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47 social media savvy wealth managers who made Barron’s Top 100 in 2020

September 21, 2020 By InvestmentPal 1 Comment

Every year in September, Barron’s publishes a list of Top 100 Independent Advisors – an elite group of advisors selected based on volume and quality of their practices.  As with previous years, we saw an increase in the number of social media savvy advisors who made this exclusive list.  This year, we identified 47 social media savvy advisors who made the Barron’s Top 100 list.

Congratulations to these advisors for demonstrating excellence in wealth management and social media marketing!

Barron's Top 100 social media savvy

1.  Charles Zhang, Zhang Financial  |  linkedin.com/in/charles-zhang-cfp…   |  twitter.com/czhangcfp  |  facebook.com/ZhangFinancial

 

2.  Kimberlee Orth, Orth Financial Group, Ameriprise Financial  |  linkedin.com/in/kimberleeorthcfp  |   twitter.com/Ameriprise  |  facebook.com/Orth-Financial-Group…

 

3.  Richard Saperstein, Treasury Partners, Hightower  |  linkedin.com/in/richardsaperstein1  |  twitter.com/treaspart  |  facebook.com/treasurypartners

 

4.  Valerie Newell,  Mariner Wealth Advisors  |  linkedin.com/in/valerienewell  |  twitter.com/marinerwealth  |  facebook.com/MarinerWealthAdvisors

 

5.  Jonathan Kuttin,  Kuttin Wealth Management, Ameriprise Financial  |linkedin.com/in/jonathankuttin  |  twitter.com/ameriprise  |  facebook.com/jonathan.kuttin

 

6.  David Kudla, Mainstay Capital Management  |  linkedin.com/in/david-kudla…  |  twitter.com/David_Kudla  |  facebook.com/MainstayCapital

 

7.  Jon Jones,  Brighton Jones  |  linkedin.com/in/jon-jones…  |  twitter.com/jdjones_5  |  facebook.com/PersonalCFO

 

8.  Charles Brighton, Brighton Jones  |  linkedin.com/in/charles-brighton…  |  twitter.com/Brighton_Jones_  |  facebook.com/PersonalCFO

 

9.  Dale Yahnke,  Dowling & Yahnke Wealth Advisors  |  linkedin.com/in/daleyahnke  |  twitter.com/dywealth  |  facebook.com/dywealth

 

10.  Randall Linde, AGP Wealth Advisors, Ameriprise Financial  |  linkedin.com/in/randylinde  |  twitter.com/Ameriprise  |  facebook.com/AGPWealthAdvisors

 

11. David Mabie,  Chicago Capital  |  linkedin.com/in/david-mabie…  |  twitter.com/ChiCapLLC  |  facebook.com/ChicagoCapital.net

 

12.  Robert Balentine, Balentine  | linkedin.com/in/robert-balentine…   |  twitter.com/balentweet  |  facebook.com/balentinellc

 

13.  Daniel Wiener | Adviser Investments  |  linkedin.com/in/daniel-wiener…  |  twitter.com/Adviser_Invest  |  facebook.com/AdviserInvestments

 

14.  Erin Scannell, Heritage Wealth Advisors, Ameriprise Financial  |  linkedin.com/in/erinscannell  |  twitter.com/ameriprise  |  facebook.com/HeritageWealthAdvisors

 

15.  Gerard Klingman, Klingman & Associates, Raymond James  |  linkedin.com/in/gerard-klingman…  |  twitter.com/gerardklingman  | facebook.com/klingmanandAssociates 

 

16.  Grant Rawdin, Wescott Financial Advisory Group  |  linkedin.com/in/grant-rawdin… |  twitter.com/WescottFin  |  facebook.com/WescottFin

 

17.  David Bahnsen, The Bahnsen Group at Hightower  |  linkedin.com/in/davidbahnsen  |  twitter.com/bahnsengroupht  |  facebook.com/bahnsengroup

 

18.  Frank Reilly, Reilly Financial Advisors  |  linkedin.com/in/reillyfrank  |  twitter.com/reillyfinancial  |  facebook.com/ReillyFinancialAdvisors

 

19.  Brenna Saunders, Creative Planning  |  linkedin.com/in/brenna-saunders…  |  twitter.com/CPIWealth  |  facebook.com/creativeplanninginc

 

20.  Robert Fragasso,  Fragasso Financial Advisors  |  linkedin.com/in/robertfragasso  |  twitter.com/FragassoAdvisor  |  facebook.com/FragassoAdvisors

 

21.  Gary Ran, Telemus Capital  |  linkedin.com/in/garyran  |  twitter.com/TelemusCapital  |  facebook.com/TelemusCapital

 

22.  Laila Pence, Pence Wealth Management  |  linkedin.com/in/lailapence  |  twitter.com/PenceWealth  |  facebook.com/lailacfp

 

23.  Paul West,  Carson Wealth  |  linkedin.com/in/paul-west-cfp… |  twitter.com/paulwestcoach  |  facebook.com/carsonwealth

 

24.  Kevin Myeroff,  NCA Financial Planners  |  linkedin.com/in/kevinmyeroff  |  twitter.com/skyeburstwealth  |  facebook.com/RoyalAllianceAssociates

