Slideshow Top Bank Advisors by AUM

Published
  • January 11 2016, 8:50am EST
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Top Bank Advisors by AUM

Our popular BIC Top 50 ranks the top bank advisors on six variables combined into a weighted average. Those variables include: (1) 2015 AUM; (2) trailing-12 production; (3) % change in AUM from previous year; (4) % change in trailing-12; (5) amount of fee-based business; and (6) ratio of production-per-AUM. As usual, we also listed The Next 50, a list of the advisors who ranked 51 through 100 in our analysis.

Here we take a fresh look at all 100 advisors (The Top 50 and The Next 50) and list the top 25 based on solely on assets-under-management. The numbers after their names show where they ranked on our original lists.

25. Derek Oglesby (6)

Bank: Wells Fargo

Location: Simpsonville, S.C.

TPM: none

2015 AUM: $243.5 million

2015 production: $2.2 million

Fee business: 58%

Years in current position: 7

Total years as FA: 14

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24. Peter Shieh (84)

Bank: Citibank

Location: Rowland Heights, Calif.

TPM: none

2015 AUM: $244.2 million

2015 production: $1.7 million

Fee business: 50%

Years in current position: 9

Total years as FA: 13

23. Brock Kidd (31)

Bank: Pinnacle Bank

Location: Nashville, Tenn.

TPM: Raymond James

2015 AUM: $246.5 million

2015 production: $1.6 million

Fee business: 59%

Years in current position: 13

Total years as FA: 20

22. Tracy Duncan (57)

Bank: Allegacy Federal Credit Union

Location: Clemmons, N.C.

TPM: CUSO Financial

2015 AUM: $248.5 million

2015 production: $1.9 million

Fee business: 52%

Years in current position: 12

Total years as FA: 23

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21. James Christy (2)

Bank: Northwest Federal Credit Union

Location: Herndon. Va.

TPM: LPL

2015 AUM: $250.7 million

2015 production: $2.4 million

Fee business: 85%

Years in current position: 12

Total years as FA: 12

20. Debra Alberto (1)

Bank: Wells Fargo

Location: Clive, Iowa

TPM: none

2015 AUM: $260.6 million

2015 production: $1.8 million

Fee business: 90%

Years in current position: 24

Total years as FA: 24

19. Adam Nieto (17)

Bank: Fremont Bank

Location: Fremont, Calif.

TPM: Sorrento Pacific

2015 AUM: $284.7 million

2015 production: $3.2 million

Fee business: 1%

Years in current position: 13

Total years as FA: 26

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18. Brad Goldberg (29)

Bank: Citibank

Location: Chicago

TPM: none

2015 AUM: $299.6 million

2015 production: $2.1 million

Fee business: 71%

Years in current position: 22

Total years as FA: 23

17. Kin Vinson (13)

Bank: Wells Fargo

Location: Charlotte, N.C.

TPM: none

2015 AUM: $300 million

2015 production: $2 million

Fee business: 75%

Years in current position: 9

Total years as FA: 12

16. Joel Worsfold (66)

Bank: Wells Fargo

Location: Des Moines, Iowa

TPM: none

2015 AUM: $305.8 million

2015 production: $3.4 million

Fee business: 83%

Years in current position: 21

Total years as FA: 27

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15. John McRae (76)

Bank: Citizens National Bank

Location: Meridian, Mass

TPM: Raymond James

2015 AUM: $327.6 million

2015 production: $2.2 million

Fee business: 20%

Years in current position: 16

Total years as FA: 22

14. Bradley Sova (53)

Bank: DFCU Financial

Location: Livonia, Mich

TPM: CUSO Financial

2015 AUM: $340 million

2015 production: $2.1 million

Fee business: 56%

Years in current position: 14

Total years as FA: 19

13. Nathan Quello (63)

Bank: First Dakota National Bank

Location: Sioux Falls, S.D.

TPM: Raymond James

2015 AUM: $342. 5 million

2015 production: $2.1 million

Fee business: 5%

Years in current position: 2

Total years as FA: 15

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12. William Murphy (10)

Bank: Wells Fargo

Location: The Woodlands, Texas

TPM: none

2015 AUM: $345 million

2015 production: $2.3 million

Fee business: 75%

Years in current position: 7

Total years as FA: 11

11. Emile Abinader (4)

Bank: Citibank

Location: Granada Hills, Calif.

TPM: none

2015 AUM: $369.3 million

2015 production: $4 million

Fee business: 79%

Years in current position: 13

Total years as FA: 15

10. Ronald Graft Jr. (37)

Bank: Wells Fargo

Location: McLean, Va.

TPM: none

2015 AUM: $385.1 million

2015 production: $2.2 million

Fee business: 75%

Years in current position: 26

Total years as FA: 21

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9. Terry Burns (70)

Bank: Wells Fargo

Location: Seattle

TPM: none

2015 AUM: $385.8 million

2015 production: $2 million

Fee business: 90%

Years in current position: 27

Total years as FA: 17

8. Randall Krenzin (15)

Bank: Wells Fargo

Location: San Jose, Calif.

TPM: none

2015 AUM: $494 million

2015 production: $3.3 million

Fee business: 71%

Years in current position: 8

Total years as FA: 22

7. Robert Reich (7)

Bank: Wells Fargo

Location: McLean, Va.

TPM: none

2015 AUM: $515.2 million

2015 production: $3.8 million

Fee business: 93%

Years in current position: 7

Total years as FA: 23

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6. Alex Marks (87)

Bank: Citibank

Location: Chicago

TPM: none

2015 AUM: $519 million

2015 production: $3 million

Fee business: 51%

Years in current position: 26

Total years as FA: 27

5. Andrew Vahab (56)

Bank: Citibank

Location: New York, N.Y.

TPM: none

2015 AUM: $538.4 million

2015 production: $3.3 million

Fee business: 56%

Years in current position: 11

Total years as FA: 14

4. Russell Cesari (5)

Bank: Northwest Federal Credit Union

Location: Herndon, Va.

TPM: LPL

2015 AUM: $549 million

2015 production: $5.4 million

Fee business: 93%

Years in current position: 15

Total years as FA: 18

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3. Matthew Fryar (34)

Bank: Wells Fargo

Location: Des Moines, Iowa

TPM: none

2015 AUM: $640 million

2015 production: $4.2 million

Fee business: 98%

Years in current position: 19

Total years as FA: 19

2. Mike Abrams (45)

Bank: Wells Fargo

Location: Palo Alto, Calif.

TPM: none

2015 AUM: $1 billion

2015 production: $4.5 million

Fee business: 93%

Years in current position: 24

Total years as FA: 26

1. William Oliver (11)

Bank: Wells Fargo

Location: Charlotte, N.C.

TPM: none

2015 AUM: $1.1 billion

2015 production: $6.9 million

Fee business: 85%

Years in current position: 9

Total years as FA: 18