Morgan Stanley276
Merrill / Bank of America169
UBS145
Goldman Sachs114
Wells Fargo30
JPMorgan26
Ameriprise24
Raymond James10
Other firms100
Private Wealth235
Financial Advisor186
Other Wealth Professional161
Firm Leadership133
Wealth Advisor90
Portfolio / Investment51
Wealth Management30
Institutional / Retirement8
California82
Minnesota22
Texas22
Missouri87
Illinois23
New York382
Massachusetts19
Florida34
Other states183
Not recorded40
Managing Director349
Senior / First Vice President140
Advisor / Professional118
Vice President / AVP102
Executive Director / Director59
Other87
Founder / Partner / C-suite39
Wise River Advisors
UBS
Private Family Wealth Partners
Porter Axelson Group
The Hamilton Group
Team Global
Morgan Stanley
545 Group
The Polk Wealth Management Group
The Capital ESOP Group
Los Angeles, CA
Salt Lake City, UT
Newport Beach, CA
New York, NY
Menlo Park, CA
Palm Beach, FL / New York, NY
Washington, DC
Alternative Investments
International Client
Institutional Consulting
Portfolio Management
ESOP / §1042
CEPA
CFA
CIMA
CRPS
AWMA
CFP
Goldman Sachs
Merrill Lynch
Smith Barney
Lehman Brothers
J.P. Morgan
Dean Witter Reynolds
Citigroup
Independent investment advisory firm
Oct 29, 2013Merrill → UBS