Top 100 Bank Advisers: Who has the most fee business?

Published
  • February 12 2017, 3:45pm EST
We took a fresh look at this year's top advisers and re-ranked them based solely on fee business. For the original ranking, we used a weighted average of six variables; namely: (1) assets under management; (2) trailing-12 production; (3) % change in AUM from the previous year; (4) % change in trailing-12; (5) amount of fee-based business; and (6) ratio of production-per-AUM.

For this ranking, we have the top 25 ranked by the percentage of their last 12-month production that came from fee business. (Earlier we also re-ranked our 100 advisers based on AUM.) In cases of a tie, they are listed by their ranking in the original list of 100. The numbers after their names show where they ranked on our original list.

Top 100 Bank Advisers: Who has the most fee business?

We took a fresh look at this year's top advisers and re-ranked them based solely on fee business. For the original ranking, we used a weighted average of six variables; namely: (1) assets under management; (2) trailing-12 production; (3) % change in AUM from the previous year; (4) % change in trailing-12; (5) amount of fee-based business; and (6) ratio of production-per-AUM.

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)

For this ranking, we have the top 25 ranked by the percentage of their last 12-month production that came from fee business. (Earlier we also re-ranked our 100 advisers based on AUM.) In cases of a tie, they are listed by their ranking in the original list of 100. The numbers after their names show where they ranked on our original list.

25. Laura Pedroncelli

25. Laura Pedroncelli (87)
Addison Avenue Investment Services
TPM: Raymond James
Location: Santa Rosa, California
2016 AUM: $190 million
2015 AUM: $209 million
2016 Production: $1.3 million
2015 Production: $1.3 million
Fee business: 72%
Years in industry: 19

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24. Kevin McDermott

24. Kevin McDermott (76)
Citadel Federal Credit Union
TPM: CUSO Financial
Location: West Chester, Pennsylvania
2016 AUM: $197 million
2015 AUM: $175 million
2016 Production: $1.3 million
2015 Production: $1.7 million
Fee business: 73%
Years in industry: 29

23. Michael Kruchten

23. Michael Kruchten (43)
First Midwest Bank
TPM: LPL Financial
Loction: Joliet, Illinois
2016 AUM: $162 million
2015 AUM: $154 million
2016 Production: $1.5 million
2015 Production: $1.5 million
Fee business: 73%
Years in industry: 16

22. Brad Goldberg

22. Brad Goldberg (24)
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

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21. Michael Lipkins

21. Michael Lipkins (9)
First Tech Federal Credit Union (Addison Avenue Investment Services)
TPM: Raymond James
Location: Palo Alto, California
2016 AUM: $203.7 million
2015 AUM: $171 million
2016 Production: $1.8 million
2015 Production: $1.8 million
Fee business: 73%
Years in industry: 12

20. Evan Mayer

20. Evan Mayer (89)
SunTrust Bank
TPM: n/a
Location: Boca Raton, Florida
2016 AUM: $87 million
2015 AUM: $60 million
2016 Production: $870,000
2015 Production: $1 million
Fee business: 76%
Years in industry: 13

19. Brian Allsop

19. Brian Allsop (99)
Bank of Canton
TPM: Infinex Investments
Location: Canton, Massachusetts
2016 AUM: $207 million
2015 AUM: $203 million
2016 Production: $1.2 million
2015 Production: $1.3 million
Fee business: 77%
Years in industry: 27

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18. Greg Malin

18. Greg Malin (16)
Fulton Financial Advisors
TPM: Raymond James
Location: Camp Hill, Pennsylvania
2016 AUM: $154.8 million
2015 AUM: $139.4 million
2016 Production: $1.6 million
2015 Production: $1.5 million
Fee business: 77%
Years in industry: 17

17. Ted Gibson

17. Ted Gibson (19)
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

16. Doug Leonzi

16. Doug Leonzi (25)
BB&T Bank
TPM: n/a
Location: Allentown, Pennsylvania
2016 AUM: $255 million
2015 AUM: $237 million
2016 Production: $1.6 million
2015 Production: $1.4 million
Fee business: 80%
Years in industry: 14

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15. Pete Darke

15. Pete Darke (65)
Citi Personal Wealth Management
TPM: n/a
Location: Washington, D.C.
2016 AUM: $214 million
2015 AUM: $195 million
2016 Production: $1.2 million
2015 Production: $1.2 million
Fee business: 81%
Years in industry: 20

14. Kathy Feeney

14. Kathy Feeney (59)
Citi Personal Wealth Management
TPM: n/a
Location: Washington, D.C.
2016 AUM: $248 million
2015 AUM: $226 million
2016 Production: $1.4 million
2015 Production: $1.4 million
Fee business: 82%
Years in industry: 34

13. David Darshan

13. David Darshan (36)
Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $186 millon
2015 AUM: $192 million
2016 Production: $1.6 million
2015 Production: $1.4 million
Fee business: 82%
Years in industry: 14

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12. John Gurski

12. John Gurski (96)
Kennebunk Savings Bank
TPM: LPL Financial
Location: Kennebunk, Maine
2016 AUM: $94 million
2015 AUM: $81 million
2016 Production: $677,000
2015 Production: $686,000
Fee business: 83%
Years in industry: 23

11. Gregory Stahl

11. Gregory Stahl (18)
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
Fee business: 84%
Years in industry: 8

10. Jonathan Bjoring

10. Jonathan Bjoring (85)
PNC Bank
TPM: n/a
Location: Washington, D.C.
2016 AUM: $92 million
2015 AUM: $91 million
2016 Production: $951,000
2015 Production: $845,000
Fee business: 85%
Years in industry: 14

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9. Emile Abinader

9. Emile Abinader (20)
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

8. James Christy

8. James Christy (7)
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

7. Joseph Cappello

7. Joseph Cappello (40)
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
Fee business: 87%
Years in industry: 7

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6. Christopher Barron

6. Christopher Barron (17)
Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $213.9 million
2015 AUM: $191 million
2016 Production: $1.4 million
2015 Production: $1.4 million
Fee business: 87%
Years in industry: 18

5. Tracy Duncan

5. Tracy Duncan (51)
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

4. Ryan Hale

4. Ryan Hale (88)
Kennebunk Savings Bank
TPM: LPL Financial
Location: York, Maine
2016 AUM: $102 million
2015 AUM: $91 million
2016 Production: $834,000
2015 Production: $898,000
Fee business: 91%
Years in industry: 21

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3. Matthew Griffin

3. Matthew Griffin (47)
Family Trust Federal Credit Union
TPM: LPL Financial
Location: Rock Hill, South Carolina
2016 AUM: $79 million
2015 AUM: $63 million
2016 Production: $725,000
2015 Production: $698,000
Fee business: 92%
Years in industry: 17

2. Russell Cesari

2. Russell Cesari (15)
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. Jamie Hare

1. Jamie Hare (2)
Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tennessee
2016 AUM: $155.9 million
2015 AUM: $126.3 million
2016 Production: $1.3 million
2015 Production: $1.2 million
Fee business: 96%
Years in industry: 17