Slideshow Top Bank Advisors by AUM

Published
  • January 26 2014, 9:11pm EST
26 Images Total

Top AUM Bank Advisors

Our popular BIC Top 50 ranks the top bank advisors on six variables combined into a weighted average. Those variables include: (1) 2013 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 a special online feature, we also debuted The Next 50, a list of the advisors who ranked 51 through 100 in our final analysis.



Here we take a new 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.


<p>25. Tom Cunningham (87) </p>

Bank: Wells Fargo


TPM: none


2013 AUM: $222 million


2012 AUM: $200 million


2013 Production: $1.6 million


2012 Production: $1.3 million


Fee-business: 38%

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<p>23 (tie). Tracy Duncan (96) </p>

Bank: Allegacy Federal Credit Union


TPM: CUSO Financial Services


2013 AUM: $230 million


2012 AUM: $212 million


2013 Production: $1.5 million

2012 Production: $1.4 million


Fee-business: 47%


<p>23 (tie) Brick Sturgeon Jr. (92) </p>

Bank: Pinnacle Bank


TPM: Raymond James


2013 AUM: $230 million


2012 AUM: $207 million


2013 Production: $1.5 million


2012 Production: $1.3 million


Fee-business: 9%


<p>22. Scott Kreter (80) <p>

Bank: SunTrust


TPM: none


2013 AUM: $236 million


2012 AUM: $213 million


2013 Production: $1.9 million


2012 Production: $1.8 million


Fee-business: 40%

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<p>21. Garrett Stringer (36) </p>

Bank: Wells Fargo


TPM: None


2013 AUM: $238 million


2012 AUM: $180 million


2013 production: $1.6 million


2012 production: $1.3 million


Fee-based business: 94%


<p>20. Eileen Allen (62) </p>

Bank: Wells Fargo


TPM: N/A


2013 AUM: $242 million


2012 AUM: $$210 million


2013 Production: $1.4 million


2012 Production: $963,000


Fee-business: 60%


<p>19. Joseph Nelson (40) </p>

Bank: Wells Fargo


TPM: None


2013 AUM: $250 million


2012 AUM: $210 million


2013 production: $1.5 million


2012 production: $1.1 million


Fee-based business: 89%

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<p>18. Joel Worsfold (22) </p>

Bank: Wells Fargo


TPM: None


2013 AUM: $253 million


2012 AUM: $206 million


2013 production: $2.5 million


2012 production: $2.2 million


Fee-based business: 93%


<p>16 (tie). John McRae (81) </p>

Bank: Citizens National Bank


TPM: Raymond James


2013 AUM: $280 million


2012 AUM: $245 million


2013 Production: $1.6 million


2012 Production: $1.5 million


Fee-business: 55%


<p>16 (tie). Shareen Beal-Thater (34) </p>

Bank: Commerce Bank


TPM: None


2013 AUM: $280 million

2012 AUM: $200 million


2013 production: $900,000


2012 production: $650,000


Fee-based business: 2%

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<p>15. Ken Scott Chastain (11) </p>

Bank: Wells Fargo


TPM: None


2013 AUM: $290 million


2012 AUM: $240 million


2013 production: $2 million


2012 production: $1.4 million


Fee-based business: 35%


<p>14. Jeffrey J. Alger (72) </p>

Bank: SunTrust


TPM: N/A


2013 AUM: $300 million

2012 AUM: $250 million


2013 Production: $1.3 million


2012 Production: $1.1 million


Fee-business: 11%


<p>13. Emile Abinader (71) </p>

Bank: Citibank


TPM: N/A


2013 AUM: $313 million


2012 AUM: $301 million


2013 Production: $2.6 million


2012 Production: $2.6 million


Fee-business: 86%

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<p>12. Randall Krenzin (51) </p>

Bank: Wells Fargo


TPM: N/A


2013 AUM: $365 million


2012 AUM: $335 million


2013 Production: $2.6 million


2012 Production: $1.9 million


Fee-business: 73%


<p>11. Andrew Vahab (8) </p>

Bank: Citibank


TPM: None


2013 AUM: $376 million


2012 AUM: $290 million


2013 production: $2.6 million


2012 production: $1.8 million


Fee-based business: 48%


<p> 9 (tie). Josh Haber (6)</p>

Bank: Citibank


TPM: none


2013 AUM: $381 million


2012 AUM: $380 million


2013 production: $3.3 million


2012 production: $1.6 million


Fee-based business: 28%

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<p>9 (tie). Robert Hanes (67) </p>

Bank: Citibank


TPM: N/A


2013 AUM: $381 million


2012 AUM: $380 million


2013 Production: $2.1 million


2012 Production: $1.7 million


Fee-business: 43%


<p> 8. Rob Reich (7) </p>

Bank: Wells Fargo


TPM: none


2013 AUM: $393 million


2012 AUM: $308 million


2013 production: $2.7 million


2012 production: $2.1 million


Fee-based business: 90%


<p> 7. Russell Cesari (14) </p>

Bank: Northwest Federal CU


TPM: none


2013 AUM: $404 million


2012 AUM: $361 million


2013 production: $3.4 million


2012 production: $3.1 million


Fee-based business: 90%

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<p> 6. Alex Marks (55) </p>

Bank: Citibank


TPM: N/A


2013 AUM: $439 million


2012 AUM: $410 million


2013 Production: $2.3 million


2012 Production: $1.9 million


Fee-business: 42%


<p>5. Chuck Lewis (83) </p>

Bank: Wells Fargo


TPM: none


2013 AUM: $494 million


2012 AUM: $410 million


2013 Production: $2.5 million


2012 Production: $2.1 million


Fee-business: 50%


<p>4. Bruce Knott (3) </p>

Bank: Wells Fargo


TPM: none


2013 AUM: $513 million


2012 AUM: $392 million


2013 production: $3.3 million


2012 production: $1.9 million


Fee-based business: 86%

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<p>3. Matthew Fryar (93) </p>

Bank: Wells Fargo


TPM: none


2013 AUM: $540 million


2012 AUM: $490 million


2013 Production: $3.6 million


2012 Production: $3.2 million


Fee-business: 96%


<p> 2. Jeff Germain (47) </p>

Bank: Wells Fargo


PM: None


2013 AUM: $705 million


2012 AUM: $546 million


2013 production: $2.2 million


2012 production: $1.7 million


Fee-based business: 87%


<p> 1. William Oliver (23) </p>

Bank: Wells Fargo


TPM: None


2013 AUM: $893 million


2012 AUM: $774 million


2013 production: $5.6 million


2012 production: $4.3 million


Fee-based business: 84%