Top Bank Advisors by Asset Growth
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 their percentage growth in AUM. The numbers after their names show where they ranked on our original lists.
Scroll through or view this list as a single page here.
25. Doug Leonzi (49)
Location: Allentown, Pa.
YoY growth in AUM: 28.6%
TPM: Cetera
2014 production: $1.4 million
2014 AUM: $234 million
Amount of fee-based business: 65%
Total years as advisor: 14
24. Jude McDonough (41)
Location: Scranton, Pa.
YoY growth in AUM: 30.0%
TPM: Invest Financial
2014 production: $361,000
2014 AUM: $36 million
Amount of fee-based business: 30%
Total years as advisor: 6
23. James Hare (14)
Location: Nashville, Tenn.
YoY growth in AUM: 30.7%
TPM: Raymond James
2014 production: $1.1 million
2014 AUM: $138.3 million
Amount of fee-based business: 97%
Total years as advisor: 16
22. Daniel Cibula (30)
Location: Racine, Wis.
YoY growth in AUM: 32.2%
TPM: Invest Financial
2014 production: $652,000
2014 AUM: $75 million
Amount of fee-based business: 29%
Total years as advisor: 18
21. W. Russell Dyer (20)
Location: Winter Haven, Fla.
YoY growth in AUM: 32.6%
TPM: none
2014 production: $895,000
2014 AUM: $126 million
Amount of fee-based business: 45%
Total years as advisor: 13
20. Kevin Morrow (73)
Location: Santa Rosa, Calif.
YoY growth in AUM: 32.69%
TPM:
2014 production: $1 million
2014 AUM: $136.3 million
Amount of fee-based business: 39%
Total years as advisor: 28
19. Randy Quale (48)
Location: Watford City, N.D.
YoY growth in AUM: 32.73%
TPM: Investment Centers of America
2014 production: $1.2 million
2014 AUM: $117 million
Amount of fee-based business: 2%
Total years as advisor: 27
18. Joseph Barreca (37)
Location: New Orleans, La.
YoY growth in AUM: 33.3%
TPM: Essex National Securities
2014 production: $2.1 million
2014 AUM: $300 million
Amount of fee-based business: 25%
Total years as advisor: 15
17. Adam Nieto (35)
Location: Freemont, Calif.
YoY growth in AUM: 35.2%
TPM: Sorrento Pacific Financial
2014 production: $2.7 million
2014 AUM: $279.3 million
Amount of fee-based business: 1%
Total years as advisor: 25
16. Peter Shieh (17)
Location: Rowland Heights, Calif.
YoY growth in AUM: 37.6%
TPM: none
2014 production: $1.6 million
2014 AUM: $231.6 million
Amount of fee-based business: 80%
Total years as advisor: 12
15. Frederick Greene (26)
Location: The Woodlands, Texas
YoY growth in AUM: 37.7%
TPM: Raymond James
2014 production: $2.3 million
2014 AUM: $375.8 million
Amount of fee-based business: 41%
Total years as advisor: 31
14. Todd Dathe (60)
Location: Sioux Falls, S.D.
YoY growth in AUM: 39.0%
TPM: Raymond James
2014 production: $956,000
2014 AUM: $97.2 million
Amount of fee-based business: 66%
Total years as advisor: 14
13. Kelly Hosek (63)
Location: Sioux Falls, S.D.
YoY growth in AUM: 45%
TPM: Raymond James
2014 production: $751,000
2014 AUM: $75.8 million
Amount of fee-based business: 69%
Total years as advisor: 14
12. Michael Hoffman (89)
Location: Savannah, Ga.
YoY growth in AUM: 47.7%
TPM: none
2014 production: $859,000
2014 AUM: $65 million
Amount of fee-based business: 14%
Total years as advisor: 14
11. Mario Fratto (83)
Location: New York, NY
YoY growth in AUM: 49.0%
TPM: none
2014 production: $1.3 million
2014 AUM: $179 million
Amount of fee-based business: 31%
Total years as advisor: 17
10. Ward Welles (22)
Location: Denver, Colo.
YoY growth in AUM: 50.0%
TPM: none
2014 production: $1 million
2014 AUM: $120 million
Amount of fee-based business: 89%
Total years as advisor: 20
9. William Murphy (36)
Location: The Woodlands, Texas
YoY growth in AUM: 51.5%
TPM: none
2014 production: $1.8 million
2014 AUM: $300 million
Amount of fee-based business: 75%
Total years as advisor: 10
8. Robert Sasser (58)
Location: Florence, S.C.
YoY growth in AUM: 55.5%
TPM: none
2014 production: $1.3 million
2014 AUM: $337 million
Amount of fee-based business: 80%
Total years as advisor: 22
7. Charles Lutz (99)
Location: San Antonio, Texas
YoY growth in AUM: 56.8%
TPM: CUSO Financial Services
2014 production: $1 million
2014 AUM: $140.8 million
Amount of fee-based business: 5%
Total years as advisor: 21
6. Julie Dusing (92)
Location: Crestview Hills, Ky.
YoY growth in AUM: 59.5%
TPM: Cetera
2014 production: $674,000
2014 AUM: $67 million
Amount of fee-based business: 12%
Total years as advisor: 6
5. Gus Caballero (78)
Location: Miami
YoY growth in AUM: 63.8%
TPM: LPL Financial
2014 production: $482,000
2014 AUM: $33.7 million
Amount of fee-based business: 4
Total years as advisor: 14
4. Justin Mace (12)
Location: Corte Madera, Calif.
YoY growth in AUM: 66.7%
TPM: none
2014 production: $1.1 million
2014 AUM: $150 million
Amount of fee-based business: 89%
Total years as advisor: 19
3. Gihan Fernando (42)
Location: Bellaire, Texas
YoY growth in AUM: 67.4%
TPM: BOSC Inc.
2014 production: $1.9 million
2014 AUM: $77 million
Amount of fee-based business: 10%
Total years as advisor: 15
2. Lester Ernest (79)
Location: Orlando, Fla.
YoY growth in AUM: 75.0%
TPM: none
2014 production: $624,000
2014 AUM: $35 million
Amount of fee-based business: 20%
Total years as advisor: 7
1. Michelle Ashworth (27)
Location: Corning, N.Y.
YoY growth in AUM: 184.4%
TPM: Raymond James
2014 production: $804,000
2014 AUM: $115.5 million
Amount of fee-based business: 52%
Total years as advisor: 8