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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
Financial Consulting Professionals
Scottsdale, AZ
California
The Bahnsen Group
Newport Beach, CA
Financially Wise, Inc.
Los Angeles, CA
Lake Avenue Financial
Pasadena, CA
LourdMurray
Los Angeles, CA
Curtis Financial Planning, LLC
Oakland, CA
Empyrion Wealth Management
Roseville, CA
Chequers Financial Management
San Francisco, CA
Hendershott Wealth Management, LLC
San Jose, CA
California Financial Advisors
San Ramon, CA
Bay Street Capital Holdings
Palo Alto, CA
Fit Advisors
Redondo Beach, CA
Intersect Capital
San Ramon, CA
Advize Wealth Management
Los Angeles, CA
DRM Wealth Managment
Los Angeles, CA
Build a Better Financial Future LLC
Pasadena, CA
Define Financial
San Diego, CA
Abacus Wealth Partners
Santa Monica, CA
Sun Group Wealth Partners
Irvine, CA
Modern Financial Planning
Oakland, CA
Bridgeview Capital Advisors, Inc.
El Dorado Hills, CA
Connecticut
Johndrow Wealth Management, LLC
Farmington, CT
District of Columbia
Illumint
Washington, D.C
Dare to Dream Financial Planning
Washington, D.C
Florida
WealthKeel LLC
Tampa, FL
Life Planning Partners, Inc.
Jacksonville, FL
AMES Financial Solutions
Ocoee, FL
Walser Wealth Management
Tampa, FL
Raymond James
Tampa, FL
Georgia
Silver Penny Financial
Atlanta, GA
Felton & Peel Wealth Management
Atlanta, GA
Financial Staples
Atlanta, GA
Capital Investment Advisors
Atlanta, GA
Raymond James
Alpharetta, GA
Illinois
WealthCare Advisors
Schaumburg, IL
Brian Thompson Financial, LLC
Chicago, IL
Indiana
Vincere Wealth Management
Indianapolis, IN
RLS Wealth
Fishers, IN
Vincere Wealth Management, LLC
Indianapolis, IN
AllStreet Wealth
Indianapolis, IN
Kansas
Creative Planning
Overland Park, KS
Louisiana
The Planning Center
New Orleans, LA
Maryland
Blue Ocean Global Wealth
Gaithersburg, MD
Clarity Planning (Raymond James)
Hagerstown, MD
2050 Wealth Partners
Upper Marlboro, MD
Harris & Harris Wealth Management Group, LLC
Upper Marlboro, MD
Sherman Wealth Management
Gaithersburg, MD
Massachusetts
Innovative Advisory Group
Lexington, MA
Michigan
Pearl Planning
Dexter, MI
Olson Consulting LLC
Stevensville, MI
George Papadopoulos CPA/PFS CFP
Novi, MI
Minnesota
Flourish Wealth Management
Edina, MN
Missouri
Plancorp
Saint Louis, MO
AllStreet Wealth
Kansas City, MO
Plancorp
Saint Louis, MO
Buckingham Wealth Partners
St. Louis, MO
Java Wealth Planning
Lees Summit, MO
Nebraska
Carson Group
Omaha, NE
Carson Wealth
Omaha, NE
New Jersey
Harvest Wealth Financial
Piscataway, NJ
Runnymede Capital Management
Mendham, NJ
Berknell Financial Group
Princeton , NJ
New York
Bone Fide Wealth, LLC
New York, NY
2050 Wealth Partners
New York, NY
Drucker Wealth
New York, NY
Eudaimonia Wealth
Buffalo, NY
ODI Financial
Lynbrook, NY
Mitlin Financial, Inc
Hauppauge, NY
North Carolina
Capitalwize
Charlotte, NC
Reach Strategic Wealth, LLC
Winston-Salem, NC
Financial Symmetry
Raleigh, NC
AIM Advisors
Raleigh, NC
Financial Symmetry
Raleigh, NC
North Dakota
Capital City Wealth Management
Bismarck, ND
Oklahoma
Facet Wealth
Tulsa, OK
Oregon
APM Wealth
Portland, OR
Cordant Wealth Partners
Portland, OR
Pennsylvania
Alpha Architect
Philadelphia, PA
Sofia Financial
Berwyn, PA
Opulus, LLC
Doylestown, PA
Rhode Island
Experience Your Wealth, LLC
Bristol, RI
South Carolina
Oak Capital Advisors, LLC
Charleston, SC
Tennessee
Paradigm Wealth Partners
Knoxville, TN
Wired Planning
Nashville, TN
Abound Wealth Management
Franklin, TN
Strategic Retirement Partners
Nashville, TN
Texas
Bannerman Wealth
Lewisville, TX
Gen Y Planning
Austin, TX
Your Richest Life
Plano, TX
Kinetix Financial Planning
Flower Mound, TX
DJH Capital Management
Dallas, TX
Kovar Wealth Management
Lufkin, TX
Guiding Wealth
Richardson, TX
Worth Winning
Dallas, TX
Your Story Financial, LLC
Dallas, TX
Virginia
Jason Howell Company
Vienna, VA
Buckingham Wealth Partners
Reston, VA
Mind Over Money, LLC
Newport News, VA
Washington
Xena Financial Planning
Seattle, WA
Wisconsin
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.