Last year, we have seen an increase in the use of digital tools by financial advisors to engage clients and prospects. Last week, Barron’s published its list of Top 100 Independent Advisors for 2021 – an elite group of advisors selected based on volume and quality of their practices. This year, we continue see an increase in the number of social media savvy advisors who made it to this exclusive list. In this post, we identify 50 social media savvy advisors who made the Barron’s Top 100 list in 2021. Congratulations!
1. David Bahnsen | The Bahnsen Group
linkedin.com/in/davidbahnsen
twitter.com/bahnsengroupht
facebook.com/bahnsengroup
2. Frank Reilly | Reilly Financial Advisors
linkedin.com/in/reillyfrank
twitter.com/reillyfinancial
facebook.com/ReillyFinancialAdvisors
3. Robert Fragasso | Fragasso Financial Advisors
linkedin.com/in/robertfragasso
twitter.com/FragassoAdvisor
facebook.com/FragassoAdvisors
4. Robert Balentine | Balentine
linkedin.com/in/robert-balentine…
twitter.com/balentweet
facebook.com/balentinellc
5. Jon Jones | Brighton Jones
linkedin.com/in/jon-jones…
twitter.com/jdjones_5
facebook.com/PersonalCFO
6. Charles Brighton | Brighton Jones
linkedin.com/in/charles-brighton…
twitter.com/Brighton_Jones_
facebook.com/PersonalCFO
7. David Kudla | Mainstay Capital Management
linkedin.com/in/david-kudla…
twitter.com/David_Kudla
facebook.com/MainstayCapital
8. Laila Pence | Pence Wealth Management
linkedin.com/in/lailapence
twitter.com/PenceWealth
facebook.com/lailacfp
9. Paul West | Carson Wealth
linkedin.com/in/paul-west-cfp…
twitter.com/paulwestcoach
facebook.com/carsonwealth
10. Daniel Roe | Budros, Ruhlin & Roe
linkedin.com/in/dan-roe…
twitter.com/BudrosRuhlinRoe
facebook.com/BudrosRuhlinandRoe
11. Joseph Jacques | Jacques Financial
linkedin.com/in/joseph-jacques…
twitter.com/jacquesfinllc
facebook.com/JacquesFinancial
12. Stephen Thomas | Linden Thomas & Company
linkedin.com/in/stevethomas1
twitter.com/LindenThomasAC
facebook.com/LindenThomasAndCompany
13. Matthew Somberg | Gottfried & Somberg Wealth Management
linkedin.com/in/matthew-somberg…
twitter.com/matthewsomberg
facebook.com/GottfriedSomberg
14. Richard Saperstein | Treasury Partners
linkedin.com/in/richardsaperstein1
twitter.com/treaspart
facebook.com/treasurypartners
15. Valerie Newell | Mariner Wealth Advisors
linkedin.com/in/valerienewell
twitter.com/marinerwealth
facebook.com/MarinerWealthAdvisors
16. Charles S. Bean III | Heritage Financial Services
linkedin.com/in/charlesbean
twitter.com/heritagefin
facebook.com/HeritagefinancialNet
17. Kevin Myeroff | NCA Financial Planners
linkedin.com/in/kevinmyeroff
twitter.com/kevinmyeroff
facebook.com/RoyalAllianceAssociates
18. Patti Brennan | Key Financial
linkedin.com/in/keyfinancialinc
twitter.com/KeyFinInc
facebook.com/KeyFinancialInc
19. Michael Chasnoff | Truepoint Wealth Counsel
linkedin.com/in/michaelchasnoff
twitter.com/TruepointWealth
facebook.com/Truepoint
20. Wes Moss | Capital Investment Advisors
linkedin.com/in/wesmoss
twitter.com/WesMoss365
facebook.com/capitalinvestmentadvisors
21. Diane Compardo | Moneta
linkedin.com/in/diane-compardo
twitter.com/monetagroup
facebook.com/CompardoWienstroerConradJanes
22. Duncan Rolp | Miracle Mile Advisors
linkedin.com/in/duncanrolph
twitter.com/mirmileadvisors
facebook.com/MirMileAdvisors
23. Jeffrey Corliss | RDM Financial Group
linkedin.com/in/jeff-corliss
twitter.com/rdmfinancial
facebook.com/rdmfinancial
24. Spuds Powell | Kayne Anderson Rudnick Investment Management
linkedin.com/in/spuds-powell…
twitter.com/KARInvest
