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!
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
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.