Slideshow Top bank advisers by production

Published
  • February 10 2016, 4:03pm EST

Top bank advisers by production

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) percentage change in AUM from previous year; (4) percentage 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 solely on last year's production. We rounded numbers when possible, as we did in the Top 50 ranking, but in cases of ties we listed the full production figures. The numbers after their names show where they ranked in the original rankings.

25. Terry Burns (70)

Bank: Wells Fargo

Location: Seattle

TPM: none

2015 AUM: $385.8 million

2015 production: $1,978,953

Fee business: 90%

Years in current position: 27

Total years as FA: 17

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24. Craig Bedenbaugh (67)

Bank: Wells Fargo

Location: Greenville, S.C.

TPM: none

2015 AUM: $208.1 million

2015 production: $1,997,776

Fee business: 43%

Years in current position: 2

Total years as FA: 16

23. Edward Gibson (51)

Bank: Citibank

Location: Eastchester, N.Y.

TPM: none

2015 AUM: $229.6 million

2015 production: $2,048,385

Fee business: 73%

Years in current position: 24

Total years as FA: 27

22. Bradley Sova (53)

Bank: DFCU Financial

Location: Livonia, Mich.

TPM: CUSO Financial

2015 AUM: $340 million

2015 production: $2,074,048

Fee business: 56%

Years in current position: 14

Total years as FA: 19

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21. Brad Goldberg (29)

Bank: Citibank

Location:Chicago

TPM: none

2015 AUM: $299.6 million

2015 production: $2,092,676

Fee business: 71%

Years in current position: 22

Total years as FA: 23

20. David Volpe (73)

Bank: Wells Fargo

Location: Raleigh, N.C.

TPM: none

2015 AUM: $228 million

2015 production: $2,118,601

Fee business: 63%

Years in current position: 2

Total years as FA: 12

19. Nathan Quello (63)

Bank: First Dakota National Bank

Location: Sioux Falls, S.D.

TPM: Raymond James

2015 AUM: $342. 5 million

2015 production: $2,132,457

Fee business: 5%

Years in current position: 2

Total years as FA: 15

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18. John McRae (76)

Bank: Citizens National Bank

Location: Meridian, Mass.

TPM: Raymond James

2015 AUM: $327.6 million

2015 production: $2,159,538

Fee business: 20%

Years in current position: 16

Total years as FA: 22

17. Ronald Graft Jr. (37)

Bank: Wells Fargo

Location: McLean, Va.

TPM: none

2015 AUM: $385.1 million

2015 production: $2,216,998

Fee business: 75%

Years in current position: 26

Total years as FA: 21

16. Derek Oglesby (6)

Bank: Wells Fargo

Location: Simpsonville, S.C.

TPM: none

2015 AUM: $243.5 million

2015 production: $2,234,424

Fee business: 58%

Years in current position: 7

Total years as FA: 14

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15. Jason Holland (3)

Bank: Wells Fargo

Location: Dallas, Texas

TPM: none

2015 AUM: $221.2 million

2015 production: $2,242,000

Fee business: 80%

Years in current position: 10

Total years as FA: 16

14. William Murphy (10)

Bank: Wells Fargo

Location: The Woodlands, Texas

TPM: $345 million

2015 AUM: $345 million

2015 production: $2,250,000

Fee business: 75%

Years in current position: 7

Total years as FA: 11

13. James Christy (2)

Bank: Northwest Federal Credit Union

Location: Herndon. Va.

TPM: LPL

2015 AUM: $250.7 million

2015 production: $2,411,000

Fee business: 85%

Years in current position: 12

Total years as FA: 12

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12. Greg Manning (8)

Bank: Citibank

Location: Stamford, Conn.

TPM: none

2015 AUM: $117.5 million

2015 production: $2,924,535

Fee business: 13%

Years in current position: 3

Total years as FA: 31

11. Alex Marks (87)

Bank: Citibank

Location: Chicago

TPM: none

2015 AUM: $519 million

2015 production: $2,996,701

Fee business: 51%

Years in current position: 26

Total years as FA: 27

10. Adam Nieto (17)

Bank: Fremont Bank

Location: Fremont, Calif.

TPM: Sorrento Pacific

2015 AUM: $284.7 million

2015 production: $3,233,424

Fee business: 1%

Years in current position: 13

Total years as FA: 26

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9. Andrew Vahab (55)

Bank: Citibank

Location: New York, N.Y.

TPM: none

2015 AUM: $538.4 million

2015 production: $3,258,066

Fee business: 56%

Years in current position: 11

Total years as FA: 14

8. Randall Krenzin (15)

Bank: Wells Fargo

Location: San Jose, Calif.

TPM: none

2015 AUM: $494 million

2015 production: $3,300,000

Fee business: 71%

Years in current position: 8

Total years as FA: 22

7. 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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6. 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

5. 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

4. 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

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3. 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

2. 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

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