Slideshow Top program managers by team AUM

Published
  • June 21 2016, 3:42pm EDT
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Top program managers by team AUM

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 adviser; number of full-time advisers on the team directly overseen by the manager; and 6) number of LBEs on the team.

We also published our usual "Next 20," which ranked those program managers who ranked 21 through 40 in our analysis.

● See our Top 20 program managers (1-20) and Next 20 program managers (21-40)

Here we take a fresh look at all 40 (The Top 20 and The Next 20) and list the top 15 based solely on team assets-under-management. The numbers after their names show where they ranked on our original lists.

15. Ken Wren, Jr. (6)

Bank/TPM: TowneBank/Raymond James
Location: Suffolk, Va.
2015 team AUM: $1.4 billion
2015 team production: $7.6 million
Number of advisers on team: 13

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14. Mike Zito (31)

Bank: Trustmark National Bank/LPL Financial
Location: Jackson, Miss.
2015 team AUM $1.5 billion
2015 team production: $10.4 million
Number of advisers on team: 18

13. Walter Scheide (3)

Bank: PNC
Location: Seven Fields. Pa.
2015 team AUM: $1.6 billion
2015 team production: $12.1 million
Number of advisers on team: 19

12. Nick Bellino (1)

Bank/TPM: First National Bank of Penn/Cetera
Location: Pittsburgh, Pa.
2015 team AUM: $1.73 billon
2015 team production: $14.2 million
Number of advisers on team: 35

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11. Gary Collier (10)

Bank/TPM: Pinnacle Bank/Raymond James
Location: Nashville, Tenn.
2015 team AUM: $1.78 billion
2015 team production: $11.9 million
Number of advisers on team: 18

10. Steve Kruchten (4)

Bank/TPM: Bremer Bank/Raymond James
Location: Saint Louis Park, Minn.
2015 team AUM: $1.79 billion
2015 team production: $13.8 million
Number of advisers on team: 28

9. Peter Hong (7)

Bank: Citigroup
Location: New York
2015 team AUM: $2.1 billion
2015 team production: $11.3 million
Number of advisers on team: 31

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8. John Olerio (27)

Bank/TPM: Webster Bank/LPL Financial
Location: Waterbury, Conn.
2015 team AUM: $2.5 billion
2015 team production: $23.5 million
Number of advisers on team: 67

7. Bill Auriemma (2)

Bank: Wells Fargo
Location: McLean, Va.
2015 team AUM: $2.7 billion
2015 team production: $19.1 million
Number of advisers on team: 28

6. Louis Mastropietro (20)

Bank/TPM: Astoria Bank/LPL Financial
Location: Lack Success. N.Y.
2015 team AUM: $2.72 billion
2015 team production: $21.9 million
Number of advisers on team: 55

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5. Michael George (19)

Bank/TPM: Fulton Financial Advisors/Raymond James
Location: Lancaster, Pa.
2015 team AUM: $2.8 billion
2015 team production: $22.1 million
Number of advisers on team: 44

4. Scott Jenner (12)

Bank/TPM: Addison Avenue Investment Services/Raymond James
Location: Rocklin, Calif.
2015 team AUM: $2.9 billion
2015 team production: $20.4 million
Number of advisers on team: 30

3. Chris Alexis (11)

Bank: Citigroup
Location: New York
2015 team AUM: $3.2 billion
2015 team production: $23.9 million
Number of advisers on team: 4

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2. Judy Meyers (9)

Bank: Citigroup
Location: New York
2015 team AUM: $3.8 billion
2015 team production: $24.1 million
Number of advisers on team: 42

1. Drue Anderson (13)

Bank: Citigroup
Location: New York
2015 team AUM: $4.6 billion
2015 team production: $33.0 million
Number of advisers on team: 52