Top 100 bank advisers: Who's most profitable?

Published
  • June 20 2017, 3:30pm EDT
We took a new look at this year's top advisers and re-ranked them based solely their production per AUM. 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; percent change in AUM from previous year; percent change in production and amount of fee-based business.

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, there were some very close results, sometimes within hundredths of a percentage point. For that reason, we took the ranking category to three decimal points when necessary. In one case, there was still a tie (in that case, instead of going to 4 decimal points, we just called it a tie.)

Scroll through to see those bank advisers with the highest production-to-AUM ratios. The numbers after their names indicate where they ranked on the original Top 100.

We took a new look at this year's top advisers and re-ranked them based solely their production per AUM. 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; percent change in AUM from previous year; percent change in production and amount of fee-based business.

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, there were some very close results, sometimes within hundredths of a percentage point. For that reason, we took the ranking category to three decimal points when necessary. In one case, there was still a tie (in that case, instead of going to 4 decimal points, we just called it a tie.)

Scroll through to see those bank advisers with the highest production-to-AUM ratios. 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)

25. David Lofton

David Lofton (30)
Bank: BankTennessee
TPM: Raymond James
Location: Collierville, Tennessee
Production per assets: .894%
2016 AUM: $112.9 million
2015 AUM: $97.6 million
2016 Production: $1 million
2015 Production: $894,000
Fee business: 71%
Years in industry: 18

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24. Brett Everhart

Brett Everhart (62)
Bank: Addison Avenue Investment Services
TPM: Raymond James
Location: San Diego
Production per assets: .896%
2016 AUM: $176 million
2015 AUM: $163 million
2016 Production: $1.6 million
2015 Production: $1.5 million
Fee business: 39%
Years in industry: 35

23. Annette Martin

Annette Martin (84)
Bank: Fulton Financial Advisors
TPM: Raymond James
Location: Lancaster, Pennsylvania
Production per assets: .907%
2016 AUM: $148 million
2015 AUM: $140 million
2016 Production: $1.3 million
2015 Production: $1.4 million
Fee business: 59%
Years in industry: 21

22. Paul Stetter Jr.

Paul Stetter Jr. (11)
Bank: Fulton Financial Advisors
TPM: Raymond James
Location: Ephrata, Pennsylvania
Production per assets: .913%
2016 AUM: $201.2 million
2015 AUM: $179.2 million
2016 Production: $1.8 million
2015 Production: $1.8 million
Fee business: 68%
Years in industry: 11

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21. James Christy

James Christy (7)
Bank: Northwest Federal Credit Union
TPM: LPL Financial
Location: Herndon, Virginia
Production per assets: .916%
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. Matthew Griffin

Matthew Griffin (47)
Bank: Family Trust FCU
TPM: LPL Financial
Location: Rock Hill, South Carolina
Production per assets: .919%
2016 AUM: $79 million
2015 AUM: $63 million
2016 Production: $725,000
2015 Production: $698,000
Fee business: 92%
Years in industry: 17

19. Russell Cesari

Russell Cesari (15)
Bank: Northwest Federal Credit Union
TPM: LPL Financial
Location: Herndon, Virginia
Production per assets: .922%
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

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18. Emile Abinader

Emile Abinader (20)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Granada Hills, California
Production per assets: .931%
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

17. Beverly Gleason

Beverly Gleason (92)
Bank: Washington Trust Bank
TPM: Cetera
Location: Spokane, Washington
Production per assets: .935%
2016 AUM: $158 million
2015 AUM: $151 million
2016 Production: $1.5 million
2015 Production: $1.5 million
Fee business: 0
Years in industry: 28

15 (tie) Matthew O'Connor

Matthew O'Connor (45)
Bank: Webster Bank
TPM: LPL Financial
Location: New Bedford, Massachusetts
Production per assets: .943%
2016 AUM: $88 million
2015 AUM: $68 million
2016 Production: $825,000
2015 Production: $737,000
Fee business: 37%
Years in industry: 9

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15 (tie) Steve Germany

Steve Germany (3)
Bank: Bank of Texas
TPM: BOK Financial
Location: Grapevine, Texas
Production per assets: .943%
2016 AUM: $156 million
2015 AUM: $130.5 million
2016 Production: $1.5 million
2015 Production: $905,000
Fee business: 15%
Years in industry: 18