 

25.  Daniel Wilson, Skyeburst Wealth, Ameriprise Financial  |  linkedin.com/in/danieltwilson  |  twitter.com/kevinmyeroff  |   facebook.com/SkyeburstWealth

 

26.  Wes Moss, Capital Investment Advisors  |  linkedin.com/in/wesmoss  |  twitter.com/WesMoss365  |  facebook.com/capitalinvestmentadvisors

 

27.  Daniel Roe, Budros, Ruhlin & Roe  |  linkedin.com/in/dan-roe…  |  twitter.com/BudrosRuhlinRoe  |  facebook.com/BudrosRuhlinandRoe

 

28.  Randy Carver, Carver Financial Services, Raymond James  |  linkedin.com/in/randy-carver  |  twitter.com/RaymondJames  |  facebook.com/Carver-Financial-Services-Inc…

 

29.  Joseph Jacques,  Jacques Financial  |  linkedin.com/in/joseph-jacques…  |  twitter.com/jacquesfinllc  |  facebook.com/JacquesFinancial

 

 30.  Charles S. Bean III, Heritage Financial Services  |  linkedin.com/in/charlesbean  |    twitter.com/heritagefin    |  facebook.com/HeritagefinancialNet

 

31.  Scott Tiras, Tiras Wealth Management, Ameriprise Financial  |  linkedin.com/in/scottbtiras  |  twitter.com/Ameriprise  |  facebook.com/tiraswealthmanagement

 

32.  Darrell Pennington, Pennington Wealth Management, Ameriprise Financial  |  linkedin.com/in/darrellpennington  |  twitter.com/Ameriprise  |  facebook.com/penningtonwealthmanagement

 

33.   Michael Chasnoff, Truepoint Wealth Counsel  |  linkedin.com/in/michaelchasnoff  |  twitter.com/TruepointWealth  |  facebook.com/Truepoint

 

34.  Van Pearcy, Van Pearcy’s Wealth Services Team, Raymond James  |  linkedin.com/in/van-pearcy… |  twitter.com/vanpearcyfinc  |  facebook.com/RaymondJames

 

35.  Gail Reid, Castlewatch Wealth, Ameriprise Financial  | linkedin.com/in/gaildreid  |  twitter.com/ameriprise  |  facebook.com/CastlewatchWealth

 

36.  Ryan Swartz, Creative Planning – Omaha   |  linkedin.com/in/ryan-swartz… |  twitter.com/iamryanswartz  |  facebook.com/creativeplanninginc

 

37.  Jeffrey Grinspoon, VWG Wealth Management at Hightower   |  linkedin.com/in/jeff-grinspoon-cfp… |  twitter.com/jgrinspoon  |  facebook.com/VWGWealthManagement

 

38.  Charla McIntyre Fields, McIntyre Fields and Associates, Ameriprise Financial  |  linkedin.com/in/charla-mcintyre-fields… |  twitter.com/charlakmcintyre  |  facebook.com/McIntyreFieldsandAssociates

  

39.  Jordan Waxman, Nucleus Advisors at Hightower  |  linkedin.com/in/jordanwaxman  |  twitter.com/hswadvisors  |  facebook.com/HSWAdvisors

 

40.  Geri Pell, Ameriprise Financial  |  linkedin.com/in/geri-eisenman-pell-cfp…  |  twitter.com/PellWealth  |  facebook.com/PellWealthPartners

 

41.  Diane Compardo, Moneta  |  linkedin.com/in/diane-compardo  |  twitter.com/monetagroup  |  facebook.com/CompardoWienstroerConradJanes

 

42.  Patti Brennan, Key Financial  |  linkedin.com/in/keyfinancialinc  |  twitter.com/KeyFinInc  |  facebook.com/KeyFinancialInc

 

43.  Philip Watson, Watson & Associates, Ameriprise Financial  |  linkedin.com/in/philipjwatson  |  twitter.com/TheWatsonAssocs  |  facebook.com/philipjohnwatson

 

44.  Duncan Rolp, Miracle Mile Advisors   |  linkedin.com/in/duncanrolph  |  twitter.com/mirmileadvisors  |  facebook.com/MirMileAdvisors

 

45.  Brent Trentham, The Trentham Group, Ameriprise Financial  |  linkedin.com/in/brenttrentham  |  twitter.com/ameriprise  |  facebook.com/thetrenthamgroup

 

46.  Nancy Daoud, Ameriprise Financial  |  linkedin.com/in/nancy-daoud… |  twitter.com/ameriprise  |  facebook.com/daoudct

 

47.  Richard Miller, R. Miller Associates, Ameriprise Financial  |  linkedin.com/in/richardrmiller  |  twitter.com/ameriprise  |  facebook.com/R.MillerAssociates

 

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

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Comments

  1. Rachel Allen Dillon says

    January 4, 2021 at 9:28 am

    I’m fascinated by how financial advisors use social media for their business. I am curious about the criteria that you use to determine what makes them top social savvy marketers. Does volume refer to the number of posts? Consistency of posting? Number of followers? I see that Charles Zhang is ranked higher in your results than Spuds Powell. Does Mr. Zhang do something differently? Thank you for clarifying.

    Reply

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