Top program managers by team productivity
July 11, 2016 1:03 PM
Top program managers by team productivity
Our popular Top Program Managers ranking considers several variables combined into a weighted average, including team AUM, team production, number of advisers and production per adviser.
We also published our usual "Next 20," which ranked the program managers who ranked 21 through 40 in our analysis.
● See ourTop 20 program managers (1-20) and Next 20 program managers (21-40)
● See ourTop program managers by team AUM
Here we take a fresh look at all 40 (The Top 20 and The Next 20) and list the top teams based solely on production per adviser. In some cases, we generated our own estimates of the per-adviser productivity numbers based on a team's annual production and its average headcount over the year. The numbers after their names show where the program managers ranked on our original lists.
We also published our usual "Next 20," which ranked the program managers who ranked 21 through 40 in our analysis.
● See our
● See our
Here we take a fresh look at all 40 (The Top 20 and The Next 20) and list the top teams based solely on production per adviser. In some cases, we generated our own estimates of the per-adviser productivity numbers based on a team's annual production and its average headcount over the year. The numbers after their names show where the program managers ranked on our original lists.
20. Jim Ganger (39)
Bank/TPM: Spire Credit Union/Essex National Securities
Location: Falcon Heights, Minn.
Number of advisers on team: 4
2015 Team AUM: $48.4 million
2014 Team AUM: $21.4 million
2015 team production: $1.2 million
2014 team production: $171,000
2015 Average production per adviser: $402,900
Location: Falcon Heights, Minn.
Number of advisers on team: 4
2015 Team AUM: $48.4 million
2014 Team AUM: $21.4 million
2015 team production: $1.2 million
2014 team production: $171,000
2015 Average production per adviser: $402,900
19. Nick Bellino (1)
Bank/TPM: First National Bank of Penn/Cetera
Location: Pittsburgh, Pa.
Number of advisers on team: 35
2015 team AUM: $1.7 billon
2014 team AUM: $1.6 billion
2015 team production: $14.2 million
2014 team production: $12 million
2015 Average production per adviser: $405,700
Location: Pittsburgh, Pa.
Number of advisers on team: 35
2015 team AUM: $1.7 billon
2014 team AUM: $1.6 billion
2015 team production: $14.2 million
2014 team production: $12 million
2015 Average production per adviser: $405,700
18. John Olerio (27)
Bank/TPM: Webster Bank/LPL Financial
Location: Waterbury, Conn.
Number of advisers on team: 67
2015 Team AUM: $2.5 billion
2014 Team AUM: $2.6 billion
2015 team production: $23.4 million
2014 team production: $24.8 million
2015 Average production per adviser: $415,500
Location: Waterbury, Conn.
Number of advisers on team: 67
2015 Team AUM: $2.5 billion
2014 Team AUM: $2.6 billion
2015 team production: $23.4 million
2014 team production: $24.8 million
2015 Average production per adviser: $415,500
17. Nancy Almond (17)
Bank/TPM: Columbia Bank/Cetera
Location: Tocoma, Wash.
Number of advisers on team: 18
2015 team AUM: $234.8 million
2014 team AUM: $193.7 million
2015 team production: $8.1 million
2014 team production: $7.2 million
2015 Average production per adviser: $427,000
Location: Tocoma, Wash.
Number of advisers on team: 18
2015 team AUM: $234.8 million
2014 team AUM: $193.7 million
2015 team production: $8.1 million
2014 team production: $7.2 million
2015 Average production per adviser: $427,000
16. Fred Greene (35)
Bank/TPM: Woodforest National Bank/Raymond James
Location: The Woodlands, Texas
Number of advisers on team: 6
2015 Team AUM: $636 million
2014 Team AUM: $699 million
2015 team production: $4.8 million
2014 team production: $4.5 million
2015 Average production per adviser: $455,600
Location: The Woodlands, Texas
Number of advisers on team: 6
2015 Team AUM: $636 million
2014 Team AUM: $699 million
2015 team production: $4.8 million
2014 team production: $4.5 million
2015 Average production per adviser: $455,600
15. Doug Wicks (25)
Bank/TPM: Kinecta Federal Credit Union/LPL Financial
Location: Manhattan Beach, Calif.
