Bank Investment Consultant
is pleased to once again roll out its annual list of the top advisors in the bank channel. Our signature ranking factors in multiple measures of individual performance —namely, AUM, production, percentage growth in both AUM and production, fee business and the ratio of production-to-AUM — and combines them into one composite score. (The AUM figures are as of the end of August; the trailing-12 production figures are for the 12-month period ending Aug. 31.)
This way we capture the advisors with the best overall performance. The highest-ranking advisors aren't necessarily those who hit it out of the park in one or two categories and fared poorly in others. Instead, the most outstanding stars for this list are those who do well across the board even if they aren't the absolute best in a specific area.
This year's ranking of the top 100 advisors is divided into four segments. You'll meet the top 25 here, with the remaining 75 in separate slideshows. 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