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Thursday, March 28, 2024

Barron’s picks for best N.C. wealth managers

Barron’s magazine annually ranks some of the nation’s best financial advisers based on assets under management revenue generated and a subjective view on the quality of practice. Magazine editors study regulatory reports, company documents and a detailed survey completed by participants.

These are the 30 N.C. brokers that made this year’s ranking and how much money they manage.

Gregory Cash, Merrill Lynch, Charlotte, $9.2 billion

Mitchell Wickham, Merrill Lynch, Charlotte $9.2 billion

William Oliver, Wells Fargo Advisors, Charlotte, $1.3 billion

John McCardell, Merrill Lynch, Charlotte, $4.3 billion

Manish Mehta, UBS, Chapel Hill, $1.1 billion

Brett Hoge, BB&T Scott & Stringfellow, Winston-Salem, $825 million

Patrick Rush, Triad Financial Advisors, Greensboro, $653 million

Kelly Graves, Carroll Financial, Greensboro, $661 million

Chris Davis, Wells Fargo Advisers, Davidson, $2.4 billion

Lee Bryan III, Alex Brown/Raymond James, Winston-Salem, $4.1 billion

Rick Fisher, Fisher Wealth, Burlington, $574 million

Kathleen Malone, Wells Fargo Advisers, Charlotte, $3.5 billion

Jason Zaks, Alex Brown/Raymond James, Winston-Salem, $4.2 billion

Gary Gaulden, Ameriprise Financial, Durham, $482 million

Pamela Miles, Wells Fargo Advisers, North Wilkesboro, $1.2 billion

Sam Rankin, UBS, Charlotte, $946 million

Thorne James, Merrill Lynch, Raleigh, $499 million

Kim Hoffman, Edward Jones, Wilson, $406 million

Mike Absher, Wells Fargo Advisers, Chapel Hill $422 million

Adam Landau, Morgan Stanley, Charlotte, $843 million

Robert Edmonds, Ameriprise, Greensboro, $404 million

John Patterson, Carroll Financial, Charlotte, $403 million

Bill Spry, Alex Brown/Raymond James, Winston-Salem, $2.1 billion

Lee Morris, Morgan Stanley, Raleigh, $3.6 billion

Scott Young, Merrill Lynch, Winston-Salem, $925 million

Mark Walker, Ameriprise, Charlotte, $956 million

Keith Norman, Merrill Lynch, Winston-Salem, $925 million

Steve Eubanks, UBS, Raleigh, $729 million

Michael Lappin, UBS, Raleigh, $729 million

Ian McDade, Merrill Lynch, Charlotte, $827 million

David Mildenberg
David Mildenberg
David Mildenberg is editor of Business North Carolina. Reach him at dmildenberg@businessnc.com.

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