Congratulations to our 2025 Barron’s Top Financial Advisors & Teams

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 thrilled that they have been recognized by Barron's on these prestigious rankings.

Congratulations to all the Morgan Stanley Financial Advisors and Teams who were named to this year’s Barron's Top 100 Financial Advisors, Top 250 Private Wealth Management Teams and Top 100 Institutional Consulting Teams rankings. We are proud that once again, Morgan Stanley had more Financial Advisors and Teams named to all three rankings than any other firm.

 

Connect with a Morgan Stanley Advisor or Team today and see how we can help you achieve what’s most important to you.

 

BARRON’S TOP 100 FINANCIAL ADVISORS

BARRON’S TOP 250 PRIVATE WEALTH MANAGEMENT TEAMS

BARRON’S TOP 100 INSTITUTIONAL CONSULTING TEAMS

BARRON’S TOP 100 FINANCIAL ADVISORS

Private Wealth Management

Ron Basu
  1. New York, NY

Dean Braun
  1. Seattle, WA

Maxwell Bull
  1. Denver, CO

Bruce Burrows
  1. Garden City, NY

Adam Carlin
  1. Coral Gables, FL

Andy Chase
  1. Menlo Park, CA

Mark Douglass
  1. Menlo Park, CA

Shawn Fowler
  1. Denver, CO

Troy Griepp
  1. San Francisco, CA

James Hansberger
  1. Atlanta, GA

Jonathan Legg
  1. Washington, D.C.

Francis X. Malone
  1. Los Angeles, CA

Marvin McIntyre
  1. Washington, D.C.

Deborah Montaperto
  1. Palm Beach, FL

Jon Neuhaus
  1. Los Angeles, CA

Brian Pfeifler
  1. Palm Beach, FL

Fotios Piniros
  1. New York, NY

Lyon Polk
  1. New York, NY

Michael Sawyer
  1. Miami, FL

Robert Stolar
  1. New York, NY

Gregory Vaughan
  1. Menlo Park, CA

Ron Vinder
  1. New York, NY

Michael Warr
  1. Tuscaloosa, AL

Scott Wilson
  1. New York, NY

Gillian Yu
  1. San Francisco, CA

Drew Zager
  1. Los Angeles, CA

Wealth Management

Andrew Harbour
  1. Atlanta, GA

Nicholas Kavallieratos
  1. New York, NY

Dorian McKelvy
  1. Menlo Park, CA

Kevin Peters
  1. Palm Beach, FL

Alan Whitman
  1. Pasadena, CA

Graystone Consulting

Mark T. Curtis
  1. Palo Alto, CA

Jim Detterick
  1. Greenwood Village, CO

Wm. Craig Dobbs
  1. Indianapolis, IN

Peter Princi
  1. Boston, MA

Robert Scherer
  1. Potomac, MD

BARRON'S TOP 250 PRIVATE WEALTH MANAGEMENT TEAMS

415 Group
  1. Jonathan Usich

    Victoria Bailey

    Jonathan Harris

    Will Lyon

     

    Menlo Park, CA

545 Group
  1. Gregory Vaughan

    Mark Douglass

    Jason Bogardus

     

    Menlo Park, CA

Atlas Group
  1. Scott Wilson

    Crystal Ho

    Reid Wilson

     

    New York, NY

Bancroft Bleimeyer Sonder Group
  1. Robert Bancroft

    Jason Bleimeyer

    Matthew Sonder

     

    Scottsdale, AZ

Carlin Wealth Management
  1. Adam Carlin

     

    Coral Gables, FL

Cornerstone Group Silicon Valley
  1. Matthew Sheehan

    Alex Oberle

    Daniel Gieseke

     

    Menlo Park, CA

Double Oak Wealth Management Group
  1. William M. Hiden

    Stuart T. Patton

    Hollis N. Gieger

     

    Birmingham, AL

ESW Group
  1. Darren Edwards

    Harry Suh

    Justin Weiss

     

    Los Angeles, CA

Excelsior Wealth Management
  1. Craig Pastolove

    Jesse Friedman

    Scott Sklar

     

    New York, NY

Family Wealth Group
  1. Robert Stolar

    John Voltaggio

    Kimberley Hatchett

     

