etf.com Announces Members of New 'Leaders' List

etf.com announces members of its new "Leaders" list, which highlights top advisory firms and financial advisors that utilize ETFs for clients.

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Kristin
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Reviewed by: etf.com Staff
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Edited by: etf.com Staff

etf.com is excited to announce the inaugural members of its new franchise, "Leaders." The list spotlights Top 100 Financial Advisors and Top 50 RIA Firms from across the U.S. that manage assets for clients ranging from those just starting their journey toward financial wellness to those who are ultra-high net worth. A key component to inclusion on the list was the allocation of a significant percentage of ETFs to client portfolios.

“For years, the etf.com Awards have recognized the best issuers and funds of the year,” explained Chief Marketing Officer Adelina Tafuri. “We are excited to share with our audience a list of advisors and firms who are dedicated to helping ETF investors reach their financial goals through the use of ETFs as well.”

Finalists for Top Financial Advisors and Firms

etf.com judges selected the list from self-submitted applications. The judges considered a wide range of criteria, from client retention rates to portfolio performance. etf.com is seeking a diverse list, including breadth of specialties, size of practices, and a multitude of client portfolio demographics. 

All members on the list also went through a vetting process utilizing information provided by the U.S. Securities and Exchange Commission. Though advisors and firms listed have been checked, potential clients should consider this a first round screening, and do their own research to ensure the accuracy of all certifications.

etf.com's Franchise to Benefit 'Leaders'

All firms and top financial advisors on the list can also be discovered through a searchable database on the etf.com website. This database can be used by potential and interested clients to help source members for their financial team.

“We are excited for the launch of the Leaders franchise,” said etf.com CEO Mike Morelli. “etf.com has long been a trusted resource on all things related to exchange-traded funds. We hope this list will help etf.com readers build their financial team with advisors who understand the power of ETFs in client portfolios.”

The Leaders franchise will be expanding to include other financial advisors and firms interested in participating in the community. Only members of the Leaders list, however, are highlighted through a badge shown on the site.

All members of the 'Leaders' list can be seen here.

Kristin Myers is an award-winning journalist, who covers business and finance news. She is the current Senior Vice President of Content and Editor in Chief of etf.com. Kristin was most recently the Editor-in-Chief of the economics website The Balance, and an on-air anchor and reporter at Yahoo Finance. 

She hosted Yahoo Finance Live daily, providing afternoon coverage and reporting on markets, and the economy in the hours before the final bell. She was also one of the creators and hosts of “A Time for Change,” a weekly program that explores race, diversity, and inclusion in the world of business, finance, and politics. 

Earlier in her career, Kristin helped launch Al Jazeera America, where she produced high-profile guest segments and was part of field teams for special coverage, including the protests in Ferguson, and the funeral of Nelson Mandela in South Africa.

She has also worked with other news organizations including Bloomberg News, MSNBC, and others, in the U.S. and abroad.