Top 100 bank advisors (76 – 100)
December 6, 2017 12:00 PM
Drew Angerer/Bloomberg
Top 100 bank advisors (76 – 100)
We conclude our signature ranking with the advisors who ranked 76-100. You can see all the other rankings (1-75) in our corresponding slideshows.
To compile our annual list, we combine multiple variables into one composite score. We look at metrics including assets under management, production, growth and fee business to determine advisors' scores.
Full Top 100 coverage:
•Top 100 bank advisors: Who’s in and how they did it
•Top 100 bank advisors (1 – 25)
•Top 100 bank advisors (26-50)
•Top 100 bank advisors (51-75)
•Top 100 bank advisors (76 – 100)
•Courting HNW clients in the Music City
To compile our annual list, we combine multiple variables into one composite score. We look at metrics including assets under management, production, growth and fee business to determine advisors' scores.
Full Top 100 coverage:
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Tom Kates
100. Stephen Kearney
Bank: Rockland Trust
TPM: LPL Financial
Location: Rockland, Massachusetts
2017 AUM: $140.1 million
2016 AUM: $135 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 24
TPM: LPL Financial
Location: Rockland, Massachusetts
2017 AUM: $140.1 million
2016 AUM: $135 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 24
99. Mike Modi
Bank: Citizens Bank
TPM: N/A
Location: Dover, Delaware
2017 AUM: $136 million
2016 AUM: $125.6 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 18
TPM: N/A
Location: Dover, Delaware
2017 AUM: $136 million
2016 AUM: $125.6 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 18
98. Steve Germany
Bank: Bank of Texas
TPM: BOK Financial
Location: Grapevine, Texas
2017 AUM: $168 million
2016 AUM: $156 million
2017 Production: $1.4 million
2016 Production: $1.5 million
Years in industry: 20
TPM: BOK Financial
Location: Grapevine, Texas
2017 AUM: $168 million
2016 AUM: $156 million
2017 Production: $1.4 million
2016 Production: $1.5 million
Years in industry: 20
97. Kathleen Hanson
Bank: Webster Bank
TPM: LPL Financial
Location: Middlebury, Connecticut
2017 AUM: $142 million
2016 AUM: $120.4 million
2017 Production: $625,000
2016 Production: $565,000
Years in industry: 34
TPM: LPL Financial
Location: Middlebury, Connecticut
2017 AUM: $142 million
2016 AUM: $120.4 million
2017 Production: $625,000
2016 Production: $565,000
Years in industry: 34
96. Mike Genduso
Bank: Citibank
TPM: N/A
Location: Astoria, New York
2017 AUM: $138 million
2016 AUM: $113 million
2017 Production: $728,000
2016 Production: $703,000
Years in industry: 24
TPM: N/A
Location: Astoria, New York
2017 AUM: $138 million
2016 AUM: $113 million
2017 Production: $728,000
2016 Production: $703,000
Years in industry: 24
95. Mike Blackham
Bank: Mountain America Credit Union
TPM: LPL Financial
Location: West Jordan, Utah
2017 AUM: $125.4 million
2016 AUM: $114 million
2017 Production: $1.1 million
2016 Production: $1.2 million
Years in industry: 12
TPM: LPL Financial
Location: West Jordan, Utah
2017 AUM: $125.4 million
2016 AUM: $114 million
2017 Production: $1.1 million
2016 Production: $1.2 million
Years in industry: 12
94. Sean Grattan
Bank: NBT Bank
TPM: LPL Financial
Location: Burlington, Vermont
2017 AUM: $85.1 million
2016 AUM: $69.1 million
2017 Production: $540,000
2016 Production: $399,000
Years in industry: 14
TPM: LPL Financial
Location: Burlington, Vermont
2017 AUM: $85.1 million
