Top 100 Most Social Financial Advisors in the US (2013)

We are thrilled to publish the inaugural list of the Top 100 Most Social Financial Advisors in the United States, as ranked by BrightScope’s Social Influence Rank.

“It has been reported that nearly half of investors would like to interact with advisors online but they cannot find them. Social media has become a required communication tool and BrightScope wants to recognize advisors taking advantage of the impact a robust digital profile can have on an advisor’s practice,” said Mike Alfred, Co-Founder and CEO of BrightScope. “By shining a light on social media best practices within the financial services industry, BrightScope hopes more professionals will actively use all types of communications tools to benefit themselves and investors, especially in light of the SEC’s recent guidance on social media.”

The BrightScope Social Influence Rank aggregates information on advisors actively engaging with current and prospective clients using digital media channels and measures how their efforts stack up against their peers. The Rank considers several individually weighted data points around an advisor’s Twitter profile and Blog, such as Followers, Tweet activity, Moz Page Authority, and more. BrightScope components also make up a small portion of the overall rank.

For advisors who have not yet taken advantage of these channels, the Rank helps them identify top advisors like Josh Brown and Michael Kitces who are models of how to use social media to grow a successful advisory business and a personal brand in the marketplace.

BrightScope’s 2013 Top Social Influencers in the United States:

1-25 | 26-50 | 51-75 | 76-100

Rank
BrightScope Profile
Blog
Twitter Profile
1

Josh Brown

The Reformed Broker

@ReformedBroker

2

Barry Ritholtz 

The Big Picture

@ritholtz

3

Roger Wohlner

The Chicago Financial Planner

@rwohlner

4

Jason Hull

Hull Financial Planning

@hull_j

5

Michael Kitces

Nerd’s Eye View

@MichaelKitces

6

Russ Thornton

Wealthcare for Women

@RussThornton

7

Charles Sizemore

Sizemore Insights

@CharlesSizemore

8

George Papadopoulos

George Papadopoulos on WSJ

@feeonlyplanner

9

Cullen Roche

Pragmatic Capitalism

@cullenroche

10

Jeff Rose

Good Financial Cents

@jjeffrose

11

Jim Blankenship

Getting Your Financial Ducks In A Row

@BlankenshipFP

12

David Merkel

The Aleph Blog

@AlephBlog

13

David Fabian

Investor Insights Blog

@fabiancapital

14

Ted Jenkin

Your Smart Money Moves

@oXYGenFinancial

15

Meb Faber

Meb Faber Research

@MebFaber

16

Alan Moore

Serenity Financial Consulting Blog

@R_Alan_Moore

17

Kimberly L. Curtis

Wealth Legacy Institute Blog

@KimCurtisLegacy

18

Ric Edelman

Edelman Financial Services Education Center

@ricedelman

19

Tom Brakke

The Research Puzzle

@researchpuzzler

20

Carolyn McClanahan

Carolyn Sue McClanahan on Forbes

@CarolynMcC

21

Tim Maurer

Tim Maurer Blog

@TimMaurer

22

Neal Frankle

Wealth Pilgrim

@NealFrankle

23

Wade Slome

Investing Caffeine

@WadeSlome

24

Sheri Cupo

SageBroadview Blog

@sage_cupo

25

Jude Boudreaux

Upperline Financial Blog

@HJudeBoudreaux

 

