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50 social media savvy financial advisors who made Barron’s Top 100 in 2021

September 19, 2021 By InvestmentPal Leave a Comment

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!social media savvy wealth managers barrons top 100

 

1. David Bahnsen   |   The Bahnsen Group

David Bahnsen financial advisor

linkedinlinkedin.com/in/davidbahnsen

twittertwitter.com/bahnsengroupht

facebook facebook.com/bahnsengroup

 

 

2. Frank Reilly   |   Reilly Financial Advisors

Frank Reilly financial advisor

linkedinlinkedin.com/in/reillyfrank

twitter twitter.com/reillyfinancial

facebookfacebook.com/ReillyFinancialAdvisors

 

 

3.  Robert Fragasso   |   Fragasso Financial Advisors

Robert Fragasso financial advisor

linkedinlinkedin.com/in/robertfragasso

twittertwitter.com/FragassoAdvisor

facebookfacebook.com/FragassoAdvisors

 


4.  Robert Balentine   |   Balentine

Robert Balentine wealth manager

linkedinlinkedin.com/in/robert-balentine…

twittertwitter.com/balentweet

facebookfacebook.com/balentinellc

 

 

5.  Jon Jones   | Brighton Jones

Jon Jones financial advisor

linkedinlinkedin.com/in/jon-jones…

twittertwitter.com/jdjones_5

facebookfacebook.com/PersonalCFO

 

 

6.  Charles Brighton |   Brighton Jones

Charles Brighton financial advisor

linkedinlinkedin.com/in/charles-brighton…

twittertwitter.com/Brighton_Jones_

facebookfacebook.com/PersonalCFO

 

 

7.  David Kudla |   Mainstay Capital Management

David Kudla wealth manager

linkedinlinkedin.com/in/david-kudla…

twittertwitter.com/David_Kudla

facebookfacebook.com/MainstayCapital

 

 

8.  Laila Pence |   Pence Wealth Management

Laila Pence financial advisor

linkedinlinkedin.com/in/lailapence

twittertwitter.com/PenceWealth

facebookfacebook.com/lailacfp

 

 

9.  Paul West |   Carson Wealth

9.  Paul West |   Carson Wealth

linkedinlinkedin.com/in/paul-west-cfp…

twittertwitter.com/paulwestcoach

facebookfacebook.com/carsonwealth

 

 

10.  Daniel Roe |   Budros, Ruhlin & Roe

Daniel Roe |   Budros, Ruhlin & Roe

linkedinlinkedin.com/in/dan-roe…

twittertwitter.com/BudrosRuhlinRoe

facebookfacebook.com/BudrosRuhlinandRoe

 

 
11.  Joseph Jacques | Jacques Financial

Joseph Jacques | Jacques Financial

linkedinlinkedin.com/in/joseph-jacques…

twittertwitter.com/jacquesfinllc

facebookfacebook.com/JacquesFinancial

 

 

12.  Stephen Thomas | Linden Thomas & Company

Stephen Thomas | Linden Thomas & Company

linkedinlinkedin.com/in/stevethomas1

twittertwitter.com/LindenThomasAC

facebookfacebook.com/LindenThomasAndCompany

 

 

13.  Matthew Somberg   |   Gottfried & Somberg Wealth Management

Matthew Somberg | Gottfried & Somberg Wealth Management

linkedinlinkedin.com/in/matthew-somberg…

twittertwitter.com/matthewsomberg

facebookfacebook.com/GottfriedSomberg

 

 

14.  Richard Saperstein   |   Treasury Partners

Richard Saperstein   |   Treasury Partners

linkedinlinkedin.com/in/richardsaperstein1

twittertwitter.com/treaspart

facebookfacebook.com/treasurypartners

 

 

15.  Valerie Newell |   Mariner Wealth Advisors

Valerie Newell |   Mariner Wealth Advisors

linkedinlinkedin.com/in/valerienewell

twittertwitter.com/marinerwealth

facebookfacebook.com/MarinerWealthAdvisors

 

 

16.  Charles S. Bean III   |   Heritage Financial Services

Charles S. Bean III   |   Heritage Financial Services

linkedinlinkedin.com/in/charlesbean

twittertwitter.com/heritagefin

facebookfacebook.com/HeritagefinancialNet

 

 

17.  Kevin Myeroff |   NCA Financial Planners

Kevin Myeroff |   NCA Financial Planners
linkedinlinkedin.com/in/kevinmyeroff

twittertwitter.com/kevinmyeroff

facebookfacebook.com/RoyalAllianceAssociates

 

 

