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 including the "Next 30," which ranked the program managers who ranked 21 through 50 in our final analysis.
Here we take a fresh look at all 50 (The Top 20 and The Next 30) and list the top 20 based on solely team assets-under-management. The numbers after their names show where they ranked on our original lists.
to see the latest rankings.