Advisor Crunch @AdvisorCrunch
The industry trains production. Advisor Crunch installs authority, AI+Alpha Ownership for financial advisors. advisorcrunch.com Joined March 2014-
Tweets10K
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Followers782
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Following779
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Likes4K
AdvisorTruth.com Nobody is coming to save you. #advisors #advisoralpha #ownyouralpha
@"The AI Version of Not Owning Your Alpha"linkedin.com/pulse/ai-versi… on @LinkedIn
@"Your Firm’s AI Isn’t Just Helping You. It’s Rewriting Your Value."linkedin.com/pulse/your-fir… on @LinkedIn
👇🏼Below the line: Production. Reports. Planning outputs. Automation. Commodity workflows. The future advisor won’t win by producing more. The future advisor wins by governing better. Own what AI can’t. Lead where it won’t. #AdvisorCrunch #OwnYourAlpha #FinancialAdvisors #AI
Most advisors still think AI is competing with advisors. It’s not AI is reorganizing where advisor value actually lives. ⬆️ Above the line: Judgment. Governance. Leadership. Decision ownership. Behavioral accountability. #WealthManagement #AdvisorAlpha
@"Stop Guessing: Track This One Thing and Your Growth Becomes Predictable"linkedin.com/pulse/stop-gue… on @LinkedIn
#Advisors educate your clients... the next round is coming soon...
Isn't it time for a new scam from this guy? #VeeCon
@AaronKlein You can't decide where to have your dinner meeting without a lunch meeting... c'mon man!
ETF.com gets folded into Future Proof, with vast staff reductions; CEO Salim Ramji says Vanguard 'turned the corner' on tech woes, but slams door on crypto riabiz.com/a/2025/8/12/et…
@"🎯 From Surface-Level to Shared Ownership"linkedin.com/pulse/from-sur… on @LinkedIn
What in the Chat GPT is going on w/ Advisor Crunch?
Thomas Kopelman 💵 @TKopelman
40K Followers 590 Following Advising Entrepreneurs, Executives, and Medical Professionals to build wealth and lower their lifetime taxes. Co-Founder @AllStwealth
Jess Bost, CFP® @lady__bost
9K Followers 4K Following We cannot all do great things, but we can all do small things with great love. -Mother Teresa
Cody Garrett, CFP®�... @MeasureTwiceMNY
19K Followers 974 Following Financial Educator at Measure Twice® - Learn how to create your own financial plan as a DIY investor!
Travis Gatzemeier, CF... @T_Gatzemeier
12K Followers 779 Following Outdoorsman | Biz owner | I help entrepreneurs and stock-compensated professionals create financial independence
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Jason Wenk @jasonwenk
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Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Brendan Frazier @jbrendanfrazier
8K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
Anthony Stich 🏄... @anthonystich
4K Followers 820 Following CMO at Moran Wealth. Formerly @MarketCounsel, @Entrustody, @InvestCloud, & @NaviPlan. Investments in @Securitize, @AdvicePay, @SeedsInvestor, and Airotone.
Ross Marino, CFP®, C... @Ross__Marino
2K Followers 2K Following Founder | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment advice
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder Santiago & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Max Schatzow @AdviserCounsel
7K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Dr. Preston D. Cherry... @DrPrestonCherry
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Riki Cooke, CFP® @RikisRamblings
1K Followers 935 Following 🧳 Traveler. Helping millennial travelers find the balance between vacation and vocation via thoughtful sabbatical planning.
Shawna Ohm 🍉 @ShawnaOhm
5K Followers 2K Following Content marketing for financial firms @Content151. Made in Chicago. Forged in New York. Happiest in deserts. قلب في فلسطين.