Number of advisers on team: 22
2015 Team AUM: $1.4 billion
2014 Team AUM: $1.3 billion
2015 team production: $9.5 million
2014 team production: $9.5 million
2015 Average production per adviser: $471,000
Location: Manhattan Beach, Calif.
Number of advisers on team: 22
2015 Team AUM: $1.4 billion
2014 Team AUM: $1.3 billion
2015 team production: $9.5 million
2014 team production: $9.5 million
2015 Average production per adviser: $471,000
14. Michael George (19)
Bank/TPM: Fulton Financial Advisers/Raymond James
Location: Lancaster, Pa.
Number of advisers on team: 44
2015 team AUM: $2.8 billion
2014 team AUM: $2.8 billion
2015 team production: $22.1 million
2014 team production: $22.5 million
2015 Average production per adviser: $492,200
Location: Lancaster, Pa.
Number of advisers on team: 44
2015 team AUM: $2.8 billion
2014 team AUM: $2.8 billion
2015 team production: $22.1 million
2014 team production: $22.5 million
2015 Average production per adviser: $492,200
13. Steve Kruchten (4)
Bank/TPM: Bremer Bank/Raymond James
Location: Saint Louis Park, Minn.
Number of advisers on team: 28
2015 team AUM: $1.7 billion
2014 team AUM: $1.6 billion
2015 team production: $13.8 million
2014 team production: $12.3 million
2015 Average production per adviser: $495,300
Location: Saint Louis Park, Minn.
Number of advisers on team: 28
2015 team AUM: $1.7 billion
2014 team AUM: $1.6 billion
2015 team production: $13.8 million
2014 team production: $12.3 million
2015 Average production per adviser: $495,300
12. Agnes Lew (33)
Bank/TPM: East West Bank/Cetera
Location: Pasadena, Calif.
Number of advisers on team: 35
2015 Team AUM: $962 million
2014 Team AUM: $778 million
2015 team production: $17.7 million
2014 team production: $15.8 million
2015 Average production per adviser: $506,800
Location: Pasadena, Calif.
Number of advisers on team: 35
2015 Team AUM: $962 million
2014 Team AUM: $778 million
2015 team production: $17.7 million
2014 team production: $15.8 million
2015 Average production per adviser: $506,800
11. Ken Wren, Jr. (6)
Bank/TPM: TowneBank/Raymond James
Location: Suffolk, Va.
Number of advisers on team: 13
2015 team AUM: $1.4 billion
2014 team AUM: $1.1 billion
2015 team production: $7.6 million
2014 team production: $6.7 million
2015 Average production per adviser: $543,200
Location: Suffolk, Va.
Number of advisers on team: 13
2015 team AUM: $1.4 billion
2014 team AUM: $1.1 billion
2015 team production: $7.6 million
2014 team production: $6.7 million
2015 Average production per adviser: $543,200
10. Chris Alexis (11)
Bank/TPM: Citigroup
Location: New York
Number of advisers on team: 43
2015 team AUM: $3.2 billion
2014 team AUM: $3.1 billion
2015 team production: $23.9 million
2014 team production: $24.3 million
2015 Average production per adviser: $556,800
Location: New York
Number of advisers on team: 43
2015 team AUM: $3.2 billion
2014 team AUM: $3.1 billion
2015 team production: $23.9 million
2014 team production: $24.3 million
2015 Average production per adviser: $556,800
9. Judy Meyers (9)
Bank/TPM: Citigroup
Location: New York
Number of advisers on team: 42
2015 team AUM: $3.8 billion
2014 team AUM: $4.0 billion
2015 team production: $24.1 million
2014 team production: $21.5 million
2015 Average production per adviser: $575,300
Location: New York
Number of advisers on team: 42
2015 team AUM: $3.8 billion
2014 team AUM: $4.0 billion
2015 team production: $24.1 million
2014 team production: $21.5 million
2015 Average production per adviser: $575,300
8. Gary Collier (10)
Bank/TPM: Pinnacle Bank/Raymond James
Location: Nashville, Tenn.
Number of advisers on team: 18
2015 team AUM: $1.7 billion
2014 team AUM: $1.6 billion
2015 team production: $11.9 million
2014 team production: $11.2 million
2015 Average production per adviser: $629,600
Location: Nashville, Tenn.
