20 financial advisers to follow on Twitter

From deep analysis to humor, these advisers bring a personal touch to financial planning.
APR 14, 2015
When news breaks, Twitter is always ready to hold a conversation — and some financial advisers take full advantage of it. Sometimes the conversations are deep, such as when President Barack Obama directed the Department of Labor to move forward with a fiduciary rule. And sometimes, the Twitterverse is just filled with humor. With so many facets of the industry and so many topics to discuss, here is a list of 20 advisers to follow for a personal touch on financial planning: • Josh Brown: One of the most well-known financial advisers on Twitter, Mr. Brown, chief executive of Ritholtz Wealth Management, has hit the 100K mark for followers. @reformedbroker • Blair H. duQuesnay: A financial planner from New Orleans, Ms. duQuesnay often shares insights and starts discussions with fellow advisers on the news of the day. @blairhduquesnay • Sophia Bera: Ms. Bera is author of "What You Should Have Learned About Money, But Never Did: A Gen Y Guide to Empowered Personal Finance" and is a virtual planner for millennials. @sophiabera • Sheryl Garrett: Ms. Garrett's name may be recognizable. President Obama gave this financial adviser a shout out during his fiduciary speech. She is the founder of the Garrett Planning Network. @sherylgarrett • Jeff Rose: He learned his lesson when he lost $5,000 in a penny stock. Now Mr. Rose is a certified financial planner who blogs at Good Financial Cents and has written a book called Soldier of Finance. @jjeffrose • Marty Morua: What makes Mr. Morua's Twitter account different than most is that he writes his tweets in the form of a conversation and focuses on the real estate and financial advisory space. @martymorua • Russ Thornton: Mr. Thornton focuses his financial planning business on divorcees, widows and other women. @russthornton • Dan Serra: Mr. Serra has a list of specialties, including divorcing spouses, divorcees, widows, LGBT and blended families. @danserra • Brittney Castro: CEO and founder of Financially Wise Women, Ms. Castro says in her Twitter bio that she is obsessed with women, money, business and marketing. @brittneycastro • Mary Beth Storjohann: If something affects GenY-ers, like starting a career or getting married, Ms. Storjohann is on it — and writes about it too on her blog Workable Wealth. @marybstorj • Alan Moore: The co-founder of XY Planning Network and an avid tweeter, Mr. Moore touches base on all issues of the industry. @r_alan_moore • Ben Carlson: He says he's trying to bring some common sense to the industry, and does so on his blog A Wealth of Common Sense. He focuses on wealth management, financial markets and investor psychology. @awealthofcs • Todd Tresidder: Mr. Tresidder is a money coach and blogger at Financial Mentor. He is also a retired hedge fund manager. @financialmentor • Thomas H. Cloud: A holistic financial planner with a focus on retirees and those about to retire. His tweets are almost always about retirement issues. @etfmtweets • Robert Farrington: Known as the "College Investor," Mr. Farrington focuses on student debt and planning financially for college. @collegeinvestin • Beatrice Schultz: Also focused on all things college and finance, Ms. Schultz is principal of Westface College Planning & Westface Financial and is the host of a radio show about the costs of college. @westfacecollege • Scott Bell: Mr. Bell is the blogger behind "I Heart Wall Street" and can often be found weighing in on conversations about the industry on Twitter. @iheartwallst • Tom Brakke: An excellent conversationalist, Mr. Brakke, a consultant and investment adviser, often responds to the industry's issues on his Twitter feed. @researchpuzzler • Jude Boudreaux: Mr. Boudreaux is often working alongside his fellow advisers to spark conversations about financial planning. @hjudeboudreaux • Meb Faber: An avid writer and investor, Mr. Faber is co-founder and chief investment officer of Cambria Investment Management and the manager of Cambria's exchange-traded funds. He can be found weighing in on the news on Twitter. @mebfaber

Latest News

Trump drops $10 billion IRS lawsuit as $1.7B settlement fund takes shape
Trump drops $10 billion IRS lawsuit as $1.7B settlement fund takes shape

A last-minute court filing ends a case against the federal tax-collecting agency that had drawn unprecedented conflict-of-interest questions from Democratic critics.

You Can’t Spell Advisor without AI
You Can’t Spell Advisor without AI

Advisors discuss their use of AI now and how it will change going forward

DOJ's fraud sweep bags over $1B in convictions, guilty pleas and indictments in a single week
DOJ's fraud sweep bags over $1B in convictions, guilty pleas and indictments in a single week

Medicare scam, pandemic benefit theft, offshore tax evasion — federal prosecutors are casting a wide net.

Retirement without guaranteed income streams may mean near-total asset wipeout
Retirement without guaranteed income streams may mean near-total asset wipeout

Report finds that pension income acts as a financial lifeline for retirees facing late-life shocks and raises urgent questions about the DC-only future.

Federal judge dismisses Eltek manipulation lawsuit against Morgan Stanley Smith Barney
Federal judge dismisses Eltek manipulation lawsuit against Morgan Stanley Smith Barney

Nine-month electronic trading freeze and share lending program at the center of dismissed claim.

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline