Slideshow Top Bank Advisors by AUM Increase

Published
  • March 24 2014, 1:00am EDT
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Top Bank Advisors by AUM Increase

We recently ran our signature BIC Top 50 and, as a new feature, we also ran the Next 50 as an online complement. Those rankings were based on our own algorithm of six different variables. Here, we take a new look at all 100 bank advisors and list the top 25 based solely on percentage increase in AUM on a year-over-year basis.
The numbers after their names indicate where they ranked on our original lists.


<p>25. Gregory Brown (41) </p>

Bank: Happy State Bank


TPM: LPL Financial


AUM increase: 26.3%


2013 AUM: $73 million


2013 Production: $821,000


Fee-based business: 0%

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<p>24. Wesley Perman (84) </p>

Bank: PNC


TPM: none


AUM increase: 27.0%


2013 AUM: $94 million


2013 Production: $612,000


Fee-business: 67%


<p>23. Rob Reich (7) </p>

Bank: Wells Fargo


TPM: none


AUM increase: 27.5%


2013 AUM: $393 million


2013 Production: $2.7 million


Fee-based business: 90%


<p>22. Ted Halseth (33) </p>

Bank: Addison Avenue


TPM: Raymond James


AUM increase: 27.7%


2013 AUM: $83 million


2013 Production: $764,000


Fee-based business: 30%

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<p>21. Jeff Germain (47) </p>

Bank: Wells Fargo


TPM: None


AUM increase: 29.2%


2013 AUM: $705 million


2013 Production: $2.2 million


Fee-based business: 87%


<p>20. Robert Wilson (61) </p>

Bank: Wells Fargo


TPM: N/A


AUM increase: 29.5%


2013 AUM: $123 million


2013 Production: $1.1 million


Fee-business: 76%


<p>19. Andrew Vahab (8) </p>

Bank: Citibank


TPM: None


AUM increase: 29.6%


2013 AUM: $376 million


2013 Production: $2.6 million


Fee-based business: 48%

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<p>18. Jason Chad Holt (32) </p>

Bank: F&M Bank


TPM: LPL Financial


AUM increase: 30.2%


2013 AUM: $124 million


2013 Production: $1.2 million


Fee-based business: 22%


<p>17. Bruce Knott (3) </p>

Bank: Wells Fargo


TPM: none


AUM increase: 31%


2013 AUM: $513 million


2013 Production: $3.3 million


Fee-based business: 86%


<p>16. Garrett Stringer (36) </p>

Bank: Wells Fargo


TPM: None


AUM increase: 32%


2013 AUM: $238 million


2013 Production: $1.6 million


Fee-based business: 94%

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15. Todd Dathe (37)

Bank: First Bank & Trust


TPM: Raymond James


AUM increase: 33%


2013 AUM: $70 million


2013 Production $$746,000


Fee-based business: 59%


<p>14. Doug Leonzi (9) </p>

Bank: National Penn Bank


TPM: Cetera Financial


AUM increase: 34%


2013 AUM: $78 million


2013 Production: $1.6 million


Fee-based business: 48%


<p>13. Brett Everhart (4) </p>

Bank: Addison Avenue Investments


TPM: Raymond James


AUM increase: 35.9%


2013 AUM: $138 million


2013 Production: $1.2 million


Fee-based business: 24%

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<p>12. John Kane (59) </p>

Bank: Citadel


TPM: CUSO Financial Services


AUM increase: 36.6%


2013 AUM: $97 million


2013 Production: $723,000


Fee-business: 47%


11. Michelle Erwin (75)

Bank: SunTrust Investment Services, Inc.


TPM: none


AUM increase: 37%


2013 AUM: $117 million


2013 Production $717,000


Fee-based business: 43%


<p>10. Matthew G. Griffin (66) </p>

Bank: Family Trust Federal Credit Union


TPM: LPL Financial


AUM increase: 38%


2013 AUM: $47 million


2013 Production: $403,000


Fee-business: 91%

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9. Shareen Beal-Thater (34)

Bank: Commerce Bank


TPM: None


AUM increase: 40%


2013 AUM: $280 million


2013 Production $900,000


Fee-based business: 2%


<p>8. Sean Driscoll (74) </p>

Bank: TowneBank


TPM: Raymond James


AUM increase: 41%


2013 AUM: $93 million


2013 Production: $640,000


Fee-business: 41%


<p>7. Rhonda Arnett (16) </p>

Bank: Columbia State Bank


TPM: Cetera Financial


AUM increase: 43%


2013 AUM: $53 million


2013 Production: $1.3 million


Fee-based business: 40%

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<p>6. William Murphy (1) </p>

Bank: Wells Fargo


TPM: none


AUM increase: 46%


2013 AUM: $192 million


2013 Production: $1.6 million


Fee-based business: 67%


<p>5. Jose Cruz (15) </p>

Bank: International Bank of Commerce


TPM: LPL Financial


AUM increase: 48%


2013 AUM: $115 million


2013 Production: $1.3 million


Fee-based business: 0%


<p>4. Philip Marchetti (24) </p>

Bank: PNC


TPM: None


AUM increase: 69%


2013 AUM: $110 million

2013 Production: $857,000


Fee-based business: 90%

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<p>3. Fernando Montemayor (2) </p>

Bank: International Bank of Commerce


TPM: LPL Financial


AUM increase: 81%


2013 AUM: $120 million


2013 Production: $1.8 million


Fee-based business: 0%


<p>2. Bryan Pecherek (53) </p>

Bank: Merck Sharp and Dohme Federal


TPM: Invest Financial Corp.


AUM increase: 84%


2013 AUM: $35 million


2013 Production: $578,000


Fee-business: 19%


1. Joshua Mitchell (77)

Bank: PNC


TPM: none


AUM increase: 86%


2013 AUM: $54 million


2013 Production $535,000


Fee-based business: 42%