Slideshow Top 100 bank advisors (76 – 100)

Published
  • December 06 2017, 12:00pm EST

Top 100 bank advisors (76 – 100)

We conclude our signature ranking with the advisors who ranked 76-100. You can see all the other rankings (1-75) in our corresponding slideshows.

To compile our annual list, we combine multiple variables into one composite score. We look at metrics including assets under management, production, growth and fee business to determine advisors' scores.

Full Top 100 coverage:
Top 100 bank advisors: Who’s in and how they did it
Top 100 bank advisors (1 – 25)
Top 100 bank advisors (26-50)
Top 100 bank advisors (51-75)
Top 100 bank advisors (76 – 100)
Courting HNW clients in the Music City

100. Stephen Kearney

Bank: Rockland Trust
TPM: LPL Financial
Location: Rockland, Massachusetts
2017 AUM: $140.1 million
2016 AUM: $135 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 24

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99. Mike Modi

Bank: Citizens Bank
TPM: N/A
Location: Dover, Delaware
2017 AUM: $136 million
2016 AUM: $125.6 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 18

98. Steve Germany

Bank: Bank of Texas
TPM: BOK Financial
Location: Grapevine, Texas
2017 AUM: $168 million
2016 AUM: $156 million
2017 Production: $1.4 million
2016 Production: $1.5 million
Years in industry: 20

97. Kathleen Hanson

Bank: Webster Bank
TPM: LPL Financial
Location: Middlebury, Connecticut
2017 AUM: $142 million
2016 AUM: $120.4 million
2017 Production: $625,000
2016 Production: $565,000
Years in industry: 34

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96. Mike Genduso

Bank: Citibank
TPM: N/A
Location: Astoria, New York
2017 AUM: $138 million
2016 AUM: $113 million
2017 Production: $728,000
2016 Production: $703,000
Years in industry: 24

95. Mike Blackham

Bank: Mountain America Credit Union
TPM: LPL Financial
Location: West Jordan, Utah
2017 AUM: $125.4 million
2016 AUM: $114 million
2017 Production: $1.1 million
2016 Production: $1.2 million
Years in industry: 12

94. Sean Grattan

Bank: NBT Bank
TPM: LPL Financial
Location: Burlington, Vermont
2017 AUM: $85.1 million
2016 AUM: $69.1 million
2017 Production: $540,000
2016 Production: $399,000
Years in industry: 14

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93. Bill Kemper

Bank: PNC Bank
TPM: N/A
Location: La Grange, Kentucky
2017 AUM: $99.2 million
2016 AUM: $90.3 million
2017 Production: $843,000
2016 Production: $753,000
Years in industry: 18

92. Anthony Grier

Bank: Citibank
TPM: N/A
Location: Armonk, New York
2017 AUM: $181 million
2016 AUM: $164 million
2017 Production: $1.1 million
2016 Production: $1.1 million
Years in industry: 14

91. Don Lutz

Bank: Sandia Laboratory Federal Credit Union
TPM: CUNA Brokerage
Location: Albuquerque, New Mexico
2017 AUM: $151.8 million
2016 AUM: $154.8 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 22

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90. Mark Fantasia

Bank: Workers Credit Union
TPM: CUSO Financial
Location: Fitchburg, Massachusetts
2017 AUM: $96.9 million
2016 AUM: $84 million
2017 Production: $761,000
2016 Production: $662,000
Years in industry: 19

89. Josh Giuliano

Bank: Citizens Bank
TPM: N/A
Location: Cranston, Rhode Island
2017 AUM: $176 million
2016 AUM: $148 million
2017 Production: $1.2 million
2016 Production: $1.3 million
Years in industry: 12

88. Mary McDonald

Bank: Avidia Bank
TPM: LPL Financial
Location: Hudson, Massachusetts
2017 AUM: $77.4 million
2016 AUM: $61.2 million
2017 Production: $445,000
2016 Production: $349,000
Years in industry: 22

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87. Peter Shieh

Bank: Citibank
TPM: N/A
Location: Rowland Heights, California
2017 AUM: $346.5 million
2016 AUM: $333.1 million
2017 Production: $2 million
2016 Production: $2 million
Years in industry: 19

86. Christopher Barber

Bank: PNC Bank
TPM: N/A
Location: Prospect, Kentucky
2017 AUM: $126.8 million
2016 AUM: $115 million
2017 Production: $1 million
2016 Production: $1 million
Years in industry: 16

85. Paul Atala

Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $126.1 million
2016 AUM: $110 million
2017 Production: $966,000
2016 Production: $891,000
Years in industry: 9

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84. William Chan

Bank: Citibank
TPM: N/A
Location: Monterey Park, California
2017 AUM: $147.2 million
2016 AUM: $106.7 million
2017 Production: $638,565
2016 Production: $522,243
Years in industry: 16

83. Kevin Vieira

Bank: Webster Bank
TPM: LPL Financial
Location: Somerset, Massachusetts
2017 AUM: $97.5 million
2016 AUM: $80.2 million
2017 Production: $671,238
2016 Production: $569,961
Years in industry: 13

82. Allen Cantoni

Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, New York
2017 AUM: $48.1 million
2016 AUM: $39.6 million
2017 Production: $431,514
2016 Production: $349,713
Years in industry: 12

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81. Zachary Archer

Bank: Bank of Oklahoma
TPM: BOK Financial
Location: Edmond, Oklahoma
2017 AUM: $109.5 million
2016 AUM: $94 million
2017 Production: $1.2 million
2016 Production: $1.1 million
Years in industry: 16

80. Edward Gibson

Bank: Citibank
TPM: N/A
Location: Scarsdale, New York
2017 AUM: $264.9 million
2016 AUM: $258.1 million
2017 Production: $1.9 million
2016 Production: $1.9 million
Years in industry: 27

79. John Nicolaus

Bank: First Community Credit Union
TPM: CUSO Financial Services
Location: North Bend, Oregon
2017 AUM: $183 million
2016 AUM: $168 million
2017 Production: $1 million
2016 Production: $876,000
Years in industry: 25

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78. Christopher Cralle

Bank: Citibank
TPM: N/A
Location: Oakbrook, Illinois
2017 AUM: $337.4 million
2016 AUM: $311.9 million
2017 Production: $2 million
2016 Production: $2 million
Years in industry: 23

77. Raymond Beloin

Bank: Webster Bank
TPM: LPL Financial
Location: West Hartford, Connecticut
2017 AUM: $168.6 million
2016 AUM: $181.6 million
2017 Production: $1.6 million
2016 Production: $1.5 million
Years in industry: 22

76. Brian Mell

Bank: DFCU Financial
TPM: CUSO Financial
Location: Dearborn, Michigan
2017 AUM: $142 million
2016 AUM: $125 million
2017 Production: $921,000
2016 Production: $789,000
Years in industry: 18