Alice Morgan / Investopedia

Applications are now open for the 2023 Investopedia 100—our ranking of the most influential independent financial advisors in the U.S. The application is free and will only take a few minutes to complete. Applications will close on May 1, 2023.

Click here to begin your application for the 2023 Investopedia 100 Top Financial Advisor Awards.

In addition to being featured on the Top 100 list, winners will be offered a discount code to attend the 2023 Future Proof Wealth Conference this September in Huntington Beach, California, where they will be invited to the official Investopedia 100 party to celebrate with fellow advisors and the Investopedia team. Advisors may also be featured as guest experts for Investopedia editorial opportunities in the future.

About the Investopedia 100 Awards Program

The annual Investopedia 100 awards 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.

Advisors also have the ability to nominate up to three other advisors who they deem to be influential. Peer recommendations and recognition are also a very strong measure of influence.

What Does “Influential” Mean?

While we measure the size and reach of advisors’ social media platforms, podcasts, conferences and media appearances, it is what advisors use their platforms for that determines their influence. Those that use it to educate, to share important discourse on issues that impact the industry and their clients, and to help their fellow colleagues are what we’re looking for.

Application Requirements

Applicants must be independent financial advisors practicing in the U.S. with valid CRD numbers. Investopedia independently verifies this information when reviewing all applications.

How Financial Advisors Benefit From Being on the List

Award winners are featured on the Investopedia website, receive digital badges showcasing their honored spot on the top 100 list, and may have opportunities to be featured as guest experts at Investopedia events and interviewed for web and print content. Winners will also be celebrated at a 2023 reception event in Huntington Beach, California at the Future Proof Wealth Festival.

How Winners Are Determined

Investopedia’s data science and editorial teams identify the top 100 independent financial advisors who demonstrate the most significant influence across digital publishing and social platforms, and who share insights that contribute to critical conversations about financial education and investing. The annual Investopedia 100 list honors financial advisors who have demonstrated top-of-the-industry skills in the following areas:

  1. Reach: Defined as digital presence across their own websites, social media, and other media platforms such as video and podcasts
  2. Community support: Measured through peer nominations by industry professionals outside of their own firms
  3. 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. 

Applications are checked for accuracy and quality, and final scores are tabulated according to weights designated for each of the criteria above by our data science team. 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.

How To Apply

Applications for the 2023 Investopedia 100 are now open. Apply here! Applications will close on May 1, 2023.

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