Bank advisers: Who has the highest AUM?
Our popular BIC 100 ranks the top bank advisers on a weighted average of six variables. Those variables include: (1) Assets under management; (2) trailing-12 production; (3) % change in AUM from previous year; (4) % change in trailing-12; (5) amount of fee-based business; and (6) ratio of production-per-AUM.
We took a fresh look at all 100 advisors and re-ranked them based solely on assets-under-management. Here are the top 25. The numbers after their names show where they ranked on our original list.