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