Rank
BrightScope Profile
Blog
Twitter Profile
26

Rick Kahler

Financial Awakenings

@RickKahler

27

John Reese

The Guru Investor

@GuruInvestor

28

Bob Seawright

Above the Market

@RPSeawright

29

Brittney Castro

Financially Wise Women

@Brittneycastro

30

Evan Levine

Complete Advisors Blog

@EvanMLevine

31

Sophia Bera

Gen Y Planning

@sophiabera

32

Nicholas Olesen

Nicholas Olesen’s Blog

@NicholasOlesen

33

Dan Crimmins

Roots of Wealth

@CrimminsWM

34

Robert Henderson

The Retirement Workshop

@LansdowneWealth

35

Arie Korving

Korving & Company Blog

@KorvingCo

36

Ron Rhoades

Scholarly Financial Planner

@140ltd

37

Greg Skidmore

Belpointe News

@gregskidmore

38

Alan Johnson

The Reasoned Investor

@AlanJohnson_

39

Brent Perry

Piedmont Financial Advisors Blog

@FeeOnlyIndy

40

Eric Hutchinson

Hutchinson Blog

@HutchFinancial

41

Jonathan Heller

Cheap Stocks

@JonMHellerCFA

42

Michael Zeuner

WE Family Offices Blog

@zeunerm

43

Kimberly Howard

Kimberly J. Howard, CFP Blog

@KimHowardCFP

44

Crystal Thies

LinkedIn Ninja Blog

@LinkedInNinja

45

John Middleton

Brighton Blog

@jpmbrighton

46

Blair duQuesnay

ThirtyNorth Investments Blog

@BlairHduQuesnay

47

Tony Krance

401k Plan Advisors Blog

@tkrance

48

Alan McKnight

Kays Financial Advisory Corporation Articles

@smartmoneyguy

49

Dieter Scherer

Realize Your Retirement

@dieterscherer

50

Femi Shote

AssetHarvest Blog

@RetireWiseCFP

 

Rank
BrightScope Profile
Blog
Twitter Profile
51

Mark Witaschek

McLean Heuristics

@MarkWitaschek

52

Martin Smith

Answers About Wealth

@WealthcareFGInc

53

Barry Glassman

Glassman Wealth Services Blog

@BarryGlassman

54

Jonathan Deyoe

Happiness Dividend Blog

@DeYoeWealth

55

Rich Winer

Winer Wealth Advisor Blog

@RichWiner

56

Helen Barbre-Stephens

Aspen Wealth Management Blog

@AspenWealthMgmt

57

Jon Castle

Paragon Perspectives

@PARAGONChief

58

Daniel Flannery

Balanced Rock Report

@BalancedRockIA

59

Jeff Kendall

Permission Granted

@JeffKendallCFP

60

Joe Day

View 360°

@BearMtnCapital

61

Christian Treitler

Nosara Financial Planning Blog

@ctreit

62

Kim Miller

Kim Miller’s Egalitarian Adviser

@KimM53

63

John Anderson

Practically Speaking

@SEIJohnA

64

Adam Miller

The Stewardship Sentinel

@coloradoajm

65

Erin Baehr

Purposeful Money

@ErinBaehr

66

Michael Angelucci

Angelucci Wealth Management Blog

@AWMideas

67

David Niggel

Key Wealth Partners Blog

@DavidNiggel

68

Rose Greene

Money Matters Blog

@RoseGreeneCFP

69

Jeff Junior

Jeff Junior’s Blog

@jjonmoney

70

Roger Hewins

One Bite – A Hewins Financial Blog

@HewinsFinancial

71

Reed Bermingham

The Roundtable

@ReedBermingham

72

James Osborne

Bason Asset Management Blog

@BasonAsset

73

William Callahan

A Planner’s Blog

@WilliamCallahan

74

Tom Froehlich

Building, Preserving, & Transferring Wealth

@WealthMgr

75

James Brewer

Envision 401k Advisors Blog

@JB401kadvisor

 

