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The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
TOP 10 ADVISORS
THE INVESTOPEDIA 100
Arizona
George Grombacher
Financial Consulting Professionals
Scottsdale, AZ
Thanasi Panagiotakopoulos
LifeManaged
Phoenix, AZ
California
Brittney Castro
Financially Wise, Inc.
Los Angeles, CA
Cathy Curtis
Curtis Financial Planning, LLC
Oakland, CA
Alex Chalekian
Lake Avenue Financial
Pasadena, CA
Ben Dunbar
Gerber Kawasaki
Santa Monica, CA
Kimberly Foss
Empyrion Wealth Management
Roseville, CA
Megan Gorman
Chequers Financial Management
San Francisco, CA
Hilary Hendershott
Hendershott Wealth Management, LLC
San Jose, CA
William Huston
Bay Street Capital Holdings
Palo Alto, CA
Ryan Inman
Physician Wealth Services
San Diego, CA
Anjali Jariwala
Fit Advisors
Redondo Beach, CA
Sarah Lewis
Miracle Mile Advisors
Los Angeles, CA
Joe McLean
Intersect Capital
San Ramon, CA
Emlen Miles-Mattingly
Gen Next Wealth
Madera, CA
Colin Overweg
Advize Wealth Management
Los Angeles, CA
David Rae
DRM Wealth Managment
Los Angeles, CA
Sara Rajo-Miller
Miracle Mile Advisors
Los Angeles, CA
Luis Rosa
Build a Better Financial Future LLC
Pasadena, CA
Taylor Schulte
Define Financial
San Diego, CA
Mary Beth Storjohann
Abacus Wealth Partners
San Diego, CA
Winnie Sun
Sun Group Wealth Partners
Los Angeles, CA
David Waldrop
Bridgeview Capital Advisors, Inc.
El Dorado Hills, CA
Colorado
Daniel Yerger
MY Wealth Planners
Longmont, CO
Connecticut
Kayse Kress
Kayse Kress
Hartford, CT
District of Columbia
Anna N'Jie-Konte
Dare to Dream Financial Planning
Washington DC, DC
Florida
Carolyn McClanahan
Life Planning Partners, Inc.
Jacksonville, FL
Georgia
Lee Baker
Apex Financial Services, Inc.
Atlanta, GA
Andrew Hall
Narwhal Capital Management
Marietta, GA
Chloe Moore
Financial Staples
Atlanta, GA
Wes Moss
Capital Investment Advisors
Atlanta, GA
Matt Reiner
Capital Investment Advisors
Atlanta, GA
Russ Thornton
Wealthcare Capital Management
Atlanta, GA
Illinois
Eric Billimoria
WealthCare Advisors, LLC
Chicago, IL
Indiana
Sarah Boston
Bookends Financial Planning
Indianapolis, IN
Justin Castelli
RLS Wealth
Fishers, IN
Kansas
Peter Mallouk
Creative Planning
Overland Park, KS
Louisiana
Jude Boudreaux
The Planning Center
New Orleans, LA
Blair duQuesnay
Ritholtz Wealth Management
New Orleans, LA
Maryland
Marguerita Cheng
Blue Ocean Global Wealth
Gaithersburg, MD
Karen Coyne
Clarity Planning (Raymond James)
Hagerstown, MD
Rianka Dorsainvil
2050 Wealth Partners
Lanham, MD
Brad Sherman
Sherman Wealth Management
Rockville, MD
Massachusetts
Kirk Chisholm
Innovative Advisory Group
Lexington, MA
Abbey Henderson
Abaris Financial Group
Concord, MA
Misty Lynch
Beck Bode
Boston, MA
Preston McSwain
Fiduciary Wealth Partners
Boston, MA
Eric Roberge
Beyond Your Hammock
Boston, MA
Michigan
Richard Feight
IAM Financial, LLC
East Lansing, MI
Melissa Joy
Pearl Planning
Dexter, MI
George Papadopoulos
George Papadopoulos CPA/PFS CFP
Novi, MI
Minnesota
Kathy Longo
Flourish Wealth Management
Minneapolis, MN
Kyle Moore
Quarry Hill Advisors
St. Paul, MN
Tanya Nichols
Align Financial
Duluth, MN
Joe Pitzl
Pitzl Financial
Arden Hills, MN
Missouri
Nicholas Gertsema
Gertsema Wealth Advisors
St. Joseph, MO
Peter Lazaroff
Plancorp
Saint Louis, MO
Larry Swedroe
Buckingham Wealth Partners
Saint Louis, MO
Montana
Alan Moore
XY Planning Network
Bozeman, MT
Nebraska
Ron Carson
Carson Group
Omaha, NE
Paul West
Carson Wealth
Omaha, NE
New Jersey
Brendan Mullooly
Mullooly Asset Management, Inc.
Wall, NJ
Dasarte Yarnway
Berknell Financial Group
Princeton , NJ
New York
Douglas Boneparth
Bone Fide Wealth, LLC
New York, NY
Lazetta Braxton
2050 Wealth Partners
New York, NY
Samuel Deane
Deane Wealth Management
New York, NY
Stacy Francis
Francis Financial, Inc.
New York, NY
Tony Isola
Ritholtz Wealth Management
Stony Brook, NY
Brett Koeppel
Eudaimonia Wealth
Buffalo, NY
Jeffrey Levine
Buckingham Wealth Partners
Garden City, NY
Dann Ryan
Sincerus Advisory
New York, NY
Lawrence Sprung
Mitlin Financial Inc
Hauppauge, NY
North Carolina
Nina O'Neal
Archer Investment Management
Raleigh, NC
Chad Smith
Financial Symmetry
Raleigh, NC
North Dakota
Benjamin Brandt
Capital City Wealth Management
Bismarck, ND
Ohio
Jessica Hinks
Hixon Zuercher Capital Management
Findlay, OH
Oklahoma
Autumn K. Campbell
Facet Wealth
Tulsa, OK
Oregon
Julia Carlson
Financial Freedom Wealth Management Group, LLC
Newport, OR
Pennsylvania
Chad Chubb
WealthKeel LLC
Philadelphia, PA
Ashby Daniels
Shorebridge Wealth Management
Pittsburgh, PA
Michael Diaz
PeterAlexander
Conshohocken, PA
Wes Gray
Alpha Architect
Philadelphia, PA
Stephanie McCullough
Sofia Financial
Berwyn, PA
Lou Stanasolovich
Legend Financial Advisors, Inc.
Pittsburgh, PA
Daniel Zajac
Zajac Group
Exton, PA
South Carolina
Pam Horack
Pathfinder Planning LLC
Clover, SC
Tennessee
Jonathan Bednar
HParadigm Wealth Partners
Knoxville, TN
Brendan Frazier
Wired Planning
Nashville, TN
Justin Goodbread
Heritage Investors, LLC
Knoxville, TN
Brian Preston
Abound Wealth Management
Franklin, TN
Texas
Josh Bannerman
Bannerman Wealth
Dallas, TX
Katie Brewer
Your Richest Life
Dallas, TX
Patrick Brewer
WealthSource
Austin, TX
Dominique Henderson
DJH Capital Management
Dallas, TX
Daphne Jordan
Pioneer Wealth Management Group
Austin, TX
Hannah Moore
Guiding Wealth
Dallas, TX
Stephanie Sammons
Sammons Wealth Management
Dallas, TX
Roger Whitney
Agile Retirement Management
Fort Worth, TX
Virginia
Michael Kitces
Buckingham Wealth Partners
Reston, VA
Wisconsin
Preston Cherry
Concurrent Financial Planning
Green Bay, WI