4
TOP 100 WOMEN ADVISORS How the best got there, and what they’re telling clients to do now.
TOP 100WOMEN ADVISORSHow the best got there, and what they’re telling clients to do now.
Top 100 Women AdvisorsHere are America's top financial advisors, as identified by Barron's. The ranking reflects the volume of assets overseen by the advisors and their teams, revenue gener-ated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100, and rates the rest by comparing them with the top-ranked advisor. A ranking of "N" indicates that the advisor was not ranked in the specified year. For information on how to participate in Barron's financial advisor rankings, contact Matt Barthel at [email protected]
’17 ’16 Name Firm City FocusTotal
Assets ($mil)Typical
Account ($mil)Typical Net
Worth ($ mil) Score
1. 7. Karen McDonald Morgan Stanley Wealth Mgmt Palo Alto RHUI $41,164 $3 $10 100
2. 6. Colleen O'Callaghan Morgan Stanley Private Wealth Mgmt New York UFE 3128 75 100 99.907
3. 1. Kimberlee Orth Ameriprise Financial Wilmington, Del. RHU 1617 4.18 10.96 99.88
4. 4. Valerie Newell RiverPointCapital Mgmt Cincinnati RHU 2442 4 8 99.746
5. 3. Stephanie J. Stiefel Neuberger Berman New York HUI 1851 15 45 99.641
6. 2. Shannon Eusey Beacon Pointe Advisors Newport Beach, CA RHUFE 6224 8 15 99.204
7. 5. Susan Kaplan Kaplan Financial Services Newton, Mass. HU 1700 3.5 10 98.854
8. 15. Deborah Montaperto Morgan Stanley Private Wealth Mgmt New York HUFE 11878 25 50 98.372
9. 12. Holly Newman Kroft Neuberger Berman New York HUFE 1400 7 12 97.884
10. 8. Laila Pence Pence Wealth Mgmt Newport Beach, CA RHU 1487 2 5 97.691
11. 10. Mary Deatherage Morgan Stanley Private Wealth Mgmt Little Falls, N.J. HU 2079 10 25 97.515
12. 11. Jane Williams Sand Hill Global Advisors Palo Alto, CA HUF 1963 7 15 97.364
13. 16. Virginia Guy Neuberger Berman New York HUI 1194 5 15 97.292
14. 17. Shawn Parker Ameriprise Financial Schaumburg, Ill. RHU 1825 2.5 5 97.027
15. 18. Valerie Garcia Houts Merrill Lynch Wealth Mgmt San Francisco HUFEI 21712 75 500 96.713
16. N. Dagny Maidman First Republic Investment Mgmt San Francisco HUE 1467 30 60 96.666
17. 14. Pamela Rosenau High Tower Los Angeles RHU 1053 7 25 95.811
18. 13. Maureen Raihle Merrill Lynch PBIG Chicago HU 5803 25 40 95.472
19. 21. Debra Wetherby Wetherby Asset Mgmt San Francisco HU 4541 25 40 94.8
20. 25. Dalal Salomon Wells Fargo Adv Fin Network Richmond, Va. RHU 998 5 15 94.685
21. N. Elaine Meyers J.P. Morgan Securities San Francisco HU 2200 45 100 94.136
22. N. Sonia Attkiss UBS Private Wealth Mgmt New York HUF 5800 40 60 94.132
23. N. Anna Winderbaum Morgan Stanley Private Wealth Mgmt New York HUF 2216 20 40 94.113
24. 20. Sharon Oberlander Merrill Lynch Wealth Mgmt Chicago HU 1129 5.2 12 94.017
25. N. Gillian Yu Morgan Stanley Private Wealth Mgmt San Francisco HUF 3184 20 50 93.817
26. 32. Margaret Starner Raymond James Coral Gables, FL RHU 1056 4 10 93.66
27. 29. Jeanie Wyatt South Texas Money Mgmt San Antonio, Texas RHUFI 3104 1.02 7.5 93.294
28. N. Barbara Bruser First Republic Investment Mgmt Los Angeles HU 934 2 5 93.01
29. N. Emily Rubin UBS Financial Services New York HUF 1430 10 15 92.965
