Top 100 Financial Advisors of 2023 according to Investopedia.
Investopedia / Alice Morgan
## Celebrating Top Financial Advisors: The Investopedia 100
The Investopedia 100 recognizes independent financial advisors who are actively shaping important discussions on financial literacy, investing strategies, life-stage planning, and wealth management. With over 100,000 independent financial advisors in the U.S., the Investopedia 100 shines a spotlight on the country’s most engaged, influential, and educational advisors.
This year, the list showcases advisors who bring unique value to diverse communities, from serving clients in various industries, offering pro bono financial planning advice for women, to volunteering in educational initiatives for students. It is a privilege to acknowledge and honor the exceptional work done by these individuals.
### The Top 10 Advisors
Investopedia / Alice Morgan
1. **Michael Kitces**
– **Head of Planning Strategy, Buckingham Strategic Wealth | Reston, VA**
– Michael Kitces, with over two decades of experience, founded XY Planning Network to cater to ‘next generation’ clients who require financial advice but lack substantial assets.
2. **Marguerita Cheng**
– **Founder & CEO, Blue Ocean Global Wealth | Gaithersburg, MD**
– Marguerita Cheng educates the public, policymakers, and media on ethical financial planning and volunteers through various programs to support financial literacy.
3. **Rebecca Walser**
– **Principal, Walser Wealth Management | Tampa, FL**
– Rebecca Walser, a wealth advisor and tax mitigation attorney, utilizes various platforms like podcasts and books to simplify economic trends for better financial understanding.
4. **Peter Lazaroff**
– **Chief Investment Officer, Plancorp | St. Louis, MO**
– Peter Lazaroff’s efforts in financial education include newsletters and podcasts, along with community initiatives to support households with financial planning.
5. **Jamie Hopkins**
– **Managing Partner, Wealth Solutions, Carson Group | Omaha, NE**
– Jamie Hopkins founded the FinServ Foundation to mentor future financial professionals and created educational content on the SECURE 2.0 Act.
6. **Douglas Boneparth**
– **President, Bone Fide Wealth, LLC | New York, NY**
– Douglas Boneparth’s focus on educating young adults through various mediums like YouTube and newsletters underscores his commitment to financial literacy.
7. **Dr. Preston D. Cherry**
– **Founder & President, Concurrent Financial | Green Bay, WI**
– Dr. Preston Cherry’s dedication to financial literacy is evident through his initiatives at the University of Wisconsin and scholarly research in personal financial planning.
8. **Stephanie McCullough**
– **Founder & Financial Planner, Sofia Financial | Berwyn, PA**
– Stephanie McCullough empowers women to make informed financial decisions through her firm, podcasts, and community financial literacy classes.
9. **Mary Beth Storjohann**
– **Co-CEO, Abacus Wealth Partners | Santa Monica, CA**
– Mary Beth Storjohann’s Workable Wealth platform and mentorship programs for women highlight her commitment to financial empowerment.
10. **Elaine King**
– **Founder, Family and Money Matters Institute | Miami, FL**
– Elaine King’s mission to enhance financial literacy among the U.S. Hispanic population through various educational programs and resources is commendable.
For a more detailed exploration of the remarkable work of all awardees, visit the Finding a Financial Advisor content hub.
### Methodology
The Investopedia 100 list considers critical criteria to identify top financial advisors, including reach, commitment to financial literacy, and community support. Each advisor’s CRD number validation, application quality, and accuracy are scrutinized, and final scores are calculated based on weighted criteria. The selection process is unbiased, and inclusion on the list does not constitute an individual endorsement by Investopedia.
