago, IL

Daniel O'Kray

Chicago, IL

David A. Olson

Rochester, MN

Anita Oplotnik

Springfield, MO

John Perry

Indianapolis, IN

J.R. Randall

Cincinnati, OH

Thomas Robertson

Columbus, OH

Andrew Robinson

Omaha, NE

Kathleen Roeser

Deerfield, IL

Mark Rogers

Farmington Hills, MI

Michael Rosloniec

Grand Rapids, MI

Julie Shechtman

Glenview, IL

Joseph Silich

Chicago, IL

Jeffrey Stewart

Dublin, OH

Kristina Van Liew

Chicago, IL

Michael Vasta

Clayton, MO

James Whitney

Chicago, IL

David Wilkinson

Chicago, IL

Andrew Wilshinsky

Scranton, PA

Kathleen Youngerman

St. Louis, MO

Brian Acarregui

Seattle, WA

Jack Almo

Seattle, WA

Brent Anderson

Houston, TX

Emily Bach

Orinda, CA

Andrew Basch

Los Angeles, CA

Michael Baumer

San Francisco, CA

Dan Becraft

Seattle, WA

Sallie Behnke

Dallas, TX

James Bennett

Honolulu, HI

Brian Bentley

Billings, MT

Michael Blackwell

Albuquerque, NM

Marcy Bonnet

Sheridan, WY

Dean Braun

Seattle, WA

Shane Brisbin

San Francisco, CA

Jesse Bromberg

San Francisco, CA

Mike Burbank

San Francisco, CA

Michael Butt

Scottsdale, AZ

J.B. Champion

Kirkland, WA

Andy Chase

Menlo Park, CA

Janet Clements

Dallas, TX

Kevin Clements

Dallas, TX

Paul Cox

Dallas, TX

Philip Crew

Dallas, TX

Mark T. Curtis

Palo Alto, CA

Jim Detterick

Greenwood Village, CO

Kevin Dickey

Dallas, TX

Anthony DiValerio

Austin, TX

Mark Douglass

Menlo Park, CA

Darren Edwards

Los Angeles, CA

Tim Emanuels

San Francisco, CA

Chad Evans

Newport Beach, CA

Catherine Fang

Menlo Park, CA

Richard Fielder

Dallas, TX

Shawn Fowler

Denver, CO

Sean Gallagher

Santa Fe, NM

Ned Gibbons

Menlo Park, CA

Matthew Gimmelli

Scottsdale, AZ

William Gouldin

Houston, TX

James Greenfield

San Francisco, CA

Troy Griepp

San Francisco, CA

Paul Groves

Scottsdale, AZ

Alma Guimarin

San Jose, CA

Seth Haye

Westlake Village, CA

Jamie Henkel

Denver, CO

Dana Jackson

Menlo Park, CA

Paul Jackson

Bellevue, WA

Jeff Jensen

Colorado Springs, CO

Anupam Johri

Dallas, TX

Anthony Jones

San Francisco, CA

Lewis Kalmans

Houston, TX

Richard Keller

Los Angeles, CA

Teri Kelley

Scottsdale, AZ

Inna Kelly

San Francisco, CA

Ron Kern

San Antonio, TX

Brian King

Boise, ID

James Klein

Los Angeles, CA

Thomas Konop

Anchorage, AK

Grant Lee

San Francisco, CA

Wang Kar Lee

Honolulu, HI

Amy Li

San Francisco, CA

John Mahoney

San Francisco, CA

Michael Mallory

Fort Worth, TX

Francis X. Malone

Manhattan Beach, CA

Kapil Mathur

Sugar Land, TX

Dan McCormick

San Francisco, CA

Joseph McCullough

Los Angeles, CA

Scott McEwan

Newport Beach, CA

Dorian McKelvy

Menlo Park, CA

Charles McKinney

Dallas, TX

Tim Metcalf

Scottsdale, AZ

Lewis Metzger

Houston, TX

David Midgley

Seattle, WA

Dale Miller

Coeur d’Alene, ID

Regan Mueller

Seattle, WA

Nelson Murray

Houston, TX

Arash Nassi

Beverly Hills, CA

Jon Neuhaus

Los Angeles, CA

David Novelli

Houston, TX

Brian Parcell

Salt Lake City, UT

Brandon Park

Honolulu, HI

Rich Petit

Menlo Park, CA

Darren Pfefferman

San Diego, CA

Charles Reardon

Albuquerque, NM

John Rochester

Santa Fe, NM

Dane Runia

Provo, UT

Mitch Ryan

Denver, CO

Max Sanel

Scottsdale, AZ

John Shadden

Long Beach, CA

Matthew Sheehan

Menlo Park, CA

Michael Sheen

Houston, TX

Paul Shoemaker

Salt Lake City, UT

R. Scot Smith

Dallas, TX

Alan Solursh

Woodland Hills, CA

Dean Spagnoli

Honolulu, HI

David Surofchek

Colorado Springs, CO

Gregg Takara

Honolulu, HI

Jeffrey Traum

Menlo Park, CA

Michael Tuscano

Plano, TX

Joshua Ulmer

Portland, OR

Gregory Vaughan

Menlo Park, CA

Lowry West

Seattle, WA

Donald Whitehead

Houston, TX

Alan Whitman

Pasadena, CA

James Woldert

Houston, TX

Karl Wolfslau

Long Beach, CA

Jack Wong

Mountain View, CA

Alan Yonack

Dallas, TX

Sean Yu

Pasadena, CA

Donald Zabudsky

Lake Oswego, OR

Drew Zager

Los Angeles, CA

Gerard Zell

Menlo Park, CA