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
California
David L. Bahnsen
The Bahnsen Group
Newport Beach, CA
Brittney Castro
Financially Wise, Inc.
Los Angeles, CA
Alex Chalekian
Lake Avenue Financial
Pasadena, CA
Kenneth Chavis IV
LourdMurray
Los Angeles, CA
Cathy Curtis
Curtis Financial Planning, LLC
Oakland, 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
Michelle Perry Higgins
California Financial Advisors
San Ramon, CA
William Huston
Bay Street Capital Holdings
Palo Alto, CA
Anjali Jariwala
Fit Advisors
Redondo Beach, CA
Joe McLean
Intersect Capital
San Ramon, CA
Colin Overweg
Advize Wealth Management
Los Angeles, CA
David Rae
DRM Wealth Managment
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
Santa Monica, CA
Winnie Sun
Sun Group Wealth Partners
Irvine, CA
Michael Troxell
Modern Financial Planning
Oakland, CA
David Waldrop
Bridgeview Capital Advisors, Inc.
El Dorado Hills, CA
Connecticut
Magdalena Johndrow
Johndrow Wealth Management, LLC
Farmington, CT
District of Columbia
Kevin Mahoney
Illumint
Washington, D.C
Anna N'Jie-Konte
Dare to Dream Financial Planning
Washington, D.C
Florida
Chad Chubb
WealthKeel LLC
Tampa, FL
Carolyn McClanahan
Life Planning Partners, Inc.
Jacksonville, FL
Reshell Smith
AMES Financial Solutions
Ocoee, FL
Rebecca Walser
Walser Wealth Management
Tampa, FL
Camille York Adrien
Raymond James
Tampa, FL
Georgia
Charlotte Geletka
Silver Penny Financial
Atlanta, GA
Malik Lee
Felton & Peel Wealth Management
Atlanta, GA
Chloe Moore
Financial Staples
Atlanta, GA
Wes Moss
Capital Investment Advisors
Atlanta, GA
Morgan Summers
Raymond James
Alpharetta, GA
Illinois
Eric Billimoria
WealthCare Advisors
Schaumburg, IL
Brian Thompson
Brian Thompson Financial, LLC
Chicago, IL
Indiana
Josh Bennett
Vincere Wealth Management
Indianapolis, IN
Justin Castelli
RLS Wealth
Fishers, IN
Isaiah Douglass
Vincere Wealth Management, LLC
Indianapolis, IN
Thomas Kopelman
AllStreet Wealth
Indianapolis, IN
Kansas
Peter Mallouk
Creative Planning
Overland Park, KS
Louisiana
H. Jude Boudreaux
The Planning Center
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
Upper Marlboro, MD
Zaneilia Harris
Harris & Harris Wealth Management Group, LLC
Upper Marlboro, MD
Brad Sherman
Sherman Wealth Management
Gaithersburg, MD
Massachusetts
Kirk Chisholm
Innovative Advisory Group
Lexington, MA
Michigan
Melissa Joy
Pearl Planning
Dexter, MI
Tyler Olson
Olson Consulting LLC
Stevensville, MI
George Papadopoulos
George Papadopoulos CPA/PFS CFP
Novi, MI
Minnesota
Kathy Longo
Flourish Wealth Management
Edina, MN
Missouri
Odaro Aisueni
Plancorp
Saint Louis, MO
Treyton DeVore
AllStreet Wealth
Kansas City, MO
Peter Lazaroff
Plancorp
Saint Louis, MO
Jeffrey Levine
Buckingham Wealth Partners
St. Louis, MO
Mike Zung
Java Wealth Planning
Lees Summit, MO
Nebraska
Ron Carson
Carson Group
Omaha, NE
Paul West
Carson Wealth
Omaha, NE
New Jersey
Dr. Nicole B. Simpson
Harvest Wealth Financial
Piscataway, NJ
Andrew Wang
Runnymede Capital Management
Mendham, 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
Gideon Drucker
Drucker Wealth
New York, NY
Brett Koeppel
Eudaimonia Wealth
Buffalo, NY
Julian Schubach
ODI Financial
Lynbrook, NY
Lawrence Sprung
Mitlin Financial, Inc
Hauppauge, NY
North Carolina
George Acheampong
Capitalwize
Charlotte, NC
Zach Ashburn
Reach Strategic Wealth, LLC
Winston-Salem, NC
Allison Berger
Financial Symmetry
Raleigh, NC
Nina O'Neal
AIM Advisors
Raleigh, NC
Chad Smith
Financial Symmetry
Raleigh, NC
North Dakota
Benjamin Brandt
Capital City Wealth Management
Bismarck, ND
Oklahoma
Autumn K. Campbell
Facet Wealth
Tulsa, OK
Oregon
Justin Harvey
APM Wealth
Portland, OR
Isaac Presley
Cordant Wealth Partners
Portland, OR
Pennsylvania
Wesley Gray
Alpha Architect
Philadelphia, PA
Stephanie Mccullough
Sofia Financial
Berwyn, PA
Francis Walsh
Opulus, LLC
Doylestown, PA
Rhode Island
Jake Northrup
Experience Your Wealth, LLC
Bristol, RI
South Carolina
Brett Fellows
Oak Capital Advisors, LLC
Charleston, SC
Tennessee
Jonathan Bednar
Paradigm Wealth Partners
Knoxville, TN
Brendan Frazier
Wired Planning
Nashville, TN
Brian Preston
Abound Wealth Management
Franklin, TN
Jeanne Sutton
Strategic Retirement Partners
Nashville, TN
Texas
Josh Bannerman
Bannerman Wealth
Lewisville, TX
Sophia Bera
Gen Y Planning
Austin, TX
Katie Brewer
Your Richest Life
Plano, TX
Travis Gatzemeier
Kinetix Financial Planning
Flower Mound, TX
Dominique Henderson
DJH Capital Management
Dallas, TX
Taylor Kovar
Kovar Wealth Management
Lufkin, TX
Hannah Moore
Guiding Wealth
Richardson, TX
Lauryn Williams
Worth Winning
Dallas, TX
Shehara Wooten
Your Story Financial, LLC
Dallas, TX
Virginia
Jason Howell
Jason Howell Company
Vienna, VA
Michael Kitces
Buckingham Wealth Partners
Reston, VA
Tremaine Wills
Mind Over Money, LLC
Newport News, VA
Washington
Danika Waddell
Xena Financial Planning
Seattle, WA
Wisconsin
Preston Cherry
Concurrent Financial Planning
Green Bay, WI

Methodology

The annual Investopedia 100 list honors financial advisors who have demonstrated top-of-the-industry skills in the following critical areas.

  1. Reach: defined as digital presence across their own websites, social media, and other media platforms such as video and podcasts. 
  2. Community support: measured through peer nominations by industry professionals outside of their own firms.
  3. 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.