6/17/2020 Investopedia 100 Top Financial Advisors of 2019 Investopedia 100 Top Financial Advisors of 2019 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 01 Michael Kitces Pinnacle Advisory Group, Inc. Columbia, MD 03 visors-4427912 02 Joshua Brown Ritholtz Wealth Management LLC New York City, NY 04 1/13
6/17/2020 Investopedia 100 Top Financial Advisors of 2019 Sophia Bera Gen Y Planning Austin, TX 05 United Capital Huntington, NY 06 Marguerita Cheng Blue Ocean Global Wealth Gaithersburg, MD 07 Jeff Rose Good Financial Cents Nashville, TN 08 Douglas Boneparth Bone Fide Wealth, LLC New York City, NY 09 R Cary Carbonaro Ted Jenkin oXYGen Financial Inc. Atlanta, GA 10 C visors-4427912 L tt B t 2/13
6/17/2020 Ron Carson Carson Wealth Omaha, NE Investopedia 100 Top Financial Advisors of 2019 Lazetta Braxton Financial Fountains Baltimore, MD THE INVESTOPEDIA 100 ARIZONA Dana Anspach Sensible Money, LLC Scottsdale, AZ George Grombacher George Grombacher Phoenix, AZ CALIFORNIA Louis Barajas Wealth Management LAB Irvine, CA Brittney Castro Financially Wise, Inc. Los Angeles, CA Alex Chalekian Lake Avenue Financial Pasadena, CA Cathy Curtis Curtis Financial Planning, LLC Oakland, CA Jonathan DeYoe DeYoe Wealth Management Berkeley, CA Windus Fernandez Brinkkord Trilogy Financial Services, Inc. San Diego, CA Hilary Hendershott Hendershott Wealth Management, LLC San Jose, CA Corey Hoffstein visors-4427912 3/13
6/17/2020 Investopedia 100 Top Financial Advisors of 2019 Newfound Research Venice, CA Ryan Inman Physician Wealth Services San Diego, CA Anjali Jariwala Fit Advisors Redondo Beach, CA Tom Lydon Global Trends Investments Orange County, CA Brock Moseley Miracle Mile Advisors Bell Canyon, CA Ara Oghoorian ACap Asset Management Encino, CA Robert Pagliarini Pacifica Wealth Mission Viejo, CA David Rae Financial Planner LA Los Angeles, CA Sara Rajo-Miller Miracle Mile Advisors Los Angeles, CA Breanna Reish Wealth of Confidence Riverside, CA Taylor Schulte Define Financial San Diego, CA Winnie Sun Sun Group Wealth Partners Irvine, CA David Waldrop B id i C it l Ad i I visors-4427912 4/13
6/17/2020 Bridgeview Capital Advisors, Inc. El Dorado Hills, CA Investopedia 100 Top Financial Advisors of 2019 Nella Webster Miracle Mile Advisors Newport Coast, CA Jason Wenk FormulaFolios Los Angeles, CA FLORIDA James Baskey Sickle Hunter Financial Advisors Tampa, FL Barry Flagg Veralytic Tampa, FL Carolyn McClanahan Life Planning Partners, Inc. Jacksonville, FL Travis Sickle Sickle Hunter Financial Advisors Tampa, FL Rebecca Walser Walser Wealth Management Tampa, FL GEORGIA Jeff Bernier TandemGrowth Financial Advisors, LLC Johns Creek, GA Ted Jenkin oXYGen Financial Inc. Atlanta, GA Russ Thornton Wealthcare for Women Atlanta, GA James Watkins The Watkins Firm visors-4427912 5/13
6/17/2020 Investopedia 100 Top Financial Advisors of 2019 Atlanta, GA ILLINOIS Eric Billimoria WealthCare Advisors, LLC Schaumburg, IL Dave Grant Retirement Matters, Inc. Barrington, IL Phil Huber Huber Financial Advisors, LLC Chicago, IL Heather Locus Balasa Dinverno Foltz LLC Itasca, IL INDIANA Justin Castelli RLS Wealth Management Fishers, IN Joe Clark Financial Enhancement Group, LLC Anderson, IN Adam Cmejla Integrated Planning & Wealth Management, LLC Carmel, IN KANSAS Peter Mallouk Creative Planning, Inc. Overland Park, KS MASSACHUSETTS Chris Chen Insight Financial Strategists, LLC Waltham, MA Kirk Chisholm Innovative Advisory Group, LLC Lexington, MA Jamie Ebersole visors-4427912 6/13
