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
2013 AUM: $222 million
2012 AUM: $200 million
2013 Production: $1.6 million
2012 Production: $1.3 million