Top Bank Advisors by Fee Business
Here we take a fresh look at all 100 advisors (The Top 50 and The Next 50) and list the top 25 based on solely on the percentage of last year's production that came from fee business. We broke ties by next looking at their ranking in our original lists, which we show here after their names.
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25. (tied) Randall Krenzin (74)
San Jose, Calif.
TPM: none
2014 AUM: $401 million
2014 production: $2.8 million
Fee business: 80%
Total years as financial advisor: 21
25. (tied) Robert Sasser (58)
Florence, S.C.
TPM: none
2014 AUM: $337 million
2014 production: $1.3 million
Fee business: 80%
Total years as financial advisor: 22
25. (tied) Peter Shieh (17)
Location: Rowland Heights, Calif.
TPM: none
2014 AUM: $231.6 million
2014 production: $1.6 million
Fee business: 80%
Total years as financial advisor: 12
24. James Christy (10)
Location: Herndon, Va.
TPM: LPL Financial
2014 AUM: $240.5 million
2014 production: $2.1 million
Fee business: 82%
Total years as financial advisor: 11
22. (tied) Gregory Scott (57)
Panama City, Fla.
TPM: Raymond James
2014 AUM: $185.7 million
2014 production: $1.4 million
Fee business: 84%
Total years as financial advisor: 12
22. (tied) Michael Abram (21)
Location: Palo Alto, Calif.
TPM: none
2014 AUM: $1.0 billion
2014 production: $3.6 million
Fee business: 84%
Total years as financial advisor: 25
21. Christopher Barron (77)
New York
TPM: none
2014 AUM: $149 million
2014 production: $1.1 million
Fee business: 85%
Total years as financial advisor: 16
20. William Oliver (8)
Location: Charlotte, N.C.
TPM: none
2014 AUM: $1.04 billion
2014 production: $5.9 million
Fee business: 87%
Total years as financial advisor: 17
15. (tied) John Evans (93)
Iowa City, Iowa
TPM: LPL Financial
2014 AUM: $106.8 million
2014 production: $955,000
Fee business: 89%
Total years as financial advisor: 11
15. (tied) Peter Nielsen (76)
New York
TPM: none
2014 AUM: $149 million
2014 production: $1.1 million
Fee business: 89%
Total years as financial advisor: 18
15. (tied) Joseph Nelson (51)
Menlo Park, Calif.
TPM: none
2014 AUM: $316.3 million
2014 production: $1.9 million
Fee business: 89%
Total years as financial advisor: 24
15. (tied) Ward Welles (22)
Location: Denver, Colo.
TPM: none
2014 AUM: $120 million
2014 production: $1 million
Fee business: 89%
Total years as financial advisor: 20
15. (tied) Justin Mace (12)
Location: Corte Madera, Calif.
TPM: none
2014 AUM: $150 million
2014 production: $1.1 million
Fee business: 89%
Total years as financial advisor: 19
12. (tied) Louis Papa (40)
Location: Wayne, Pa.
TPM: SII Investments
2014 AUM: $127.7 million
2014 production: $1.2 million
Fee business: 90%
Total years as financial advisor: 18
12. (tied) Matthew Griffin (32)
Location: Rock Hill, S.C.
TPM: LPL Financial
2014 AUM: $59 million
2014 production: $580,000
Fee business: 90%
Total years as financial advisor: 10
12. (tied) Russell Cesari (1)
Location: Herndon, Va.
TPM: LPL Financial
2014 AUM: $508.9 million
2014 production: $4.8 million
Fee business: 90%
Total years as financial advisor: 17
10. (tied) Paul Boscia (70)
Palo Alto, Calif.
TPM: none
2014 AUM: $233.1 million
2014 production: $1.8 million
Fee business: 91%
Total years as financial advisor: 22
10. (tied) Kathleen Malone (52)
Charlotte, N.C.
TPM: none
2014 AUM: $551.5 million
2014 production: $2.4 million
Fee business: 91%
Total years as financial advisor: 32
7. (tied) Randall McCright (66)
Cedar Rapids, Iowa
TPM: none
2014 AUM: $247.8 million
2014 production: $1.7 million
Fee business: 92%
Total years as financial advisor: 10
7. (tied) Robert Reich (7)
Location: McLean, Va.
TPM: none
2014 AUM: $496 million
2014 production: $3.2 million
Fee business: 92%
Total years as financial advisor: 22
7. (tied) Emile Abinader (3)
Location: Granada Hills, Calif.
TPM: none
2014 AUM: $371.9 million
2014 production: $3.4 million
Fee business: 92%
Total years as financial advisor: 14
6. Garrett Stringer (4)
Location: Raleigh, N.C.
TPM: none
2014 AUM: $281.1 million
2014 production: $2.1 million
Fee business: 95%
Total years as financial advisor: 14
4. (tied) Matt Fryar (61)
Des Moines, Iowa
TPM: none
2014 AUM: $603 million
2014 production: $4.1 million
Fee business : 96%
Total years as financial advisor: 18
4. (tied) Debra Alberto (15)
Location: Clive, Iowa
TPM: none
2014 AUM: $211.6 million
2014 production: $1.5 million
Fee business: 96%
Total years as financial advisor: 25
2. (tied) Jeff Goble (34)
Location: Huntington Beach, Calif.
TPM: none
2014 AUM: $127 million
2014 production: $1 million
Fee business: 97%
Total years as financial advisor: 20
2. (tied) James Hare (14)
Location: Nashville, Tenn.
TPM: Raymond James
2014 AUM: $138.3 million
2014 production: $1.1 million
Fee business: 97%
Total years as financial advisor: 16
1. Joel Worsfold (2)
Location: Clive, Iowa
TPM: none
2014 AUM: $312.3 million
2014 production: $3.2 million
Fee business: 99%
Total years as financial advisor: 27