In September, Barron’s published its annual list of Top 100 Independent Advisors – an elite group of advisors selected based on volume and quality of their practices. As with last year, we witnessed an increase in the number of social media savvy advisors who made it to this prestigious list. This year, we identified 30 social media savvy advisors who made the Barron’s Top 100 list. This is a an increase of 10 from the 20 social media savvy advisors who made the list in 2016, and an increase of 20 from the 10 who made the list in 2014.
Please join us in congratulating these 30 advisors for excellence in financial advisory and social media marketing!
1. Michael Nathanson | The Colony Group
linkedin.com/pub/michael-nathanson/5/628/961 | facebook.com/colonygroup | @nathanson_mj | @ColonyGroup
2. Michael Yoshikami | Destination Wealth Management
linkedin.com/in/michaelyoshikami | facebook.com/destinationwm | @DestinationWM
3. David Kudla | Mainstay Capital Management
linkedin.com/in/david-kudla-72a38012 | facebook.com/MainstayCapital | @David_Kudla
4. Paul Pagnato | PagnatoKarp
linkedin.com/in/paulpagnato | facebook.com/PagnatoKarp | @PagnatoKarp | youtube.com/user/pagnatokarp
5. Shannon Eusey | Beacon Pointe Advisors
linkedin.com/in/shannoneusey | facebook.com/shannon.eusey | facebook.com/BeaconPointeAdvisors | @seusey
6. Grant Rawdin | Wescott Financial Advisory Group
linkedin.com/in/grant-rawdin-a37a7911 | facebook.com/WescottFin/ | @WescottFin
7. Dale Yahnke | Dowling & Yahnke
linkedin.com/in/daleyahnke | facebook.com/dywealth | @DaleYahnke | @dywealth
8. Kenneth Moraif | Money Matters with Ken Moraif
linkedin.com/in/kenmoraif | facebook.com/moneymatters | @kenmoraif
9. Laila Pence | Pence Wealth Management
linkedin.com/in/lailapence | facebook.com/lailacfp | @PenceWealth
10. Michael Chasnoff | Truepoint Wealth Counsel
linkedin.com/in/michaelchasnoff | facebook.com/mchasnoff | facebook.com/Truepoint | @mjchasnoff | @TruepointWealth
11. Charles Brighton | Brighton Jones
linkedin.com/in/charles-brighton-82820310 | facebook.com/Brighton-Jones-106255223161 | @Brighton_Jones
12. Jon Jones | Brighton Jones
linkedin.com/in/jon-jones-1b3114 | facebook.com/Brighton-Jones-106255223161 | @jdjones_5
13. Gary Ran | Telemus Capital Partners
linkedin.com/in/garyran | facebook.com/TelemusCapital | @TelemusCapital
14. John Waldron | Waldron Private Wealth
linkedin.com/in/john-waldron-b6202040 | facebook.com/WaldronPW | @WaldronPW
15. Roger Wade | GW & Wade
linkedin.com/in/rogerwade2 | info.gwwade.com/blog | facebook.com/GWWadeLLC | @GW_Wade
16. Jordan Waxman | HighTower
linkedin.com/in/jordanwaxman | facebook.com/HSWAdvisors | @jordanwaxman
17. Daniel Roe | Budros Ruhlin & Roe
linkedin.com/in/dan-roe-76ba572 | facebook.com/pages/BudrosRuhlinandRoe | @BudrosRuhlinRoe
18. Jeffrey Grinspoon | HighTower
linkedin.com/in/jeff-grinspoon-cfp-44b4572 | facebook.com/jeffgrinspoon | facebook.com/VWGWealthManagement | @jgrinspoon
19. Frank Reilly | Reilly Financial Advisors
linkedin.com/in/reillyfrank | facebook.com/ReillyFinancialAdvisors | @ReillyFinancial
20. Gerard Klingman | Klingman & Assocs
linkedin.com/in/gerard-klingman-48909b21 | facebook.com/klingmanandAssociates | @gerardklingman
21. Chuck Bean | Heritage Financial Services
linkedin.com/in/charlesbean | facebook.com/HeritagefinancialNet | @Heritagefin
22. Randy Carver | Raymond James
linkedin.com/in/randy-carver-46aa957 | facebook.com/Carver-Financial-Services-Inc-122508021125324
| youtube.com/channel/UCTwsozt5NxUWRA6uykGqNQg/videos
23. Robert Fragasso | Fragasso Financial Advisors
linkedin.com/in/robertfragasso | facebook.com/FragassoAdvisors | @FragassoAdvisor
24. Kevin Myeroff | NCA Financial Planners
linkedin.com/in/kevinmyeroff | facebook.com/kevin.myeroff | @kevinmyeroff
25. Santiago Ulloa | WE Family Offices
linkedin.com/in/ulloasantiago | facebook.com/wefamilyofficesofficialpage | @wefamilyoffices
26. Wes Moss | Capital Investment Advisors
linkedin.com/in/wesmoss | facebook.com/capitalinvestmentadvisors | @WesMoss365
27. Andy Berg | Homrich Berg
linkedin.com/in/andy-berg-1a222427 | facebook.com/Homrich-Berg-117379591702919 | @HomrichBerg
28. George Papadoyannis | Ameriprise Financial
linkedin.com/in/george-papadoyannis-3895b43 | facebook.com/George-Papadoyannis-CFP-MBA-115568131862060 | @ameriprise
29. Dalal Salomon | Wells Fargo Advisors Financial Network
linkedin.com/in/dalalsalomon | facebook.com/dalal.salomon | youtube.com/channel/UCiTq7998HWmD1UpXlXj3rtA/
30. Darrell Pennington | Ameriprise Financial
linkedin.com/in/darrellpennington | facebook.com/penningtonwealthmanagement | @ameriprise
This is great to see. We are certainly witnessing an increase in interest from clients in the wealth management space wanting to reach a new generation of digital savvy investors. Thanks for this article!