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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.

Cover_Top_Bank_Advisers_2017
Top bank advisers by 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 advisers 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.

List Top 100 bank advisers (1-25)
List Top 100 bank advisers (26-50)
List Top 100 bank advisers (51-75)
List Top 100 bank advisers (76-100)
Steve Kennedy.jpg
25. Steve Kennedy
25. Steve Kennedy (13)

Bank: TowneBank
TPM: Raymond James
Location: Newport News, Virginia
2016 AUM: $258.4 million
2015 AUM: $216.8 million
2016 Production: $1.9 million
2015 Production: $2 million
Fee business: 57%
Years in industry: 29
24. Ted Gibson (19).jpg
24. Ted Gibson
24. Ted Gibson (19)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Scarsdale, New York
2016 AUM: $259.3 million
2015 AUM: $225.9 million
2016 Production: $1.9 million
2015 Production: $2 million
Fee business: 78%
Years in industry: 26
23. Bert Burr Henderson (4).jpg
23. Bert Burr Henderson
23. Bert Burr Henderson (4)

Bank: SunTrust
TPM: n/a
Location: Norfolk, Vir.
2016 AUM: $260 million
2015 AUM: $190 million
2016 Production: $1.2 million
2015 Production: $1.1 million
Fee business: 69%
22. Tracy Duncan (51).jpg
22. Name: Tracy Duncan
22. Name: Tracy Duncan (51)

Bank: Allegacy Federal Credit Union
TPM: CUSO Financial
Location: Clemmons, North Carolina
2016 AUM: $261 million
2015 AUM: $244 million
2016 Production: $1.8 million
2015 Production: $1.9 million
Fee business: 89%
Years in industry: 16
21. James Christy (7).jpg
21. James Christy
21. James Christy (7)

Bank: Northwest Federal Credit Union
TPM: LPL Financial
Location: Herndon, Virginia
2016 AUM: $267.3 million
2015 AUM: $246.6 million
2016 Production: $2.4 million
2015 Production: $2.4 million
Fee business: 86%
Years in industry: 13
20. Brock Kidd (34).jpg
20. Brock Kidd
20. Brock Kidd (34)

Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tennessee
2016 AUM: $272 million
2015 AUM: $242 million
2016 Production: $1.6 million
2015 Production: $1.6 million
Fee business: 63%
Years in industry: 21
19. Fred Greene (97).jpg
19. Fred Greene
19. Fred Greene (97)

Bank: Woodforest National Bank
TPM: Raymond James
Location: The Woodlands, Texas
2016 AUM: $287 million
2015 AUM: $269 million
2016 Production: $1.8 million
2015 Production: $2.3 million
Fee business: 53%
Years in industry: 33
18. Brad Goldberg (24).jpg
18. Brad Goldberg
18. Brad Goldberg (24)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Chicago
2016 AUM: $309.5 million
2015 AUM: $293.9 million
2016 Production: $2.3 million
2015 Production: $2.1 million
Fee business: 73%
Years in industry: 23
17. Chris Cralle (44).jpg
17. Chris Cralle
17. Chris Cralle (44)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Oak Brook, Illinois
2016 AUM: $311 million
2015 AUM: $285 million
2016 Production: $2 million
2015 Production: $2 million
Fee business: 32%
Years in industry: 26
16. Steven Goldberg (29).jpg
16. Steven Goldberg
16. Steven Goldberg (29)

Bank: Suntrust
TPM: n/a
Location: Hyattsville, Maryland
2016 AUM: $321 million
2015 AUM: $297.6 million
2016 Production: $2.1 million
2015 Production: $1.9 million
Fee business: 28%
Years in industry: 25
15. Robert Fallone (10).jpg
15. Robert Fallone
15. Robert Fallone (10)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Scarsdale, New York
2016 AUM: $322.1 million
2015 AUM: $138.7 million
2016 Production: $987,000
2015 Production: $752,000
Fee business: 46%
Years in industry: 8
14. Salvatore Ferrando (68).jpg
14. Salvatore Fernando
14. Salvatore Fernando (68)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $324 million
2015 AUM: $283 million
2016 Production: $1 million
2015 Production: $1 million
Fee business: 24%
Years in industry: 23
13. Jerry Toney (31).jpg
13. Jerry Toney
13. Jerry Toney (31)

