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33 social media savvy advisors who made Barron’s Top 100 in 2018

September 24, 2018 By InvestmentPal Leave a Comment

This month, Barron’s published its elite list of Top 100 Independent Advisors.   This annual ranking reflects the volume of assets overseen, quality of the advisors’ practices and revenues generated.  In this post, we identify 33 social media savvy financial advisors who made this prestigious list in 2018.

Congratulations to these financial advisors for their social media savvy & business success!

1.   Paul Pagnato   |   PagnatoKarp

/paulpagnato @PagnatoKarp /PagnatoKarp
  2.   Dale Yahnke   |   Dowling & Yahnke
/daleyahnke @dywealth /dywealth
  3.    Kenneth Moraif   |   Money Matters with Ken Moraif
/kenmoraif @kenmoraif /moneymatters
  4.   Laila Pence   |   Pence Wealth Management
/lailapence @PenceWealth /lailacfp
  5.   Frank Reilly   |   Reilly Financial Advisors
/reillyfrank @reillyfinancial /ReillyFinancial Advisors
  6.   Roger Wade   |   GW & Wade
/rogerwade2 @GW_Wade /GWWadeLLC
  7.   Kevin Myeroff   |   NCA Financial Planners
/kevinmyeroff @kevinmyeroff /kevin.myeroff
  8.   Robert Fragasso   |   Fragasso Financial Advisors
/robertfragasso @FragassoAdvisor /robert.fragasso
  9.   David Bahnsen   |   The Bahnsen Group / HighTower
/davidbahnsen @bahnsengroupht /bahnsengroup
  10.   Robert Balentine   |   Balentine
/robert-balentine-*** @balentweet /balentinellc
  11.   John Waldron   |   Waldron Private Wealth
/john-waldron-*** @WaldronPW /WaldronPW
  12.   Gerard Klingman   |   Klingman & Associates  / Raymond James
/gerard-klingman*** @gerardklingman /klingmanand Associates
  13.   Jeffrey Grinspoon   |   VWG Wealth Management / HighTower
/jeff-grinspoon-cfp***

@jgrinspoon

/jeffgrinspoon

  14.   Joseph Jacques   |   Jacques Financial
/joseph-jacques-***

@jacquesfinllc

/JacquesFinancial

  15.   Michael Yoshikami   |   Destination Wealth Management
/michaelyoshikami @DestinationWM /destinationwm
  16.   Charles Brighton   |   Brighton Jones
/charles-brighton***

@Brighton_Jones_

/Brighton-Jones-***
  17.   Jon Jones   |   Brighton Jones
/jon-jones-*** @jdjones_5 /Brighton-Jones-***
  18.   Gary Ran   |   Telemus Capital
/garyran @TelemusCapital /TelemusCapital
  19.   Michael Chasnoff   |   Truepoint Wealth Counsel
/michaelchasnoff @TruepointWealth /Truepoint
  20.   Andrew Berg   |   Homrich Berg
/andy-berg***

@homrichberg

/Homrich-Berg***
  21.   David Kudla   |   Mainstay Capital Management
/david-kudla-*** @David_Kudla /MainstayCapital
  22.   Grant Rawdin   |   Wescott Financial Advisory Group
/grant-rawdin-*** @grantrawdin /Wescott-Financial-Advisory-Group-LLC-***
  23.   Paul West   |   Carson Wealth Management Group
/paul-west-*** @paulwestcoach /carsonwealth
  24.   Daniel Roe   |   Budros, Ruhlin & Roe
/dan-roe-*** @BudrosRuhlinRoe /BudrosRuhlinandRoe
  25.   Jordan Waxman   |   HSW Advisors / HighTower
/jordanwaxman @hswadvisors /HSWAdvisors
  26.   Darrell Pennington   |   Ameriprise Financial

/darrellpennington

@ameriprise /penningtonwealth management
  27.   Robert J. Skinner II  |   First Republic Investment Management
/robert-j-skinner***

@rskinner92

/FirstRepublicBank

  28.   Kimberlee Orth  |   Ameriprise Financial
/kimberleeorthcfp @ameriprise /Orth-Financial-Group-***
  29.   Lori Van Dusen   |   LVW Advisors
/lori-van-dusen***

@LVWadvisors

/lvwadvisors

  30.   Dan Wiener   |   Adviser Investments
/daniel-wiener***

@adviser_invest

/AdviserInvestments

  31.   Ryan Swartz  |   Creative Planning Inc
/ryan-swartz***

@iamryanswartz

/creativeplanninginc
  32.   Michael Bapis   |   The Bapis Group
/michael-bapis***

@MichaelBapis

/thebapisgroup​

  33.   Randy Carver   |   Raymond James
/randy-carver-*** @RaymondJames /Carver-Financial-Services-Inc-***
By InvestmentPal

Filed Under: accounting social media marketing, financial social media marketing, How to, Recent, ROI, Savvvy

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