2021 Top 100 Institutional Consulting Teams

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American Registry

An independent company, not affiliated with or endorsed by "Barron's" or its publisher.

Recognized By: Barron's
Publication Date: April 2021
Number of Honorees: 99

Businesses Receiving This Recognition

SageView Advisory Group Multiple Locations
Captrust Raleigh, NC
Morgan Stanley Los Angeles, CA
Merrill Lynch Wealth Management Tulsa, OK
GRP Financial Shorewood, IL
Schwartz & Co. Bloomfield Hills, MI
The DiPrinzio Group New York, NY
Morgan Stanley Westlake Village, CA
GYL Financial Synergies Westport, CT
SageView Advisory Group Knoxville, TN
Captrust Falmouth, ME
CAPTRUST Financial Advisors Raleigh, NC
Captrust Birmingham, AL
Sheridan Road Financial IL
Morgan Stanley Charleston, VA
Morgan Stanley Oak Brook, IL
Morgan Stanley Private Wealth Management Multiple Locations
Benefit Financial Services Group Irvine, CA
Morgan Stanley Jericho, NY
Captrust Raleigh, NC
Merrill Lynch Wealth Management Multiple Locations
Merrill Lynch Multiple Locations
Morgan Stanley Peoria, IL
UBS Financial Services Inc Multiple Locations
UBS Wealth Management Albuquerque, NM

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