Bank: Cadence Bank
TPM: LPL Financial
Location: Starkville, Mississippi
2016 AUM: $326.2 million
2015 AUM: $270 million
2016 Production: $1.2 million
2015 Production: $1.1 million
Fee business: 34%
Years in industry: 19
12. Helen Wong (72).jpg
12. Helen Wong
12. Helen Wong (72)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $334 million
2015 AUM: $336 million
2016 Production: $1.8 million
2015 Production: $1.6 million
Fee business: 39%
Years in industry: 27
11. Peter Shieh (1).jpg
11. Peter Shieh
11. Peter Shieh (1)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Rowland Heights, California
2016 AUM: $342.7 million
2015 AUM: $244.9 million
2016 Production: $2 million
2015 Production: $1.75 million
Fee business: 44%
Years in industry: 17
10 Owen Watstein (67).jpg
10. Owen Watstein
10. Owen Watstein (67)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $354 million
2015 AUM: $318 million
2016 Production: $1.6 million
2015 Production: $1.6 million
Fee business: 5%
Years in industry: 18
9. Bradley Sova (46).jpg
9. Brad Sova
9. Brad Sova (46)

Bank: DFCU Financial Credit Union
TPM: CUSO Financial
Location: Livonia, Michigan
2016 AUM: $364 million
2015 AUM: $340 million
2016 Production: $2.1 million
2015 Production: $2.1 million
Fee business: 65%
Years in industry: 20
8. John McRae (12).jpg
8. John McRae
8. John McRae (12)

Bank: Citizens National Bank
TPM: Raymond James
Location: Meridian, Mississippi
2016 AUM: $373.3 million
2015 AUM: $323.2 million
2016 Production: $2.2 million
2015 Production: $2.2 million
Fee business: 38%
Years in industry: 23
7. Emile Abinader (20).jpg
7. Emile Abinader
7. Emile Abinader (20)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Granada Hills, California
2016 AUM: $391.3 million
2015 AUM: $360.9 million
2016 Production: $3.6 million
2015 Production: $4 million
Fee business: 85%
Years in industry: 16
6. Nathan Quello (37).jpg
6. Nathan Quello
6. Nathan Quello (37)

Bank: First Dakota National Bank
TPM: Raymond James
Location: Sioux Falls, South Dakota
2016 AUM: $400 million
2015 AUM: $339 million
2016 Production: $2.1 million
2015 Production: $2.2 million
Fee business: 9%
Years in industry: 16
5. Robert Hanes (56).jpg
5. Robert Hanes
5. Robert Hanes (56)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $444 million
2015 AUM: $410 million
2016 Production: $1.9 million
2015 Production: $1.9 million
Fee business: 67%
Years in industry: 23
4. Josh Haber (83).jpg
4. Josh Haber
4. Josh Haber (83)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $445 million
2015 AUM: $411 million
2016 Production: $2.1 million
2015 Production: $3.3 million
Fee business: 59%
Years in industry: 17
3. Alex Marks (22).jpg
3. Alex Marks
3. Alex Marks (22)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Chicago
2016 AUM: $544.9 million
2015 AUM: $500.7 million
2016 Production: $3.2 million
2015 Production: $3.0 million
Fee business: 52%
Years in industry: 28
2. Russell Cesari (15).jpg
2. Russell Cesari
2. Russell Cesari (15)

Bank: Northwest Federal Credit Union
TPM: LPL Financial
Location: Herndon, Virginia
2016 AUM: $559.3 million
2015 AUM: $533.9 million
2016 Production: $5.2 million
2015 Production: $5.5 million
Fee business: 95%
Years in industry: 19
1. Andrew Vahab (6).jpg
1. Andrew Vahab
1. Andrew Vahab (6)

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $615.2 million
2015 AUM: $530.8 million
2016 Production: $3.4 million
2015 Production: $3.3 million
Fee business: 58%
Years in industry: 14