Forbes (Digital)

Forbes (Digital)

1 Issue, December/January 2023

AMERICA’S TOP NEXT-GEN WEALTH ADVISORS

The wealth management population is aging, with studies showing the average financial advisor is 57 years old. According to estimates, more than one-third of the workforce will retire over the next decade. Thankfully, a good deal of the financial-advice void will be filled by the members of the Forbes/SHOOK Top Next-Gen Advisors list. Each of the 1,000 advisors so honored was born in 1983 or later and is excelling in this graying industry. On these pages you’ll find the top 100 next-gen advisors across the country.
AMERICA’S TOP NEXT-GEN WEALTH ADVISORS
1. Xi Qiao UBS Wealth Mgmt. SAN FRANCISCO, CA $1.8B 2. Matthew Gallo Merrill Lynch Wealth Management WALNUT CREEK, CA $1B 3. Dominic Casanueva Merrill Lynch Wealth Management LAKEWOOD RANCH, FL $5.4B 4. Michael Miller Wellesley Asset Management WELLESLEY, MA $2.9B 5. Jenny Tsai Morgan Stanley Private Wealth Management PASADENA, CA $923M 6. Tony Carpentieri Merrill Private Wealth Management GREENWICH, CT $12.6B 7. Sara Wendt Miracle Mile Advisors LOS ANGELES, CA $2.9B 8. Ryan Magnesen Morgan Stanley Wealth Management OAK BROOK, IL $5.6B 9. Nick Francia UBS Wealth Management WASHINGTON, DC $2.5B 10. Michael Henley Brandywine Oak Private Wealth KENNETT SQUARE, PA $1.5B 11. Stephen Marotto First Republic Investment Management SAN FRANCISCO, CA $3B 12. Nick Sadowsky UBS Private Wealth Management AVENTURA, FL $4B 13. Austin R. Del’Ve UBS Private Wealth Management LOS ANGELES, CA $6.1B 14. Mary Guza Morgan Stanley Wealth Management FLORHAM PARK, NJ $4.8B 15. Derek Jancisin Merrill Private Wealth Management PITTSBURGH, PA $1B 16. Adam Merino Morgan Stanley Private Wealth Management NEW YORK, NY $4.6B 17. Krystal Julius Merrill Lynch Wealth Management WAYZATA, MN $2.7B 18. Justin T. Samples Ameriprise Financial Services BOISE, ID $758M 19. David Katz Merrill Lynch Wealth Management NEW YORK, NY $1.8B 20. Jeff Westsmith IEQ Capital FOSTER CITY, CA $18B 21.…
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Forbes (Digital) - 1 Issue, December/January 2023

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