We conclude our signature ranking with the advisors who ranked 76-100.
Top 100 bank advisors <br>(76-100)
December 7, 2016 5:00 AM
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We conclude our signature ranking with the advisers who ranked 76-100.
100. Christian Gehlen
Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, New York
2016 AUM: $123 million
2015 AUM: $107 million
2016 Production: $533,000
2015 Production: $255,000
Fee business: 42%
Years in industry: 20
TPM: LPL Financial
Location: Rochester, New York
2016 AUM: $123 million
2015 AUM: $107 million
2016 Production: $533,000
2015 Production: $255,000
Fee business: 42%
Years in industry: 20
99. Brian Allsop
Bank: Bank of Canton
TPM: Infinex Investments
Location: Canton, Massachusetts
2016 AUM: $207 million
2015 AUM: $203 million
2016 Production: $1.2 million
2015 Production: $1.3 million
Fee business: 77%
Years in industry: 27
TPM: Infinex Investments
Location: Canton, Massachusetts
2016 AUM: $207 million
2015 AUM: $203 million
2016 Production: $1.2 million
2015 Production: $1.3 million
Fee business: 77%
Years in industry: 27
98. Rhonda Arnett
Bank: Columbia Bank
TPM: Cetera
Location: Tacoma, Washington
2016 AUM: $129.3 million
2015 AUM: $127.2 million
2016 Production: $741,492
2015 Production: $810,470
Fee business: 64%
Years in industry: 16
TPM: Cetera
Location: Tacoma, Washington
2016 AUM: $129.3 million
2015 AUM: $127.2 million
2016 Production: $741,492
2015 Production: $810,470
Fee business: 64%
Years in industry: 16
97. Fred Greene
Bank: Woodforest National Bank
TPM: Raymond James
Location: The Woodlands, Texas
2016 AUM: $287 million
2015 AUM: $269 million
2016 Production: $1.8 million
2015 Production: $2.3 million
Fee business: 53%
Years in industry: 33
TPM: Raymond James
Location: The Woodlands, Texas
2016 AUM: $287 million
2015 AUM: $269 million
2016 Production: $1.8 million
2015 Production: $2.3 million
Fee business: 53%
Years in industry: 33
96. John Gurski
Bank: Kennebunk Savings Bank
TPM: LPL Financial
Location: Kennebunk, Maine
2016 AUM: $94 million
2015 AUM: $81 million
2016 Production: $677,000
2015 Production: $686,000
Fee business: 83%
Years in industry: 23
TPM: LPL Financial
Location: Kennebunk, Maine
2016 AUM: $94 million
2015 AUM: $81 million
2016 Production: $677,000
2015 Production: $686,000
Fee business: 83%
Years in industry: 23
95. Jonathan Bjoring
Bank: PNC
TPM: n/a
Location: Washington, D.C.
2016 AUM: $92 million
2015 AUM: $91 million
2016 Production: $951,000
2015 Production: $845,000
Fee business: 85%
Years in industry: 14
TPM: n/a
Location: Washington, D.C.