    New York, NY

Four Points Group
  1. Betsy Pakenas

    Derek McGee

    Sid Huguenin

     

    Frederick, MD

GGM Wealth Management Group
  1. Jeffrey Gerson

    Christopher Guarino

    Gregory Meisel

     

    New York, NY

Griepp/Jones/Palmer
  1. Troy Griepp

    Anthony Jones

    Richard Palmer

     

    San Francisco, CA

HLS Wealth Management
  1. Evan Semegran

    Nicole Drury

    David Glickstein

     

    New York, NY

Jackson Capital Group
  1. Dana Jackson

    Deke Jackson

    Andy Lee

     

    Menlo Park, CA

Lechner Altieri McMahon
  1. John Lechner

    Terrence McMahon

    Nicholas Altieri

     

    Boston, MA

Lerner Winderbaum Team
  1. Anna Winderbaum

    Joseph Lerner

     

    New York, NY

Moriarity DeHond Mulka & Scherer
  1. James Moriarity

    Brad DeHond

    Emily Mulka

     

    Chicago, IL

One Point Wealth Management Group
  1. Andrew Griffo

    Martha Maugh

    Andrew Rothstein

     

    Chicago, IL

O'Neill - Nee Group
  1. Michael O'Neill

    Thomas Kazazes

    Kevin Nee

     

    Washington, D.C.

Orchard Wealth Management
  1. Mason Champion

    Dominic Nicolini

    John Magiros

     

    Lutherville, MD

Perry Wealth Management
  1. John Perry

    Chris Tharp

    Lee Sperling

     

    Indianapolis, IN

RM Compass Group
  1. Graham Roberts

    Jason R. Pace

     

    Atlanta, GA

Sage Wealth Management
  1. David Berdon

    Russell Ganz

    Ryan Willsen

     

    Boca Raton, FL

SoundView Wealth Management
  1. Frank Lourenso

    Dan Griesmeyer

     

    Jericho, NY

Steinberg Forman Group
  1. Evan Steinberg

    Todd Forman

     

    New York, NY

Team 581
  1. Shane Brisbin

    Michael Baumer

    Spencer Larson

     

    San Francisco, CA

Team Global
  1. Ron Basu

    Christopher Toomey

    Matthew Nash

     

    New York, NY

Team Pfeifler
  1. Brian Pfeifler

    Laura M. Norman

     

    Palm Beach, FL

The 1550 Group
  1. Jamie Henkel

    Bruce DiBiase

    Conor McCallin

     

    Denver, CO

The 173 Group
  1. Ned Gibbons

    Gerard Zell

    Evan Rosenberg

     

    Menlo Park, CA

The 650 Team
  1. Tim Emanuels

    Rich Petit

    Steve Ashley

     

    San Francisco, CA

The 720 Wealth Management Group
  1. Harold Trischman

    Robert Franchini

    Joyce Goldfarb

     

    Greenwich, CT

The Abacus Group
  1. Shawn Rubin

    Anthony Perna

     

    New York, NY

The Appleton Schlueter Group
  1. Michael Appleton

    James Schlueter

    Michael Siegel

     

    San Francisco, CA

The BHP Group
  1. Fotios Piniros

    Andrew Hart

    Roland Breitenecker

     

    New York, NY

The Bluestone Group
  1. Dennis Cutrone

    George Spiropoulos

     

    New York, NY

The Braun Elwell Group
  1. Dean Braun

    Dana Elwell

     

    Seattle, WA

The Bromberg Group
  1. Jesse Bromberg

    Nelly Berkovskaya

     

    San Francisco, CA

The Burbank Group
  1. Mike Burbank

    Scott Hafeli

    Willis Davis

     

    San Francisco, CA

The Burrows Strzelecki Group
  1. Bruce Burrows

    Steven Strzelecki

     

    Garden City, NY

The Capitol Wealth Management Group
  1. A.J. Fechter

    David B. Gray

    Donald Metzger

     

    Washington, D.C.