Courtney McQuade @CourtMcQuade
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Hayrettin Çelik @petalever7
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Anvera Zollikofer @AnveraZollikofe
6 Followers 156 Following Creating beauty through fashion. 👗 Seeking wisdom and genuine connections. ✨ Nature & sunset lover. 🌅🌿
BuyForLife🇺🇸 @Ircruircem369
70 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Tesoplirt @TesoplirtBtHJD
3 Followers 166 Following
Loorawtas @LoorawtasnQjsi
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Becky @j_becky50
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雯雯 @qt3Wt3bpeLLwOV
21 Followers 432 Following 古靈精怪是日常 可愛只是基本操作 20y學生 日常不是在上課 就是在偷懶 生活很普通 但跟我聊天應該 不會無聊 你會想認識我嗎
Make money easily @J9g990s42U958n
4 Followers 437 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Shannon Rosic @ShannonRosic
1K Followers 3K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYR
Donna White @donnawhite
4K Followers 4K Following I help visionary Founders & CEOs of mission-driven ventures build high impact values-aligned teams | @AugustVenture | *integrity *courage *freedom *excellence
Bento Engine Inc. @BentoEngine
267 Followers 208 Following Empowering Financial Advisors to lead with advice so that families thrive, and practices grow. Scaling Moments That Matter.
Advisor Armor @AdvisorArmor
53 Followers 119 Following Regtech Information Security Compliance Company
Banríon Capital Mana... @Banrion_Capital
658 Followers 826 Following Navigating the world of alternative investments isn't easy. Banríon Capital is here to be your guide. Let us help you find a better alternative.
Shana Orczyk Sissel "... @shanas621
9K Followers 2K Following Founder & CEO @Banrion_Capital Breast Cancer Survivor. Queen of Alternatives™️ Author Tough Minded Seen on @FoxBusiness @business @CNBC @SchwabNetwork
Jp Miranda @mathonetics
2 Followers 18 Following
Matt Jwire @jwire_matt
7K Followers 8K Following
Andy Massieon @MassieonAndy
122 Followers 931 Following Fishing aficionado. Patriots fan. Former ESU football player. All-Pro Dad. Co-founder of Compass Financial Resources. Helps people increase their ROL.
YCharts @ycharts
41K Followers 7K Following Enabling smarter investment decisions & better client engagement. Free trial: https://t.co/2GGVDn72Fm #YCharts
Michael Morin @geniusdidntfail
183 Followers 1K Following The best models focus on tracking the changes in factors that impact the output, including the assumptions. MBA @Babson
Kimberly Howard CFP @KimHowardKJH
2K Followers 1K Following Kimberly J. Howard, CFP®, CRPC®, ADPA® - #Feeonly #FinancialPlanner helping to achieve #financialfreedom - #KJHFinancialServices in #Needham MA and #Denver CO
Ronald J. VanSurksum,... @AAMLLC
1K Followers 2K Following Certified Financial Planner (TM) Practitioner providing Full Service Fiduciary Financial Planning and Investment Management
Alexandria Fisher @AlexandriaESG
6K Followers 6K Following ESG | Sustainable Finance | Energy & Just Transition | Risk | Wicked Problems | Data MacGyver | Pragmatic Optimist | Stubborn | She/her | 📊🔦
Josh @ Finart @TheFinArtist
2K Followers 1K Following From Advisor to Brander | Branding and Design for Finance and Fintech | [email protected] |
Jay Williams CFP®, C... @_401Jay
2K Followers 1K Following Financial Planner for Millennial Professionals • Husband, Dad x 3 • Miami Dolphins Fanatic • *anything here ≠ financial advice*
Libord Advisors Pvt. ... @LibordAdvisors
137 Followers 1K Following Libord as "One-Stop financial Solutions" group to render services related to a wide suite of financial products /services and management consultancy services.
RIA Newz @RIANewz
131 Followers 231 Following Actionable insights for RIA owners and advisors. Share with #RIANewz exchanging information on wealth tech, practice management, and investing.
AJ Erzen, CEPA® @AJ_Erzen
653 Followers 859 Following 📈Founder & Financial Planner 👨👩👦👦Husband & Father of 3 boys 🎙️Podcast Host of HealthyDadWealthyLife
Retiring By 45 @retiringby45
1K Followers 1K Following A guy on a journey to financial independence before being too old to enjoy life.
Mike Webb @MikeWebb_CRG
3K Followers 5K Following Senior Manager working in the New York City, New York, CAPTRUST office.
