BySergei Klebnikov,
Forbes Staff.
Team Name: Roseate Group
Firm: Wells Fargo Advisors
Senior Members: Robert Vingi, Jr., David McCallum, Howard D. Edwards, Wendy Brewer, Aaron L. Barber
The Charleston-based Roseate Group manages 300 families, focusing on next-generation education, aging-in-place strategies and hands-on portfolio management.
BySergei Klebnikov,
Forbes Staff.
Team Name: Roseate Group
Firm: Wells Fargo Advisors
Senior Members: Robert Vingi, Jr., David McCallum, Howard D. Edwards, Wendy Brewer, Aaron L. Barber

With 17 team members serving 125 ultra-wealthy families, the Continuum Group blends institutional experience, in-house portfolio…

Veteran Atlanta advisors Margaret Wright and Bradley Martin are building MartinWright Advisory around institutional-grade…

SiRiCa Wealth Management Group serves roughly 1,000 households and focuses on true diversification, repeatable process and client…

Kathleen Grasmeder of Morgan Stanley emphasizes planning, education and team culture, but relies on equities to stay ahead of…

The Federal Reserve lifted its total asset restrictions on Wells Fargo last June, allowing the bank to chase growth.

Holly Kroft focuses on ultra-wealthy families, emphasizing asset allocation, trust and long-term discipline.