Sam G Huszczo, CFA, CFP named to the Investopedia 100 list of Most Influential Financial Advisors of 2023
Jess Feldman | Investopedia | July 11th, 2023
The Investopedia 100 celebrates independent 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.
This year’s list highlights advisors who provide unique value to communities across the board, from those who represent clients in various industries—from music to dentistry—advisors who offer pro bono financial planning tips for women, to those who volunteer to educate students within their own community. It’s an honor to get to highlight the work these individuals do.
Read on to learn about the 2023 class of the Investopedia 100 Top Financial Advisors.
Methodology
The annual Investopedia 100 list honors independent U.S.-based financial advisors who have demonstrated top-of-the-industry skills in the following critical areas:
- Reach: defined as the domain authority of their personal blog or website, followers across socials (LinkedIn, Twitter, TikTok, Instagram, and YouTube), and podcasts (including appearances or ownership of a personal podcast).
- 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.
- Community support: measured through peer nominations by industry professionals outside of their own firms, as well as the advisor’s presence and engagement with others in the financial planning industry.
Each advisor CRD number was checked for validity, and each application was checked for accuracy and quality. 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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