Top 10 Program Managers
Our popular Top 20 Program Managers ranks managers based on 5 variables combined into a weighted average. Those variables are: 1) percentage growth in team AUM; 2) percentage increase in team production; 3) number of advisors under the manager’s direct supervision; 4) number of licensed bank employees under the manager’s direct supervision; and 5) average production per advisor.
As a special online feature, we also debuted The Next 20, a list of program managers who ranked 21 through 40 our final analysis.
Here we take a fresh look at all 40 program managers (The Top 20 and The Next 20) and list the top 10 based solely on the number of advisors under the manager’s direct supervision. The numbers after their names show where they ranked on our original lists.