The Chase Group
  1. Dan McCormick

    Beth Smith

    Tres Evans

     

    Menlo Park, CA

The CWS Group
  1. Ted Smith

    Ted Waters

    Tim Schere

     

    Baltimore, MD

The Daniels Group
  1. Steven Daniels

    Michael Curts

    Charlie Ramos

     

    Menlo Park, CA

The Elwaw/Cavalieri Group
  1. John Elwaw

    Matias Cavalieri

     

    Miami, FL

The Finnegan Moye Schatz McLaughlin Boyle Group
  1. James Moye

    Daniel Finnegan

    Eugene Schatz

     

    New York, NY

The Fowler Group
  1. Shawn Fowler

     

    Denver, CO

The Gallagher Group
  1. Michael Gallagher

    Benjamin Katz

    Edwin Katz

     

    Chicago, IL

The Greenfield Team
  1. James Greenfield

    Jon Greenfield

    Ward Cerny

     

    San Francisco, CA

The Hansberger Group
  1. James Hansberger

    Morton Levey

    John Parker Wilson

     

    Atlanta, GA

The Harbor Financial Group
  1. Eric Applewhite

    Julie Clairmont-Shide

    Daniel Guggenheim

     

    Boca Raton, FL

The Harbor Group
  1. John Vessa

    Jeffrey DiNapoli

    Corey Fleisher

     

    New York, NY

The Houston Constellation Group
  1. Arturo Karakowsky

    Ashley Kneisly

    Demi Chan

     

    Houston, TX

The I Street Group
  1. Brett Anthony

    H.L. 'Trip' McLaughlin III

    Matthew J. Offen

     

    Washington, D.C.

The Kavallieratos Team
  1. Nicholas Kavallieratos

    Maryann Kavallieratos

     

    New York, NY

The KLT Group
  1. James Klein

    Rick Keller

    Robert Thomason

     

    Los Angeles, CA

The Las Olas Group
  1. Trevor Fried

    Bonnie Mitten

    Lessette Altamiranda

     

    Fort Lauderdale, FL

The Legg Wealth Management Group
  1. Jonathan Legg

    Jeffrey Brill

    Margaret Meagher

     

    Washington, D.C.

The Lenox Group
  1. Michael Lysenko

    Richard Priore Jr.

    Frank De Flora

     

    New York, NY

The Lighthouse Wealth Management Group
  1. Brian Stokes

    Jared Policastro

    Andy Baggs

     

    Ponte Vedra Beach, FL

The Livingstone Condron Team
  1. Victor T. Livingstone

    Devin Condron

     

    Boston, MA

The Maddalena Group
  1. Anthony Maddalena

    Seth Marcus

    Donald Levy

     

    Purchase, NY

The Magellan Group
  1. Richard Zinman

    Griffin McQuilling

    Joseph Dunn

     

    New York, NY

The Mahoney Team
  1. Scott Mahoney

     

    Morristown, NJ

The Malkin Group
  1. Joshua Malkin

    Dan Bello

    Michael Kane

     

    New York, NY

The Malone Neuhaus Group
  1. Francis X. Malone

    Jon Neuhaus

     

    Los Angeles, CA

The McKelvy Group
  1. Dorian McKelvy

    Pierre Manneh

    Max McKelvy

     

    Menlo Park, CA

The McKenna Wealth Management Group
  1. Sean McKenna

    Daniel Deitrick

    Shams Deitrick

     

    Oakland, CA

The MCMP Retirement Planning Group
  1. Christopher Menconi

    Martin Pawelec

    Alphonse Gray

     

    Chicago, IL

The Meridian Wealth Management Group
  1. Michael Wagner

    Michael Spector

    Charles Cartwright

     

    Atlanta, GA

The Mountain View Group
  1. Jack Wong

    Darryl Ng

    David Knudsen

     

    Mountain View, CA

The MPW Group
  1. Scott Magnesen

    Lance Walker

    Ryan Magnesen

     

    Oak Brook, IL

The Northwest Compass Group
  1. Brian Acarregui

    Michael Healey

    Brian Oliger

     

    Seattle, WA

The Oaks Group
  1. Seth Haye

    Duncan Hizzey

    Katie DuBois

     

    Westlake Village, CA

The One North Group
  1. Max Sanel

    Eric Olson

    Paul Groves

     

