Gratitude to the financial advisors, wealth managers, RIAs, and planners who help human beings grow and protect what they have earned. Celebrated from public work, with a cited source on every card. Find or get discovered locally in the π€« Yellow Pages.
34 of 1024 Β· celebrated from public information, cited on every card.
Co-founder of Edelman Financial Engines and a three-time Barron's number-one ranked independent financial advisor inducted into its Advisor Hall of Fame.
Edelman Financial Engines (founded Fairfax, VA)
He built one of America's largest independent RIAs on the belief that plain-spoken, low-cost planning belongs to everyone, not just the wealthy.
President and CEO of Creative Planning, ranked number one on Barron's Top Independent Financial Advisors list three years running.
Creative Planning (Overland Park, KS)
He grew a single-family practice into a national fiduciary firm by keeping comprehensive, conflict-free advice at the center of every client relationship.
Founder and CEO of Carson Group and one of the first independent advisors inducted into Barron's Advisor Hall of Fame.
Carson Group / Carson Wealth (Omaha, NE)
He turned his own practice into a coaching movement that helps thousands of independent advisors serve families better.
Head of planning strategy at Buckingham Wealth Partners and publisher of the Nerd's Eye View research blog read by financial planners nationwide.
Buckingham Wealth Partners / Kitces.com
He is the profession's most trusted teacher, giving advisors the rigorous research they need to serve clients honestly.
CEO of Blue Ocean Global Wealth, a CERTIFIED FINANCIAL PLANNER and CFP Board director who champions diversity in financial planning.
Blue Ocean Global Wealth (Gaithersburg, MD)
She meets people where they are, translating complex planning into practical steps and opening the profession to underrepresented voices.
Founder and CEO of Curtis Financial Planning, a fee-only RIA focused on the financial lives of independent women.
Curtis Financial Planning (Oakland, CA)
She built a niche practice around self-made women, delivering holistic, conflict-free planning to a group the industry long overlooked.
President and founder of Bone Fide Wealth, a New York CFP practice focused on millennials, young professionals, and entrepreneurs.
Bone Fide Wealth (New York, NY)
He speaks directly to a generation navigating student debt and first real money, with straight talk instead of sales pitches.
CERTIFIED FINANCIAL PLANNER and creator of the Behavior Gap, whose Sketch Guy column ran weekly in The New York Times for a decade.
Behavior Gap (Utah)
With a Sharpie and one drawing, he makes the human side of money clear, showing people that behavior matters more than stock picks.
CEO and co-founder of Ritholtz Wealth Management and a longtime CNBC commentator known as The Reformed Broker.
Ritholtz Wealth Management (New York, NY)
He left the commission world to build a transparent RIA and explains markets to everyday investors without the usual Wall Street spin.
Co-founder, chairman, and chief investment officer of Ritholtz Wealth Management and host of Bloomberg's Masters in Business podcast.
Ritholtz Wealth Management (New York, NY)
He pairs evidence-based investing with a relentless focus on avoiding costly mistakes, a rare voice of candor in financial media.
Founder of Walser Wealth Management, a tax attorney and CERTIFIED FINANCIAL PLANNER recognized multiple times on Investopedia's Top 100 Advisors list.
Walser Wealth Management (Tampa, FL)
Her rare mix of tax-law and planning credentials lets her protect clients' wealth with strategy few advisors can match.
Author of the bestseller I Will Teach You To Be Rich and host of a Netflix personal-finance series on money and behavior.
I Will Teach You To Be Rich
He reframes money around a person's rich life, giving young earners a systems-based way to spend and invest without guilt.
Co-founder of 2050 Wealth Partners, a virtual fee-only firm, and a nationally recognized advocate for diversity in financial planning.
2050 Wealth Partners (virtual / New York, NY)
She serves first-generation wealth-builders and the sandwich generation, and she works to make the whole profession look like America.
Co-founder and co-CEO of 2050 Wealth Partners and a CERTIFIED FINANCIAL PLANNER named to Investopedia's most influential advisors list.
2050 Wealth Partners (virtual)
She built her practice for younger professionals and first-generation wealth-builders, proving planning belongs to every age and background.
One of the first Latino CERTIFIED FINANCIAL PLANNERS and a CFP Board director who has spent his career bringing financial dignity to underserved communities.
International Private Wealth Advisors (Santa Fe Springs, CA)
Raised in East LA, he built his practice on Finances Con Corazon, championing families the industry never bothered to serve.
Managing director and founding partner of Sun Group Wealth Partners, a Forbes-ranked advisor and CNBC Financial Advisor Council member.
Sun Group Wealth Partners (Irvine, CA)
She left a big firm to build an independent boutique and has become one of the most visible women advisors teaching people to take charge of their money.
Founder of the Garrett Planning Network, which pioneered hourly, as-needed fee-only planning to reach the middle market.
