The bank channel has a broad footprint. With 1,500 to 1,700 banks scattered across the country offering investment programs that factoid is no surprise. But with the data from our BIC Top 50 and Next 50, we were able to bring some geographic clarity to just where the top advisors work.

Here are the top 10 states, ranked by the number of our top advisors. The numbers beside their names show where they ranked on our original lists.

Click here to see a slideshow version. 


10. Tennessee

13. Daniel Tyler, First Bank/Invest Financial/Dayton

43. Barry Kemp, Fifth-Third Bank/none/Nashville

14. James Hare, Pinnacle Bank/Raymond James/Nashville

56. Brock Kidd, Pinnacle Bank/Raymond James/Nashville


(tie) Texas

9. Rodney Horelka, Prosperity Bank, Cetera, Victoria

26. Frederick Greene, Woodforest National Bank, The Woodlands, Raymond James

36. William Murphy, Wells Fargo, The Woodlands

42. Gihan Fernando, Bank of Texas, BOCS Inc., Bellaire

99. Charles Lutz, San Antonia Federal Credit Union, San Antonia, CUSO Financial


7 (tie) Colorado

5. Patrick Varney, Bank of Colorado, Windsor, Raymond James

22. Ward Welles, Wells Fargo, Denver.

23. Kevin Dunnigan, Home State Bank, Loveland

65. David Diaz, Wells Fargo, Denver

68. Paul Hummel, Home State Bank, Investment Centers of America, Loveland


7 (tie) Iowa

2. Joel Worsfold, Wells Fargo, Clive

15. Debra Alberto, Wells Fargo, Clive

61. Matt Fryar, Wells Fargo, Des Moines

66. Randall McCright, Wells Fargo, Cedar Rapids

93. John Evans, Wells Fargo, Iowa City


6. Virginia

1. Russell Cesari, Northwest Federal Credit Union, LPL, Herndon

7. Rob Reich, Wells Fargo, McLean

10. James Christy, Northwest Federal Credit Union, LPL, Herndon

11. Steven Kennedy, TowneBank, Raymond James, Newport News

19. William Eastburn, Langley Federal Credit Union, Cetera, Yorktown

64. Bryan Halstead, Wells Fargo, Richmond


5. North Carolina

4. Garrett Stringer, Wells Fargo, Raleigh

8. William Oliver, Wells Fargo, Charlotte

28. Jason Mayer, Wells Fargo, Charlotte

33. Angie Ostendarp, Wells Fargo, Charlotte

46. Audra Lubawski, First Bank, Infinex Financial, Southern Pines

52. Kathleen Malone, Wells Fargo, Charlotte

95. Tracy Duncan, Allegacy Federal Credit Union, CUSO Financial Services, Winston-Salem


3 (tie) Pennsylvania

24. John Kane, Citadel Federal Credit Union, CUSO Financial Services, West Chester

29. James Bish, First Niagara Bank, LPL, Butler

31. Gregory Malin, Fulton Bank, Raymond James, Camp Hill

39. Paul Stetter Jr., Fulton Bank, Raymond James, Ephrata

40. Louis Papa, Penn Liberty Bank, SII Investments, Wayne

41. Jude McDonough, Community Bank, Invest Financial, Scranton

47. Kevin McDermott, Citadel Credit Union, CUSO Financial Services, West Chester

49. Doug Leonzi, National Penn Bank, Cetera, Allentown

53. Annette Martin, Fulton Bank, Raymond James, Lancaster


3 (tie) Florida

6. Michael Grimes, SunTrust, The Villages.

20. W. Russell Dyer, SunTrust Bank, Winter Haven

45. Ronald Baliton, Seacoast National Bank, Invest Financial, Stuart

57. Gregory Scott, Summit Bank, Panama City, Raymond James

78. Gus Caballero, Space Coast Credit Union, LPL, Miami

79. Lester Ernest, SunTrust, Orlando

88. Robert Cortes, Space Coast Credit Union, LPL, Titusville

90. Phillip Margy, SunTrust, Melbourne (not pictured)

91. Craig Coopersmith, SunTrust, Orlando


2. New York

18. Andrew Vahab, Citibank, New York

27. Michelle Ashworth, Corning Credit Union, Raymond James, Corning

50. Carolyn DuQuen-Higgins, Apple Bank for Savings, Essex National Securities, Smithtown

71. Seth Marcus, Citibank, New York

76. Peter Nielsen, Citibank, New York (not pictured)

77. Christopher Barron, Citibank, New York (not pictured)

82. Eden DeMar, Citibank, New York

83. Mario Fratto, Citibank, New York

98. Mark Gavrilov, Astoria Federal Savings, LPL, Brooklyn

100. David O'Neil, Community Bank, Invest Financial, Boonville


1. California

3. Emile Abinader, Citibank, Granada Hills

12. Justin Mace, Wells Fargo, Corte Madera

17. Peter Shieh, Citibank, Rowland Heights

21. Michael Abrams, Wells Fargo, Palo Alto

34. Jeff Goble, Citibank, Huntington Beach

35. Adam Nieto, Fremont Bank, Sorrento Pacific, Fremont

51. Joseph Nelson, Wells Fargo, Menlo Park

54. Sasha Azarmi, Wells Fargo, Beverly Hills

62. Michael Lipkins, Addison, Avenue Investments, Raymond James, Palo Alto

67. Jennifer Garcia, Wells Fargo, Encino

69. Brian Carey, Wells Fargo, San Jose

70. Paul Boscia, Wells Fargo, Palo Alto (not pictured)

73. Kevin Morrow, Wells Fargo, Santa Rosa

74. Randall Krenzin, Wells Fargo, San Jose

75. Endry Surjanto, Addison Avenue Investment Service, Raymond James, Cupertino

86. Bernard Reina, Citibank, Los Angeles


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