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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. They influence the practice of financial advice, and help educate millions of investors.
TOP 10 ADVISORS
THE INVESTOPEDIA 100
Arizona
Sensible Money, LLC
Scottsdale, AZ
George Grombacher
Phoenix, AZ
California
Wealth Management LAB
Irvine, CA
Financially Wise, Inc.
Los Angeles, CA
Lake Avenue Financial
Pasadena, CA
Curtis Financial Planning, LLC
Oakland, CA
DeYoe Wealth Management
Berkeley, CA
Trilogy Financial Services, Inc.
San Diego, CA
Hendershott Wealth Management, LLC
San Jose, CA
Newfound Research
Venice, CA
Physician Wealth Services
San Diego, CA
Fit Advisors
Redondo Beach, CA
Global Trends Investments
Orange County, CA
Miracle Mile Advisors
Bell Canyon, CA
ACap Asset Management
Encino, CA
Pacifica Wealth
Mission Viejo, CA
Financial Planner LA
Los Angeles, CA
Miracle Mile Advisors
Los Angeles, CA
Wealth of Confidence
Riverside, CA
Define Financial
San Diego, CA
Sun Group Wealth Partners
Irvine, CA
Bridgeview Capital Advisors, Inc.
El Dorado Hills, CA
Miracle Mile Advisors
Newport Coast, CA
FormulaFolios
Los Angeles, CA
Florida
Sickle Hunter Financial Advisors
Tampa, FL
Veralytic
Tampa, FL
Life Planning Partners, Inc.
Jacksonville, FL
Sickle Hunter Financial Advisors
Tampa, FL
Walser Wealth Management
Tampa, FL
Georgia
TandemGrowth Financial Advisors, LLC
Johns Creek, GA
oXYGen Financial Inc.
Atlanta, GA
Wealthcare for Women
Atlanta, GA
The Watkins Firm
Atlanta, GA
Illinois
WealthCare Advisors, LLC
Schaumburg, IL
Retirement Matters, Inc.
Barrington, IL
Huber Financial Advisors, LLC
Chicago, IL
Balasa Dinverno Foltz LLC
Itasca, IL
Indiana
RLS Wealth Management
Fishers, IN
Financial Enhancement Group, LLC
Anderson, IN
Integrated Planning & Wealth Management, LLC
Carmel, IN
Kansas
Creative Planning, Inc.
Overland Park, KS
Massachusetts
Insight Financial Strategists, LLC
Waltham, MA
Innovative Advisory Group, LLC
Lexington, MA
Ebersole Financial LLC
Wellesley Hills, MA
Fiduciary Wealth Partners
Boston, MA
Beyond Your Hammock
Boston, MA
Jeffrey N. Tomaneng, CFP®
Waltham, MA
Maryland
Financial Fountains
Baltimore, MD
Blue Ocean Global Wealth
Gaithersburg, MD
Your Greatest Contribution
Lanham, MD
Harris & Harris Wealth Management Group
Upper Marlboro, MD
Pinnacle Advisory Group, Inc.
Columbia, MD
Sherman Wealth Management
Rockville, MD
Michigan
Ritholtz Wealth Management LLC
Grand Rapids, MI
George Papadopoulos
Novi, MI
Minnesota
Flourish Wealth Management
Minneapolis, MN
Quarry Hill Advisors
St. Paul, MN
Pitzl Financial
Arden Hills, MN
Missouri
Plancorp, LLC
Saint Louis, MO
North Carolina
Thorium Wealth Management, LLC
Kernersville, NC
Archer Investment Management
Raleigh, NC
North Dakota
Capital City Wealth Management
Bismarck, ND
Nebraska
Carson Wealth
Omaha, NE
Carson Wealth
Omaha, NE
New Jersey
Point View Wealth Management, Inc.
Summit, NJ
Financial Life Focus, LLC
Livingston, NJ
Mullooly Asset Management, Inc.
Wall Township, NJ
Runnymede Capital Management, Inc.
Morristown, NJ
New York
Bone Fide Wealth, LLC
New York City, NY
Ritholtz Wealth Management LLC
New York City, NY
United Capital
Huntington, NY
Francis Financial
New York City, NY
Ritholtz Wealth Management LLC
Stony Brook, NY
Blueprint Wealth Alliance
Garden City, NY
Lee, Nolan & Koroghlian, LLC
New York City, NY
Lifelaidout
New York City, NY
R.W. Rogé & Company
Long Island, NY
ODI Financial, Inc.
New York City, NY
Ed Slott and Company, LLC
Rockville Centre, NY
Watts Capital
New York City, NY
Oklahoma
The Planning Center
Tulsa, OK
Oregon
Cordant Wealth Partners
Portland, OR
Pennsylvania
Alpha Architect
Philadelphia, PA
South Dakota
Kahler Financial Group, Inc.
Rapid City, SD
Tennessee
Heritage Investors
Knoxville, TN
Good Financial Cents
Nashville, TN
Texas
Gen Y Planning
Austin, TX
STA Wealth Management
Houston, TX
Partners for Prosperity, LLC
Mount Enterprise, TX
Ferri Investment Solutions
Georgetown, TX
Guiding Wealth Management
Dallas, TX
Sammons Wealth Management
Dallas, TX
Schulz Wealth
Mansfield, TX
The Retirement Answer Man
Fort Worth, TX
Utah
Paradigm Life
Salt Lake City, UT
Virginia
Edelman Financial Engines, LLC
Fairfax, VA
Centurion Wealth Management
McLean, VA
Washington
FLOW Financial Planning
Bellingham, WA
Wisconsin
Prosper Wealth Management
Wausau, WI
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.