facebook.com/KayneAndersonRudnick
25. David Mabie | Chicago Capital
linkedin.com/in/david-mabie…
twitter.com/ChiCapLLC
facebook.com/ChicagoCapital.net
26. Jeffrey Grinspoon | VWG Wealth Management
linkedin.com/in/jeff-grinspoon-cfp…
twitter.com/VWGWealthMgmt
facebook.com/VWGWealthManagement
27. Jordan Waxman | Nucleus Advisors at Hightower
linkedin.com/in/jordanwaxman
twitter.com/jordanwaxman
facebook.com/HightowerAdvisors
28. Dane Burkholder | Roseville Wealth Management Group
linkedin.com/in/dane-burkholder…
twitter.com/rwmgpa
facebook.com/rosevillewealth
29. Kimberlee Orth | Orth Financial Group
linkedin.com/in/kimberleeorthcfp
twitter.com/Ameriprise
facebook.com/Orth-Financial-Group…
30. Randall Linde | AGP Wealth Advisors
linkedin.com/in/randylinde
twitter.com/Ameriprise
facebook.com/AGPWealthAdvisors
31. Daniel Wilson | Skyeburst Wealth
linkedin.com/in/danieltwilson
twitter.com/skyeburstwealth
facebook.com/SkyeburstWealth
32. Randy Carver | Carver Financial Services
linkedin.com/in/randy-carver
twitter.com/RaymondJames
facebook.com/Carver-Financial-Services-Inc…
33. Scott Tiras | Tiras Wealth Management
linkedin.com/in/scottbtiras
twitter.com/Ameriprise
facebook.com/tiraswealthmanagement
34. Darrell Pennington | Pennington Wealth Management
linkedin.com/in/darrellpennington
twitter.com/Ameriprise
facebook.com/penningtonwealthmanagement
35. Gail Reid | Castlewatch Wealth
linkedin.com/in/gaildreid
twitter.com/ameriprise
facebook.com/CastlewatchWealth
36. Charles Zhang | Zhang Financial
linkedin.com/in/charles-zhang-cfp…
twitter.com/czhangcfp
facebook.com/ZhangFinancial
37. Frank Marzano | GM Advisory Group
linkedin.com/in/frank-marzano…
instagram.com/gmadvisorygroup
facebook.com/gmadvisorygroup
38. Van Pearcy | Van Pearcy’s Wealth Services Team, Raymond James
linkedin.com/in/van-pearcy…
twitter.com/vanpearcyfinc
facebook.com/RaymondJames
39. Clarke Lemons | Eaton Vance WaterOak Advisors
linkedin.com/in/clarkelemons
twitter.com/EatonVance
facebook.com/eatonvancecorp
40. Wally Obermeyer | Obermeyer Wood Investment Counsel
linkedin.com/in/wallyobermeyer
instagram.com/obermeyerwood
facebook.com/Obermeyer-Wood-Investment-Counsel…
41. Erin Scannell | Heritage Wealth Advisors
linkedin.com/in/erinscannell
twitter.com/ameriprise
facebook.com/HeritageWealthAdvisors
42. Grant Rawdin | Wescott Financial Advisory Group
linkedin.com/in/grant-rawdin…
twitter.com/WescottFin
facebook.com/WescottFin
43. Jonathan Kuttin | Kuttin Wealth Management
linkedin.com/in/jonathankuttin
twitter.com/ameriprise
facebook.com/jonathan.kuttin
44. Jeffrey Fratarcangeli | Fratarcangeli Wealth Management
linkedin.com/in/jeffrey-fratarcangeli…
twitter.com/WFInvesting
facebook.com/WellsFargoAdvisors
45. Brenna Saunders | Creative Planning – Overland Park
linkedin.com/in/brenna-saunders…
twitter.com/CPIWealth
facebook.com/creativeplanninginc
46. Matthew Babrick | First Republic Investment Management
linkedin.com/in/matthew-d-babrick…
twitter.com/MattBabrick
facebook.com/FirstRepublicBank
47. Ryan Swartz | Creative Planning – Omaha
linkedin.com/in/ryan-swartz…
twitter.com/iamryanswartz
facebook.com/creativeplanninginc
48. Andy Schwartz | Bleakley Financial Group
linkedin.com/in/andyschwartzbscf
twitter.com/bleakleygroup
facebook.com/LPLFinancialLLC
49. Jessica Culpepper | Creative Planning, Overland Park
linkedin.com/in/jessicaculpepper
twitter.com/CPIWealth
facebook.com/creativeplanninginc
50. Susan Kim | Kim, Hopkins & Associates
linkedin.com/in/susan-kim-cfp…
twitter.com/ameriprise
facebook.com/Ameriprise
Leave a Reply