Sam's List Community: 10 Most Reviewed Financial Advisors, September 2026

Sam's List Community: 10 Most Reviewed Financial Advisors, September 2026

A review can tell you what it was like to work with an advisor. It cannot tell you whether the advice was sound, and it says nothing about investment results.

Keep that limit in mind. These are the 10 most reviewed financial advisors among the 94 firms in the Sam's List community, all vetted Sam's List members, ranked by the number of client reviews on each profile on September 30, 2026. An advisor needed a rating of 4.0 or higher and at least two reviews to qualify.

A place here is free, and paid features elsewhere on Sam's List play no part in it. Browse financial advisors on Sam's List. How we picked is at the end.

The 10 most reviewed financial advisors at a glance

Rank	Firm	Rating	Reviews	Serves
1	Ryan Johnson, CFP®, BFA™	5.0	12	Michigan
2	Arynton Hardy	5.0	10	New York
3	Pillar Wealth	5.0	10	Indiana
4	Alan Potrus	5.0	8	California
5	Michael Taylor	5.0	8	Texas
6	VDB Wealth	5.0	8	Georgia
7	Anthony Syracuse, CFP®	5.0	5	Arizona
8	Alex Jankowski, CPA, CFP®	5.0	3	Pennsylvania
9	Full Send	5.0	3	Colorado
10	Capital Area Planning Group	5.0	2	District of Columbia

Ratings and review counts are as shown on each firm's Sam's List profile on September 30, 2026. Each review is submitted by an individual who identifies as a client of the firm, and reviews reflect those individual experiences; they are not an endorsement by Sam's List. No firm paid to be considered for or included in this list. Ratings and rankings are not indicative of future performance or results.

Sam's List compiled this list; no regulator reviewed or approved it. It ranks advisors only by the number of client reviews on Sam's List as of September 30, 2026, and it says nothing about investment performance. Before hiring an advisor, check their registration and any disciplinary history at adviserinfo.sec.gov or brokercheck.finra.org.

The list

Each entry uses only what the advisor's Sam's List profile showed on September 30, 2026: the state served, the specialties it names, its tagline, its rating and review count, and at most one quote from a reviewer who identifies as a client, shown exactly as on the profile, with an ellipsis where the site shortens a long review. Nothing here describes investment performance, returns or fees, and specialties are the advisors' own claims. See the reviews disclosure for more on how reviews work.

1. Ryan Johnson, CFP®, BFA™

Ryan Johnson, CFP®, BFA™ names business executives, business owners/entrepreneurs and content creators among his specialties, and his profile says he serves Michigan. His tagline describes helping professionals and families simplify their finances.

He is rated 5.0 across 12 reviews as of September 30, 2026. Jeffrey M. wrote: "Ryan has been instrumental in creating a sustainable financial plan for our family. He took the time to understand what matters most to us and built a customized plan that reflects our values and our short- and long-term…"

Reviews describe client experience, not investment skill, so check his registration before hiring. See Ryan Johnson, CFP®, BFA™ on Sam's List

2. Arynton Hardy

Arynton Hardy's tagline says he works with tech employees, founders and high-performers navigating equity, liquidity events and non-traditional income. His profile says he serves New York and names athletes and entertainers, business executives and business owners/entrepreneurs among his specialties.

He is rated 5.0 across 10 reviews as of September 30, 2026. Michal B. wrote: "I have been working with Arynton for over six and a half years and can confidently say he brings a rare combination of professionalism and genuine care to his work. He is not only highly knowledgeable and clear in his gu…"

Ten reviews say nothing about investment results; check his registration before hiring. See Arynton Hardy on Sam's List

3. Pillar Wealth

Pillar Wealth's tagline questions the "Financial Advisor" label and says the firm was built to reflect people in 2026 instead of 1990. Its profile says it serves Indiana and names bootstrapped companies, business executives and business owners/entrepreneurs among its specialties.

It is rated 5.0 across 10 reviews as of September 30, 2026. Katie S. wrote: "Pillar Wealth has been exceptional! I love working with small businesses where I have a personal contact and can easily communicate with them. Seth, Kevin and Wyatt have all gone above and beyond to serve us well and hav…"

Ask how the firm is paid, and check its registration before hiring. See Pillar Wealth on Sam's List

4. Alan Potrus

Alan Potrus's tagline describes Potrus CPA, which helps service and software businesses with bookkeeping, payroll, tax preparation and planning, audits and reviews, and CFO support. The profile says the practice serves California and names athletes and entertainers, business executives and cryptocurrency investors among its specialties.

The listing is rated 5.0 across 8 reviews as of September 30, 2026. David R. wrote: "My experience has been and continues to be very positive with the Potrus team. They're very communicative, but they'll happily take time to explain to me the bigger picture and the why behind certain tax strategies or ce…"

Ask what financial advice is included, and check registration before hiring. See Alan Potrus on Sam's List

5. Michael Taylor

Michael Taylor's profile heading pairs his name with The Financial Rules Consulting, and his tagline describes independent financial coaching. The profile says he serves Texas and names business executives, business owners/entrepreneurs and divorced women among his specialties.

He is rated 5.0 across 8 reviews as of September 30, 2026.

Coaching can mean different things from one practice to the next, so ask what an engagement covers, including whether it includes investment advice. Check his registration and any disciplinary history before hiring. See Michael Taylor on Sam's List

6. VDB Wealth

VDB Wealth's tagline describes a boutique wealth management firm for business owners and entrepreneurs. Its profile says it serves Georgia and names business executives and business owners/entrepreneurs among its specialties.

