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The 250 advisors on this year's list manage nearly $1 trillion in client assets.

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","type":"general","following":false,"hideDescription":false,"sponsored":false,"removeTopPadding":false,"removeBottomPadding":false}],"panelId":"panel1","limit":0,"swimlane":false,"more":false,"enableAds":false,"removeBVPrepend":false,"brandvoiceHeader":false,"profileLink":false,"fullListLink":false,"pagination":false,"filters":false,"year":0,"directLink":false,"videoInModal":false},"csf-channel_72section_1599_5d76c6ac64a13":{"channel":"channel_0","section":"section_0","location":"csf-channel_72section_1599_5d76c6ac64a13","panel":"table","contentPositions":[{"title":"Jeff Erdmann","uri":"jeff-erdmann","image":"//specials-images.forbesimg.com/imageserve/5b9929bf4bbe6f30c1b1a794/416x416.jpg?background=000000&cropX1=230&cropX2=1540&cropY1=86&cropY2=1396","description":"Jeff Erdmann is the founder and leader of the Erdmann Group, a distinguished wealth management team in the United States. 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This first-ever ranking of wealth advisory teams that specialize in serving individuals and families was published with the Barron's Top 100 Financial Advisors 2019 list. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. Advisors considered for the \"Top 100 Financial Advisors list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. *The David Brady Award is an internal award honoring David Brady, who lost his life in the World Trade Center attacks of September 11, 2001. David was a man who exhibited a high standard of excellence and commitment to his clients. The award is given annually to Wealth Management employees who best demonstrate the spirit of partnership and what it means to go beyond expectations in their dedication and commitment to clients. *Source: Barron's \"Top 100 Financial Advisors\" list, April 20, 2019. For more information about the selection criteria, go to http://details-he.re/nRnrmS. Barron's is a trademark of Dow Jones & Company, Inc. 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We compete on the power of our investment discipline and original ideas, and focus on three areas:\r\n \r\nI. Fully customized investment management focused on individual company selection and with an established track record dating back over 30 years\r\nII. Multi-Family Office: estate and financial planning strategies, charitable giving, family governance, asset allocation, and concierge services\r\nIII. Private Cash Management and Lending\r\n\r\n\r\nDisclosures:\r\n\r\nMorgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.\r\n \r\nThis material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.\r\n\r\n\r\nMorgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.\r\n \r\nInvestment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY\r\n \r\nMorgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC. 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INSIDE THE RANKINGS

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Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: \n

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In-person and/or phone interviews\n\n
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Industry experience\n
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Compliance records\n
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Revenue produced\n
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Assets under management\n
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\n\n MORE ON THE METHODOLOGY\n \n
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","type":"general","following":false,"hideDescription":false,"sponsored":false,"removeTopPadding":false,"removeBottomPadding":false}],"panelId":"panel1","limit":0,"swimlane":false,"more":false,"enableAds":false,"removeBVPrepend":false,"brandvoiceHeader":false,"profileLink":false,"fullListLink":false,"pagination":false,"filters":false,"year":0,"directLink":false,"videoInModal":false},"csf-channel_72section_1599_5d76ff9d22a54":{"channel":"channel_0","section":"section_0","location":"csf-channel_72section_1599_5d76ff9d22a54","panel":"custom_html","contentPositions":[{"position":1,"description":"
\n

TOP ADVISOR ROUNDTABLE

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The five top advisors we introduced above share advice on markets, industry challenges, robo advisors and more.

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Top Advisor Roundtable Part II: Why Robo-Investing Will Leave You Cold

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\nAdvisors share perspectives on the pressures facing the wealth management business, planning mistakes and opportunities.\n

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\n READ MORE\n
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\nIMAGE CREDITS: Jamel Toppin for Forbes; Hero Images/GettyImages\n\n

\n\n\n\n \n\n var $footer = $('.shared-footer'),\n sections = [\n '.row_5d76c75c39146'\n/*header row*/\n ];\n\n setTimeout(function() {\n /*portal nav*/\n$('.row_5d76ed96be03b').find('.nav-item-1').on('click', function(e) {\n e.preventDefault();\n\n var $row_index = $(this).index(),\n $target = $(sections[$row_index]);\n\n $('html, body').animate({\n scrollTop: $target.position().top - $footer.height() - 20\n }, 700);\n });\n \n }, 3000);\n\n\nvar $header = $('.header-nav-collapse'),\n sectionsone = [\n '.row_5d76ecc371dc8'\n/*section: list*/\n ];\n\n setTimeout(function() {\n /*jump*/\n$('.row_5d76fed10505a').find('.jump-item').on('click', function(e) {\n e.preventDefault();\n\n var $row_index = $(this).index(),\n $target = $(sectionsone[$row_index]);\n\n $('html, body').animate({\n scrollTop: $target.position().top - $header.height() - 20\n }, 700);\n });\n\n }, 1000);\n\n\n\n\n\n\n\n\nsetTimeout(function() {\n angular.element('th.header.sortable').each((i, el) => { angular.element(el).scope().sortBy = function(thing, other) { return false;} })\n}, 2000)\n\n\n\n","type":"general","following":false,"hideDescription":false,"sponsored":false,"removeTopPadding":false,"removeBottomPadding":false}],"panelId":"panel1","limit":0,"swimlane":false,"more":false,"enableAds":false,"removeBVPrepend":false,"brandvoiceHeader":false,"profileLink":false,"fullListLink":false,"pagination":false,"filters":false,"year":0,"directLink":false,"videoInModal":false},"csf-channel_72section_1599_5d76dae6a2129":{"channel":"channel_0","section":"section_0","location":"csf-channel_72section_1599_5d76dae6a2129","panel":"ad_unit","contentPositions":[{"position":1,"title":"rec","type":"general","following":false,"hideDescription":false,"sponsored":false,"removeTopPadding":false,"removeBottomPadding":false}],"panelId":"panel1","limit":0,"swimlane":false,"more":false,"enableAds":false,"removeBVPrepend":false,"brandvoiceHeader":false,"profileLink":false,"fullListLink":false,"pagination":false,"filters":false,"year":0,"directLink":false,"videoInModal":false},"csf-channel_72section_1599_5d76da92498df":{"channel":"channel_0","section":"section_0","location":"csf-channel_72section_1599_5d76da92498df","panel":"custom_html","contentPositions":[{"position":1,"description":"\n\n
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#75

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KEVIN MYEROFF

\n

NCA Financial Planners

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Cleveland, Ohio

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Total assets under management: $1.3 billion\n

\n “Robos have cold hands; people need us. They talk to us about their children and their addictions. They talk about their marriage issues. That all falls on our lap.”\n

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\n

OVERVIEW

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This year's Top Wealth Advisors list includes 250 advisors who manage $910 billion in client assets. They were nominated by their firm and then vetted and ranked by SHOOK research.

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#97

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LOUISE GUNDERSON

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UBS Financial Services\n


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New York, New York

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\nTotal assets under management: $912 million\n\n

\nHer investing advice: “We have about one year’s worth of cashflow for everybody now because when volatility picked up, I wanted to make sure the cash bucket was there.”\n

\n Her planning advice: “In 2026, the [federal estate tax exemption] goes back to $5 million if nothing else changes. So, we’ve got to really sit down and have those wealth transfer conversations.”\n

\n On philanthropy: Consider a donor-advised fund. “It's a good education tool to teach the next generation how to be philanthropic.”\n\n

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