Top Bank Advisors by AUM Increase
Published March 24, 2014 1:00 AM
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Updated August 10, 2016 10:04 AM
1 Min Read
Top Bank Advisors by AUM Increase
We recently ran our signature BIC Top 50 and, as a new feature, we also ran the Next 50 as an online complement. Those rankings were based on our own algorithm of six different variables. Here, we take a new look at all 100 bank advisors and list the top 25 based solely on percentage increase in AUM on a year-over-year basis.
The numbers after their names indicate where they ranked on our original lists.
<p>25. Gregory Brown (41) </p>
Bank: Happy State Bank
TPM: LPL Financial
AUM increase: 26.3%
2013 AUM: $73 million
2013 Production: $821,000
Fee-based business: 0%
<p>24. Wesley Perman (84) </p>
Bank: PNC
TPM: none
AUM increase: 27.0%
2013 AUM: $94 million
2013 Production: $612,000
Fee-business: 67%
<p>23. Rob Reich (7) </p>
Bank: Wells Fargo
TPM: none
AUM increase: 27.5%
2013 AUM: $393 million
2013 Production: $2.7 million
Fee-based business: 90%
<p>22. Ted Halseth (33) </p>
Bank: Addison Avenue
TPM: Raymond James
AUM increase: 27.7%
2013 AUM: $83 million
2013 Production: $764,000
Fee-based business: 30%
<p>21. Jeff Germain (47) </p>
Bank: Wells Fargo
TPM: None
AUM increase: 29.2%
2013 AUM: $705 million
2013 Production: $2.2 million
Fee-based business: 87%
<p>20. Robert Wilson (61) </p>
Bank: Wells Fargo
TPM: N/A
AUM increase: 29.5%
2013 AUM: $123 million
2013 Production: $1.1 million
Fee-business: 76%
<p>19. Andrew Vahab (8) </p>
Bank: Citibank
TPM: None
AUM increase: 29.6%
2013 AUM: $376 million
2013 Production: $2.6 million
Fee-based business: 48%
<p>18. Jason Chad Holt (32) </p>
Bank: F&M Bank
TPM: LPL Financial
AUM increase: 30.2%
2013 AUM: $124 million
2013 Production: $1.2 million
Fee-based business: 22%
<p>17. Bruce Knott (3) </p>
Bank: Wells Fargo
TPM: none
AUM increase: 31%
2013 AUM: $513 million
2013 Production: $3.3 million
Fee-based business: 86%
<p>16. Garrett Stringer (36) </p>
Bank: Wells Fargo
TPM: None
AUM increase: 32%
2013 AUM: $238 million
2013 Production: $1.6 million
Fee-based business: 94%
15. Todd Dathe (37)
Bank: First Bank & Trust
TPM: Raymond James
AUM increase: 33%
2013 AUM: $70 million
2013 Production $$746,000
Fee-based business: 59%
<p>14. Doug Leonzi (9) </p>
Bank: National Penn Bank
TPM: Cetera Financial
AUM increase: 34%
2013 AUM: $78 million
2013 Production: $1.6 million
Fee-based business: 48%
<p>13. Brett Everhart (4) </p>
Bank: Addison Avenue Investments
TPM: Raymond James
AUM increase: 35.9%
2013 AUM: $138 million
2013 Production: $1.2 million
Fee-based business: 24%
<p>12. John Kane (59) </p>
Bank: Citadel
TPM: CUSO Financial Services
AUM increase: 36.6%
2013 AUM: $97 million
2013 Production: $723,000
Fee-business: 47%
11. Michelle Erwin (75)
Bank: SunTrust Investment Services, Inc.
TPM: none
AUM increase: 37%
2013 AUM: $117 million
2013 Production $717,000
Fee-based business: 43%
<p>10. Matthew G. Griffin (66) </p>
Bank: Family Trust Federal Credit Union
TPM: LPL Financial
AUM increase: 38%
2013 AUM: $47 million
2013 Production: $403,000
Fee-business: 91%
9. Shareen Beal-Thater (34)
Bank: Commerce Bank
TPM: None
AUM increase: 40%
2013 AUM: $280 million
2013 Production $900,000
Fee-based business: 2%
<p>8. Sean Driscoll (74) </p>
Bank: TowneBank
TPM: Raymond James
AUM increase: 41%
2013 AUM: $93 million
2013 Production: $640,000
Fee-business: 41%
<p>7. Rhonda Arnett (16) </p>
Bank: Columbia State Bank
TPM: Cetera Financial
AUM increase: 43%
2013 AUM: $53 million
2013 Production: $1.3 million
Fee-based business: 40%
<p>6. William Murphy (1) </p>
Bank: Wells Fargo
TPM: none
AUM increase: 46%
2013 AUM: $192 million
2013 Production: $1.6 million
Fee-based business: 67%
<p>5. Jose Cruz (15) </p>
Bank: International Bank of Commerce
TPM: LPL Financial
AUM increase: 48%
2013 AUM: $115 million
2013 Production: $1.3 million
Fee-based business: 0%
<p>4. Philip Marchetti (24) </p>
Bank: PNC
TPM: None
AUM increase: 69%
2013 AUM: $110 million
2013 Production: $857,000
Fee-based business: 90%
<p>3. Fernando Montemayor (2) </p>
Bank: International Bank of Commerce
TPM: LPL Financial
AUM increase: 81%
2013 AUM: $120 million
2013 Production: $1.8 million
Fee-based business: 0%
<p>2. Bryan Pecherek (53) </p>
Bank: Merck Sharp and Dohme Federal
TPM: Invest Financial Corp.
AUM increase: 84%
2013 AUM: $35 million
2013 Production: $578,000
Fee-business: 19%
1. Joshua Mitchell (77)
Bank: PNC
TPM: none
AUM increase: 86%
2013 AUM: $54 million
2013 Production $535,000
Fee-based business: 42%
