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.
<p>25. Tom Cunningham (87) </p>
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%
<p>23 (tie). Tracy Duncan (96) </p>
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%
<p>23 (tie) Brick Sturgeon Jr. (92) </p>
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%
<p>22. Scott Kreter (80) <p>
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%
<p>21. Garrett Stringer (36) </p>
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%
<p>20. Eileen Allen (62) </p>
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%
<p>19. Joseph Nelson (40) </p>
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%
<p>18. Joel Worsfold (22) </p>
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%
<p>16 (tie). John McRae (81) </p>
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%
<p>16 (tie). Shareen Beal-Thater (34) </p>
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%
<p>15. Ken Scott Chastain (11) </p>
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%
<p>14. Jeffrey J. Alger (72) </p>
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%
<p>13. Emile Abinader (71) </p>
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%
<p>12. Randall Krenzin (51) </p>
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%
<p>11. Andrew Vahab (8) </p>
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%
<p> 9 (tie). Josh Haber (6)</p>
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%
<p>9 (tie). Robert Hanes (67) </p>
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%
<p> 8. Rob Reich (7) </p>
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%
<p> 7. Russell Cesari (14) </p>
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%
<p> 6. Alex Marks (55) </p>
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%
<p>5. Chuck Lewis (83) </p>
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%
<p>4. Bruce Knott (3) </p>
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%
<p>3. Matthew Fryar (93) </p>
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%
<p> 2. Jeff Germain (47) </p>
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%
<p> 1. William Oliver (23) </p>
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%