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. They influence the practice of financial advice, and help educate millions of investors.
TOP 10 ADVISORS
THE INVESTOPEDIA 100
Arizona
Dana Anspach
Sensible Money, LLC
Scottsdale, AZ
George Grombacher
George Grombacher
Phoenix, AZ
California
Louis Barajas
Wealth Management LAB
Irvine, CA
Brittney Castro
Financially Wise, Inc.
Los Angeles, CA
Alex Chalekian
Lake Avenue Financial
Pasadena, CA
Cathy Curtis
Curtis Financial Planning, LLC
Oakland, CA
Jonathan DeYoe
DeYoe Wealth Management
Berkeley, CA
Windus Fernandez Brinkkord
Trilogy Financial Services, Inc.
San Diego, CA
Hilary Hendershott
Hendershott Wealth Management, LLC
San Jose, CA
Corey Hoffstein
Newfound Research
Venice, CA
Ryan Inman
Physician Wealth Services
San Diego, CA
Anjali Jariwala
Fit Advisors
Redondo Beach, CA
Tom Lydon
Global Trends Investments
Orange County, CA
Brock Moseley
Miracle Mile Advisors
Bell Canyon, CA
Ara Oghoorian
ACap Asset Management
Encino, CA
Robert Pagliarini
Pacifica Wealth
Mission Viejo, CA
David Rae
Financial Planner LA
Los Angeles, CA
Sara Rajo-Miller
Miracle Mile Advisors
Los Angeles, CA
Breanna Reish
Wealth of Confidence
Riverside, CA
Taylor Schulte
Define Financial
San Diego, CA
Winnie Sun
Sun Group Wealth Partners
Irvine, CA
David Waldrop
Bridgeview Capital Advisors, Inc.
El Dorado Hills, CA
Nella Webster
Miracle Mile Advisors
Newport Coast, CA
Jason Wenk
FormulaFolios
Los Angeles, CA
Florida
James Baskey
Sickle Hunter Financial Advisors
Tampa, FL
Barry Flagg
Veralytic
Tampa, FL
Carolyn McClanahan
Life Planning Partners, Inc.
Jacksonville, FL
Travis Sickle
Sickle Hunter Financial Advisors
Tampa, FL
Rebecca Walser
Walser Wealth Management
Tampa, FL
Georgia
Jeff Bernier
TandemGrowth Financial Advisors, LLC
Johns Creek, GA
Ted Jenkin
oXYGen Financial Inc.
Atlanta, GA
Russ Thornton
Wealthcare for Women
Atlanta, GA
James Watkins
The Watkins Firm
Atlanta, GA
Illinois
Eric Billimoria
WealthCare Advisors, LLC
Schaumburg, IL
Dave Grant
Retirement Matters, Inc.
Barrington, IL
Phil Huber
Huber Financial Advisors, LLC
Chicago, IL
Heather Locus
Balasa Dinverno Foltz LLC
Itasca, IL
Indiana
Justin Castelli
RLS Wealth Management
Fishers, IN
Joe Clark
Financial Enhancement Group, LLC
Anderson, IN
Adam Cmejla
Integrated Planning & Wealth Management, LLC
Carmel, IN
Kansas
Peter Mallouk
Creative Planning, Inc.
Overland Park, KS
Massachusetts
Chris Chen
Insight Financial Strategists, LLC
Waltham, MA
Kirk Chisholm
Innovative Advisory Group, LLC
Lexington, MA
Jamie Ebersole
Ebersole Financial LLC
Wellesley Hills, MA
Preston McSwain
Fiduciary Wealth Partners
Boston, MA
Eric Roberge
Beyond Your Hammock
Boston, MA
Jeffrey Tomaneng
Jeffrey N. Tomaneng, CFP®
Waltham, MA
Maryland
Lazetta Braxton
Financial Fountains
Baltimore, MD
Marguerita Cheng
Blue Ocean Global Wealth
Gaithersburg, MD
Rianka Dorsainvil
Your Greatest Contribution
Lanham, MD
Zaneilia Harris
Harris & Harris Wealth Management Group
Upper Marlboro, MD
Michael Kitces
Pinnacle Advisory Group, Inc.
