Top 100 bank advisors, 1 – 25
Bank Investment Consultant is pleased to roll out its annual list of the top all-around advisors in the bank channel. Our signature ranking factors in multiple measures of individual performance — namely, AUM, production, percentage growth in both AUM and production, fee business and the ratio of production-to-AUM — and combines them into one composite score.
This way we capture the advisors with the best overall performance. The highest-ranking advisors aren't necessarily those who hit it out of the park in one or two categories and fared poorly in others. Instead, the most outstanding stars are those who do well across the board even if they aren't the absolute best in a specific area.
The annual AUM figures listed are as of the end of August; and the trailing-12 production figures are for the 12-month period ending Aug. 31.
This year's ranking of the top 100 advisors is divided into four segments. We introduce the top 25 here, with the remainder in three subsequent slideshows.
Full Top 100 coverage:
• Top 100 bank advisors: Who’s in and how they got there
• Top 100 bank advisors (1-25)
• Top 100 bank advisors (26-50)
• Top 100 bank advisors (51-76)
• Top 100 bank advisors (76-100)
• A chance encounters changed this advisor’s career