This month, long awaited Barron’s Top 100 Independent Advisors was published – recognizing top performing wealth managers for both the quality and size of their practices in 2019. In this post, we present 41 social media savvy financial advisors who made this prestigious list.
Congratulations!
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1 | Richard Saperstein @ Treasury Partners |
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linkedin.com/in/richardsaperstein1 | |
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twitter.com/@treaspart | |
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facebook.com/treasurypartners | |
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2 | Valerie Newell @ Mariner Wealth Advisors |
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valerienewell | |
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@MarinerWealth | |
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MarinerWealthAdvisors | |
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3 | David Kudla @ Mainstay Capital Management |
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david-kudla-… | |
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@David_Kudla | |
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MainstayCapital | |
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4 | Dale Yahnke @ Dowling & Yahnke |
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daleyahnke | |
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@dywealth | |
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dywealth | |
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5 | Jon Jones @ Brighton Jones |
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jon-jones-… | |
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@jdjones_5 | |
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Brighton-Jones-… | |
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6 | Robert Balentine @ Balentine |
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robert-balentine-… | |
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@balentweet | |
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balentinellc | |
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7 | Charles Brighton @ Brighton Jones |
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charles-brighton-… | |
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@Brighton_Jones_ | |
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Brighton-Jones-… | |
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8 | Steven Weinstein @ Altair Advisers |
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stevenbweinstein | |
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@AltairAdvisers | |
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AltairAdvisers | |
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9 | Daniel Wiener @ Adviser Investments |
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daniel-wiener-… | |
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@Adviser_Invest | |
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AdviserInvestments | |
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10 | David Mabie @ Chicago Capital |
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david-mabie-… | |
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@ChiCapLLC | |
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ChicagoCapital.net | |
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11 | Grant Rawdin @ Wescott Financial Advisory Group |
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grant-rawdin-… | |
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@WescottFin | |
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Wescott-Financial-Advisory-Group-LLC-… | |
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12 | Brenna Saunders @ Creative Planning |
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brenna-saunders-… | |
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@CPIWealth | |
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creativeplanninginc | |
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13 | Frank Reilly @ Reilly Financial Advisors |
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reillyfrank | |
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@reillyfinancial | |
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ReillyFinancialAdvisors | |
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14 | Randall Linde @ AGP Wealth Advisors |
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randylinde | |
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@ameriprise | |
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AGPWealthAdvisors & randall.linde | |
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15 | Paul West @ Carson Wealth Management Group |
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paul-west-cfp®-… | |
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@paulwestcoach | |
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carsonwealth | |
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16 | Jeffrey Grinspoon @ VWG Wealth Management |
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jeff-grinspoon-cfp-… | |
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@jgrinspoon | |
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VWGWealthManagement & jeffgrinspoon | |
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17 | Gerard Klingman @ Klingman & Associates |
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gerard-klingman-… | |
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@gerardklingman | |
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klingmanandAssociates | |
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18 | Laila Pence @ Pence Wealth Management |
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lailapence | |
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@PenceWealth | |
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PenceWealth & Lailacfp | |
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19 | Gary Ran @ Telemus Capital |
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garyran | |
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@TelemusCapital | |
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TelemusCapital | |
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20 | Jonathan Kuttin @ Kuttin Wealth Management |
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jonathan-kuttin-… | |
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@ameriprise | |
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Kuttinwealthmanagement & jonathan.kuttin | |
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21 | Daniel Roe @ Budros Ruhlin & Roe |
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dan-roe-… | |
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@BudrosRuhlinRoe | |
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BudrosRuhlinandRoe | |
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22 | Randy Carver @ Raymond James |
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randy-carver-… | |
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@RaymondJames | |
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Carver-Financial-Services-Inc-… | |
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23 | Shawn Parker @ Ameriprise Financial |
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shawn-parker-cfp®-… | |
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@ameriprise | |
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Alliant-Financial-Strategies-Group-… | |
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24 | Andy Berg @ Homrich Berg |
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andy-berg-… | |
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@HomrichBerg | |
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Homrich-Berg-… | |
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25 | Charles Simmons @ Ameriprise Financial |
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charles-simmons-… | |
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@ameriprise | |
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TruWealth-Advisors-Ameriprise-Financial-Services-Inc-… | |
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26 | Kevin Myeroff @ NCA Financial Planners |
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kevinmyeroff | |
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@kevinmyeroff | |
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kevin.myeroff | |
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27 | Jordan Waxman @ HSW Advisors |
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jordanwaxman | |
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@hswadvisors | |
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HSWAdvisors | |
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28 | Michael Chasnoff @ Truepoint Wealth Counsel |
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michaelchasnoff | |
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@TruepointWealth | |
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Truepoint | |
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29 | Charles Bean @ Heritage Financial Services |
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charlesbean | |
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@heritagefin | |
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HeritagefinancialNet | |
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30 | Darrell Pennington @ Pennington Wealth Mgmt |
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darrellpennington | |
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@ameriprise | |
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PenningtonwealthManagement | |
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31 | Wes Moss @ Capital Investment Advisors |
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wesmoss | |
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@WesMoss365 | |
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capitalinvestmentadvisors | |
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32 | Erin Scannell @ Heritage Wealth Advisors |
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erinscannell | |
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@ameriprise | |
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HeritageWealthAdvisors | |
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33 | Ryan Swartz @ Creative Planning Inc |
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ryan-swartz-… | |
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@iamryanswartz | |
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creativeplanninginc | |
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34 | Joseph Jacques @ Jacques Financial |
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joseph-jacques-… | |
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@jacquesfinllc | |
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JacquesFinancial | |
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35 | Daniel Wilson @ Ameriprise Financial |
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danieltwilson | |
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@skyeburstwealth | |
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SkyeburstWealth | |
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36 | Duncan Rolph @ Miracle Mile Advisors |
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duncanrolph | |
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@mirmileadvisors | |
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MirMileAdvisors | |
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37 | Gail Reid @ Ameriprise |
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gaildreid | |
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@ameriprise | |
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CastlewatchWealth | |
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38 | Christopher Cordaro @ Regent Atlantic |
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cordaro | |
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@RegentAtlantic | |
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RegentAtlantic | |
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39 | Ken Moraif @ Retirement Planners of America |
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kenmoraif | |
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@kenmoraif | |
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RPofAmerica | |
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40 | Walter “JR” Gondeck @ The Lerner Group |
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jr-gondeck | |
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@thelernergroup | |
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TheLernerGroup | |
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41 | David Bahnsen @ The Bahnsen Group |
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davidbahnsen | |
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@bahnsengroupht | |
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bahnsengroup | |
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