Last month, Barron’s released its much awaited list of Top 100 Independent Advisors – selected based on factors including volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Today, we want to recognize 20 social media savvy advisors who made this Barron’s Top 100 list. This is double the 10 social media advisors we identified in 2014 who made Barron’s Top 100 that year. Of those 10 social media savvy advisors we identified in 2014, 9 again made Barron’s Top 100 this year.
We congratulate these advisors for their savvy in both financial management and social media marketing!
Note: List is ordered by asset volume
1. Shannon Eusey, Beacon Pointe Advisors (Assets: $7,481M)
Linkedin Profile: linkedin.com/in/shannoneusey
Facebook Profile: facebook.com/shannon.eusey
Facebook Page: facebook.com/BeaconPointeAdvisors
Twitter: @seusey
2. Ron Carson | Carson Wealth Management Group (Assets: $7,440M)
linkedin.com/in/roncarson1
facebook.com/carsonwealth
@rchusker
@CarsonWealth
3. Michael Nathanson | The Colony Group (Assets: $5,081M)
linkedin.com/pub/michael-nathanson/5/628/961
facebook.com/colonygroup
@nathanson_mj
@ColonyGroup
4. Charles Brighton | Jon Jones
Brighton Jones (Assets: $3,321M)
linkedin.com/in/charles-brighton-82820310 | linkedin.com/in/jon-jones-1b3114
facebook.com/Brighton-Jones-106255223161
@Brighton_Jones_ | @jdjones_5
5. Gregg Fisher | Gerstein Fisher (Assets: $3,267M)
linkedin.com/in/greggsfisher
facebook.com/GersteinFisher
@GersteinFisher
6. Kenneth Moraif | Money Matters with Ken Moraif (Assets: $3,245M)
linkedin.com/in/kenmoraif
facebook.com/moneymatters
@kenmoraif
7. Dale Yahnke | Dowling & Yahnke (Assets: $3,223M)
linkedin.com/in/daleyahnke
facebook.com/dywealth
@DaleYahnke
@dywealth
8. Grant Rawdin | Wescott Financial Advisory Group (Assets: $2,330M)
linkedin.com/in/grant-rawdin-a37a7911
facebook.com/Wescott-Financial-Advisory-Group-LLC-205803882773272
@WescottFin
9. Daniel Roe | Budros Ruhlin & Roe (Assets: $2,192M)
linkedin.com/in/dan-roe-76ba572
facebook.com/pages/Budros-Ruhlin-Roe-Inc/127636574059597
@BudrosRuhlinRoe
10. Michael Chasnoff | Truepoint Wealth Counsel (Assets: $2,168M)
linkedin.com/in/michaelchasnoff
facebook.com/mchasnoff
facebook.com/Truepoint
@mjchasnoff
@TruepointWealth
11. Patrick McClain | Hanson McClain Advisors (Assets: $2,023M)
linkedin.com/in/patmcclain
facebook.com/HansonMcClain
@mcclain_pat
12. Scott T. Hanson | Hanson McClain Advisors (Assets: $2,023M)
linkedin.com/in/scotthanson3
facebook.com/HansonMcClain
@scotthansonCEO
13. Gary Ran | Telemus Capital Partners (Assets: $2,010M)
linkedin.com/in/garyran
facebook.com/TelemusCapital
@TelemusCapital
14. David Kudla | Mainstay Capital Management (Assets: $2,006M)
linkedin.com/in/david-kudla-72a38012
facebook.com/MainstayCapital
@David_Kudla
15. Jordan Waxman | HighTower (Assets: $2,000M)
linkedin.com/in/jordanwaxman
facebook.com/HSWAdvisors
@jordanwaxman
16. Leo Kelly | HighTower (Assets: $1,909M)
linkedin.com/in/leokelly
facebook.com/pages/Kelly-Wealth-Management/271568306281650
@HighTowerAdvsor
17. Gerard Klingman | Klingman & Assocs (Assets: $1,706M)
linkedin.com/in/gerard-klingman-48909b21
facebook.com/klingmanandAssociates
@gerardklingman
18. Kevin Myeroff | NCA Financial Planners (Assets: $1,311M)
linkedin.com/in/kevinmyeroff
facebook.com/kevin.myeroff
@kevinmyeroff
19. Jeffrey Grinspoon | HighTower (Assets: $1,180M)
linkedin.com/in/jeff-grinspoon-cfp-44b4572
facebook.com/jeffgrinspoon
facebook.com/pages/VWG-Wealth-Management/150388675060653
@jgrinspoon
20. Robert Fragasso | Fragasso Financial Advisors (Assets: $1,117M)
linkedin.com/in/robertfragasso
facebook.com/robert.fragasso
facebook.com/FragassoAdvisors
@FragassoAdvisor
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