Slideshows

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%

There are several measures of success in this industry, but gathering assets is always a major consideration. Here we show the top 25 bank advisors by assets under management.

Comments (1)
20
Posted by sxmedgde i | Saturday, April 05 2014 at 5:59PM ET
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