10. Lazetta Braxton | 2050 Wealth Partners | Co-Founder and Co-CEO Braxton is a member of the CNBC Digital Financial Advisor Council and a contributor on wealth management to the WSJ Experts blog. She is the recipient of the Association of African American Financial Advisors’ Leadership Legacy Award and the Heart of Financial Planning award from the Financial Planning Association.
9. Douglas Boneparth | Bone Fide Wealth | President Boneparth is the CFP Board ambassador for New York, educating the public about how financial planning with CFP professionals can help people achieve their financial goals. He is also the co-author of
The Millennial Money Fix (Career Press, 2017), which helps millennials learn the reasons for their financial challenges and provides the mechanics for their solutions.
(Photo: Donald Bowers)
8. Hannah Moore | Guiding Wealth | Financial planner and owner As owner of Guiding Wealth, Moore works one-on-one with each of the firm’s clients. She has been voted one of D Magazine’s Top Financial Planners in Dallas since 2014, and was given the Young Guns Award by the Dallas/Fort Worth Financial Planning Association.
7. Dasarte Yarnway | Berknell Financial Group | Founder and managing director Yarnway’s independent wealth management firm focuses on millennials, growing families and seasoned investors. He offers advice and insight through his weekly Young Money podcast, three books (
Dating Benji, 2016, Young Money, 2018, and Pay Me In Equity, 2019) and a weekly blog.
6. Mary Beth Storjohann | Abacus Wealth Partners | Financial advisor, partner and chief marketing officer Storjohann is the founder of Workable Wealth, a platform that provides financial education and empowerment to people in their 20s to 50s. She makes frequent appearances on NBC as a financial expert and has been featured in major media outlets.
5. Joshua Brown | Ritholtz Wealth Management | CEO and co-founder Brown, a New York-based financial advisor, is the author of two McGraw-Hill books,
Backstage Wall Street and Clash of the Financial Pundits. He serves on the advisory boards of financial technology firms Riskalyze, Vestwell and Digital Assets Data Corp and on CNBC’s Financial Advisor Council, and contributes to the network’s Fast Money.
4. Cathy Curtis | Curtis Financial Planning | Founder and CEO In 2019, U.S. News & World Report named Curtis one of “9 Women in Finance to Follow on Twitter.” She serves on the CNBC Financial Advisor Council, writes a blog, “Of Independent Means,” and teaches at Mills College in Oakland, California.
3. Justin Castelli | RLS Wealth | Founder and financial advisor In addition to RLS Wealth, Castelli co-founded The AGC, a private online community for financial advisors focused on collaborating and growing alongside their peers, with Taylor Schulte in 2019. He is the author of the blogs “All About Your Benjamins” and “The Advisor of Tomorrow,” and also hosts podcasts under the same names.
2. Taylor Schulte | Define Financial | Founder and CEO Schulte has been recognized as a multi-year award-winning wealth manager in San Diego Magazine and as an Investopedia top financial advisor. He is also a columnist for Kiplinger and is frequently quoted in the media as a financial expert.
1. Michael Kitces | Buckingham Wealth Partners | Head of planning strategy Kitces shares his knowledge with other advisors through 50 to 70 conference speaking engagements every year, as well as the members’ section of his Kitces.com website, which serves some 3,000 advisors, and his “Nerd’s Eye View” blog.
Investopedia’s annual spotlight on those it considers the 100 top financial advisors in the country focuses on those who have demonstrated ability to reach the largest and most diverse financial and investing audience.
The publication judges advisors by the effect and quality of their published work, their public appearances, their online following and their commitment to financial literacy across diverse communities.
It also uses peer-to-peer nominations to determine an advisor’s reach and influence.
“2020 has proven the value of great financial advisors who have been able to help their clients navigate the volatility and uncertainty brought on by the global pandemic,” Investopedia’s editor-in-chief, Caleb Silver, said in a statement.
“This year’s Investopedia 100 have stepped up to that challenge, and the awardees represent advisors from all communities and backgrounds committed to spreading financial literacy and education.”
See the gallery for Investopedia’s 10 most influential financial advisors in the U.S. in 2020.
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