Leading Advisors
Worth Leading Advisors offers informed guidance from a select group of vetted advisors with substantial expertise
Leading Advisors is a comprehensive directory of some of the nation’s top wealth management professionals. A financial advisor is an indispensable resource for growing your wealth, which is why we have curated a directory of advisors who possess deep expertise on various topics relevant to the economy and our financial futures.
For over 36 years, Worth has been providing key insights from the financial advisor community. We continue our commitment to publishing relevant content from thought leaders in financial services.
Featured Providers
Featured Advisor Firms
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Luke Andriuk
Director of Investments, Saugatuck Financial
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Indrika Arnold
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Gene Balas
Investment Strategist, CFA®
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Ian D. Barclay
CPA, PFS, Managing Director, Rocky Mountain Region & Co-President, Colony Sports and Entertainment, The Colony Group
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Jason Blackwell
CFA®, CAIA, Chief Investment Strategist, The Colony Group
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Justin Charise
Founder and Managing Partner, Wealth Management Advisor, Saugatuck Financial
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Jared Chase
CFP®, Director of Mergers & Acquisitions and Business Development
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Steven Check
President and Chief Investment Officer, Check Capital Management
Growing To Serve You Better
The direct byproduct of this growth is our unwavering commitment to the fiduciary promise for our clients, empowering us to build an enduring firm that will serve future generations.
Worth Books Authors
Shurick Agapitov
Chairman
Xsolla
Elizabeth Andrew
VP of Sales
Pluma
Brad Benbow
Chairman & CEO
Joseph David Advertising
Sofia Castro
Founder & Principal
Ortsac Capital Group
Robert Courser
CEO
Line-of-Sight & Synergistic Systems
Christina Curtis
Chief Executive Officer
Curtis Leadership Consulting
Phil Daniels
Joseph David
Spiritugraphics
Andrew Dejoy
Structured Products Analyst
Law Student
Craig Dowden
Founder & Executive Coach
Craig Dowden & Associates
Dr. George Everly
Clinical Psychologist and Public Health Scholar
Johns Hopkins
Gloria Feldt
Cofounder & President
Take The Lead Endowment
Dottie Herman
CEO
Douglas Elliman
Tom Hine
CEO & Principal
Capital Wealth Management
Kuba Jewgieniew
Kuba Jewgieniew
Reality ONE Group
Patience Marime-Ball
Founder & CEO
Women of the World Endowment
Joseph McCabe
CEO
Home | Front Mortgage
Jim McCann
Entrepreneur + Philanthropist
1-800-FLOWERS.COM, Inc. + Smile Farms Inc.
Bill McKendry
Founder + Chief Creative Officer
BrandHaven
Ruth Shaber, MD
Founder & President
Tara Health Foundation
Daniel J. Mitchell
President
The Center for Freedom and Prosperity
Frank J. O’Connell
Business titan, long-standing innovator and former President
Reebok & HBO Video
Tucker Perkins
CEO
Propane Education & Research Council (PERC)
Illana Raia
Founder & CEO
Être Girls
Nicole F. Roberts
Executive Director
Feed A Billion
Leslie A. Rubin
Accountant, Entrepreneur, Philanthropist, and Real Estate Developer
Main Street Economics Inc.
Bella Rushi
Founder
Symmetri Consulting
Sarah Samuels
Partner
NEPC
Zach Schaefer
Founder and CEO
Spark The Discussion
Janet Sherlund
Author
Worth Books
Monte Wood
Opus Agency Board
Author
