Branch Manager Awards logo June 2017

Top 100

In an industry beset by regulatory and technological upheaval, branch managers have their work cut out for them.

Yet like elite coaches of winning teams, the best managers continue to perform, recruiting top talent in the industry and grooming their advisers to excel.

To recognize their contributions to the success of advisers and firms, On Wall Street annually highlights the industry's top 100 branch managers. This year's list was derived from nominations received from the field. Those suggestions were then narrowed by a panel of judges: Bill Butterfield, research analyst at Aite Group; David Lo, head of US Client Insight at Scorpio Partnership; and Kenton Shirk, director at Cerulli Associates.

Scroll through to see the top 100 honorees. The top 10 honorees will be unveiled soon.

To see last year's list, click here.
Ameriprise by Bloomberg

Ameriprise

Joseph DeFalco
Taylor Shoop
Justin Daley
James Park
Jonathan Frigo
Dylana Hopler
Peter Groeschel
Bryant Weintraub
Daniel Landrau
Baird courtesy of Baird
“Advice around transactions, advice around investment portfolios, advice around wealth management plans: it’s all advice and I’d say the term ‘financial advisor’ is probably a blanket term that would apply appropriately to all those models,” says Baird vice chairman John Taft.

Baird

Mark Stuck
Mark Peterson
D.A. Davidson headquarter building exterior

D.A. Davidson

Brian Brown
J.P. Morgan by Bloomberg News

J.P. Morgan Securities

Frank Epinger
Michael Maron
Mike Lee
Pete Secret
Rob Spawn
Janney Montgomery Scott courtesy of Janney

Janney Montgomery Scott

George Keith
Gordon Eide
Michael Brown
Stephen Spahr
Steve Pitassi
Thomas Simcik
Tom Urban
Vincent Crognale
Merrill-Lynch-sign-Bloomberg-News
Bloomberg News

Merrill Lynch

Anthony DiBlasi
Joe Powers
Jonathan Elliott
Michael Simonds
Nancy Olzack
Nathan Marsden
Jason Weaver
Morgan-Stanley-blue-symbol-closeup-Bloomberg

Morgan Stanley

Amit Grover
Steven Kirkland
Bradley Barber
Catherine Galgano
Chad Kasprzak
Damon Gallagher
Douglas Fodor
Gary Burgess
George Shick
George Manuelian
Gerald Ferrante
Greg Desmond
Jeffrey Reiss
Joseph Matthews
Justin Frame
Kevin McCarty
Michael Green
Michael Outlaw
Nelson Gaertner
Nicole Dickerson
Patricia Benner
Rhonda Peluso
Richard Maratea
Richard Donovan
Robert Beylickjian
Theresa Ferri
Tige Soderberg
Todd Sacks
Troy Mooyoung
Walter Jameson
William Van Scoyoc
William Eastin
Oppenheimer by Oppenheimer

Oppenheimer & Co.

Albert Kirchner
Brian Kutsmeda
Daniel Scannell
Guillermo Vega
Lawrence J. Rubinstein
Raymond James by Raymond James

Raymond James & Associates

Dan Jones
Dan Parker
Michael O'Meara
Michael Turnbough
Rick Hartman
Tony Barrett
Royal Bank of Canada (RBC) headquarters building in Toronto, Canada, on Thursday, April 6, 2017 Bloomberg News
Pedestrians are reflected next to signage displayed inside the Royal Bank of Canada (RBC) headquarters building during the company's annual general meeting in Toronto, Ontario, Canada, on Thursday, April 6, 2017. RBC Chief Executive Officer David urged lawmakers to coordinate interventions and act quickly to cool housing markets, particularly in Toronto and Vancouver. Photographer: Cole Burston/Bloomberg
Cole Burston/Bloomberg

RBC

Andy Teller
Beth Rosenwald
John Moran
Kenneth Ross
Scott Fergang
Skip Morton
Thomas Carter III
Tom Schulenberg
The license obtained by UBS allows the firm to manage assets for institutional and high-net-worth investors in the world’s second-largest economy for the first time.
A visitor enters the UBS Group AG's headquarters in Zurich, Switzerland, on Thursday, July 23, 2015. UBS Group AG and Morgan Stanley increased the assets they manage for the world's wealthiest people to more than $2 trillion for the first time, according to a study. Photographer: Chris Ratcliffe/Bloomberg
Chris Ratcliffe/Bloomberg News

UBS

Catherine Lapadula
Erin Borger
Howard Kern
Jaron Singletary
Stephen Glynn
Wedbush Los Angeles headquarter firm photo

Wedbush Securities

Katrina Dudley
Wells Fargo bank branch 2017 Bloomberg News
Pedestrians pass in front of a Wells Fargo & Co. bank branch in New York, U.S., on Wednesday, Jan. 11, 2017. Wells Fargo & Co. is scheduled to release earning figures on January 13. Photographer: Victor J. Blue/Bloomberg
Bloomberg News

Wells Fargo Advisors

Gary Swearingen
Hugh Patterson
Jackson Rhoades
John Gardner
Timothy Sheridan
William George
William Hall
Wunderlich_Home_Office.jpg

Wunderlich Securities

Irene Griffis
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