PHILADELPHIA, PA — UBS (NYSE: UBS) said 53 financial advisors in its Southeast region have been named to Barron’s 2026 Top 1500 Financial Advisors list, which ranks advisors nationwide based on performance and practice metrics.
The Southeast region, led by Regional Director Julie Fox, includes advisors from the South Atlantic, Florida, Mid-Atlantic and South markets.
Barron’s compiles the annual list using criteria including revenue generated for the firm, assets under management, quality of practice and regulatory record.
Among those recognized, Greg Cash was ranked No. 1 in North Carolina and Mitchell Wickham was ranked No. 2 in the state.
The South Atlantic honorees include Juan Sandoval, Kevin Moran, William Lovett, Bert Arrowood, Will Bragdon, Mike Lappin, Bill Smith, Scott Garnett, Townsend Quinn, Greg Cash, Mitchell Wickham and W. Clark Gallivan.
Florida-based advisors named to the list include Chris Garvin, Christopher Niles, Steve Gold, Jerrey Thurston, Frank Brawley, Nick Sadowsky, Worth Boyce, Mike Bober, Ed Ventrice, Joe Matina, Jason Stephens, Manish Mehta and Thomas Mantione.
Mid-Atlantic honorees include Bart Gibson, Mark Fendrick, Christine McGinley, Bradford Bernstein, Marc Shegoski, Robert Allred, Keith Apton, Nick Francia, Barry Haffner, Michael Greenly, Adam Lambert, William Finnerty, Jared Hendler, Gregory Marcus and Rod von Lipsey.
Advisors recognized in the South region include Mark King, Andy Zager, W. Austin Dodd, Laura Wellon, Harris Gignilliat, Joseph Romanchik, J. Russell Morrison, Will Mosby, Hardy Winburn, Jacque Kuchta, Stan Jacobs, Jay Williams and Charles Kirby.
A full list of the 2026 Barron’s Top 1500 Financial Advisors is available at https://www.barrons.com/advisor/report/top-financial-advisors/1000.
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