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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
    Dana Anspach
    Sensible Money, LLC
    Scottsdale, AZ
    George Grombacher
    Financial Consulting Professionals
    Scottsdale, AZ
    Jeffrey Miller
    Incline Investment Advisors, LLP
    Phoenix, AZ
    California
    Kevin Barlow
    Miracle Mile Advisors LLC
    Newport Beach, CA
    Brittney Castro
    Financially Wise, Inc.
    Los Angeles, CA
    Alex Chalekian
    Lake Avenue Financial
    Pasadena, CA
    Cathy Curtis
    Curtis Financial Planning, LLC
    Oakland, CA
    Mark Hebner
    Index Fund Advisors
    Irvine, CA
    Hilary Hendershott
    Hendershott Wealth Management, LLC
    San Jose, CA
    Ryan Inman
    Physician Wealth Services
    San Diego, CA
    Anjali Jariwala
    Fit Advisors
    Redondo Beach, CA
    Emlen Miles-Mattingly
    Gen Next Wealth
    Madera, CA
    David Rae
    Financial Planner LA
    Los Angeles, CA
    Sara Rajo-Miller
    Miracle Mile Advisors
    Los Angeles, CA
    Duncan Rolph
    Miracle Mile Advisors LLC
    Los Angeles, CA
    Taylor Schulte
    Define Financial
    San Diego, CA
    Mary Beth Storjohann
    Abacus Wealth Partners
    San Diego, CA
    Dasarte Yarnway
    Berknell Financial Group
    San Francisco, CA
    David Waldrop
    Bridgeview Capital Advisors, Inc.
    El Dorado Hills, CA
    Nella Webster-O’Grady
    Miracle Mile Advisors LLC
    Newport Beach, CA
    DC
    Anna N'Jie-Konte
    Dare to Dream Financial Planning
    Washington DC, DC
    Delaware
    Catherine Seeber
    CAPTRUST
    Lewes, DE
    Florida
    Cary Carbonaro
    Goldman Sachs
    Winter Garden, FL
    Elaine King
    Family and Money Matters
    Miami, FL
    Carolyn McClanahan
    Life Planning Partners, Inc.
    Jacksonville, FL
    Georgia
    Lee Baker
    Apex Financial Services, Inc.
    Atlanta, GA
    Sidney Divine
    Divine Wealth Strategies
    Atlanta, GA
    Charlotte Geletka
    Silver Penny Financial Planning
    Atlanta, GA
    Ted Jenkin
    oXYGen Financial Inc.
    Atlanta, GA
    Chloe Moore
    Financial Staples, LLC
    Atlanta, GA
    Russ Thornton
    Wealthcare for Women
    Atlanta, GA
    James Watkins
    InvestSense, LLC
    Atlanta, GA
    Illinois
    Dave Grant
    Retirement Matters, LLC
    Barrington, IL
    Phil Huber
    Savant Wealth Management
    Lincolnshire, IL
    Indiana
    Justin Castelli
    RLS Wealth
    Fishers, IN
    Kansas
    Nate Geraci
    The ETF Store, Inc.
    Overland Park, KS
    Peter Mallouk
    Creative Planning, Inc.
    Overland Park, KS
    Louisiana
    Jude Boudreaux
    The Planning Center
    New Orleans, LA
    Maryland
    Marguerita Cheng
    Blue Ocean Global Wealth
    Gaithersburg, MD
    Rianka Dorsainvil
    2050 Wealth Partners
    Lanham, MD
    Zaneilia Harris
    Harris & Harris Wealth Management Group, LLC
    Upper Marlboro, MD
    Brad Sherman
    Sherman Wealth Management
    Rockville, MD
    Massachusetts
    Kirk Chisholm
    Innovative Advisory Group, LLC
    Lexington, MA
    Preston McSwain
    Fiduciary Wealth Partners
    Boston, MA
    Eric Roberge
    Beyond Your Hammock
    Boston, MA
    Michigan
    Melissa Joy
    Pearl Planning
    Dexter, MI
    Andrew Musbach
    MD Wealth Management, LLC
    Chelsea, MI
    George Papadopoulos
    George Papadopoulos
    Novi, MI
    Minnesota
    Kyle Moore
    Quarry Hill Advisors
    St. Paul, MN
    Joe Pitzl
    Pitzl Financial
    Arden Hills, MN
    Missouri
    Donovan Brooks
    Storyline Financial Planning
    St. Joseph, MO
    Peter Lazaroff
    Plancorp, LLC
    Saint Louis, MO
    Larry Swedroe
    Buckingham Wealth Partners
    Saint Louis, MO
    Nebraska
    Ron Carson
    Carson Group
    Omaha, NE
    Paul West
    Carson Wealth
    Omaha, NE
    Nevada
    Luis Rosa
    Build a Better Financial Future LLC
    Las Vegas, NV
    New Jersey
    Tyrone Ross
    Onramp Invest
    Princeton, NJ
    Andrew Wang
    Runnymede Capital Management, Inc.
