Slideshow Top bank advisers by fee business

Published
  • January 25 2016, 4:38pm EST
26 Images Total

Top bank advisers by fee business

Our popular BIC Top 50 ranks the top bank advisers 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 advisers who ranked 51 through 100 in our analysis.

Here we take a fresh look at all 100 advisers (The Top 50 and The Next 50) and list the top 25 based on solely on the percentage of last year's production that came from fees. In cases of ties, we listed them here by their rank on our original lists, which is the number after their names.

25. 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

Content Continues Below


24. Robert Wilson (50)

Bank: Wells Fargo

Location: Portland, Ore.

TPM: none

2015 AUM: $145.2 million

2015 production: $1.5 million

Fee business: 80%

Years in current position: 13

Total years as FA: 13

23 Stephen Sumeraj (42)

Bank: PNC Bank

Location: Homer Glen, Ill.

TPM: none

2015 AUM: $76.6 million

2015 production: $750,000

Fee business: 80%

Years in current position: 4

Total years as FA: 23

22. Jason Holland (3)

Bank: Wells Fargo

Location: Dallas, Texas

TPM: none

2015 AUM: $221.2 million

2015 production: $2.2 million

Fee business: 80%

Years in current position: 10

Total years as FA: 16

Content Continues Below


21. Gregory Furer (35)

Bank: PNC Bank

Location: Murraysville, Pa.

TPM: none

2015 AUM: $82 million

2015 production: $627,000

Fee business: 81%

Years in current position: 5

Total years as FA: 9

20. 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

19. Gregory Scott (14)

Bank: Summit Bank

Location: Panama City, Fla.

TPM: Raymond James

2015 AUM: $193.8 million

2015 production: $1.5 million

Fee business: 85%

Years in current position: 7

Total years as FA: 13

Content Continues Below


18. 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

17. 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

16. John Gurski (75)

Bank: Kennebunk Savings

Location: Kennebunk, Maine

TPM: LPL

2015 AUM: $62.3 million

2015 production: $649,000

Fee business: 86%

Years in current position: 11

Total years as FA: 20

Content Continues Below


15. Joseph Cappello (72)

Bank: ESL Federal Credit Union

Location: Rochester, N.Y.

TPM: LPL

2015 AUM: $80.1 million

2015 production: $514,000

Fee business: 87%

Years in current position: 6

Total years as FA: 16

14. Ryan Hale (36)

Bank: Kennebunk Savings

Location: Kennebunk, Maine

TPM: LPL

2015 AUM: $78 million

2015 production: $849,000

Fee business: 89%

Years in current position: 9

Total years as FA: 15

13. 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

Content Continues Below


12. Chuck Rood (19)

Bank: Wells Fargo

Location: Portland, Ore.

TPM: none

2015 AUM: $208.9 million

2015 production: $1.4 million

Fee business: 90%

Years in current position: 6

Total years as FA: 18

11. 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

10. Michael Tarantino (82)

Bank: Home State Bank

Location: Fort Collins, Colo.

TPM: Investment Centers of America

2015 AUM: $51 million

2015 production: $350,000

Fee business: 91%

Years in current position: 11

Total years as FA: 13

Content Continues Below


9. Ryan Stevens (56)

Bank: Wells Fargo

Location: Billings, Mont.

TPM: none

2015 AUM: $205.4 million

2015 production: $1.2 million

Fee business: 91%

Years in current position: 11

Total years as FA: 7

8. Matthew Griffin (68)

Family Trust Federal Credit Union

Location: Rock Hill, S.C.

TPM: LPL

2015 AUM: $65.3 million

2015 production: $657,000

Fee business: 92%

Years in current position: 6

Total years as FA: 15

7. Mike Abrams (45)

Bank: Wells Fargo

Location: Palo Alto, Calif.

TPM: none

2015 AUM: $4.5 million

2015 production: $1 billion

Fee business: 93%

Years in current position: 24

Total years as FA: 26

Content Continues Below


6. Michael Kruchten (26)

Bank: First Midwest Bank

Location: Joliet, Ill.

TPM: LPL

2015 AUM: $169.2 million

2015 production: $1.6 million

Fee business: 93%

Years in current position: 17

Total years as FA: 17

5. Alex Joannides (20)

Bank: Wells Fargo

Location: Anchorage, Alaska

TPM: none

2015 AUM: $102 million

2015 production: $998,000

Fee business: 93%

Years in current position: 7

Total years as FA: 8

4. 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

Content Continues Below


3. 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

2. James Hare (83)

Bank: Pinnacle Bank

Location: Raymond James

TPM: Nashville, Tenn.

2015 AUM: $128.1 million

2015 production: $1.2 million

Fee business: 95%

Years in current position: 8

Total years as FA: 1

1. 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