Top 100 bank advisers: Which institutions have the most

Published
  • April 26 2017, 3:29pm EDT
We took a new look at this year's top advisers and re-ranked the banks and TPMs based on the number of our winners in their ranks.

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.

For this list, we viewed things a bit differently, by listing the advisers by the institutions they work for. The numbers by their names indicate where they ranked in the original list. Scroll through to see which banks and TPMs had the biggest showing on our Top 100.

Original Top 100 ranking:

We took a new look at this year's top advisers and re-ranked the banks and TPMs based on the number of our winners in their ranks.

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.

For this list, we viewed things a bit differently, by listing the advisers by the institutions they work for. The numbers by their names indicate where they ranked in the original list. Scroll through to see which banks and TPMs had the biggest showing on our 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)

5 tie. Citizens Bank (4)

39. Josh Giuliano
58. Chris Suraci
75. Darrel Smith
91. Gabriel DeFeo

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5 tie. SunTrust Bank (4)

4. Bert Burr Henderson
14. W. Russell Dyer
29. Steven Goldberg
89. Evan Mayer

5 tie. BOK (4)

3. Steve Germany
Bank of Texas

33. Gihan Fernando
Bank of Texas

50. Zachary Archer
BOK Financial

77. James Watson
Bank of Texas

4. CUSO Financial Services (7)

26. Jason Torrey-Payne
Firefighters First Credit Union

35. John Kane
Citadel Federal Credit Union

46. Brad Sova
DFCU Financial Credit Union

51. Tracy Duncan
Allegacy Federal Credit Union

76. Kevin McDermott
Citadel Federal Credit Union

80. Sam Critz
Allegacy Federal Credit Union

93. Laura Banasiewicz
Allegacy Federal Credit Union

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3. LPL (21)

7. James Christy
Northwest Federal Credit Union

15. Russell Cesari
Northwest Federal Credit Union

18. Gregory Stahl
The Bank of Tampa

31. Jerry Toney
Cadence Bank

40. Joseph Cappello
ESL Federal Credit Union

42. Raymond Beloin
Webster Bank

43. Michael Kruchten
First Midwest Bank

45. Matthew O'Connor
Webster Bank

47. Matthew Griffin
Family Trust FCU

49. Robert Stenzel
First Midwest Bank

57. Austin Green
Mountain America Credit Union

60. Jason Holt
F&M Bank

64. Sidney Soria
Mountain America Credit Union

71. Jason Giordana
Webster Bank

74. Allen Cantoni
ESL Federal Credit Union

78. Natalie Estabrooks
ESL Federal Credit Union

82. John Evans
MidWestOne Bank

88. Ryan Hale
Kennebunk Savings Bank

94. Robert Cosentino
Webster Bank

96. John Gurski
Kennebunk Savings Bank

100. Christian Gehlen
ESL Federal Credit Union

2. Citibank (25)

All of these advisers listed their bank as Citi Personal Wealth Management.

1. Peter Shieh
6. Andrew Vahab
10. Robert Fallone
17. Christopher Barron
19. Ted Gibson
20. Emile Abinader
22. Alex Marks
24. Brad Goldberg
27. Rob Nicotra
36. David Darshan
38. Paul Atala
41. David Guthrie
44. Chris Cralle
48. Yoni Marom
53. Eden DeMar
54. Bernard Reina
56. Robert Hanes
59. Kathy Feeney
65. Pete Darke
67. Owen Watstein
68. Salvatore Fernando
72. Helen Wong
81. Trevor Kenska
83. Josh Haber
85. Chris Zerbst

1. Raymond James (29)

2. Jamie Hare
Pinnacle Bank

5. Dee Jernigan Jr.
Franklin Synergy Bank

8. Brian McLaughlin
Liberty Bank

9. Michael Lipkins
First Tech Federal Credit Union (Addison Avenue Investment Services)

11. Paul Stetter Jr.
Fulton Financial Advisors

12. John McRae
Citizens National Bank

13. Steve Kennedy
TowneBank

16. Greg Malin
Fulton Financial Advisors

21. Galen Krumme
MainSource Bank

23. Michael Cooney
First Tech Federal Credit Union (Addison Avenue Investment Services)

28. Patrick Varney
Bank of Colorado

30. David Lofton
BankTennessee

32. Pat Faulkner
TowneBank

34. Brock Kidd
Pinnacle Bank

37. Nathan Quello
First Dakota National Bank

52. Name: Aaron Schmidt
American State Bank and Trust

55. Kimberlee Bouska
First Tech Federal Credit Union (Addison Avenue Investment Services)

61. Lance Armstrong
First Hope Bank

62. Brett Everhart
First Tech Federal Credit Union (Addison Avenue Investment Services)

63. Barry Moody
Pinnacle Bank

66. Joel Adams
Southside Bank

69. Russell Allen
Vision Bank

73. Dwayne Stalling
Liberty Bank

79. Shawna Larson
City Bank

84. Annette Martin
Fulton Financial Advisors

86. Joseph Llanas
City Bank

87. Laura Pedroncelli
First Tech Federal Credit Union (Addison Avenue Investment Services)

90. James Marquardt
Bremer Bank

97. Fred Greene
Woodforest National Bank

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And the rest (6)

Here are the six advisers from our Top 100 Bank Advisers ranking who work for institutions that aren't listed separately here.

25. Doug Leonzi
BB&T

70. Ruben Trujillo
PNC

92. Beverly Gleason
Washington Trust Bank, Cetera

95. Jonathan Bjoring
PNC

98. Rhonda Arnett
Columbia Bank, Cetera

99. Brian Allsop
Bank of Canton, Infinex Investments