List

The top 10 branch managers

Branch managers play an outsized role in the careers of the advisors they oversee.

Consequently, On Wall Street gets a surfeit of nominations each year for the annual branch manager awards.

Advisors highlighted their managers' ability to see things from others’ points of view, tackle headaches holding FAs back from doing their jobs, and jumping in if a client issue needs to be resolved.

branch-manager-awards-logo-june-2017

A panel of three independent judges narrowed advisors’ nominations down this year to a top 75 list. Then they whittled down the list even further to just 10 branch managers to honor as the best of the best. These industry leaders represent regional brokerages and wirehouses.

This year's judges were Isabella Cagnazzo Fonseca, wealth management consultant at research firm Aite Group; David Lo, associate partner and head of U.S. client insight at consulting firm Scorpio Partnership; and Marina Shtyrkov, research analyst at Cerulli Associates, a research firm.

Scroll through to see who made the top 10.

To see the top 75 list, please click here.

Timothy Adkins

Timothy Adkins Wells Fargo complex manager
Firm: Wells Fargo Advisors
Location: Westlake, Ohio
Advisors: 37
Branch/complex AUM: $2.6 billion

Tony Barrett

Tony Barrett Raymond James complex manager cropped
Firm: Raymond James & Associates
Location: Philadelphia
Advisors: 70
Branch/complex AUM: $12.2 billion

Nathan Clakley

Nathan Clakely
Firm: Raymond James & Associates
Location: Walnut Creek, California
Advisors: 30
Branch/complex AUM: $3.41 billion

John Nelson

John Nelson Ameriprise branch manager.jpg
Firm: Ameriprise
Location: Westport, Connecticut
Advisors: 25
Branch/complex AUM: $1.3 billion

Nancy Olzack

Nancy Olzack Merrill Lynch branch manager.jpg
Firm: Merrill Lynch
Location: Anchorage, Alaska
Advisors: 23
Branch/complex AUM: $2.06 billion

Steve Rini

Steven Rini Merrill Lynch branch manager.jpg
Firm: Merrill Lynch
Location: Cleveland
Advisors: 35
Branch/complex AUM: $4.2 billion

Tim Sheridan

Tim Sheridan Steward Partners divisional president.jpg
Firm: Steward Partners
Location: New York
Advisors: 30
Branch/complex AUM: $2.75 billion

*Sheridan was nominated while affiliated with Wells Fargo. He joined Steward Partners in July as a divisional president. Steward Partners is an independent firm affiliated with Raymond James.

Michael Simonds

Michael Simonds Merrill Lynch branch manager.jpg
Firm: Merrill Lynch
Location: New York
Advisors: 140
Branch/complex AUM: $22.2 billion

Michael Stern

Michael Stern Oppenheimer & Co. branch manager.JPG
Firm: Oppenheimer & Co.
Location: Stamford, Connecticut
Advisors: 53
Branch/complex AUM: $4.722 billion

Rhonda Viapiano

Rhonda Viapiano Morgan Stanley manager.jpg
Firm: Morgan Stanley
Location: Potomac, Maryland
Advisors: 30
Branch/complex AUM: $3.6 billion
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