14. Dwayne Stalling

Dwayne Stalling (73)
Bank: Liberty Bank
TPM: Raymond James
Location: Mystic, Connecticut
Production per assets: .95%
2016 AUM: $65 million
2015 AUM: $51 million
2016 Production: $622,000
2015 Production: $503,000
Fee business: 39%
Years in industry: 13

13. Michael Kruchten

Michael Kruchten (43)
Bank: First Midwest Bank
TPM: LPL Financial
Location: Joliet, Illinois
Production per assets: .952%
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

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12. Chris Suraci

Chris Suraci (58)
Bank: Citizens Bank
TPM: n/a
Location: Chestnut Hill, Massachusetts
Production per assets: .99%
2016 AUM: $105 million
2015 AUM: $61 million
2016 Production: $1 million
2015 Production: $1.1 million
Fee business: 48%

11. Evan Mayer

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

10. Darrel Smith

Darrel Smith (75)
Bank: Citizens Bank
TPM: n/a
Location: Medford, Massachusetts
Production per assets: 1.035%
2016 AUM: $94 million
2015 AUM: $85 million
2016 Production: $967,000
2015 Production: $831,000
Fee business: 38%
Years in industry: 14

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9. Greg Malin

Greg Malin (16)
Bank: Fulton Financial Advisors
TPM: Raymond James
Location: Camp Hill, Pennsylvania
Production per assets: 1.038%
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

8. Jonathan Bjoring

Jonathan Bjoring (95)
Bank: PNC
TPM: n/a
Location: Washington, D.C.
Production per assets: 1.039%
2016 AUM: $92 million
2015 AUM: $91 million
2016 Production: $951,000
2015 Production: $845,000
Fee business: 85%
Years in industry: 14

7. Ruben Trujillo

Ruben Trujillo (70)
Bank: PNC
TPM: n/a
Location: Duluth, Georgia
Production per assets: 1.04%
2016 AUM: $62 million
2015 AUM: $40 million
2016 Production: $645,000
2015 Production: $290,000
Fee business: 2
Years in industry: 13

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6. Sidney Soria

Sidney Soria (64)
Bank: Mountain America Credit Union
TPM: LPL Financial
Location: Salt Lake City, Utah
Production per assets: 1.067%
2016 AUM: $86 million
2015 AUM: $39 million
2016 Production: $921,000
2015 Production: $1.1 million
Fee business: 24%
Years in industry: 15

5. Gabriel DeFeo

Gabriel DeFeo (91)
Bank: Citizens Bank
TPM: n/a
Location: Pawtucket, Rhode Island
Production per assets: 1.071%
2016 AUM: $110 million
2015 AUM: $106 million
2016 Production: $1.2 million
2015 Production: $1 million
Fee business: 14%
Years in industry: 18

4. Trevor Kenska

Trevor Kenska (81)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Solana Beach, California
Production per assets: 1.09%
206 AUM: $62 million
2015 AUM: $51 million
2016 Production: $669,000
2015 Production: $512,000
Fee business: 26%
Years in industry: 11

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3. Name: Zachary Archer

Name: Zachary Archer (50)
Bank: Bank of Oklahoma
TPM: BOK Financial
Location: Edmond, Oklahoma
Production per assets: 1.169%
2016 AUM: $94 million
2015 AUM: $82 million
2016 Production: $1.1 million
2015 Production: $957,000
Fee business: 10%
Years in industry: 15

2. Gihan Fernando

Gihan Fernando (33)
Bank: Bank of Texas
TPM: BOK Financial
Production per assets: 1.175%
Location: Bellaire, Texas
2016 AUM: $120 million
2015 AUM: $105 million
2016 Production: $1.4 million
2015 Production: $1.3 million
Fee business: 10%
Years in industry: 22

1. Austin Green

Austin Green (57)
Bank: Mountain America Credit Union
TPM: LPL Financial
Location: Salt Lake City, Utah
Production per assets: 1.24%
2016 AUM: $63 million
2015 AUM: $52 million
2016 Production: $782,000
2015 Production: $650,000
Fee business: 13%
Years in industry: 5