18.  Patti Brennan   |   Key Financial

Patti Brennan   |   Key Financial
linkedinlinkedin.com/in/keyfinancialinc

twittertwitter.com/KeyFinInc

facebookfacebook.com/KeyFinancialInc

 

 

19.  Michael Chasnoff   |   Truepoint Wealth Counsel

  Michael Chasnoff |   Truepoint Wealth Counsel

linkedinlinkedin.com/in/michaelchasnoff

twittertwitter.com/TruepointWealth

facebookfacebook.com/Truepoint

 

 

20.  Wes Moss   |   Capital Investment Advisors

Wes Moss |   Capital Investment Advisors

linkedinlinkedin.com/in/wesmoss

twittertwitter.com/WesMoss365

facebookfacebook.com/capitalinvestmentadvisors

 

 

21.  Diane Compardo   |   Moneta

Diane Compardo   |   Moneta

linkedinlinkedin.com/in/diane-compardo

twittertwitter.com/monetagroup

facebookfacebook.com/CompardoWienstroerConradJanes

 

 

22.  Duncan Rolp   |   Miracle Mile Advisors

Duncan Rolp |   Miracle Mile Advisors

linkedinlinkedin.com/in/duncanrolph

twittertwitter.com/mirmileadvisors

facebookfacebook.com/MirMileAdvisors

 

 

23.  Jeffrey Corliss   |    RDM Financial Group

Jeffrey Corliss   |    RDM Financial Group

linkedinlinkedin.com/in/jeff-corliss

twittertwitter.com/rdmfinancial

facebookfacebook.com/rdmfinancial

 

 

24.  Spuds Powell   |   Kayne Anderson Rudnick Investment Management

Spuds Powell |   Kayne Anderson Rudnick Investment Management

linkedinlinkedin.com/in/spuds-powell…

twittertwitter.com/KARInvest

facebookfacebook.com/KayneAndersonRudnick

 

 

25.  David Mabie   |   Chicago Capital

David Mabie   |   Chicago Capital

linkedinlinkedin.com/in/david-mabie…

twittertwitter.com/ChiCapLLC

facebookfacebook.com/ChicagoCapital.net

 

 

26.  Jeffrey Grinspoon   |   VWG Wealth Management   

Jeffrey Grinspoon   |   VWG Wealth Management

linkedinlinkedin.com/in/jeff-grinspoon-cfp…

twittertwitter.com/VWGWealthMgmt

facebookfacebook.com/VWGWealthManagement

 

 

27.  Jordan Waxman   |   Nucleus Advisors at Hightower

Jordan Waxman   |   Nucleus Advisors at Hightower

linkedinlinkedin.com/in/jordanwaxman

twittertwitter.com/jordanwaxman

facebookfacebook.com/HightowerAdvisors

 

 

28.  Dane Burkholder   |    Roseville Wealth Management Group

Dane Burkholder financial advisor

linkedinlinkedin.com/in/dane-burkholder…

twittertwitter.com/rwmgpa

facebookfacebook.com/rosevillewealth

 

 

29.  Kimberlee Orth   |   Orth Financial Group

Kimberlee Orth   |   Orth Financial Group

linkedinlinkedin.com/in/kimberleeorthcfp

twittertwitter.com/Ameriprise

facebookfacebook.com/Orth-Financial-Group…

 

 

30.  Randall Linde   |   AGP Wealth Advisors

Randall Linde   |   AGP Wealth Advisors

linkedinlinkedin.com/in/randylinde

twittertwitter.com/Ameriprise

facebookfacebook.com/AGPWealthAdvisors

 

 

31.  Daniel Wilson   |   Skyeburst Wealth

Daniel Wilson   |   Skyeburst Wealth

linkedinlinkedin.com/in/danieltwilson

twittertwitter.com/skyeburstwealth

facebookfacebook.com/SkyeburstWealth

 


32.  Randy Carver
   |   Carver Financial Services

Randy Carver   |   Carver Financial Services

linkedinlinkedin.com/in/randy-carver

twittertwitter.com/RaymondJames

facebookfacebook.com/Carver-Financial-Services-Inc…

 

 

 33.  Scott Tiras   |   Tiras Wealth Management

Scott Tiras   |   Tiras Wealth Management

linkedinlinkedin.com/in/scottbtiras

twittertwitter.com/Ameriprise

facebookfacebook.com/tiraswealthmanagement

 

 

34.  Darrell Pennington   |   Pennington Wealth Management

Darrell Pennington   |   Pennington Wealth Management

linkedinlinkedin.com/in/darrellpennington

twittertwitter.com/Ameriprise

facebookfacebook.com/penningtonwealthmanagement

 

 

