Top 100 bank advisers: Biggest revenue increases

Published
  • April 12 2017, 3:09pm EDT
We took a new look at this year's top advisers and re-ranked them based solely on their year-over-year percentage increase in production. For the original list, this was one of six metrics we used to determine the ranking. The other five were: assets under management; trailing-12 production; % change in AUM from previous year; amount of fee-based business; and ratio of production-per-AUM.

Since the initial list, we have broken out some of the individual stats for fresh looks of our top advisers. You can see rankings based solely on assets under management, as well as fee-based business and tenure in the industry.

Scroll through to now see those bank advisers with the biggest increases in production. The numbers after their names indicate where they ranked on the original Top 100.

Who generated the biggest revenue increases?

We took a new look at this year's top advisers and re-ranked them based solely on their year-over-year percentage increase in production. For the original list, this was one of six metrics we used to determine the ranking. The other five were: assets under management; trailing-12 production; % change in AUM from previous year; amount of fee-based business; and ratio of production-per-AUM.

Since the initial list, we have broken out some of the individual stats for fresh looks of our top advisers. You can see rankings based solely on assets under management, as well as fee-based business and tenure in the industry.

Scroll through to now see those bank advisers with the biggest increases in production. The numbers after their names indicate where they ranked on the original Top 100.

Original Top 100 ranking:
Top 100 bank advisers (1-25)
Top 100 bank advisers (26-50)
Top 100 bank advisers (51-75)
Top 100 bank advisers (76-100)

20. Gregory Stahl

Gregory Stahl (18)
Bank: The Bank of Tampa
TPM: LPL Financial
Location: Tampa, Florida
2016 AUM: $146 million
2015 AUM: $95 million
2016 Production: $823,000
2015 Production: $690,000
% increase in production: 19%
Fee business: 84%
Years in industry: 8

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19. Austin Green

Austin Green (57)
Bank: Mountain America Credit Union
TPM: LPL Financial
Location: Salt Lake City, Utah
2016 AUM: $63 million
2015 AUM: $52 million
2016 Production: $782,000
2015 Production: $650,000
% increase in production: 20%
Fee business: 13%
Years in industry: 5

18. Joseph Cappello

Joseph Cappello (40)
Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, New York
2016 AUM: $99 million
2015 AUM: $74 million
2016 Production: $713,000
2015 Production: $586,000
% increase in production: 22%
Fee business: 87%
Years in industry: 7

17. Shawna Larson

Shawna Larson (79)
Bank: City Bank
TPM: Raymond James
Location: Lubbock, Texas
2016 AUM: $114 million
2015 AUM: $82 million
2016 Production: $676,000
2015 Production: $549,000
% increase in production: 23.0%
Fee business: 26%
Years in industry: 18

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16. Dwayne Stalling

Dwayne Stalling (73)
Bank: Liberty Bank
TPM: Raymond James
Location: Mystic, Connecticut
2016 AUM: $65 million
2015 AUM: $51 million
2016 Production: $622,000
2015 Production: $503,000
% increase in production: 23.6%
Fee business: 39%
Years in industry: 13

15. James Watson

James Watson (77)
Bank: Bank of Texas
TPM: BOK Financial
Location: Dallas
2016 AUM: $97 million
2015 AUM: $62 million
2016 Production: $629,000
2015 Production: $507,000
% increase in production: 23.9%
Fee business: 35%
Years in industry: 7

14. Michael Cooney

Michael Cooney (23)
Bank: Addison Avenue Investment Service (First Tech Federal Credit Union)
TPM: Raymond James
Location: Bellevue, Washington
2016 AUM: $135.7 million
2015 AUM: $116 million
2016 Production: $1.1 million
2015 Production: $887,000
% increase in production: 24.3%
Fee business: 36%
Years in industry: 17

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13. Joseph Llanas

Joseph Llanas (86)
Bank: City Bank
TPM: Raymond James
Location: Lubbock, Texas
2016 AUM: $99 million
2015 AUM: $69 million
2016 Production: $612,000
2015 Production: $481,000
% increase in production: 27%
Fee business: 28%
Years in industry: 7

12. Yoni Marom

Yoni Marom (48)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $122 million
2015 AUM: $71 million
2016 Production: $723,000
2015 Production: $561,000
% increase in production: 28.8%
Fee business: 43%
Years in industry: 3

11. Lance Armstrong

Lance Armstrong (61)
Bank: First Hope Bank
TPM: Raymond James
Location: Columbia, New Jersey
2016 AUM: $176 million
2015 AUM: $189 million
2016 Production: $1.3 million
2015 Production: $1 million
% increase in production: 29.2%
Fee business: 62%
Years in industry: 15

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10. Trevor Kenska

Trevor Kenska (81)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Solana Beach, California
2016 AUM: $62 million
2015 AUM: $51 million
2016 Production: $669,000
2015 Production: $512,000
% increase in production: 30.7%
Fee business: 26%
Years in industry: 11

9. Robert Fallone

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
% increase in production: 31.3%
Fee business: 46%
Years in industry: 8

8. Natalie Estabrooks

Natalie Estabrooks (78)
Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, New York
2016 AUM: $71 million
2015 AUM: $56 million
2016 Production: $480,000
2015 Production: $361,000
% increase in production: 33%
Fee business: 37%
Years in industry: 9

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7. Brian McLaughlin

Brian McLaughlin (8)
Bank: Liberty Bank
TPM: Raymond James
Location: Middletown, Connecticut
2016 AUM: $161.2 million
2015 AUM: $94 million
2016 Production: $1 million
2015 Production: $742,000
% increase in production: 36.18%
Fee business: 64%
Years in industry: 25

6. Aaron Schmidt

Aaron Schmidt (52)
Bank: American State Bank and Trust
TPM: Raymond James
Location: Williston, North Dakota
2016 AUM: $233 million
2015 AUM: $230 millon
2016 Production: $1.7 million
2015 Production: $1.2 million
% increase in production: 36.23%
Fee business: 37%
Years in industry: 16

5. Russell Allen

Russell Allen (69)
Bank: Vision Bank
TPM: Raymond James
Location: Ada, Oklahoma
2016 AUM: $211 million
2015 AUM: $180 million
2016 Production: $701,000
2015 Production: $506,000
% increase in production: 38%
Fee business: 28%
Years in industry: 16

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4. Steve Germany

Steve Germany (3)
Bank: Bank of Texas
TPM: BOK Financial
Location: Grapevine, Texas
2016 AUM: $156 million
2015 AUM: $130.5 million
2016 Production: $1.5 million
2015 Production: $905,000
% increase in production: 62%
Fee business: 15%
Years in industry: 18

3. James Marquardt

3. James Marquardt (90)
Bank: Bremer Bank
TPM: Raymond James
Location: Rochester, Minnesota
2016 AUM: $102 million
2015 AUM: $93 million
2016 Production: $772,000
2015 Production: $470,000
% increase in production: 64%
Fee business: 49%
Years in industry: 28

2. Christian Gehlen

2. Christian Gehlen (100)
Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, New York
2016 AUM: $123 million
2015 AUM: $107 million
2016 Production: $533,000
2015 Production: $255,000
% increase in production: 109%
Fee business: 42%
Years in industry: 20

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1. Ruben Trujillo

Ruben Trujillo (70)
Bank: PNC
TPM: n/a
Location: Duluth, Georgia
2016 AUM: $62 million
2015 AUM: $40 million
2016 Production: $645,000
2015 Production: $290,000
% increase in production: 122%
Fee business: 2
Years in industry: 13