Here is our annual ranking of the Top 50 Bank Advisors. The advisors in this slideshow ranked 26 through 50. Tomorrow we'll showcase numbers 1 to 25.
Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, such as assets under management; trailing 12-month production; percentage growth in AUM from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.
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50. Robert Wilson
Bank: Wells Fargo
Location: Portland, Ore.
TPM: none
2015 AUM: $145.2 million
2015 production: $1.5 million
Fee business: 80%
Years in current position: 13
Total years as FA: 13
49. Eric Warren
Bank: Fifth-Third Bank
Location: Paris, Ky.
TPM: none
2015 AUM: $85 million
2015 production: $850,000
Fee business: 30%
Years in current position: 4
Total years as FA: 4
48. Mark Oechler
Bank: Johnson Bank
Location: Kenosha, Wis.
TPM: Invest Financial
2015 AUM: $211.8 million
2015 production: $1.4 million
Fee business: 6%
Years in current position: 21
Total years as FA: 26
47. Evan "Drew" Saterfiel
Bank: Iberia Bank
Location: Lafayette, La.
TPM: Essex Financial
2015 AUM: $161.7 million
2015 production: $1.5 million
Fee business: 10%
Years in current position: 9
Total years as FA: 9
46. Rhonda Arnette
Bank: Columbia Bank
Location: Tacoma, Wash.
TPM: Cetera
2015 AUM: $143 million
2015 production: $1 million
Fee business: 52%
Years in current position: 17
Total years as FA: 16
45. Mike Abrams
Bank: Wells Fargo
Location: Palo Alto, Calif.
TPM: none
2015 AUM: $4.5 million
2015 production: $1 billion
Fee business: 93%
Years in current position: 24
Total years as FA: 26
44. Jonathan Bjoring
Bank: PNC Bank
Location: Washington, D.C.
TPM: none
2015 AUM: $113.7 million
2015 production: $835,000
Fee business: 73%
Years in current position: 6
Total years as FA: 12
43. Traci Born
Bank: Delaware County Bank & Trust
Location: Lewis Center, Ohio
TPM: Raymond James
2015 AUM: $108.8 million
2015 production: $937,000
Fee business: 58%
Years in current position: 3
Total years as FA: 19
42. Stephen Sumeraj
Bank: PNC Bank
Location: Homer Glen, Ill.
TPM: none
2015 AUM: $76.6 million
2015 production: $750,000
Fee business: 80%
Years in current position: 4
Total years as FA: 23
41. Patrick Varney
Bank: Bank of Colorado
Location: Windsor, Colo.
TPM: Raymond James
2015 AUM: $237.7 million
2015 production: $1.9 million
Fee business: 63%
Years in current position: 15
Total years as FA: 15
40. Robert Bronk
Bank: NBT Bank
Location: Norwich. N.Y.
TPM: LPL
2015 AUM: $80 million
2015 production: $760,000
Fee business: 68%
Years in current position: 21
Total years as FA: 24
39. Eric Newell
Bank: Jonah Bank
Location: Casper, Wyo.
TPM: Investment Centers of America
2015 AUM: $63.4 million
2015 production: $494,000
Fee business: 66%
Years in current position: 3
Total years as FA: 13
38. Charles Gualano
Bank: Trustmark Bank
Location: Brandon, Miss
TPM: LPL
2015 AUM: $162.4 million
2015 production: $1.6 million
Fee business: 40%
Years in current position: 18
Total years as FA: 18
37. Ronald Graft Jr.
Bank: Wells Fargo
Location: McLean, Va.
TPM: none
2015 AUM: $385.1 million
2015 production: $2.2 million
Fee business: 75%
Years in current position: 26
Total years as FA: 21
36. Ryan Hale
Bank: Kennebunk Savings
Location: Kennebunk, Maine
TPM: LPL
2015 AUM: $78 million
2015 production: $849,000
Fee business: 89%
Years in current position: 9
Total years as FA: 15
35. Gregory Furer
Bank: PNC Bank
Location: Murraysville, Pa.
TPM: none
2015 AUM: $82 million
2015 production: $627,000
Fee business: 81%
Years in current position: 5
Total years as FA: 9
34. Matthew Fryar
Bank: Wells Fargo
Location: Des Moines, Iowa
TPM: none
2015 AUM: $640 million
2015 production: $4.2 million
Fee business: 98%
Years in current position: 19
Total years as FA: 19
33. Gregory Malin
Bank: Fulton Bank
Location: Camp Hill, Pa.
TPM: Raymond James
2015 AUM: $141.5 million
2015 production: $1.5 million
Fee business: 74%
Years in current position: 7
Total years as FA: 16
32. Daniel Paley
Bank: PNC Bank
Location: Dunwoody, Ga.
TPM: none
2015 AUM: $59.1 million
2015 production: $639,000
Fee business: 57%
Years in current position: 2
Total years as FA: 13
31. Brock Kidd
Bank: Pinnacle Bank
Location: Nashville, Tenn.
TPM: Raymond James
2015 AUM: $246.5 million
2015 production: $1.6 million
Fee business: 59%
Years in current position: 13
Total years as FA: 20
30. Peter Nielsen
Bank: Citibank
Location: New York
TPM: none
2015 AUM: $192.9 million
2015 production: $1.4 million
Fee business: 76%
Years in current position: 9
Total years as FA: 19
29. Brad Goldberg
Bank: Citibank
Location:Chicago
TPM: none
2015 AUM: $299.6 million
2015 production: $2.1 million
Fee business: 71%
Years in current position: 22
Total years as FA: 23
28. Jerry Toney
Bank: Cadence Bank
Location: Starkville, Miss.
TPM: LPL
2015 AUM: $224.5 million
2015 production: $984,000
Fee business: 32%
Years in current position: 18
Total years as FA: 18
27. Kevin McDermott
Bank: Citadel
Location: West Chester, Pa.
TPM: CUSO Financial
2015 AUM: $175.1 million
2015 production: $1.7 million
Fee business: 56%
Years in current position: 25
Total years as FA: 28
26. Michael Kruchten
Bank: First Midwest Bank
Location: Joliet, Ill.
TPM: LPL
2015 AUM: $169.2 million
2015 production: $1.6 million
Fee business: 93
Years in current position: 17
Total years as FA: 17