2016 AUM: $92 million
2015 AUM: $91 million
2016 Production: $951,000
2015 Production: $845,000
Fee business: 85%
Years in industry: 14
94. Robert Cosentino
Bank: Webster Bank
TPM: LPL Financial
Location: Wethersfield, Connecticut
2016 AUM: $152 million
2015 AUM: $143 million
2016 Production: $1.1 million
2015 Production: $1 million
Fee business: 39%
Years in industry: 27
TPM: LPL Financial
Location: Wethersfield, Connecticut
2016 AUM: $152 million
2015 AUM: $143 million
2016 Production: $1.1 million
2015 Production: $1 million
Fee business: 39%
Years in industry: 27
David and Lauren Clark
93. Laura Banasiewicz
Bank: Allegacy Federal Credit Union
TPM: CUSO Financial
Location: Winston-Salem, North Carolina
2016 AUM: $194 million
2015 AUM: $180 million
2016 Production: $1 million
2015 Production: $903,000
Fee business: 41%
Years in industry: 31
TPM: CUSO Financial
Location: Winston-Salem, North Carolina
2016 AUM: $194 million
2015 AUM: $180 million
2016 Production: $1 million
2015 Production: $903,000
Fee business: 41%
Years in industry: 31
92. Beverly Gleason
Bank: Washington Trust Bank
TPM: Cetera
Location: Spokane, Washington
2016 AUM: $158 million
2015 AUM: $151 million
2016 Production: $1.5 million
2015 Production: $1.5 million
Fee business: 0
Years in industry: 28
TPM: Cetera
Location: Spokane, Washington
2016 AUM: $158 million
2015 AUM: $151 million
2016 Production: $1.5 million
2015 Production: $1.5 million
Fee business: 0
Years in industry: 28
91. Gabriel DeFeo
Bank: Citizens Bank
TPM: n/a
Location: Pawtucket, Rhode Island
2016 AUM: $110 million
2015 AUM: $106 million
2016 Production: $1.2 million
2015 Production: $1 million
Fee business: 14%
Years in industry: 18
TPM: n/a
Location: Pawtucket, Rhode Island
2016 AUM: $110 million
2015 AUM: $106 million
2016 Production: $1.2 million
2015 Production: $1 million
Fee business: 14%
Years in industry: 18
90. James Marquardt
Bank: Bremer Bank
TPM: Raymond James
Location: Rochester, Minnesota
2016 AUM: $102 million
2015 AUM: $93 million
2016 Production: $772,000
2015 Production: $470,000
Fee business: 49%
Years in industry: 28
TPM: Raymond James
Location: Rochester, Minnesota
2016 AUM: $102 million
2015 AUM: $93 million
2016 Production: $772,000
2015 Production: $470,000
Fee business: 49%
Years in industry: 28
89. Evan Mayer
Bank: Suntrust
TPM: n/a
Location: Boca Raton, Florida
2016 AUM: $87 million
2015 AUM: $60 million
2016 Production: $870,000
2015 Production: $1 million
Fee business: 76%
Years in industry: 13
TPM: n/a
Location: Boca Raton, Florida
2016 AUM: $87 million
2015 AUM: $60 million
2016 Production: $870,000
2015 Production: $1 million
Fee business: 76%
Years in industry: 13
88. Ryan Hale
Bank: Kennebunk Savings Bank
TPM: LPL Financial
Location: York, Maine
2016 AUM: $102 million
2015 AUM: $91 million
2016 Production: $834,000
2015 Production: $898,000
Fee business: 91%
Years in industry: 21
TPM: LPL Financial
Location: York, Maine
2016 AUM: $102 million
2015 AUM: $91 million
2016 Production: $834,000
2015 Production: $898,000
Fee business: 91%
Years in industry: 21
87. Laura Pedroncelli
Bank: Addison Avenue Investment Services (First Tech Federal Credit Union)
TPM: Raymond James
Location: Santa Rosa, California
2016 AUM: $190 million
2015 AUM: $209 million
2016 Production: $1.3 million
2015 Production: $1.3 million
Fee business: 72%
Years in industry: 19
TPM: Raymond James
Location: Santa Rosa, California
2016 AUM: $190 million
2015 AUM: $209 million
2016 Production: $1.3 million
2015 Production: $1.3 million
Fee business: 72%
Years in industry: 19
Photographer:Jon Q. Thompson
86. Joseph Llanas
Bank: City Bank
TPM: Raymond James
Location: Lubbock, Texas
2016 AUM: $99 million
2015 AUM: $69 million
2016 Production: $612,000
2015 Production: $481,000
Fee business: 28%
Years in industry: 7
TPM: Raymond James
Location: Lubbock, Texas
2016 AUM: $99 million
2015 AUM: $69 million
2016 Production: $612,000
2015 Production: $481,000
Fee business: 28%
Years in industry: 7
AMIT
85. Chris Zerbst
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Evanston, Illinois
2016 AUM: $176 million