35.  Gail Reid   |   Castlewatch Wealth

Gail Reid   |   Castlewatch Wealth

linkedinlinkedin.com/in/gaildreid

twittertwitter.com/ameriprise

facebookfacebook.com/CastlewatchWealth

 

 

36.  Charles Zhang   |   Zhang Financial

Charles Zhang   |   Zhang Financial

linkedinlinkedin.com/in/charles-zhang-cfp…

twittertwitter.com/czhangcfp

facebookfacebook.com/ZhangFinancial

 

 

37.  Frank Marzano   |   GM Advisory Group

Frank Marzano   |   GM Advisory Group

linkedinlinkedin.com/in/frank-marzano…

instagraminstagram.com/gmadvisorygroup

facebookfacebook.com/gmadvisorygroup

 

 

38.  Van Pearcy   |   Van Pearcy’s Wealth Services Team, Raymond James

Van Pearcy   |   Van Pearcy's Wealth Services Team, Raymond James

linkedinlinkedin.com/in/van-pearcy…

twittertwitter.com/vanpearcyfinc

facebookfacebook.com/RaymondJames

 

 

39.  Clarke Lemons   |   Eaton Vance WaterOak Advisors

Clarke Lemons   |   Eaton Vance WaterOak Advisors

linkedinlinkedin.com/in/clarkelemons

twittertwitter.com/EatonVance

facebookfacebook.com/eatonvancecorp

 

 

40.  Wally Obermeyer   |   Obermeyer Wood Investment Counsel

Wally Obermeyer   |   Obermeyer Wood Investment Counsel

linkedinlinkedin.com/in/wallyobermeyer

instagraminstagram.com/obermeyerwood

facebookfacebook.com/Obermeyer-Wood-Investment-Counsel…

 

  

41.  Erin Scannell   |   Heritage Wealth Advisors

Erin Scannell   |   Heritage Wealth Advisors, Ameriprise Financial

linkedinlinkedin.com/in/erinscannell

twittertwitter.com/ameriprise

facebookfacebook.com/HeritageWealthAdvisors

 

 

42.  Grant Rawdin   |   Wescott Financial Advisory Group

Grant Rawdin   |   Wescott Financial Advisory Group

linkedinlinkedin.com/in/grant-rawdin…

twittertwitter.com/WescottFin

facebookfacebook.com/WescottFin

 

 

 43.  Jonathan Kuttin   |   Kuttin Wealth Management

Jonathan Kuttin   |   Kuttin Wealth Management, Ameriprise Financial

linkedinlinkedin.com/in/jonathankuttin

twittertwitter.com/ameriprise

facebookfacebook.com/jonathan.kuttin

 

 

 44.  Jeffrey Fratarcangeli   |   Fratarcangeli Wealth Management 

Jeffrey Fratarcangeli   |   Fratarcangeli Wealth Management 

linkedinlinkedin.com/in/jeffrey-fratarcangeli…

twittertwitter.com/WFInvesting

facebookfacebook.com/WellsFargoAdvisors

 


45. 
Brenna Saunders   |   Creative Planning – Overland Park

Brenna Saunders   |   Creative Planning

linkedinlinkedin.com/in/brenna-saunders…

twittertwitter.com/CPIWealth

facebookfacebook.com/creativeplanninginc

 


46.  Matthew Babrick   |   First Republic Investment Management

Matthew Babrick   |   First Republic Investment Management

linkedinlinkedin.com/in/matthew-d-babrick…

twittertwitter.com/MattBabrick

facebookfacebook.com/FirstRepublicBank

 

 

 47.  Ryan Swartz   |   Creative Planning – Omaha

Ryan Swartz   |   Creative Planning - Omaha

linkedinlinkedin.com/in/ryan-swartz…

twittertwitter.com/iamryanswartz

facebookfacebook.com/creativeplanninginc

 

 

 48.  Andy Schwartz   |   Bleakley Financial Group

Andy Schwartz   |   Bleakley Financial Group

linkedinlinkedin.com/in/andyschwartzbscf

twittertwitter.com/bleakleygroup

facebookfacebook.com/LPLFinancialLLC

 

 

49.  Jessica Culpepper   |   Creative Planning, Overland Park

Jessica Culpepper   |   Creative Planning

linkedinlinkedin.com/in/jessicaculpepper

twittertwitter.com/CPIWealth

facebookfacebook.com/creativeplanninginc

 

50.  Susan Kim   |   Kim, Hopkins & Associates

Susan Kim   |   Ameriprise Financial

linkedinlinkedin.com/in/susan-kim-cfp…

twittertwitter.com/ameriprise

facebookfacebook.com/Ameriprise

 

 

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

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