    Scottsdale, AZ

The Opus Group
  1. Grant Lee

    William Breck

    Alisa Sharp

     

    San Francisco, CA

The Pacific Wealth Management Group
  1. Dale Miller

    Regan Mueller

    Larry Garcia

     

    Kirkland, WA

The Patrick Schwarz Group
  1. Patrick J. Schwarz

    Stephen Muecke

     

    New York, NY

The PBFM Insight Group
  1. Mihir Patel

    Timothy Baker

    Matthew Marangiello

     

    New York, NY

The Pelican Bay Group Wealth Management
  1. Jennifer Hartmann

    Heather Churchill

    Jeanine Delgadillo

     

    Pittsford, NY

The Peters Group
  1. Kevin Peters

    Jonathan Peters

    Wenton Camporin

     

    Purchase, NY

The Polk Wealth Management Group
  1. Lyon Polk

    Deborah Montaperto

     

    New York, NY

The Premier Group
  1. Brian Frank

    Jonathan Braatz

    Sherry Perchik

     

    Atlanta, GA

The Preserve Group
  1. Ira Mark

    Jonathan Fladell

    Michael Berger

     

    Jericho, NY

The Princi Group
  1. Peter Princi

    Brad Scioletti

    Michael Landers

     

    Boston, MA

The Ricca Group
  1. Michael Ricca

    Mary Guza

    Andrea Ricca O'Donnell

     

    Morristown, NJ

     

     

The Seminara Group
  1. Frank Seminara

    Peter Seminara

    Robert Knorr

     

    Morristown, NJ

The Shadden Group
  1. John Shadden

    Mike Van Dyke

    Gary Velek

     

    Long Beach, CA

The Skyline Wealth Management Group
  1. Emilio de Sousa

    Allan Walsworth

    Jason Moyers

     

    San Jose, CA

The Sound Shore Wealth Management Group
  1. Peter Chieco

    Vincent Mancuso

    Richard Lybarger

     

    Greenwich, CT

The Spiro Group
  1. James Spiro

    David K. Butscher

    Michael L. Gagliardi

     

    New Orleans, LA

The Strachan Group
  1. Brian Strachan

    Connor Strachan

    Keri Arone

     

    Boston, MA

The SVS Wealth Management Team
  1. Anthony Valente

    Stephen Scanapicco

    Patricia Glass

     

    Shrewsbury, NJ

The Taylor Group
  1. James Taylor

    Shane Drumm

    Michaella Irvine

     

    New York, NY

The Traum Vaughan Group
  1. Jeffrey Traum

    Brannan Vaughan

    Todd Gemmer

     

    Menlo Park, CA

The Vinder Group
  1. Ron Vinder

    Amy Wood

     

    New York, NY

The Warr Group
  1. Michael Warr

    Katie Hancock

    Dusti Monk

     

    Tuscaloosa, AL

The Whitman Group
  1. Alan Whitman

    Albie Vollero

    Todd Reynolds

     

    Pasadena, CA

The Winter Street Group
  1. Evan K. Dangel

    James Greenho

    John N. Alekna

     

    Wellesley, MA

The Wolfslau Group
  1. Karl Wolfslau

    Steven Long

    Robert Schwartz

     

    Long Beach, CA

Trailhead Retirement Planning Group
  1. William H. Easom

    Dan P. Hoffmann

    Sean K. Lannan

     

    Chicago, IL

Vantage Wealth Management
  1. David Skid

    Benjamin Portman

     

    Atlanta, GA

Zager Fixed Income Management
  1. Drew Zager

    Joseph McCullough

     

    Los Angeles, CA

BARRON'S TOP 100 INSTITUTIONAL CONSULTING TEAMS

Fiduciary Consulting Group
  1. Jayson Davidson

    Karen M. Robinson

    Sean M. Waters

     

    Greenwood Village, CO

Graystone Consulting, Boston North Shore
  1. Al Hammond

    Matthew McLaughlin

    Peter Ciovacco

     

    Middleton, MA

Graystone Consulting, Carlsbad
  1. Erik K. Tappin

    Sarah Montoya

    Ben Duckett

     

    Carlsbad, CA

Graystone Consulting, Charleston
  1. John E. Dawson II

    Michael D. Hill

    Kelly L. Castleberry III

     