Quantitative Greasing @RuleByPowerLaw
1K Followers 1K Following https://t.co/gfi3eb036T ; Be kind. Be silly.
Walk You To Wealth: K... @walkyoutowealth
2K Followers 274 Following Rewrite Your Money Story. Build Real Wealth. @ https://t.co/fTASlmWE3w | Kevin C. Feig, CFP®, CFT™, CPA, PFS | Posts ≠ Advice
Lumiant @Lumiant_io
471 Followers 1K Following Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances
Stoy T Hall, CFP® @Stoy_Hall
1K Followers 1K Following Investopedia Top 100 Financial Advisor Leading Women, Minorities, and LGTBQ - Biz Owners on their Wealth Journey 👇🏽 Click here to grow your wealth!
Trudy Darwin PR @trudydarwin
11K Followers 12K Following Creating Award-Winning press and media campaigns @PRCA_HQ Member #TechPR #PublicRelations #RegTech #FinTech #Startup #ThoughtLeadership
thecrabbytraveler @crabbytravel
34 Followers 464 Following Travel enthusiast sharing tips and tricks so folks can get the most out of their travel dollar.
David DeCelle @DavidDecelle
225 Followers 473 Following
Amy Watson @IRVancouver
26K Followers 8K Following Building cutting-edge investor relations programs that promote positive shareholder engagement and maximum market response. https://t.co/nXCVHJuleR
JYS Capital @jyscapital
1K Followers 755 Following JYS Capital is a boutique capital markets advisory firm specializing in small-cap companies in the energy, mining, and technology sectors.
Chiaroscuro @kwd_markets
63 Followers 517 Following Shopper Sports Betting DM for collabs or for email ad
WiseMint @WiseMintApp
433 Followers 126 Following Independent portfolio performance reporting for self-directed investors. GIPS-aligned analysis, custom benchmarks, and full fee transparency. Currently in Beta
RealOpen @RealOpen_io
269 Followers 122 Following The easiest and most efficient way for crypto holders to purchase luxury real estate. 🚀🏡 [email protected] (310) 910-1722
Larbi Houmz l ⵍⴰ�... @LarbiHoumz
167 Followers 1K Following Marketing Communications Manager | Social Media Strategy and Content | AIESEC Alumnus
Thomas Kopelman 💵 @TKopelman
40K Followers 590 Following Advising Entrepreneurs, Executives, and Medical Professionals to build wealth and lower their lifetime taxes. Co-Founder @AllStwealth
Jess Bost, CFP® @lady__bost
9K Followers 4K Following We cannot all do great things, but we can all do small things with great love. -Mother Teresa
Aaron Klein 🇺🇸 @AaronKlein
20K Followers 313 Following Husband and dad, striving to live Isaiah 1:17. Love Idaho. Founded Riskalyze back in 2011. On a mission to turn meetings into momentum at @ContioAI.
Cody Garrett, CFP®�... @MeasureTwiceMNY
19K Followers 974 Following Financial Educator at Measure Twice® - Learn how to create your own financial plan as a DIY investor!
Travis Gatzemeier, CF... @T_Gatzemeier
12K Followers 779 Following Outdoorsman | Biz owner | I help entrepreneurs and stock-compensated professionals create financial independence
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Jason Wenk @jasonwenk
7K Followers 1K Following Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Jay Coulter @sjaycoulter
30K Followers 12K Following 🎙️ Resilient Advisor Podcast for Financial Advisors | Empowering Advisors To Become High-Growth Independent Business Owners | CFP®, CIMA®
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Brendan Frazier @jbrendanfrazier
8K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
Anthony Stich 🏄... @anthonystich
4K Followers 820 Following CMO at Moran Wealth. Formerly @MarketCounsel, @Entrustody, @InvestCloud, & @NaviPlan. Investments in @Securitize, @AdvicePay, @SeedsInvestor, and Airotone.
