The annual Investopedia 100 list honors financial advisors who have demonstrated top-of-the-industry skills in the following critical areas.
- Reach: defined as digital presence across their own websites, social media, and other media platforms such as video and podcasts.
- Community support: measured through peer nominations by industry professionals outside of their own firms.
- Commitment to financial literacy: measured by the advisor’s participation in workshops, programs, nonprofits or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.
All three factors weighed heavily in the 2022 Investopedia 100 methodology. Applications were checked for accuracy and quality, and final scores were tabulated according to weights designated for each of the criteria above. Investopedia receives 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.