Most Profitable Bank Advisors

As part of our Top Bank Advisors ranking, we asked each nominee about their latest trailing-12 production as well as their assets under management. Then we calculated the ratio of the revenue they generate to the assets they have to work with. If they view their book of business as a company, this is their ROA. That ratio is used as just part of their overall ranking, but now we've re-ranked all our advisors on just this one metric. The numbers after their names indicate where they ranked in our original lists.

The average profitability was about 75 basis points, but these top 25 advisors start at 1%. Click through to see how high this ratio gets. Or see them in a slideshow.

Read More:
Top Bank Advisors (1-25)
Top Bank Advisors (26-50)
Top Bank Advisors (51-75)
Top Bank Advisors (76-100)

 

1. Greg Manning (8)

Bank: Citibank

Location: Stamford, Conn.

TPM: none

Profitability ratio: 2.49%

2015 AUM: $117.5 million

2015 production: $2.9 million

Fee business: 13%

Years in current position: 3

Total years as FA: 31

 

2. Colin Kelty (64)

Bank: MB Financial

Location:  River Forest, Ill.

TPM:  Cetera

Profitability ratio: 1.74%

2015 AUM: $49.1 million

2015 production:  $854,000

Fee business:  7%

Years in current position: 4

Total years as FA:  5

 

3. Evan Mayer (24)

Bank: Suntrust 

Location: Boca Raton, Fla.

TPM: none

Profitability ratio: 1.67%

2015 AUM: $60 million

2015 production:  $1 million

Fee business: 60%

Years in current position: 3

Total years as FA:  12

 

4. Clayton Bentzen (94)

Bank:  Central Bank

Location: Warrensburg, Mo.

TPM: Invest Financial 

Profitability ratio: 1.51%

2015 AUM:  $22.2 million

2015 production: $336,000

Fee business: 2%

Years in current position: 5 

Total years as FA:  6

 

5. Jay Burkett (89)

Bank: United Community Banks 

Location: Cleveland, Ga.

TPM:  Invest Financial

Profitability ratio: 1.43%

2015 AUM: $79.4 million

2015 production: $1.2 million

Fee business: 3%

Years in current position: 15 

Total years as FA:  18

 

6. Greg Silva (78)

Bank: Webster Bank

Location: Cranston, R.I.

TPM:  LPL

Profitability ratio: 1.40%

2015 AUM: $34 million

2015 production: $475,000

Fee business: 25%

Years in current position: 4 

Total years as FA: 10

 

7. Noemi Salas (65)

Bank:  IBC Bank

Location:  Brownsville, Texas

TPM: LPL

Profitability ratio: 1.39%

2015 AUM: $56.1 million

2015 production:  $789,000

Fee business:  11%

Years in current position: 11

Total years as FA:  16

 

8. Paul Mancuso Jr. (18)

Bank: Community Bank of Parkersburg 

Location: Parkersburg, W.V.

TPM: Cetera

Profitability ratio:  1.28%

2015 AUM: $95.2 million

2015 production: $1.2 million

Fee business: 11%

Years in current position: 16

Total years as FA: 18

 

9. Kristopher Samiec (16)

Bank: PNC Bank 

Location: Chicago

TPM: none

Profitability ratio:  1.19%

2015 AUM: $54.8 million

2015 production:  $653,000

Fee business: 70%

Years in current position: 4

Total years as FA: 18

 

10. Michael Harrington (74)

Bank:  United Community Bank

Location: Dawsonville, Ga.

TPM:  Invest Financial

Profitability ratio: 1.16%

2015 AUM: $57.9 million

2015 production: $669,000

Fee business: 2%

Years in current position: 14 

Total years as FA: 19

 

11. Adam Nieto (17)

Bank: Fremont Bank 

Location: Fremont, Calif.

