Our popular Top Program Managers ranking considers several variables combined into a weighted average. Those variables include: 1) total team assets under management; 2) annual growth in team assets; 3) annual increase in team production; 4) average production per advisor; number of full-time advisors on the team directly overseen by the manager; and 6) number of LBEs on the team.
This year, we expanded the list by also including those managers who ranked 21 through 50 in our final analysis.
Here we take a fresh look at all 50 program managers and list the top 20 based on size of their advisor staff. The numbers after their names show where they ranked on our original lists.
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