SOURCE: BrightScope


September 22, 2015 08:00 ET

BrightScope Updates List of the Top 100 Most Social Financial Advisors

Josh Brown and Barry Ritholtz Hold Top Spots; John Mauldin and Roger Wohlner Join Top Ten

SAN DIEGO, CA--(Marketwired - Sep 22, 2015) - BrightScope (, a leading provider of independent financial information and investment research, today released its updated list of the Top 100 Most Social Financial Advisors in the United States. Introduced in 2014 to recognize the top advisors with significant online influence, BrightScope hopes to encourage all financial professionals to bolster their digital brand. Investors are increasingly using search engines and ratings services to inform key life decisions like selecting financial advisors, so advisors with the highest visibility online stand to win an increasing share of new business.

"It's encouraging to see so many advisors demonstrating their expertise and connecting with investors online," said Kevin Fahey, Director of Product at BrightScope. "There's a growing recognition that an effective online presence can attract and retain clients."

The Rank considers several individually weighted data points around the advisor's Twitter profile and blog, such as followers, Tweet activity, and Moz Page Authority. 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 who are models of how to use social media to grow a successful advisory business and a personal brand in the marketplace.

Noteworthy findings since BrightScope's last release of this list in March 2015:

  • Winner's Circle: Josh Brown (No. 1) continues his reign as the most influential financial advisor on social channels, followed closely by fellow repeat honoree Barry Ritholtz (No. 2)
  • Top Ten: The list includes two newcomers to the Top Ten, John Mauldin at No. 7 (from No. 15) and Roger Wohlner at No. 10 (from No. 11)
  • Warm Welcome: Nine advisors made their debut: Carlos Sera, No. 27; Andrew Thrasher, No. 36; Kirk Chisholm, No. 55; Brian Preston, No. 62; Laurie Itkin, No. 65; Brendan Mullooly, No. 87; Eric Roberge, No. 95; Gary Brooks, No. 97; Eric Simonds, No. 100

BrightScope's Top Social Influencers in the United States (as of September 2015): Advisor Pages Profile - Blog - Twitter Handle

1. Joshua Brown - The Reformed Broker - @ReformedBroker
2. Barry Ritholtz - The Big Picture - @ritholtz
3. Michael Shedlock - Mish's Global Economic Trend Analysis - @MishGEA
4. Cullen Roche - Pragmatic Capitalism - @cullenroche
5. Michael Kitces - Nerd's Eye View - @MichaelKitces 
6. David Merkel - The Aleph Blog - @AlephBlog
7. John Mauldin - Mauldin Economics - @JohnFMauldin
8. Mebane Faber - Meb Faber Research - @MebFaber
9. Theodore Jenkin - Your Smart Money Moves - @oXYGenFinancial
10. Roger Wohlner - The Chicago Financial Planner - @rwohlner
11. Jeff Rose - Good Financial Cents - @jjeffrose
12. Robert Seawright - Above the Market - @RPSeawright
13. Michael Batnick - The Irrelevant Investor - @michaelbatnick 
14. Ric Edelman - Edelman Financial Services Education Center - @ricedelman
15. Russell Thornton - Wealthcare for Women - @RussThornton
16. George Papadopoulos - George Papadopoulos on WSJ - @feeonlyplanner
17. Carolyn McClanahan - Carolyn McClanahan on Forbes  - @CarolynMcC
18. Thomas Brakke - The Research Puzzle - @researchpuzzler
19. Neal Frankle - Wealth Pilgrim - @NealFrankle
20. David Kudla - David Kudla on Forbes - @David_Kudla
21. Sophia Bera - Gen Y Planning - @sophiabera
22. Catherine Curtis - Of Independent Means - @cathycurtis 
23. Rick Ferri - Rick Ferri Blog - @Rick_Ferri
24. Tim Maurer - Tim Maurer Blog - @TimMaurer
25. Jim Blankenship - Getting Your Financial Ducks In A Row - @BlankenshipFP

*Note: these rankings are accurate as of September 22, 2015

To view the complete list of the Top 100 Most Social Financial Advisors in the United States, visit the BrightScope Blog at

Advisors can find out how their social profiles rank for free by claiming their profile on BrightScope and adding their social media details. To learn more visit

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

*Disclosure: Joshua Brown and Michael Kitces are Advisors to BrightScope.

About BrightScope
BrightScope is a financial information company that brings transparency to the financial ser- vices marketplace through independent research and analysis. Delivered through intuitive online tools, BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors. Information on more than 700,000 financial advisors and nearly 33,000 active advisory firms, as well as ratings for nearly 50,000 retirement plans and analysis on over 30,000 fund share classes, are available for free at