6/17/2020 Investopedia 100 Top Financial Advisors of 2019 Ebersole Financial LLC Wellesley Hills, MA Preston McSwain Fiduciary Wealth Partners Boston, MA Eric Roberge Beyond Your Hammock Boston, MA Jeffrey Tomaneng Jeffrey N. Tomaneng, CFP Waltham, MA MARYLAND Lazetta Braxton Financial Fountains Baltimore, MD Marguerita Cheng Blue Ocean Global Wealth Gaithersburg, MD Rianka Dorsainvil Your Greatest Contribution Lanham, MD Zaneilia Harris Harris & Harris Wealth Management Group Upper Marlboro, MD Michael Kitces Pinnacle Advisory Group, Inc. Columbia, MD Brad Sherman Sherman Wealth Management Rockville, MD MICHIGAN Ben Carlson Ritholtz Wealth Management LLC Grand Rapids, MI George Papadopoulos George Papadopoulos Novi, MI visors-4427912 7/13
6/17/2020 Novi, MI Investopedia 100 Top Financial Advisors of 2019 MINNESOTA Kathy Longo Flourish Wealth Management Minneapolis, MN Kyle Moore Quarry Hill Advisors St. Paul, MN Joe Pitzl Pitzl Financial Arden Hills, MN MISSOURI Peter Lazaroff Plancorp, LLC Saint Louis, MO NORTH CAROLINA Peter Huminski Thorium Wealth Management, LLC Kernersville, NC Nina O'Neal Archer Investment Management Raleigh, NC NORTH DAKOTA Benjamin Brandt Capital City Wealth Management Bismarck, ND NEBRASKA Ron Carson Carson Wealth Omaha, NE Paul West Carson Wealth Omaha, NE NEW JERSEY David Dietze Point View Wealth Management, Inc. S i NJ visors-4427912 8/13
6/17/2020 Investopedia 100 Top Financial Advisors of 2019 Summit, NJ Michael Kay Financial Life Focus, LLC Livingston, NJ Brendan Mullooly Mullooly Asset Management, Inc. Wall Township, NJ Andrew Wang Runnymede Capital Management, Inc. Morristown, NJ NEW YORK Douglas Boneparth Bone Fide Wealth, LLC New York City, NY Joshua Brown Ritholtz Wealth Management LLC New York City, NY Cary Carbonaro United Capital Huntington, NY Stacy Francis Francis Financial New York City, NY Anthony Isola Ritholtz Wealth Management LLC Stony Brook, NY Jeffrey Levine Blueprint Wealth Alliance Garden City, NY Maurice Lyle Lee, Nolan & Koroghlian, LLC New York City, NY Roger Ma Lifelaidout New York City, NY Ronald Rogé RW R é&C visors-4427912 9/13
6/17/2020 R.W. Rogé & Company Long Island, NY Investopedia 100 Top Financial Advisors of 2019 Julian Schubach ODI Financial, Inc. New York City, NY Ed Slott Ed Slott and Company, LLC Rockville Centre, NY David Flores Wilson Watts Capital New York City, NY OKLAHOMA Autumn K. Campbell The Planning Center Tulsa, OK OREGON Isaac Presley Cordant Wealth Partners Portland, OR PENNSYLVANIA Wesley Gray Alpha Architect Philadelphia, PA SOUTH DAKOTA Rick Kahler Kahler Financial Group, Inc. Rapid City, SD TENNESSEE Justin Goodbread Heritage Investors Knoxville, TN Jeff Rose Good Financial Cents Nashville, TN TEXAS Sophia Bera visors-4427912 10/13
6/17/2020 p Investopedia 100 Top Financial Advisors of 2019 Gen Y Planning Austin, TX Scott Bishop STA Wealth Management Houston, TX Kim Butler Partners for Prosperity, LLC Mount Enterprise, TX Rick Ferri Ferri Investment Solutions Georgetown, TX Hannah Moore Guiding Wealth Management Dallas, TX Stephanie Sammons Sammons Wealth Management Dallas, TX Rob Schulz Schulz Wealth Mansfield, TX Roger Whitney The Retirement Answer Man Fort Worth, TX UTAH Patrick Donohoe Paradigm Life Salt Lake City, UT VIRGINIA Ric Edelman Edelman Financial Engines, LLC Fairfax, VA Sterling Neblett Centurion Wealth Management McLean, VA WASHINGTON Margaret 'Meg' Bartelt visors-4427912 11/13
6/17/2020 Investopedia 100 Top Financial Advisors of 2019 Investopedia is part of the Dotdash publishing family. visors-4427912 13/13
6/17/2020 Investopedia 100 Top Financial Advisors of 2019 visors-4427912 5/ 13 Bridge vie w Capital Advisor s, Inc.
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The Comprehensive Financial Advisor Diagnostic, created by the National Association of Personal Financial Advisors (NAPFA) is a thorough questionnaire you can use to evaluate a ﬁnancial advisor. The questions and popular answer key will help you make an informed decision based on the responses a ﬁnancial advisor provides.
Investopedia.com – the resource for investing and personal finance education. This tutorial can be foun
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