TPM: Sorrento Pacific

Profitability ratio:  1.14% 

2015 AUM: $284.7 million

2015 production: $3.2 million

Fee business:  1%

Years in current position: 13

Total years as FA: 26

 

12. Harold Harris (86)

Bank:  Trustmark National Bank

Location: Meridian, Miss

TPM:  LPL

Profitability ratio:  1.14%

2015 AUM: $130.7 million

2015 production:  $1.5 million

Fee business: 0%

Years in current position: 9% 

Total years as FA:  28%

 

13. Tom Moran (59)

Bank: Webster Bank

Location:  Waterbury, Conn.

TPM: LPL

Profitability ratio:  1.13%

2015 AUM: $150 million

2015 production:  $1.7 million

Fee business: 12%

Years in current position: 20

Total years as FA:  24

14.  Zachary Archer (97)

Bank: Bank of Oklahoma 

Location: Edmond, Okla.

TPM:  BOSC

Profitability ratio: 1.13%

2015 AUM: $82 million

2015 production: $927,000

Fee business: 10%

Years in current position:  5

Total years as FA: 14

15. Stephen Drizos (69)

Bank: PNC Bank

Location:  Pittsburgh, Pa.

TPM:  none

Profitability ratio: 1.12%

2015 AUM: $57.4 million

2015 production: $642,000

Fee business: 52%

Years in current position: 2

Total years as FA: 2

 

16. Joel Worsfold  (66)

Bank: Wells Fargo

Location: Des Moines, Iowa

TPM: none

Profitability ratio: 1.10%

2015 AUM: $305.8 million

2015 production:  $3.4 million

Fee business:  83%

Years in current position: 21

Total years as FA:  27

17. Daniel Paley (32)

Bank: PNC Bank  

Location: Dunwoody, Ga.

TPM:  none

Profitability ratio:  1.08%

2015 AUM: $59.1 million

2015 production: $639,000

Fee business: 57%

Years in current position: 2  

Total years as FA:   13

 

18. Gregory Malin (33)

Bank: Fulton Bank  

Location: Camp Hill, Pa.

TPM:  Raymond James

Profitability ratio:  1.08%

2015 AUM:  $141.5 million

2015 production: $1.5 million

Fee business: 74%

Years in current position: 7 

Total years as FA:   16

 

19. Ryan Hale (36)

Bank: Kennebunk Savings  

Location: Kennebunk, Maine

TPM:  LPL

Profitability ratio:  1.08%

2015 AUM:  $78 million 

2015 production:  $849,000

Fee business:  89%

Years in current position:  9 

Total years as FA:  15

 

20. Emile Abinader (4)

Bank: Citibank

Location: Granada Hills, Calif.

TPM: none

Profitability ratio:  1.07%

2015 AUM: $369.3 million

2015 production: $4 million

Fee business: 79%

Years in current position: 13

Total years as FA: 15

21. Robert Wilson (50)

Bank: Wells Fargo

Location: Portland, Ore.

TPM: none

Profitability ratio:  1.06%

2015 AUM: $145.2 million

2015 production: $1.5 million

Fee business: 80%

Years in current position: 13

Total years as FA: 13

 

22. John Gurski (75)

Bank: Kennebunk Savings 

Location: Kennebunk, Maine

TPM: LPL

Profitability ratio:  1.04%

2015 AUM: $62.3 million

2015 production: $649,000

Fee business: 86%

Years in current position: 11 

Total years as FA: 20

 

23. Jason Holland (3)

Bank: Wells Fargo

Location: Dallas, Texas

TPM: none

Profitability ratio:  1.01%

2015 AUM: $221.2 million

2015 production:  $2.2 million

Fee business: 80%

Years in current position: 10

Total years as FA: 16

24 Matthew Griffin (68)

Family Trust Federal Credit Union

Location: Rock Hill, S.C.

TPM: LPL

Profitability ratio:  1.01%

2015 AUM: $65.3 million

2015 production:  $657,000

Fee business: 92%

Years in current position: 6

Total years as FA: 15

 

25. Eric Warren (49)

Bank:  Fifth-Third Bank

Location: Paris, Ky.

Profitability ratio:  1%

TPM:  none

2015 AUM: $85 million

2015 production: $850,000

Fee business: 30%

Years in current position: 4 

Total years as FA:   4

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