Forbes magazine Feb. 20 released its annual Best-In-State Wealth Advisors list, and all of the top 10 Georgia advisors work for Atlanta firms, including some in Buckhead and Sandy Springs and All 10 Georgia advisors honored work for Atlanta firms, with eight in Buckhead offices, one in Sandy Springs and one in southeast Cobb County (Gratus Capital).
The list spotlights over 2,000 top-performing advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. Georgia has 93 advisors on Forbes’ list.
The top state’s 10 advisors are listed with the following categories: name, firm, minimum account size for new business, team assets (custodied) and typical size of household accounts, respectively:
1. Rod Westmoreland, Merrill Lynch — Private Banking & Investment Group, $10 million, $4.9 billion, $20 million to $60 million
2. James Hansberger, Morgan Stanley Private Wealth Management, $2 million, $2.5 billion, $35 million
3. Brian Frank, Morgan Stanley Private Wealth Management, $2 million, $1.8 billion, $5 million to $10 million
4. Andy Berg, Homrich Berg, $1 million, $5.6 billion, $3.5 million
5. Hank McLarty, Gratus Capital, $1 million, $1.5 billion, $8 million
6. Ron Hughes, Merrill Lynch — Private Banking & Investment Group, $25 million, $969 million, $40 million
7. Buck Wiley III, Merrill Lynch — Private Banking & Investment Group, $10 million, $2.2 billion, $15 million to $100 million
8. Keith Mericka, UBS Financial Services, $10 million, $3.1 billion, $10 million to $200 million
9. Wes Moss, Capital Investment Advisors, $500,000, $2.2 billion, $600,000 to $5 million
10. Michael J. Merlin, Morgan Stanley Private Wealth Management, $2.5 million, $2.5 billion, $10 million to $50 million
For more information on the list, visit http://bit.ly/2OA1Arq.