    Mendham, NJ
    Chris Wang
    Runnymede Capital Management, Inc.
    Mendham, NJ
    New York
    Douglas Boneparth
    Bone Fide Wealth, LLC
    New York, NY
    Lazetta Braxton
    2050 Wealth Partners
    New York, NY
    Joshua Brown
    Ritholtz Wealth Management LLC
    New York, NY
    Pamela Capalad
    Brunch & Budget
    Brooklyn, NY
    Samuel Deane
    Deane Financial Partners
    New York, NY
    Stacy Francis
    Francis Financial
    New York, NY
    Anthony Isola
    Ritholtz Wealth Management LLC
    Stony Brook, NY
    Kaya Ladejobi
    Earn Into Wealth
    New York, NY
    Roger Ma
    Lifelaidout
    New York, NY
    David Flores Wilson
    Sincerus Advisory, LLC
    New York, NY
    North Carolina
    Peter Huminski
    Thorium Wealth Management, LLC
    Kernersville, NC
    Nina O'Neal
    Archer Investment Management
    Raleigh, NC
    Chad Smith
    Financial Symmetry, Inc.
    Raleigh, NC
    North Dakota
    Benjamin Brandt
    Capital City Wealth Management
    Bismarck, ND
    Ohio
    Jessica Hinks
    Hixon Zuercher Capital Management
    Findlay, OH
    Adam Zuercher
    Hixon Zuercher Capital Management
    Findlay, OH
    Oklahoma
    Autumn K. Campbell
    Facet Wealth
    Tulsa, OK
    Oregon
    Julia Carlson
    LPL Financial
    Newport, OR
    Isaac Presley
    Cordant Wealth Partners
    Portland, OR
    Pennsylvania
    Ashby Daniels
    Shorebridge Wealth Management
    Pittsburgh, PA
    Wesley Gray
    Alpha Architect
    Philadelphia, PA
    Jim Holtzman
    Legend Financial Advisors, Inc.?
    Pittsburgh, PA
    Louis Stanasolovich
    Legend Financial Advisors, Inc.?
    Pittsburgh, PA
    Tennessee
    Justin Goodbread
    Heritage Business Advisors, LLC
    Knoxville, TN
    Brian Preston
    Abound Wealth Management
    Franklin, TN
    Texas
    Sophia Bera
    Gen Y Planning
    Austin, TX
    Katie Brewer
    Your Richest Life
    Dallas, TX
    Patrick Brewer
    SurePath Wealth Management
    Austin, TX
    Kim Butler
    Partners for Prosperity, LLC
    Mount Enterprise, TX
    Devin Carroll
    Carroll Investment Management, LLC
    Texarkana, TX
    Rick Ferri
    Ferri Investment Solutions
    Georgetown, TX
    Matt Fizell
    Guiding Wealth
    Richardson, TX
    Hannah Moore
    Guiding Wealth
    Dallas, TX
    Morgen Rochard
    Origin Wealth Advisers LLC
    Austin, TX
    Stephanie Sammons
    Sammons Wealth Management
    Dallas, TX
    Roger Whitney
    Agile Retirement Management
    Fort Worth, TX
    Lauryn Williams
    Worth Winning, LLC
    Dallas, TX
    Shehara Wooten
    Your Story Financial, LLC
    Dallas, TX
    Bryan Zschiesche
    Financial Synergies Wealth Advisors, Inc.
    Houston, TX
    Virginia
    Ric Edelman
    Edelman Financial Engines, LLC
    Fairfax, VA
    Michael Kitces
    Buckingham Wealth Partners
    Reston, VA

    Methodology

    Investopedia's proprietary methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most diverse financial and investing audience. That reach is measured by the impact and quality of the advisor's published work, public appearances, online following, and commitment to financial literacy across diverse communities. The 2020 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers. We receive no compensation from placing advisors on our list, nor does an advisor's appearance on our list constitute an individual endorsement by Investopedia of such advisor.
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