Top Advisor Contributions
Investopedia states that the list celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
About the Methodology
Investopedia states that the annual Investopedia 100 list honors financial advisors who have demonstrated top-of-the-industry skills in the following critical areas.
- Reach: defined as digital presence across their own websites, social media, and other media platforms such as video and podcasts.
- Community support: measured through peer nominations by industry professionals outside of their own firms.
- Commitment to financial literacy: measured by the advisor’s participation in workshops, programs, nonprofits, or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.
All three factors weighed heavily in the 2022 Investopedia 100 methodology. Applications were checked for accuracy and quality, and final scores were tabulated according to weights designated for each of the criteria above.
Investopedia receives no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor.
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