The Next 50 (Part 1)
Next week, well unveil our annual Top 50 Bank Advisors in print and online. In the meantime, were proud to present our debut of
The Next 50. These advisors ranked 51 through 100 in our final analysis.
Today we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75. And next week, well have 1-50.
Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, including: assets under management; percentage growth in AUM from the prior year; trailing 12-month production; percentage growth in T-12 production; amount of fee-based business; and the ratio of production to AUM.