30. 22. Debbie Jorgensen Merrill Lynch Wealth Mgmt San Francisco HUFEI 1395 30 65 92.462
31. 48. Mary Mullin Merrill Lynch Wealth Mgmt Boston HU 1353 5 15 92.26
Specialties: R Retail (<$1mil) H High Net Worth ($1-10mil) U Ultra-High Net Worth (>$10mil) F Foundations E Endowments I Institutional
’17 ’16 Name Firm City FocusTotal
Assets ($mil)Typical
Account ($mil)Typical Net
Worth ($ mil) Score
32. 23. Geri Pell Ameriprise Financial Rye Brook, N.Y. RHU $1203 $2.56 $3.95 92.111
33. 27. Christina Boyd Merrill Lynch Wealth Mgmt Wayzata, Minn. HUI 1233 6 15 91.662
34. N. Kristina Van Liew Graystone Consulting Chicago HUFE 5100 120 100 91.629
35. N. Linda Stephans Graystone Consulting Chicago HUFE 5100 120 100 91.549
36. 28. Jacqueline Willens UBS Financial Services New York RHU 856 5 10 91.451
37. N. Deborah Howard Merrill Lynch Wealth Mgmt Atlanta RHUFEI 69202 4210 7000 91.433
38. 35. Louise Gunderson UBS Financial Services New York HU 751 8.7 22 91.13
39. 44. Cheryl Young Morgan Stanley Wealth Mgmt Los Gatos, CA RHU 1225 8 17 90.967
40. 46. Emily Van Hoorickx UBS Financial Services San Jose, CA RHU 4788 2 7 90.796
41. 19. Shari Burns United Capital Seattle Seattle HUF 1604 5.74 8 90.69
42. 53. Kathleen Roeser Morgan Stanley Wealth Mgmt Chicago HUFI 1013 8 15 90.505
43. 31. Inna Kelly Morgan Stanley Wealth Mgmt San Francisco RHU 1174 5 10 90.41
44. 33. Audree L. Begay Ameriprise Financial Houston RHU 986 1.1 2.5 90.334
45. 45. Debra Brede D.K. Brede Investment Mgmt Needham, Mass. HU 807 2 3.5 90.175
46. 42. Patricia c. Brennan Key Financial West Chester, Pa. RH 740 1.8 3 90.129
47. 36. Susan Kingsolver Morgan Stanley Private Wealth Mgmt New York HU 1125 20 75 90.03
48. 66. Erna Morgan McReynolds Morgan Stanley Wealth Mgmt Oneonta, N.Y. RHUFI 868 3.5 8 85.814
49. 24. Erin Botsford Botsford Financial Group Frisco, Texas RHUF 1020 5 10 85.747
50. 37. Trudy Haussmann Securities America Lake Forest, CA RH 1000 0.65 1.2 85.714
51. 41. Alyssa Moeder Merrill Lynch PBIG New York HU 5761 25 150 85.569
52. 30. Cheryl Holland Abacus Planning Group Columbia, SC RHU 921 4.1 6.32 85.466
53. 38. Soo Kim Ameriprise Financial Vienna, Va. RH 1231 1 2 85.435
54. 86. Faith Read Xenos Singer Xenos Wealth Mgmt Coral Gables, FL RHUFE 1380 2.6 8 85.398
55. N. Deborah Moses Morgan Stanley Wealth Mgmt Boston U 1076 36 46 85.355
56. 50. Robin Reich Merrill Lynch Wealth Mgmt New York RHUI 1193 2 5 85.21
57. 57. Linnell Sullivan Merrill Lynch Wealth Mgmt Cincinnati HU 1419 6 10 85.052
58. 70. Anouchka Balog Morgan Stanley Wealth Mgmt Laguna Niguel, CA RHU 562 5 10 85.049
59. 69. Donna Di Ianni Merrill Lynch Wealth Mgmt Aspen, Colo. HUF 784 10 20 85.02
60. 52. Gail Reid Ameriprise Financial Glendale, CA RHF 1157 2.5 4 84.955
61. 79. Judy Fredrickson UBS Private Wealth Mgmt Minneapolis HU 1294 25 40 84.934
62. 55. Ann Marie Etergino RSC Wealth Mgmt Chevy Chase, Md. RHUFEI 920 7 15 84.93
63. 54. Susan Heuer Merrill Lynch Wealth Mgmt Houston RHUI 2898 0.2 4 84.905
64. 51. Marie Vanerian Merrill Lynch Wealth Mgmt Troy, Mich. HUFEI 1,819 10 10 84.9
65. 62. Diane Compardo Mon eta Group Investment Advisors Clayton, Mo. HU 930 12 17 84.82
