The Most Reviewed Financial Advisors on Sam's List (2026)

Kimberly Green | 2026-03-31

The Most Reviewed Financial Advisors on Sam's List (2026) Most financial advisor directories let firms buy their ranking. Sam's List doesn't. The advisors at the vetted of this list are here because real clients left real reviews — and kept leaving them. Review count isn't the only metric that matters, but it's one that's hard to fake. When a client takes five minutes to leave a review, they're saying something. They've worked with the advisor long enough to form an opinion. They've weathered at least one market cycle. They're satisfied enough to put it in writing. The Most-Reviewed Advisors Right Now 1. Anthony Syracuse, CFP — Scottsdale, AZ Rating: 5.0 / 5.0 (5 verified reviews) Fee-only fiduciary CFP based in Scottsdale. Works with high earners, high-net-worth individuals, and tech professionals. His "Return on Life" philosophy is less about maximizing portfolio returns and more about building a financial architecture that actually lets clients do the things they want to do. Offers three service models: one-time financial planning, planning-only (no investment management), and full planning plus investment management. That flexibility is unusual. Most advisors push you toward the model that generates the most AUM fees. Flat retainer starts at $7,500 per year. No percentage of assets — you know what you're paying before the first meeting. vetted for: High earners and tech professionals who want a real financial plan, not a portfolio that tracks an index with a 1% fee stapled to it. Find him on Sam's List 2. Capital Area Planning Group — Washington, DC Rating: 5.0 / 5.0 (2 verified reviews) Malcolm Ethridge is a CFP and IRS Enrolled Agent — a combination that's rarer than it sounds. Most financial advisors hand you off to a CPA at tax time. Malcolm does both. For tech executives navigating equity compensation, RSUs, and concentrated stock positions, that integration matters. Having both credentials in one advisor means no handoff, no miscommunication between planning and taxes. Capital Area Planning Group serves senior managers and executives in tech, particularly those dealing with company equity complexity. Malcolm has appeared on CNBC and authored Financial Independence Doesn't Happen by Accident — the profile he's built is genuine domain expertise, not marketing polish. Fees run 0.25% to 1.5% of AUM depending on portfolio complexity and services included. vetted for: Tech executives and senior managers — in DC or nationally — who have equity compensation, stock options, or RSUs and need someone who understands the tax implications of every decision. Find...