Top 100 Bank Advisors: Who generated the most revenue?

Published
  • August 10 2017, 3:27pm EDT
We took a new look yet again at this year's top advisors and re-ranked them based solely on their annual production figures. For the original list, this was one of six metrics we used to determine the ranking. The other five were: assets under management; % change in AUM from previous year; % change in production; 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 advisors. 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 advisors with the highest annual production. The numbers after their names indicate where they ranked on the original Top 100.

Lee Conrad

Top bank advisors by production

We took a new look yet again at this year's top advisors and re-ranked them based solely on their annual production figures. For the original list, this was one of six metrics we used to determine the ranking. The other five were: assets under management; % change in AUM from previous year; % change in production; 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 advisors. 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 advisors with the highest annual production. The numbers after their names indicate where they ranked on the original Top 100.

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

Lee Conrad

20. Michael Lipkins

Michael Lipkins (9)
Bank: 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: $1.82 million
2015 Production: $1.8 million
Fee business: 73%
Years in industry: 12

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19. Paul Stetter Jr.

Paul Stetter Jr. (11)
Bank: Fulton Financial Advisors
TPM: Raymond James
Location: Ephrata, Pennsylvania
2016 AUM: $201.2 million
2015 AUM: $179.2 million
2016 Production: $1.83 million
2015 Production: $1.8 million
Fee business: 68%
Years in industry: 11

18. Fred Greene

Fred Greene (97)
Bank: Woodforest National Bank
TPM: Raymond James
Location: The Woodlands, Texas
2016 AUM: $287 million
2015 AUM: $269 million
2016 Production: $1.85 million
2015 Production: $2.3 million
Fee business: 53%
Years in industry: 33

17. Robert Hanes

Robert Hanes (56)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $444 million
2015 AUM: $410 million
2016 Production: $1.878 million
2015 Production: $1.9 million
Fee business: 67%
Years in industry: 23

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16. Steve Kennedy

Steve Kennedy (13)
Bank: TowneBank
TPM: Raymond James
Location: Newport News, Virginia
2016 AUM: $258.4 million
2015 AUM: $216.8 million
2016 Production: $1.879 million
2015 Production: $2 million
Fee business: 57
Years in industry: 29

15. Patrick Varney

15.
Patrick Varney (28)
Bank: Bank of Colorado
TPM: Raymond James
Location: Windsor, Colorado
2016 AUM: $258 million
2015 AUM: $234.2 million
2016 Production: $1.89 million
2015 Production: $1.9 million
Fee business: 62%
Years in industry: 16

14. Ted Gibson

Ted Gibson (19)
Bank: 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

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13. Chris Cralle

Chris Cralle (44)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Oak Brook, Illinois
2016 AUM: $311 million
2015 AUM: $285 million
2016 Production: $1.98 million
2015 Production: $2 million
Fee business: 32%
Years in industry: 26

12. Peter Shieh

Peter Shieh (1)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Rowland Heights, California
2016 AUM: $342.7 million
2015 AUM: $244.9 million
2016 Production: $2 million
2015 Production: $1.75 million
Fee business: 44%
Years in industry: 17

11. Brad Sova

Brad Sova (46)
Bank: DFCU Financial Credit Union
TPM: CUSO Financial
Location: Livonia, Michigan
2016 AUM: $364 million
2015 AUM: $340 million
2016 Production: $2.06 million
2015 Production: $2.1 million
Fee business: 65%
Years in industry: 20

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10. Nathan Quello

Nathan Quello (37)
Bank: First Dakota National Bank
TPM: Raymond James
Location: Sioux Falls, South Dakota
2016 AUM: $400 million
2015 AUM: $339 million
2016 Production: $2.07 million
2015 Production: $2.2 million
Fee business: 9%
Years in industry: 16

9. Steven Goldberg

Steven Goldberg (29)
Bank: Suntrust
TPM: n/a
Location: Hyattsville, Maryland
2016 AUM: $321 million
2015 AUM: $297.6 million
2016 Production: $2.12 million
2015 Production: $1.9 million
Fee business: 28%
Years in industry: 25

8. Josh Haber

Josh Haber (83)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $445 million
2015 AUM: $411 million
2016 Production: $2.13 million
2015 Production: $3.3 million
Fee business: 59%
Years in industry: 17

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7. John McRae

John McRae (12)
Bank: Citizens National Bank
TPM: Raymond James
Location: Meridian, Mississippi
2016 AUM: $373.3 million
2015 AUM: $323.2 million
2016 Production: $2.2 million
2015 Production: $2.2 million
Fee business: 38%
Years in industry: 23

6. Brad Goldberg

Brad Goldberg (24)
Bank: 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

5. James Christy

James Christy (7)
Bank: 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

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4. Alex Marks

Alex Marks (22)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Chicago
2016 AUM: $544.9 million
2015 AUM: $500.7 million
2016 Production: $3.2 million
2015 Production: $3.0 million
Fee business: 52%
Years in industry: 28

3. Andrew Vahab

Andrew Vahab (6)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $615.2 million
2015 AUM: $530.8 million
2016 Production: $3.4 million
2015 Production: $3.3 million
Fee business: 58%
Years in industry: 14

2. Emile Abinader

Emile Abinader (20)
Bank: 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

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1. Russell Cesari

Russell Cesari (15)
Bank: 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