Rank
BrightScope Profile
Blog
Twitter Profile
76

Roger Whitney

WWK Wealth Advisors Blog

@wwkwealth

77

David Nelson

David Nelson’s Blog

@davidnelsoncfa

78

Ronald VanSurksum

Advanced Asset Management Blog

@AAMLLC

79

Scott Dauenhauer

The Meridian Blog

@meridianwealth

80

Nathan Gehring

Nathan Gehring’s Blog

@nathangehring

81

Mackey McNeill

Get Smart Blog

@MackeyMcNeill

82

Mitch Anderson

eFinancial Alliance Blog

@MitchIsGreen

83

David Oransky

Laminar Wealth Blog

@davidoransky

84

Henry Yoshida

The Maresh Yoshida 401k Group Blog

@henryyoshida

85

Ray Hawkins

Our Thinking Blog

@rhawk1955

86

Richard Eddy

Cona Financial Group Blog

@richeddy

87

Paul Hassebroek

Paul Hassebroek’s Blog

@PaulHassebroek

88

Michael Keeler

You and Your Money

@MikeKeeler_FP

89

Doug Mentzer

The Mentzer Group Blog

@MentzerGroup

90

Kevin Kennedy

Kevin Kennedy’s Blog

@KevinKennedyLLC

91

Jarrod Adams

The Adams Blog

@adamsinvesting

92

Jeremy Office

Maclendon Minute

@Maclendon

93

Phillip Christenson

Phillip James Financial Blog

@InvestPJF

94

Allan Henriques

Smart Investor Blog

@smartinvestorcc

95

Carlos Sava

Clarendon Capital Management Newsletters

@ClarendonCapMgt

96

Bob Higgins

Bob’s Blog

@DaltonFinancial

97

Elizabeth Wilson Allbritton

Monarch Advisory Group Blog

@MonarchAdvisor

98

John Nowak

Script For Wealth

@nowak_john

99

David Schlossberg

Assured Concepts Group Blog

@schlossbergd

100

Andrew Comstock

Castlebar Asset Management Blog

@CastlebarAM

Advisors not listed can find out how they rank by visiting their Advisor Pages Dashboard on brightscope.com, or claiming their free profile to gain access to their Dashboard, and submitting details about their social media channels. BrightScope will then calculate their relative position among all other ranked advisors on the platform and display that number on their Dashboard. Advisors can claim and manage their individual or firm profiles at www.brightscope.com/advisor-pages/.

BrightScope obtains its data directly from publicly available sources, including required regulatory filings from the Securities and Exchange Commission. Financial advisors can augment these primary sources by claiming their BrightScope Advisor Page™. By analyzing and interpreting this data, BrightScope now provides unparalleled insight into the financial management industry.

Comments 9

  1. Jay Em

    More important then how well they are able to publicize themselves
    is the value of what they have to say. Do any of the people on the
    list have a public track record that can be evaluated to check that
    they know what they are talking about? How about conducting a
    Philip Tetlock like forecasting tournament. How many of those
    100 financial advisors would even dare to enter?

  2. Anon

    I agree with Jay Em – this is pretty useless information. I once worked for RIAs who were the kings of social media, blogging, tweeting, writing articles for various well respected pension publications, and they were charging clients for services they weren’t providing, they had both a DOL and SEC investigation, they had numerous hidden conflicts of interest, they had lost their best employees and biggest clients, and they were falsifying records. Brightscope, you are unfairly emphasizing sizzle over substance. I think most consumers are sophisticated enough to Google a broker, but many do not know how to look one up on Brokercheck, or the Better Business Bureau. If you want to help people, you should emphasize how to spot the bad ones, not who writes a bunch of crap that may or may not be true and has a pretty website.

  3. Corey

    All valid points, but take the title of this list in context; you may have had a poor experience but your poor experience doesn’t translate into “all advisors that market are bad.” This list is the top 100 Social Advisors…if they’re putting their name, face, brand, etc. out there for all to see in this medium and its their livelihood, they’re going to make sure integrity is at the top of their list of priorities.

  4. Jude Boudreaux

    Hi Jay,

    I think you misunderstand what most financial planners do. I know that I’m not, and can venture to say that many of my friends and colleagues on this list, are not in the business of making forecasts and bets. Rather we’re in the business of helping people actually plan for the life events they can control and reducing the expenses and taxes of investing.

    Hope that helps, and would be glad to talk to you more about this if you’d like to have a conversation.

    Yours truly,

    Jude

  5. joe polidoro

    Ditto Steph’s comment above. No serious study would omit its methodology.

    For advisors seeking to learn about social media from other advisors, plenty of good case studies here but consider exploring outside this list, too. I’m particularly partial to Cathy Curtis (www.curtisfinancialplanning.com).

  6. Cathy Curtis

    An industry friend sent me this post and was wondering where I was! We shared a few humorous emails back and forth that I won’t share here. However, I share Stephanie Sammons concern about what criteria was used. I’m also very disappointed to see the disproportionate amount of men on the list. Where are the women? The world is round, people!

  7. Zaneilia Harris

    I completely agree with Cathy Curtis. There were not a lot of women represented and definitely not much diversity. I am curious to the criteria used as well.

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