Number of advisers on team: 18
2015 team AUM: $1.7 billion
2014 team AUM: $1.6 billion
2015 team production: $11.9 million
2014 team production: $11.2 million
2015 Average production per adviser: $629,600
7. Melanie Weischwill (5)
Bank/TPM: Prosperity Bank/Cetera
Location: Victoria, Texas
Number of advisers on team: 14
2015 team AUM: $1.2 billion
2014 team AUM: $1.1 billion
2015 team production: $8.8 million
2014 team production: $7.3 million
2015 Average production per adviser: $630,900
Location: Victoria, Texas
Number of advisers on team: 14
2015 team AUM: $1.2 billion
2014 team AUM: $1.1 billion
2015 team production: $8.8 million
2014 team production: $7.3 million
2015 Average production per adviser: $630,900
6. Drue Anderson (13)
Bank/TPM: Citigroup
Location: New York
Number of advisers on team: 52
2015 team AUM: $4.6 billion
2014 team AUM: $4.7 billion
2015 team production: $33.0 million
2014 team production: $35.5 million
2015 Average production per adviser: $634,900
Location: New York
Number of advisers on team: 52
2015 team AUM: $4.6 billion
2014 team AUM: $4.7 billion
2015 team production: $33.0 million
2014 team production: $35.5 million
2015 Average production per adviser: $634,900
5. Walter Scheide (3)
Bank/TPM: PNC
Location: Seven Fields. Pa.
Number of advisers on team: 19
2015 team AUM: $1.6 billion
2014 team AUM: $1.5 billion
2015 team production: $12.1 million
2014 team production: $10.3 million
2015 Average production per adviser: $653,000
Location: Seven Fields. Pa.
Number of advisers on team: 19
2015 team AUM: $1.6 billion
2014 team AUM: $1.5 billion
2015 team production: $12.1 million
2014 team production: $10.3 million
2015 Average production per adviser: $653,000
4. Jim Badge (18)
Bank/TPM: DFCU Financial/CUSO Financial
Location: Dearborn, Mich
Number of advisers on team: 11
2015 team AUM: $1.2 billion
2014 team AUM: $1.2 billion
2015 team production: $7.4 million
2014 team production: $6.7 millions
2015 Average production per adviser: $674,700
Location: Dearborn, Mich
Number of advisers on team: 11
2015 team AUM: $1.2 billion
2014 team AUM: $1.2 billion
2015 team production: $7.4 million
2014 team production: $6.7 millions
2015 Average production per adviser: $674,700
3. Bill Auriemma (2)
Bank/TPM: Wells Fargo
Location: McLean, Va.
Number of advisers on team: 28
2015 team AUM: $2.7 billion
2014 team AUM: $2.6 billion
2015 team production: $19.1 million
2014 team production: $16.6 million
2015 Average production per adviser: $682,400
Location: McLean, Va.
Number of advisers on team: 28
2015 team AUM: $2.7 billion
2014 team AUM: $2.6 billion
2015 team production: $19.1 million
2014 team production: $16.6 million
2015 Average production per adviser: $682,400
2. Scott Jenner (12)
Bank/TPM: Addison Avenue Investment Services/Raymond James
Location: Rocklin, Calif.
Number of advisers on team: 30
2015 team AUM: $2.9 billion
2014 team AUM: $2.9 billion
2015 team production: $20.4 million
2014 team production: $18.9 million
2015 Average production per adviser: $682,800
Location: Rocklin, Calif.
Number of advisers on team: 30
2015 team AUM: $2.9 billion
2014 team AUM: $2.9 billion
2015 team production: $20.4 million
2014 team production: $18.9 million
2015 Average production per adviser: $682,800
1. Steven Franke (32)
Bank/TPM: Allegacy Federal Credit Union/CUSO Financial
Location: Winston Salem, N.C.
Number of advisers on team: 9
2015 Team AUM: $995 million
2014 Team AUM: $971 million
2015 Team production: $6.1 million
2014 team production: $6.3 million
2015 Average production per adviser: $683,000
Location: Winston Salem, N.C.
Number of advisers on team: 9
2015 Team AUM: $995 million
2014 Team AUM: $971 million
2015 Team production: $6.1 million
2014 team production: $6.3 million
2015 Average production per adviser: $683,000
