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The Washingtonian surveys hundreds of area financial professionals during the preceding 4-6 months prior to publishing the award
Bethesda Magazine sent a survey to hundreds of financial professionals asking, “If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them?” The 2022 list represents those who earned the greatest number of endorsements from their peers.
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