66. 98. Kathleen Malone Wells Fargo Advisors Charlotte, N.C. HU 2877 7 12 84.745
67. N. Teresa Jacobsen UBS Private Wealth Mgmt Stamford, Conn. UFEI 833 10 25 84.74
Specialties: R Retail (<$1mil) H High Net Worth ($1-10mil) U Ultra-High Net Worth (>$10mil) F Foundations E Endowments I Institutional
’17 ’16 Name Firm City FocusTotal
Assets ($mil)Typical
Account ($mil)Typical Net
Worth ($ mil) Score
68. 80. Hilary Giles Merrill Lynch PBIG Palo Alto HU $2220 $18 $30 84.735
69. 60. Vanessa Anderson UBS Private Wealth Mgmt Palo Alto HUF 2400 50 75 84.69
70. 56. Kim Ciccarelli Kantor Ciccarelli Advisory Services Naples, FL RHU 1663 4 7 84.675
71. N. Tracey Gluck J.P. Morgan Securities Los Angeles RHUFI 865 10 15 84.66
72. 61. Jean Gannon UBS Private Wealth Mgmt Palo Alto HUF 2400 50 75 84.635
73. 72. Jennifer Marcontell Edward Jones Baytown, Texas RHF 929 1.6 3.4 84.635
74. 84. Suzanne Killea Merrill Lynch PBIG Palo Alto HU 2220 20 35 84.54
75. 40. Sharon Sager UBS Private Wealth Mgmt New York HUF 1209 40 80 84.52
76. 65. Charla McIntyre Fields Ameriprise Financial Hurst, Texas RHU 961 1.7 2.7 84.507
77. N. Renee Fourcade UBS Financial Services Los Angeles HUI 1736 2 10 84.43
78. 92. Leslie Lauer UBS Private Wealth Mgmt Columbus, Ohio HU 2892 20 40 84.358
79. 74. Judith McGee Raymond James Portland, Ore. RHI 497 1.5 3 84.181
80. 91. Lisa Detanna Raymond James Beverly Hills, CA RHUI 1780 4 7 84.148
81. 82. Louise Armour J.P. Morgan Securities West Palm Beach, FL RHUF 931 7 17 84.135
82. 64. Jennifer Ellison Bingham, Osborn & Scarborough Redwood City, CA HUFI 3993 7 12 84.134
83. 67. Louise Lane William Blair & Co. Chicago RHUF 847 2 6 84.08
84. 71. Barbara Hudock Hudock Capital Group Williamsport, Pa. RHU 476 1 3 84.072
85. 93. Aimee DeMariano Cogan Morgan Stanley Wealth Mgmt Sarasota, FL HUFE 853 10 20 84.002
86. 39. Marcella Behman Merrill Lynch PBIG Boston HU 935 25 50 83.993
87. 73. Melissa Spickler Merrill Lynch Wealth Mgmt Bloomfield Hills, MI RHUI 1002 2 5 83.99
88. 81. Marie Moore Morgan Stanley Wealth Mgmt Dallas RHU 373 5 15 83.984
89. 68. Emily Bach Morgan Stanley Wealth Mgmt Orinda, CA RHU 1019 3 5 83.975
90. N. Rebecca Lerner Merrill Lynch Wealth Mgmt New York RHU 805 3 10 83.75
91. 75. Christine McGinley UBS Financial Services Mt. Laurel, N.J. RHU 802 3 8 83.595
92. 34. Robin Krasny Morgan Stanley Wealth Mgmt New York HU 1379 7.5 15 83.585
93. N. Patricia Cutilletta Morgan Stanley Wealth Mgmt Chicago HU 601 7 10 83.435
94. 63. Christiane Olsen UBS Financial Services New York RHU 1152 5 10 83.39
95. 49. Lee Delorenzo United Asset Strategies Garden City, N.Y. RHUI 826 1 3 83.349
96. 83. Kalita Blessing Quest Capital/Raymond James Dallas RHU 1178 2 10 83.34
97. 77. Anne Golden First Republic Investment Mgmt San Francisco HUE 3722 3.3 5 83.276
98. 89. Elizabeth Lockwood UBS Financial Services Houston RHU 1727 10 15 83.16
99. N. Edythe De Marco Merrill Lynch Wealth Mgmt Providence, R.I. RHUI 1061 3.3 4.1 83.033
100. 96. Sherri Stephens Raymond James Flint, Mich. RHU 524 1.07 3 83.018
Specialties: R Retail (<$1mil) H High Net Worth ($1-10mil) U Ultra-High Net Worth (>$10mil) F Foundations E Endowments I Institutional