It is rated 5.0 across 8 reviews as of September 30, 2026. Meghan B. wrote: "Andy is highly knowledgeable and capable. We met with him to go over our overall financial picture and plan. He came extremely prepared and came out of the discussion with some great specific action items. I appreciated…"

Wealth management involves investment risk that no review can measure, so check the firm's registration and history before hiring. See VDB Wealth on Sam's List

7. Anthony Syracuse, CFP®

Anthony Syracuse, CFP® says in his tagline that he offers planning for tech pros, creatives and business owners. His profile says he serves Arizona and names equity compensation, HENRY (high earners not rich yet) and high net worth individuals among his specialties.

He is rated 5.0 across 5 reviews as of September 30, 2026. Mohul K. wrote: "Personalized approach. Comfortable and approachable working relationship. Responsive and timely."

Five reviews is a small sample and says nothing about investment results, so check his registration and ask how he works with clients like you. See Anthony Syracuse, CFP® on Sam's List

8. Alex Jankowski, CPA, CFP®

Alex Jankowski, CPA, CFP® names business executives, business owners/entrepreneurs and HENRYs among his specialties. His profile says he serves Pennsylvania, and his tagline adds that he serves clients nationwide, providing tax prep and advisory along with financial planning.

He is rated 5.0 across 3 reviews as of September 30, 2026.

Three reviews is a thin sample and says nothing about investment results. Check his registration and any disciplinary history, and confirm his credentials with the organizations that award them. See Alex Jankowski, CPA, CFP® on Sam's List

9. Full Send

Full Send is listed as a financial advisor on Sam's List, and its tagline describes accounting, tax and data services under one roof. Its profile says it serves Colorado and names business owners/entrepreneurs, enterprise companies ($50M+) and growing companies ($1M to $10M) among its specialties.

It is rated 5.0 across 3 reviews as of September 30, 2026. Daryl A. wrote: "I've been incredibly impressed with this team. They adapted to some of my technology preferences, offered timely and practical advice for a variety of challenging accounting topics, and helped us get through audits, tax…"

Ask which of its services count as financial advice, and check its registration before hiring. See Full Send on Sam's List

10. Capital Area Planning Group

Capital Area Planning Group's tagline says it offers financial planning and investment management services to senior managers and executives in tech. Its profile says it serves the District of Columbia and names business executives, equity compensation (RSUs, options) and high net worth individuals among its specialties.

It is rated 5.0 across 2 reviews as of September 30, 2026, the minimum count for this list.

Two reviews is too few to show a pattern, and investment management carries risk that reviews cannot measure. Check the firm's registration and disciplinary history before hiring. See Capital Area Planning Group on Sam's List

Worked with one of these firms?

Reviews show the next reader what working with an advisor is like, in a client's own words. If you have worked with one of these advisors, leave a review about your experience.

Frequently Asked Questions

How often is this list updated?

Every month. A new edition publishes on the first Monday of each month and is named for the month before. From the October 2026 edition on, the lists rank firms by the reviews they gained since the previous edition's data date, and each edition states the dates it covers.

Can firms pay to be included?

No. Listing on Sam's List is free, and so is a place on this list, which is ranked only by reviews. Some firms pay to be featured elsewhere on Sam's List; that has no effect on who appears here or in what order.

How do I check a financial advisor's registration?

Search the advisor's name or firm at adviserinfo.sec.gov, the SEC's Investment Adviser Public Disclosure site, and at brokercheck.finra.org, FINRA's BrokerCheck. Both are free and show registration and any reported disciplinary history. Registration does not imply a certain level of skill or training, and neither site ranks or recommends advisors.

Does a high review count mean an advisor is right for me?

No. A review count shows how many reviews clients chose to write about their experience on Sam's List. It says nothing about investment performance, and it cannot tell you whether an advisor's services, credentials or way of working fit your situation. Use it to build a shortlist, then check registration, ask how the advisor is paid, and meet more than one advisor before deciding.

How we picked the most reviewed financial advisors

The pool. These lists rank the 94 firms in the Sam's List community, 27 of them financial advisors, all vetted Sam's List members with a live public profile. Sam's List also lists firms outside the community, and these lists do not rank them, so this is not a ranking of every financial advisor on Sam's List. Membership on Sam's List is not a substitute for checking an advisor's registration yourself.

The thresholds. An advisor needed a rating of 4.0 or higher and at least two reviews on September 30, 2026. Eleven of the 27 qualified.

The order. Advisors are ranked by the total review count each profile showed on September 30, 2026, then by rating, then alphabetically by name. Counts include every review each profile showed on September 30, 2026, whenever it was posted. Every advisor here shows a 5.0 rating, so the ties at 10, 8 and 3 reviews were settled by name. The last place went on rating after a tie: an eleventh qualifying advisor also showed two reviews, with a lower rating than Capital Area Planning Group's 5.0.

What the numbers mean. Financial advisor reviews on Sam's List are submitted by individuals who identify as clients of the firm and rate it on communication, subject-matter knowledge, and overall satisfaction. A count shows how many reviews clients wrote, not how many clients an advisor has; it does not measure investment skill, performance or fit, and it can lag for an advisor newer to Sam's List.

Payment. Listing on Sam's List is free, and so is a place on this list. Some firms pay to be featured elsewhere on Sam's List, and that has no effect on who appears here or in what order.

For more on how reviews work, read the reviews disclosure. To compare more advisors, browse financial advisors on Sam's List.

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About the author: Kimberly Green is cofounder of Sam’s List, a directory and matching platform for financial professionals.