Columbia, MD
Brad Sherman
Sherman Wealth Management
Rockville, MD
Michigan
Ben Carlson
Ritholtz Wealth Management LLC
Grand Rapids, MI
George Papadopoulos
George Papadopoulos
Novi, MI
Minnesota
Kathy Longo
Flourish Wealth Management
Minneapolis, MN
Kyle Moore
Quarry Hill Advisors
St. Paul, MN
Joe Pitzl
Pitzl Financial
Arden Hills, MN
Missouri
Peter Lazaroff
Plancorp, LLC
Saint Louis, MO
North Carolina
Peter Huminski
Thorium Wealth Management, LLC
Kernersville, NC
Nina O'Neal
Archer Investment Management
Raleigh, NC
North Dakota
Benjamin Brandt
Capital City Wealth Management
Bismarck, ND
Nebraska
Ron Carson
Carson Wealth
Omaha, NE
Paul West
Carson Wealth
Omaha, NE
New Jersey
David Dietze
Point View Wealth Management, Inc.
Summit, NJ
Michael Kay
Financial Life Focus, LLC
Livingston, NJ
Brendan Mullooly
Mullooly Asset Management, Inc.
Wall Township, NJ
Andrew Wang
Runnymede Capital Management, Inc.
Morristown, NJ
New York
Douglas Boneparth
Bone Fide Wealth, LLC
New York City, NY
Joshua Brown
Ritholtz Wealth Management LLC
New York City, NY
Cary Carbonaro
United Capital
Huntington, NY
Stacy Francis
Francis Financial
New York City, NY
Anthony Isola
Ritholtz Wealth Management LLC
Stony Brook, NY
Jeffrey Levine
Blueprint Wealth Alliance
Garden City, NY
Maurice Lyle
Lee, Nolan & Koroghlian, LLC
New York City, NY
Roger Ma
Lifelaidout
New York City, NY
Ronald Rogé
R.W. Rogé & Company
Long Island, NY
Julian Schubach
ODI Financial, Inc.
New York City, NY
Ed Slott
Ed Slott and Company, LLC
Rockville Centre, NY
David Flores Wilson
Watts Capital
New York City, NY
Oklahoma
Autumn K. Campbell
The Planning Center
Tulsa, OK
Oregon
Isaac Presley
Cordant Wealth Partners
Portland, OR
Pennsylvania
Wesley Gray
Alpha Architect
Philadelphia, PA
South Dakota
Rick Kahler
Kahler Financial Group, Inc.
Rapid City, SD
Tennessee
Justin Goodbread
Heritage Investors
Knoxville, TN
Jeff Rose
Good Financial Cents
Nashville, TN
Texas
Sophia Bera
Gen Y Planning
Austin, TX
Scott Bishop
STA Wealth Management
Houston, TX
Kim Butler
Partners for Prosperity, LLC
Mount Enterprise, TX
Rick Ferri
Ferri Investment Solutions
Georgetown, TX
Hannah Moore
Guiding Wealth Management
Dallas, TX
Stephanie Sammons
Sammons Wealth Management
Dallas, TX
Rob Schulz
Schulz Wealth
Mansfield, TX
Roger Whitney
The Retirement Answer Man
Fort Worth, TX
Utah
Patrick Donohoe
Paradigm Life
Salt Lake City, UT
Virginia
Ric Edelman
Edelman Financial Engines, LLC
Fairfax, VA
Sterling Neblett
Centurion Wealth Management
McLean, VA
Washington
Margaret 'Meg' Bartelt
FLOW Financial Planning
Bellingham, WA
Wisconsin
Tony Liddle
Prosper Wealth Management
Wausau, WI
Robert Riedl
Endowment Wealth Management, Inc.
Appleton, WI

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 relevant financial and investing audience, as measured by the impact and quality of their published work, public appearances, and online following. The 2019 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.