List

The top 75 branch managers

Branch managers have had their work cut out for them in recent years.

The regulatory environment has swung from the Department of Labor's fiduciary rule to the SEC's proposed best interest standard. Robo advisors, social media and other new digital tools have altered the advisor's workplace. Plus, the recruiting landscape unexpectedly shifted with the departure of two wirehouses from the Broker Protocol.

Yet the best branch managers continue to perform. Like elite coaches of winning teams, they adjust their strategies to match new challenges, recruit top talent and groom their advisors to become star players.

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To recognize their contributions to the success of advisors and firms, On Wall Street annually highlights the industry's top branch managers. This year's list was derived from nominations received from the field. Those ranks were then narrowed by a panel of judges: 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.

The final tally represents both regional brokerages and wirehouses.

Scroll through to see the top 75 honorees. Check back soon for more data on the top 10 honorees.

To see last year's list, please click here.

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Wells Fargo & Co. signage is displayed outside a bank branch in Dallas, Texas, U.S., on Monday, July 10, 2017. Wells Fargo & Co. is scheduled to release earnings figures on July 14. Photographer: Cooper Neill/Bloomberg
Cooper Neill/Bloomberg

Wells Fargo Advisors

Timothy Adkins, Westlake, Ohio
Mark Klein, Short Hills, New Jersey
Scott Spang, Columbia, South Carolina
Gary Swearingen, Charleston, Illinois
David Wright, Tacoma, Washington
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Steward Partners

Tim Sheridan, New York *

*Sheridan was nominated while affiliated with Wells Fargo. He joined Steward Partners in July.
RBC logo is reflected on a surface in Toronto, Ontario, Canada, on Friday, May 19, 2017 Bloomberg News
The Royal Bank of Canada (RBC) logo is reflected on a surface in Toronto, Ontario, Canada, on Friday, May 19, 2017. Ontario is easing rules for its pension funds as years of low interest rates, poor equity returns and a looming retiree glut pressure companies. Photographer: Brent Lewin/Bloomberg
Brent Lewin/Bloomberg

RBC Wealth Management-U.S.

Steve Ogle, San Antonio
Ken Ross, Pittsburgh
Andy Teller, Dallas
Raymond James 2

Raymond James & Associates

Tony Barrett, West Conshohocken, Pennsylvania
Nathan Clakley, Walnut Creek, California
Clifford Foster, Richmond, Virginia
Tom Hirsch, Louisville, Kentucky
Dan Jones, Jenkintown, Pennsylvania
Michael O'Meara, St. Louis
Dan Parker, Charleston, South Carolina
Judson Potter, Westport, Connecticut
Bill Theis, Westlake, Ohio
Michael Turnbough, Birmingham, Alabama
Bert White, Boca Raton, Florida
Oppenheimer by Oppenheimer

Oppenheimer & Co.

Christopher Coloracci, Jenkintown, Pennsylvania
Michael Stern, Stamford, Connecticut
Guillermo "Willie" Vega, Miami
Morgan Stanley glass door by Bloomberg News

Morgan Stanley

Robert Balasavage, Lancaster , Pennsylvania
Bradley Barber, Greenwich, Connecticutt
Steven Brettler, Greenville, Delaware
Bethany Caravati, Columbus, Ohio
Paul DiGiallonardo, Peoria, Illinois
Gerald Ferrante New York
Sandy Fletcher, Green Bay, Wisconsin
David Forman, Hunt Valley, Maryland
Justin Frame, Irvine, California
Nelson Gaertner, New York
Damon Gallagher, New York
Mark Gherity, Minneapolis
Amit Grover, Sewickley, Pennsylvania
Chad Kasprzak, Farmington Hills, Michigan
Patrick Langone, New York
Charles Levy, Menlo Park, California
Mitchell Markley, San Diego
Yedda Marks, Bloomington, Minnesota
Joseph Matthews, Farifield, Connecticut
Kevin McCarty, Miami
Joseph Morganti, Berwyn, Pennsylvania
Gary Nichols, Bellevue, Washington
Daniel Price, Lutherville, Maryland
Todd Sacks, Shrewsbury, New Jersey
Nicolas Seigal, Coral Gables, Florida
Aaron Stanford, Baton Rouge, Louisiana
John Terry, Birmingham, Alabama
John Robert Tinsley, Frederick, Maryland
Joseph Vaccaro, Paramus, New Jersey
William Van Scoyoc, Aventura, Florida
Rhonda Viapiano, Potomac, Maryland
Entrance Bank of America Merrill Lynch Financial Centre in London on October 9, 2014 BLOOMBERG NEWS
A sign sits on a wall outside the King Edward Street entrance to the Bank of America Merrill Lynch Financial Centre in London, U.K., on Thursday, Oct. 9, 2014. Norway's sovereign wealth fund Norges Bank Investment Management, the world's largest, agreed to buy the Bank of America Merrill Lynch Financial Centre in London for 582.5 million pounds ($944 million) as it expands its bet on the U.K. capital. Photographer: Chris Ratcliffe/Bloomberg
Chris Ratcliffe/Bloomberg

Merrill Lynch

Michael Armondo, Dallas
Cindy Clark, Montgomery, Alabama
Nathan Marsden, Bloomfield Hills, Michigan
Nancy Pence Olzack, Anchorage, Alaska
Steve Rini, Cleveland
Michael Simonds, New York
Nikolas Totaro, Stamford, Connecticut
Kristen Trovas, Cedar Rapids, Iowa
Jason Weaver, Florham, New Jersey
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Janney Montgomery Scott

Carroll Allen Raleigh, North Carolina
Kevin Bradley, Lancaster, Pennsylvania
Vincent Crognale, Greenville, Delaware
George Keith, Darien, Connecticut
Doran Young, Columbus, Ohio
BB&T

BB&T Scott & Stringfellow

Timothy Mann, Winston Salem, North Carolina
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Ameriprise Financial headquarters in downtown Minneapolis, MN on Wednesday, December 28, 2011.
Bloomberg News

Ameriprise

Todd Mackler, Fort Lauderdale, Florida
John Nelson, Westport, Connecticut
Tate Wingate, Westport, Connecticut
Dylana Hopler, Orlando, Florida
Frank Teodosio, Palm Beach Gardens, Florida
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Alex. Brown, a division of Raymond James

Marcus Aiello, Annapolis and Baltimore, Maryland; Washington, D.C.
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