2016 AUM: $69.1 million
2017 Production: $540,000
2016 Production: $399,000
Years in industry: 14
93. Bill Kemper
Bank: PNC Bank
TPM: N/A
Location: La Grange, Kentucky
2017 AUM: $99.2 million
2016 AUM: $90.3 million
2017 Production: $843,000
2016 Production: $753,000
Years in industry: 18
TPM: N/A
Location: La Grange, Kentucky
2017 AUM: $99.2 million
2016 AUM: $90.3 million
2017 Production: $843,000
2016 Production: $753,000
Years in industry: 18
92. Anthony Grier
Bank: Citibank
TPM: N/A
Location: Armonk, New York
2017 AUM: $181 million
2016 AUM: $164 million
2017 Production: $1.1 million
2016 Production: $1.1 million
Years in industry: 14
TPM: N/A
Location: Armonk, New York
2017 AUM: $181 million
2016 AUM: $164 million
2017 Production: $1.1 million
2016 Production: $1.1 million
Years in industry: 14
91. Don Lutz
Bank: Sandia Laboratory Federal Credit Union
TPM: CUNA Brokerage
Location: Albuquerque, New Mexico
2017 AUM: $151.8 million
2016 AUM: $154.8 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 22
TPM: CUNA Brokerage
Location: Albuquerque, New Mexico
2017 AUM: $151.8 million
2016 AUM: $154.8 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 22
90. Mark Fantasia
Bank: Workers Credit Union
TPM: CUSO Financial
Location: Fitchburg, Massachusetts
2017 AUM: $96.9 million
2016 AUM: $84 million
2017 Production: $761,000
2016 Production: $662,000
Years in industry: 19
TPM: CUSO Financial
Location: Fitchburg, Massachusetts
2017 AUM: $96.9 million
2016 AUM: $84 million
2017 Production: $761,000
2016 Production: $662,000
Years in industry: 19
89. Josh Giuliano
Bank: Citizens Bank
TPM: N/A
Location: Cranston, Rhode Island
2017 AUM: $176 million
2016 AUM: $148 million
2017 Production: $1.2 million
2016 Production: $1.3 million
Years in industry: 12
TPM: N/A
Location: Cranston, Rhode Island
2017 AUM: $176 million
2016 AUM: $148 million
2017 Production: $1.2 million
2016 Production: $1.3 million
Years in industry: 12
Picasa
88. Mary McDonald
Bank: Avidia Bank
TPM: LPL Financial
Location: Hudson, Massachusetts
2017 AUM: $77.4 million
2016 AUM: $61.2 million
2017 Production: $445,000
2016 Production: $349,000
Years in industry: 22
TPM: LPL Financial
Location: Hudson, Massachusetts
2017 AUM: $77.4 million
2016 AUM: $61.2 million
2017 Production: $445,000
2016 Production: $349,000
Years in industry: 22
87. Peter Shieh
Bank: Citibank
TPM: N/A
Location: Rowland Heights, California
2017 AUM: $346.5 million
2016 AUM: $333.1 million
2017 Production: $2 million
2016 Production: $2 million
Years in industry: 19
TPM: N/A
Location: Rowland Heights, California
2017 AUM: $346.5 million
2016 AUM: $333.1 million
2017 Production: $2 million
2016 Production: $2 million
Years in industry: 19
86. Christopher Barber
Bank: PNC Bank
TPM: N/A
Location: Prospect, Kentucky
2017 AUM: $126.8 million
2016 AUM: $115 million
2017 Production: $1 million
2016 Production: $1 million
Years in industry: 16
TPM: N/A
Location: Prospect, Kentucky
2017 AUM: $126.8 million
2016 AUM: $115 million
2017 Production: $1 million
2016 Production: $1 million
Years in industry: 16
85. Paul Atala
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $126.1 million
2016 AUM: $110 million
2017 Production: $966,000
2016 Production: $891,000
Years in industry: 9
TPM: N/A
Location: New York
2017 AUM: $126.1 million
2016 AUM: $110 million
2017 Production: $966,000
2016 Production: $891,000
Years in industry: 9
debora cartwright
84. William Chan
Bank: Citibank