    Charleston, WV

Graystone Consulting, Chicago
  1. James Whitney

    Mary DiChristofano

    Michael Sakach

     

    Chicago, IL

Graystone Consulting, Chicago NW
  1. George T. Cook

    Carl H. Viard

    Mary L. Tomanek

     

    Barrington, IL

Graystone Consulting, Columbus | Grand Rapids
  1. Michael Rosloniec

    Luke Costello

    Brian Miller

     

    Grand Rapids, MI

Graystone Consulting, Global Institutional Advisory Solutions
  1. Jim Detterick

     

    New York, NY

Graystone Consulting, Houston
  1. John W. Granger II

     

    Houston, TX

Graystone Consulting, Los Angeles | Honolulu
  1. Marc Roggenkamp

    Chris Venuti

    Larry Mills

     

    Westlake Village, CA

Graystone Consulting, Metro NY | Allentown PA | Cleveland OH
  1. Michael Malz

    Joshua Dautovic

    Charles Snyder

     

    Hudson, OH

Graystone Consulting, Metropolitan D.C.
  1. Robert Scherer

    Ross Charkatz

    Maureen Shuler

     

    Potomac, MD

Graystone Consulting, Miami
  1. Hugo Mantilla

    Eric Newman

    Daniel Hillis

     

    Miami, FL

Graystone Consulting, Midwest
  1. Bob Dow

    Brett Herbison

    Terry Hill

     

    Oak Brook, IL

Graystone Consulting, Pittsburgh
  1. Greg Simakas

    Anthony Smulski

    Todd Simakas

     

    Sewickley, PA

Graystone Consulting, Price & Longhurst Group
  1. Andrew Price

    Karin Longhurst

     

    Los Angeles, CA

Graystone Consulting, Raleigh, Wichita, Dallas & Kansas City
  1. Lee Morris

    Robert Morris

    Chris Calmer

     

    Raleigh, NC

Graystone Consulting, San Antonio
  1. Ron Kern

    Joe Sammons

    Jason Black

     

    San Antonio, TX

Graystone Consulting, San Francisco
  1. Brian Sharpes

    Dan Tichenor

    Chad Bolick

     

    San Francisco, CA

Graystone Consulting, SVLO Chicago Group
  1. Kristina Van Liew

    Erik Oiler

    Kelli Schrade

     

    Chicago, IL

Graystone Consulting, Tampa
  1. Adam Palmer

    Scott Owens

    David Wheeler

     

    Tampa, FL

Graystone Consulting, The Brice Group
  1. Brian Brice

    Timothy Brice

    Glen Young

     

    Birmingham, MI

Graystone Consulting, The Dobbs Group
  1. Wm. Craig Dobbs

     

    Indianapolis, IN

Graystone Consulting, The Fischer Group
  1. Marc Fischer

    Chad Jacob

    Mark Caropreso

     

    Rochester, NY

Graystone Consulting, The J.K. Meek Group
  1. James Meek

    Russell LaGreca

    Allan House

     

    Baltimore, MD

Graystone Consulting, The Kelliher Corbett Group
  1. Stephen Kelliher

    Jack Corbett

    Joseph McLaughlin

     

    Norwell, MA

Graystone Consulting, The Longo Group
  1. John Longo

     

    New York, NY

Graystone Consulting, The Palo Alto Group
  1. Tim Skelly

    Mark T. Curtis

    Ellie Chizmarova

     

    Newport Beach, CA

Graystone Consulting, The Parks Group
  1. Thomas Parks

    Robert Parks

    Christina Hom

     

    Milwaukee, WI

Graystone Consulting, The Robertson Group
  1. Thomas Robertson

    Tina Wisialowski

    Tim Bartolett

     

    Columbus, OH

Graystone Consulting, The Zohny Group
  1. Youssef Zohny

     

    San Francisco, CA

Graystone Consulting, Troy
  1. John Krakowiak

    Amy Cole

    Erik Burger

     

    Troy, MI

Graystone Consulting, Wyomissing
  1. H. Jeffrey Herb

    Scott J. Davis

    John R. Jolls

     

    Wyomissing, PA