Celebrating 18 Kestra-Affiliated Advisors Recognized in AdvisorHub's Annual Rankings
Kestra Financial and its affiliates are delighted to announce that, once again, firms throughout our organization are included in AdvisorHub's prestigious Advisors to Watch rankings. The 2023 rankings highlight top advisors across seven unique categories, meticulously evaluating professionals from across the country to assess the caliber of their practices, business growth, and commitment to professionalism as key factors in the selection process. Eighteen advisors affiliated with Kestra are recognized this year.
We’re honored to support this dedicated and distinguished group of financial professionals and congratulate them on achieving such notable recognition.
100 Advisors to Watch Over $1 Billion
When it comes to scale and premier client service, these advisors have uncovered the formula, running sizable firms and serving beyond the everyday needs of their clientele without missing a beat.
- Garrett Taylor, Coastline Wealth Management — #35
- Joseph A. Sarnecki, U.S. Financial Services — #46
- Matthew Defelice, U.S. Financial Services — #56
With less than 15 years of experience in the industry, these advisors have made a name for themselves in wealth management, bringing fresh ideas and solutions to their firms.
- Porter Bradley Cunningham, Oklahoma Financial Center — #2
- Girish Navare, Eagle Harbor Advisors — #44
200 Fast Growing Advisors to Watch
Our partners ranked strongly in this category, recognized for their growing client base, increasing assets, and impressive production.
- Jon D. Goldstein, Goldstein Advisors — #37
- Craig Martucci, Elevated Private Wealth Advisors — #41
- Tyler R. McKean, True Alpha Wealth Management — #66
- Roger J. David, Rinvelt & David, LLC. — #107
- Jacob R. Rinvelt, Rinvelt & David, LLC. — #121
- Anthony Landi Jr., Northeast Investment Group — #158
- Steve Massey, WealthPartners — #134
- Anne McCabe, Curo Private Wealth — #170
- Brian Laughlin, Three Bridges Planning — #191
100 Advisors to Watch Under $1 Billion
These advisors proved themselves in the industry with healthy growth and strong client relationships.
- Stephen Engro, Beacon Financial — #37
- Scott Cohen, CD Wealth Management — #38
- David P. Allen, Security Financial Management — #60
These advisors are the largest and fastest growing practices headed by a single advisor.
- Keith Brandt, California Wealth Transitions — #20
- TJ Jenkins, Rivergrass Wealth Management — #91
Congratulations to all advisors recognized on this year’s list!
All eligible nominees for this list have a minimum of seven years of experience, $100 million AUM, and a clean regulatory record. The full rankings and digital magazine can be found here. For more information, please contact AdvisorHub at info@advisorhub.com.