2015 AUM: $189 million
2016 Production: $1.4 million
2015 Production: $1.3 million
Fee business: 61%
Years in industry: 22
TPM: n/a
Location: Evanston, Illinois
2016 AUM: $176 million
2015 AUM: $189 million
2016 Production: $1.4 million
2015 Production: $1.3 million
Fee business: 61%
Years in industry: 22
84. Annette Martin
Bank: Fulton Financial Advisors
TPM: Raymond James
Location: Lancaster, Pennsylvania
2016 AUM: $148 million
2015 AUM: $140 million
2016 Production: $1.3 million
2015 Production: $1.4 million
Fee business: 59%
Years in industry: 21
TPM: Raymond James
Location: Lancaster, Pennsylvania
2016 AUM: $148 million
2015 AUM: $140 million
2016 Production: $1.3 million
2015 Production: $1.4 million
Fee business: 59%
Years in industry: 21
83. Josh Haber
Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $445 million
2015 AUM: $411 million
2016 Production: $2.1 million
2015 Production: $3.3 million
Fee business: 59%
Years in industry: 17
TPM: n/a
Location: New York
2016 AUM: $445 million
2015 AUM: $411 million
2016 Production: $2.1 million
2015 Production: $3.3 million
Fee business: 59%
Years in industry: 17
82. John Evans
Bank: MidWestOne Bank
TPM: LPL Financial
Location: Iowa City, Iowa
2016 AUM: $118 million
2015 AUM: $107 million
2016 Production: $999,000
2015 Production: $1 million
Fee business: 44%
Years in industry: 11
TPM: LPL Financial
Location: Iowa City, Iowa
2016 AUM: $118 million
2015 AUM: $107 million
2016 Production: $999,000
2015 Production: $1 million
Fee business: 44%
Years in industry: 11
debora cartwright
81. Trevor Kenska
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Solana Beach, California
2016 AUM: $62 million
2015 AUM: $51 million
2016 Production: $669,000
2015 Production: $512,000
Fee business: 26%
Years in industry: 11
TPM: n/a
Location: Solana Beach, California
2016 AUM: $62 million
2015 AUM: $51 million
2016 Production: $669,000
2015 Production: $512,000
Fee business: 26%
Years in industry: 11
80. Sam Critz
Bank: Allegacy Federal Credit Union
TPM: CUSO Financial Services
Location: Clemmons, North Carolina
2016 AUM: $131 million
2015 AUM: $111 million
2016 Production: $827,000
2015 Production: $801,000
Fee business: 64%
Years in industry: 12
TPM: CUSO Financial Services
Location: Clemmons, North Carolina
2016 AUM: $131 million
2015 AUM: $111 million
2016 Production: $827,000
2015 Production: $801,000
Fee business: 64%
Years in industry: 12
Photographer:Jon Q. Thompson
79. Shawna Larson
Bank: City Bank
TPM: Raymond James
Location: Lubbock, Texas
2016 AUM: $114 million
2015 AUM: $82 million
2016 Production: $676,000
2015 Production: $549,000
Fee business: 26%
Years in industry: 18
TPM: Raymond James
Location: Lubbock, Texas
2016 AUM: $114 million
2015 AUM: $82 million
2016 Production: $676,000
2015 Production: $549,000
Fee business: 26%
Years in industry: 18
78. Natalie Estabrooks
Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, New York
2016 AUM: $71 million
2015 AUM: $56 million
2016 Production: $480,000
2015 Production: $361,000
Fee business: 37%
Years in industry: 9
TPM: LPL Financial
Location: Rochester, New York
2016 AUM: $71 million
2015 AUM: $56 million
2016 Production: $480,000
2015 Production: $361,000
Fee business: 37%
Years in industry: 9
77. James Watson
Bank: Bank of Texas
TPM: BOK Financial
Location: Dallas
2016 AUM: $97 million
2015 AUM: $62 million
2016 Production: $629,000
2015 Production: $507,000
Fee business: 35%
Years in industry: 7
TPM: BOK Financial
Location: Dallas
2016 AUM: $97 million
2015 AUM: $62 million
2016 Production: $629,000
2015 Production: $507,000
Fee business: 35%
Years in industry: 7
76. Kevin McDermott
Bank: Citadel Federal Credit Union
TPM: CUSO Financial
Location: West Chester, Pennsylvania
2016 AUM: $197 million
2015 AUM: $175 million
2016 Production: $1.3 million
2015 Production: $1.7 million
Fee business: 73%
Years in industry: 29
TPM: CUSO Financial
Location: West Chester, Pennsylvania
2016 AUM: $197 million
2015 AUM: $175 million
2016 Production: $1.3 million
2015 Production: $1.7 million
Fee business: 73%
Years in industry: 29