TPM: N/A
Location: Monterey Park, California
2017 AUM: $147.2 million
2016 AUM: $106.7 million
2017 Production: $638,565
2016 Production: $522,243
Years in industry: 16
TPM: N/A
Location: Monterey Park, California
2017 AUM: $147.2 million
2016 AUM: $106.7 million
2017 Production: $638,565
2016 Production: $522,243
Years in industry: 16
83. Kevin Vieira
Bank: Webster Bank
TPM: LPL Financial
Location: Somerset, Massachusetts
2017 AUM: $97.5 million
2016 AUM: $80.2 million
2017 Production: $671,238
2016 Production: $569,961
Years in industry: 13
TPM: LPL Financial
Location: Somerset, Massachusetts
2017 AUM: $97.5 million
2016 AUM: $80.2 million
2017 Production: $671,238
2016 Production: $569,961
Years in industry: 13
82. Allen Cantoni
Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, New York
2017 AUM: $48.1 million
2016 AUM: $39.6 million
2017 Production: $431,514
2016 Production: $349,713
Years in industry: 12
TPM: LPL Financial
Location: Rochester, New York
2017 AUM: $48.1 million
2016 AUM: $39.6 million
2017 Production: $431,514
2016 Production: $349,713
Years in industry: 12
David McNeese
81. Zachary Archer
Bank: Bank of Oklahoma
TPM: BOK Financial
Location: Edmond, Oklahoma
2017 AUM: $109.5 million
2016 AUM: $94 million
2017 Production: $1.2 million
2016 Production: $1.1 million
Years in industry: 16
TPM: BOK Financial
Location: Edmond, Oklahoma
2017 AUM: $109.5 million
2016 AUM: $94 million
2017 Production: $1.2 million
2016 Production: $1.1 million
Years in industry: 16
80. Edward Gibson
Bank: Citibank
TPM: N/A
Location: Scarsdale, New York
2017 AUM: $264.9 million
2016 AUM: $258.1 million
2017 Production: $1.9 million
2016 Production: $1.9 million
Years in industry: 27
TPM: N/A
Location: Scarsdale, New York
2017 AUM: $264.9 million
2016 AUM: $258.1 million
2017 Production: $1.9 million
2016 Production: $1.9 million
Years in industry: 27
79. John Nicolaus
Bank: First Community Credit Union
TPM: CUSO Financial Services
Location: North Bend, Oregon
2017 AUM: $183 million
2016 AUM: $168 million
2017 Production: $1 million
2016 Production: $876,000
Years in industry: 25
TPM: CUSO Financial Services
Location: North Bend, Oregon
2017 AUM: $183 million
2016 AUM: $168 million
2017 Production: $1 million
2016 Production: $876,000
Years in industry: 25
78. Christopher Cralle
Bank: Citibank
TPM: N/A
Location: Oakbrook, Illinois
2017 AUM: $337.4 million
2016 AUM: $311.9 million
2017 Production: $2 million
2016 Production: $2 million
Years in industry: 23
TPM: N/A
Location: Oakbrook, Illinois
2017 AUM: $337.4 million
2016 AUM: $311.9 million
2017 Production: $2 million
2016 Production: $2 million
Years in industry: 23
77. Raymond Beloin
Bank: Webster Bank
TPM: LPL Financial
Location: West Hartford, Connecticut
2017 AUM: $168.6 million
2016 AUM: $181.6 million
2017 Production: $1.6 million
2016 Production: $1.5 million
Years in industry: 22
TPM: LPL Financial
Location: West Hartford, Connecticut
2017 AUM: $168.6 million
2016 AUM: $181.6 million
2017 Production: $1.6 million
2016 Production: $1.5 million
Years in industry: 22
76. Brian Mell
Bank: DFCU Financial
TPM: CUSO Financial
Location: Dearborn, Michigan
2017 AUM: $142 million
2016 AUM: $125 million
2017 Production: $921,000
2016 Production: $789,000
Years in industry: 18
TPM: CUSO Financial
Location: Dearborn, Michigan
2017 AUM: $142 million
2016 AUM: $125 million
2017 Production: $921,000
2016 Production: $789,000
Years in industry: 18
