Top 100 bank advisors (76 – 100)
To compile our annual list, we combine multiple variables into one composite score. We look at metrics including assets under management, production, growth and fee business to determine advisors' scores.
Full Top 100 coverage:
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100. Stephen Kearney
TPM: LPL Financial
Location: Rockland, Massachusetts
2017 AUM: $140.1 million
2016 AUM: $135 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 24
99. Mike Modi
TPM: N/A
Location: Dover, Delaware
2017 AUM: $136 million
2016 AUM: $125.6 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 18
98. Steve Germany
TPM: BOK Financial
Location: Grapevine, Texas
2017 AUM: $168 million
2016 AUM: $156 million
2017 Production: $1.4 million
2016 Production: $1.5 million
Years in industry: 20
97. Kathleen Hanson
TPM: LPL Financial
Location: Middlebury, Connecticut
2017 AUM: $142 million
2016 AUM: $120.4 million
2017 Production: $625,000
2016 Production: $565,000
Years in industry: 34
96. Mike Genduso
TPM: N/A
Location: Astoria, New York
2017 AUM: $138 million
2016 AUM: $113 million
2017 Production: $728,000
2016 Production: $703,000
Years in industry: 24
95. Mike Blackham
TPM: LPL Financial
Location: West Jordan, Utah
2017 AUM: $125.4 million
2016 AUM: $114 million
2017 Production: $1.1 million
2016 Production: $1.2 million
Years in industry: 12
94. Sean Grattan
TPM: LPL Financial
Location: Burlington, Vermont
2017 AUM: $85.1 million
2016 AUM: $69.1 million
2017 Production: $540,000
2016 Production: $399,000
Years in industry: 14
93. Bill Kemper
TPM: N/A
Location: La Grange, Kentucky
2017 AUM: $99.2 million
2016 AUM: $90.3 million
2017 Production: $843,000
2016 Production: $753,000
Years in industry: 18
92. Anthony Grier
TPM: N/A
Location: Armonk, New York
2017 AUM: $181 million
2016 AUM: $164 million
2017 Production: $1.1 million
2016 Production: $1.1 million
Years in industry: 14
91. Don Lutz
TPM: CUNA Brokerage
Location: Albuquerque, New Mexico
2017 AUM: $151.8 million
2016 AUM: $154.8 million
2017 Production: $1.1 million
2016 Production: $1 million
Years in industry: 22
90. Mark Fantasia
TPM: CUSO Financial
Location: Fitchburg, Massachusetts
2017 AUM: $96.9 million
2016 AUM: $84 million
2017 Production: $761,000
2016 Production: $662,000
Years in industry: 19
89. Josh Giuliano
TPM: N/A
Location: Cranston, Rhode Island
2017 AUM: $176 million
2016 AUM: $148 million
2017 Production: $1.2 million
2016 Production: $1.3 million
Years in industry: 12
88. Mary McDonald
TPM: LPL Financial
Location: Hudson, Massachusetts
2017 AUM: $77.4 million
2016 AUM: $61.2 million
2017 Production: $445,000
2016 Production: $349,000
Years in industry: 22
87. Peter Shieh
TPM: N/A
Location: Rowland Heights, California
2017 AUM: $346.5 million
2016 AUM: $333.1 million
2017 Production: $2 million
2016 Production: $2 million
Years in industry: 19
86. Christopher Barber
TPM: N/A
Location: Prospect, Kentucky
2017 AUM: $126.8 million
2016 AUM: $115 million
2017 Production: $1 million
2016 Production: $1 million
Years in industry: 16
85. Paul Atala
TPM: N/A
Location: New York
2017 AUM: $126.1 million
2016 AUM: $110 million
2017 Production: $966,000
2016 Production: $891,000
Years in industry: 9
84. William Chan
TPM: N/A
Location: Monterey Park, California
2017 AUM: $147.2 million
2016 AUM: $106.7 million
2017 Production: $638,565
2016 Production: $522,243
Years in industry: 16
83. Kevin Vieira
TPM: LPL Financial
Location: Somerset, Massachusetts
2017 AUM: $97.5 million
2016 AUM: $80.2 million
2017 Production: $671,238
2016 Production: $569,961
Years in industry: 13
82. Allen Cantoni
TPM: LPL Financial
Location: Rochester, New York
2017 AUM: $48.1 million
2016 AUM: $39.6 million
2017 Production: $431,514
2016 Production: $349,713
Years in industry: 12
81. Zachary Archer
TPM: BOK Financial
Location: Edmond, Oklahoma
2017 AUM: $109.5 million
2016 AUM: $94 million
2017 Production: $1.2 million
2016 Production: $1.1 million
Years in industry: 16
80. Edward Gibson
TPM: N/A
Location: Scarsdale, New York
2017 AUM: $264.9 million
2016 AUM: $258.1 million
2017 Production: $1.9 million
2016 Production: $1.9 million
Years in industry: 27
79. John Nicolaus
TPM: CUSO Financial Services
Location: North Bend, Oregon
2017 AUM: $183 million
2016 AUM: $168 million
2017 Production: $1 million
2016 Production: $876,000
Years in industry: 25
78. Christopher Cralle
TPM: N/A
Location: Oakbrook, Illinois
2017 AUM: $337.4 million
2016 AUM: $311.9 million
2017 Production: $2 million
2016 Production: $2 million
Years in industry: 23
77. Raymond Beloin
TPM: LPL Financial
Location: West Hartford, Connecticut
2017 AUM: $168.6 million
2016 AUM: $181.6 million
2017 Production: $1.6 million
2016 Production: $1.5 million
Years in industry: 22
76. Brian Mell
TPM: CUSO Financial
Location: Dearborn, Michigan
2017 AUM: $142 million
2016 AUM: $125 million
2017 Production: $921,000
2016 Production: $789,000
Years in industry: 18