Garrett Planning Network
She built a nationwide network so that objective, competent advice could be bought by the hour, no minimum account required.
Chairman of Evensky and Katz / Foldes and a pioneering wealth manager often called the dean of financial planning.
Evensky and Katz / Foldes Wealth Management (Coral Gables, FL)
He helped turn financial planning into a genuine profession and pioneered the core-and-satellite approach that many advisors use today.
Co-founder of Evensky and Katz and a Texas Tech financial-planning professor, one of the profession's most influential women.
Evensky and Katz / Foldes Wealth Management; Texas Tech University
She wrote the practice-management playbook a generation of planners learned from and helped train the profession's next leaders.
Founder of Gen Y Planning, a fee-only virtual firm, and a CNBC Financial Advisor Council member focused on millennial clients.
Gen Y Planning (Austin, TX)
She left traditional firms to build subscription-based planning for people in their 20s and 30s making their biggest life decisions.
Lead advisor at Ritholtz Wealth Management, a CFA and CFP known for her New York Times essay urging investors to reconsider their male broker.
Ritholtz Wealth Management (New Orleans, LA)
She builds sustainable plans for clients while pushing the industry to make room for more women in advice.
CFA charterholder, low-cost index-investing advisor, and host of the Bogleheads on Investing podcast.
Ferri Investment Solutions
A pioneer of index funds in the RIA world, he now gives hourly, as-needed advice that puts investors' costs first.
Founder of Berknell Financial Group and author of Young Money, a next-generation advisor bringing advice to underserved communities.
Berknell Financial Group (Princeton, NJ)
He started his own RIA at 24 and co-founded a community to bring access, education, and advice to people the industry left out.
CFA and CFP, founder of the financial-wellbeing consultancy MoneyZen and a longtime advocate for women's financial literacy.
MoneyZen
After decades in the industry she reframed money around calm and enough, helping people align finances with their deepest values.
Founder and executive chairman of Fisher Investments and a Forbes columnist for more than three decades.
Fisher Investments (Camas, WA)
He built one of the largest independent money managers in the country and made market thinking accessible to millions of readers.
Co-founder and CEO of oXYGen Financial, a wealth-management firm built for Generation X and Y, and a CNBC Financial Advisor Council member.
oXYGen Financial (Alpharetta, GA)
He left a big financial institution to build advice around younger families, meeting them where they actually live their financial lives.
CERTIFIED FINANCIAL PLANNER and founder of Beyond Your Hammock, a fee-only firm serving professionals in their 30s and 40s.
Beyond Your Hammock (Boston, MA)
He sells no products and earns no commissions, giving mid-career clients objective advice on using money to build the life they want.
Longtime director of research at Buckingham Strategic Wealth and author of numerous books translating academic finance for everyday investors.
Buckingham Strategic Wealth (St. Louis, MO)
He was among the first to explain the science of investing in plain language, arming clients against Wall Street's costly stories.
Founder of the fee-only advisory firm Wealth Logic and a CPA and CFP whose motto is Dare to be Dull.
Wealth Logic (Colorado Springs, CO)
He champions ultra-simple, ultra-low-cost investing and writes candidly to help ordinary people avoid needless fees.
Bestselling author of The Automatic Millionaire and a former Morgan Stanley financial advisor turned financial educator.
FinishRich Media
He turned one simple idea, paying yourself first automatically, into a practical habit that helped millions start building wealth.
CERTIFIED FINANCIAL PLANNER and host of the Retirement Answer Man podcast, an award-winning voice on retirement planning.
Retirement Answer Man / Agile Retirement (Fort Worth, TX)
After 25 years advising clients, he now helps people rock retirement, focusing on living well today without sacrificing tomorrow.
CERTIFIED FINANCIAL PLANNER, chief advisory officer at SignatureFD, author, and CNBC and Forbes contributor on behavioral money.
SignatureFD (Atlanta and Charlotte)
His guiding line, that personal finance is more personal than it is finance, keeps clients' real priorities at the center of every plan.
Personal-finance author and former financial advisor whose books and long-running television show reached a mass audience.
Suze Orman Media
She took blunt, empowering money talk to millions, especially women, insisting that financial security is within reach for regular people.
Founder and chairman of The Charles Schwab Corporation, the discount-brokerage pioneer that widened access to investing for individuals.
The Charles Schwab Corporation (Westlake, TX)
He tore down the barriers of high-commission Wall Street so that everyday people, and the advisors who serve them, could invest affordably.
Toward 1024. Every champion is real, public, and cited; anyone featured can ask to be updated or removed.
A celebration of the Financial Advisors community, assembled entirely from public information as an act of credit and gratitude. It is not a claim of endorsement, affiliation, sponsorship, or partnership by anyone featured. Every person is real and publicly documented, with a cited source of truth on their card; we never invent a person or a claim, and we prize accuracy over speed. Anyone featured can ask to be updated or removed at any time. Names and marks belong to their owners.