Top Bank Advisors by AUM

Top AUM Bank Advisors Top AUM Bank Advisors

Our popular BIC Top 50 ranks the top bank advisors on six variables combined into a weighted average. Those variables include: (1) 2013 AUM; (2) trailing-12 production; (3) % change in AUM from previous year; (4) % change in trailing-12; (5) amount of fee-based business; and (6) ratio of production-per-AUM. As a special online feature, we also debuted The Next 50, a list of the advisors who ranked 51 through 100 in our final analysis.

Here we take a new look at all 100 advisors (The Top 50 and The Next 50) and list the top 25 based on solely on assets-under-management. The numbers after their names show where they ranked on our original lists.

25. Tom Cunningham (87)

25. Tom Cunningham (87)

Bank: Wells Fargo

TPM: none

2013 AUM: $222 million

2012 AUM: $200 million

2013 Production: $1.6 million

2012 Production: $1.3 million

Fee-business: 38%

23 (tie). Tracy Duncan (96)

23 (tie). Tracy Duncan (96)

Bank: Allegacy Federal Credit Union

TPM: CUSO Financial Services

2013 AUM: $230 million

2012 AUM: $212 million

2013 Production: $1.5 million

2012 Production: $1.4 million

Fee-business: 47%

23 (tie) Brick Sturgeon Jr. (92)

23 (tie) Brick Sturgeon Jr. (92)

Bank: Pinnacle Bank

TPM: Raymond James

2013 AUM: $230 million

2012 AUM: $207 million

2013 Production: $1.5 million

2012 Production: $1.3 million

Fee-business: 9%

22. Scott Kreter (80)

22. Scott Kreter (80)

Bank: SunTrust

TPM: none

2013 AUM: $236 million

2012 AUM: $213 million

2013 Production: $1.9 million

2012 Production: $1.8 million

Fee-business: 40%

21. Garrett Stringer (36)

21. Garrett Stringer (36)

Bank: Wells Fargo

TPM: None

2013 AUM: $238 million

2012 AUM: $180 million

2013 production: $1.6 million

2012 production: $1.3 million

Fee-based business: 94%

20. Eileen Allen (62)

20. Eileen Allen (62)

Bank: Wells Fargo

TPM: N/A

2013 AUM: $242 million

2012 AUM: $$210 million

2013 Production: $1.4 million

2012 Production: $963,000

Fee-business: 60%

19. Joseph Nelson (40)

19. Joseph Nelson (40)

Bank: Wells Fargo

TPM: None

2013 AUM: $250 million

2012 AUM: $210 million

2013 production: $1.5 million

2012 production: $1.1 million

Fee-based business: 89%

18. Joel Worsfold (22)

18. Joel Worsfold (22)

Bank: Wells Fargo

TPM: None

2013 AUM: $253 million

2012 AUM: $206 million

2013 production: $2.5 million

2012 production: $2.2 million

Fee-based business: 93%

16 (tie). John McRae (81)

16 (tie). John McRae (81)

Bank: Citizens National Bank

TPM: Raymond James

2013 AUM: $280 million

2012 AUM: $245 million

2013 Production: $1.6 million

2012 Production: $1.5 million

Fee-business: 55%

16 (tie). Shareen Beal-Thater (34)

16 (tie). Shareen Beal-Thater (34)

Bank: Commerce Bank

TPM: None

2013 AUM: $280 million

2012 AUM: $200 million

2013 production: $900,000

2012 production: $650,000

Fee-based business: 2%

15. Ken Scott Chastain (11)

15. Ken Scott Chastain (11)

Bank: Wells Fargo

TPM: None

2013 AUM: $290 million

2012 AUM: $240 million

2013 production: $2 million

2012 production: $1.4 million

Fee-based business: 35%

14. Jeffrey J. Alger (72)

14. Jeffrey J. Alger (72)

Bank: SunTrust

TPM: N/A

2013 AUM: $300 million

2012 AUM: $250 million

2013 Production: $1.3 million

2012 Production: $1.1 million

Fee-business: 11%

13. Emile Abinader (71)

13. Emile Abinader (71)

Bank: Citibank

TPM: N/A

2013 AUM: $313 million

2012 AUM: $301 million

2013 Production: $2.6 million

2012 Production: $2.6 million

Fee-business: 86%

12. Randall Krenzin (51)

12. Randall Krenzin (51)

Bank: Wells Fargo

TPM: N/A

2013 AUM: $365 million

2012 AUM: $335 million

2013 Production: $2.6 million

2012 Production: $1.9 million

Fee-business: 73%

11. Andrew Vahab (8)

11. Andrew Vahab (8)

Bank: Citibank

TPM: None

2013 AUM: $376 million

2012 AUM: $290 million

2013 production: $2.6 million

2012 production: $1.8 million

Fee-based business: 48%

 9 (tie). Josh Haber (6)

9 (tie). Josh Haber (6)

Bank: Citibank

TPM: none

2013 AUM: $381 million

2012 AUM: $380 million

2013 production: $3.3 million

2012 production: $1.6 million

Fee-based business: 28%

9 (tie). Robert Hanes (67)

9 (tie). Robert Hanes (67)

Bank: Citibank

TPM: N/A

2013 AUM: $381 million

2012 AUM: $380 million

2013 Production: $2.1 million

2012 Production: $1.7 million

Fee-business: 43%

 8. Rob Reich (7)

8. Rob Reich (7)

Bank: Wells Fargo

TPM: none

2013 AUM: $393 million

2012 AUM: $308 million

2013 production: $2.7 million

2012 production: $2.1 million

Fee-based business: 90%

 7. Russell Cesari (14)

7. Russell Cesari (14)

Bank: Northwest Federal CU

TPM: none

2013 AUM: $404 million

2012 AUM: $361 million

2013 production: $3.4 million

2012 production: $3.1 million

Fee-based business: 90%

 6. Alex Marks (55)

6. Alex Marks (55)

Bank: Citibank

TPM: N/A

2013 AUM: $439 million

2012 AUM: $410 million

2013 Production: $2.3 million

2012 Production: $1.9 million

Fee-business: 42%

5. Chuck Lewis (83)

5. Chuck Lewis (83)

Bank: Wells Fargo

TPM: none

2013 AUM: $494 million

2012 AUM: $410 million

2013 Production: $2.5 million

2012 Production: $2.1 million

Fee-business: 50%

4. Bruce Knott (3)

4. Bruce Knott (3)

Bank: Wells Fargo

TPM: none

2013 AUM: $513 million

2012 AUM: $392 million

2013 production: $3.3 million

2012 production: $1.9 million

Fee-based business: 86%

3. Matthew Fryar (93)

3. Matthew Fryar (93)

Bank: Wells Fargo

TPM: none

2013 AUM: $540 million

2012 AUM: $490 million

2013 Production: $3.6 million

2012 Production: $3.2 million

Fee-business: 96%

 2. Jeff Germain (47)

2. Jeff Germain (47)

Bank: Wells Fargo

PM: None

2013 AUM: $705 million

2012 AUM: $546 million

2013 production: $2.2 million

2012 production: $1.7 million

Fee-based business: 87%

 1. William Oliver (23)

1. William Oliver (23)

Bank: Wells Fargo

TPM: None

2013 AUM: $893 million

2012 AUM: $774 million

2013 production: $5.6 million

2012 production: $4.3 million

Fee-based business: 84%