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.
Dana Anspach
Sensible Money, LLC
Scottsdale, AZ
George Grombacher
Financial Consulting Professionals
Scottsdale, AZ
Jeffrey Miller
Incline Investment Advisors, LLP
Phoenix, AZ
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
Anna N'Jie-Konte
Dare to Dream Financial Planning
Washington DC, DC
Catherine Seeber
Lewes, DE
Cary Carbonaro
Goldman Sachs
Winter Garden, FL
Elaine King
Family and Money Matters
Miami, FL
Carolyn McClanahan
Life Planning Partners, Inc.
Jacksonville, FL
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
Dave Grant
Retirement Matters, LLC
Barrington, IL
Phil Huber
Savant Wealth Management
Lincolnshire, IL
Justin Castelli
RLS Wealth
Fishers, IN
Nate Geraci
The ETF Store, Inc.
Overland Park, KS
Peter Mallouk
Creative Planning, Inc.
Overland Park, KS
Jude Boudreaux
The Planning Center
New Orleans, LA
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
Kirk Chisholm
Innovative Advisory Group, LLC
Lexington, MA
Preston McSwain
Fiduciary Wealth Partners
Boston, MA
Eric Roberge
Beyond Your Hammock
Boston, MA
Melissa Joy
Pearl Planning
Dexter, MI
Andrew Musbach
MD Wealth Management, LLC
Chelsea, MI
George Papadopoulos
George Papadopoulos
Novi, MI
Kyle Moore
Quarry Hill Advisors
St. Paul, MN
Joe Pitzl
Pitzl Financial
Arden Hills, MN
Donovan Brooks
Storyline Financial Planning
St. Joseph, MO
Peter Lazaroff
Plancorp, LLC
Saint Louis, MO
Larry Swedroe
Buckingham Wealth Partners
Saint Louis, MO
Ron Carson
Carson Group
Omaha, NE
Paul West
Carson Wealth
Omaha, NE
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
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
Jessica Hinks
Hixon Zuercher Capital Management
Findlay, OH
Adam Zuercher
Hixon Zuercher Capital Management
Findlay, OH
Autumn K. Campbell
Facet Wealth
Tulsa, OK
Julia Carlson
LPL Financial
Newport, OR
Isaac Presley
Cordant Wealth Partners
Portland, OR
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
Justin Goodbread
Heritage Business Advisors, LLC
Knoxville, TN
Brian Preston
Abound Wealth Management
Franklin, TN
Sophia Bera
Gen Y Planning
Austin, TX
Katie Brewer
Your Richest Life
Dallas, TX
Patrick Brewer
SurePath Wealth Management
Austin, 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
Ric Edelman
Edelman Financial Engines, LLC
Fairfax, VA
Michael Kitces
Buckingham Wealth Partners
Reston, VA


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.