Ross Marino, CFP®, C... @Ross__Marino
2K Followers 2K Following Founder | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment advice
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder Santiago & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Max Schatzow @AdviserCounsel
7K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Dr. Preston D. Cherry... @DrPrestonCherry
2K Followers 2K Following Aligning life & wealth for high-earning Gen X. Flat-Fee Advice @ConcurWealth | Equity • Tax • Retirement | Top 10 Investopedia & Council | Tweets ≠ Advice
Riki Cooke, CFP® @RikisRamblings
1K Followers 935 Following 🧳 Traveler. Helping millennial travelers find the balance between vacation and vocation via thoughtful sabbatical planning.
Behavioral Finance @victorricciardi
67K Followers 74K Following Behavioral Finance & Risk Expert, Finance Professor, SSRN Editor, Radio Guest, Author, Speaker. Victor Ricciardi posts #behavioralfinance news.
Shannon Rosic @ShannonRosic
1K Followers 3K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYR
IT GRC Forum @ITGRC
24K Followers 22K Following Educational Programs on IT, Governance, Risk Management, & Compliance (GRC)
Advisor Armor @AdvisorArmor
53 Followers 119 Following Regtech Information Security Compliance Company
Banríon Capital Mana... @Banrion_Capital
658 Followers 826 Following Navigating the world of alternative investments isn't easy. Banríon Capital is here to be your guide. Let us help you find a better alternative.
Shana Orczyk Sissel "... @shanas621
9K Followers 2K Following Founder & CEO @Banrion_Capital Breast Cancer Survivor. Queen of Alternatives™️ Author Tough Minded Seen on @FoxBusiness @business @CNBC @SchwabNetwork
Mary Kate Gulick @MaryKateGulick
1K Followers 875 Following Traveler & mapmaker, observer of absurdity, writer, loud laugher, prolific swearer, late-blooming empath
Suleman Din @sulemandn
1K Followers 514 Following Advisor Intelligence Lead @advisorengine // Ph: (919) 839-3947 Em: [email protected] Opinions expressed are my own.
Aadit Sheth @aaditsh
522K Followers 843 Following Co-founder @thenarrativecom. Storytelling and comms for world-class companies on X & LinkedIn. Also write Neatprompts (100k+ subscribers). Mechanical engineer.
Seth Stephens-Davidow... @SethS_D
16K Followers 2K Following NYT bestselling author (EVERYBODY LIES & DON'T TRUST YOUR GUT); Harvard econ PhD; data nerd.
Chris Clearfield @ChrisClearfield
729 Followers 283 Following I coach leaders creating transformational change in their teams and industries. Co-author of MELTDOWN—why our systems fail. @[email protected]
Kristin Shea @itskristinshea
747 Followers 1K Following Author of “The Truth About Digital Marketing for Financial Advisors” | Speaker | DBDL Podcast Producer | LinkedIn | Free Spirit, Old Soul, CrossFit, #GoBirds
Nicole Boyson @nikir1
8K Followers 1K Following Finance professor, Northeastern University. Co-editor, Financial Analysts Journal. Shine all the time!
Jason Friedman 🟣 @jasonfrieds
1K Followers 441 Following Co-founder and CEO of AdvisorFinder // @find_advisors // AdvisorFinder is where families find their financial advisor to help them build lasting wealth
James Shanks @Finunciate
425 Followers 412 Following Client Acquisition Consultant at Carson Group (remote) Tweets are not investment advice.
Sam Lang @digitalturtle_
256 Followers 789 Following
Cian Callaghan CFP® @CianMetisCFP
641 Followers 659 Following I specialize in #FinancialPlanning with families who want to achieve #financialfreedom as early as possible. Doing a line with @trishomahony. Charlottes Dad.
The Lords of Finance @lordsoffinance_
106 Followers 379 Following CFA® Charterholder. Disclaimer: not to be construed as investment advice.
Coffeezilla @coffeebreak_YT
747K Followers 2K Following Internet Detective Exposing Scams. Follower of Jesus. Support Investigative Journalism: https://t.co/ATpU5zUzUY Signal Tipline: coffeezilla.01
Matt Jwire @jwire_matt
7K Followers 8K Following
Balaji @balajis
1.7M Followers 4K Following Author of the Network State. Founder of the Network School.
Morgen Rochard, CFA @MorgenRochard
16K Followers 2K Following Follow me to learn about #bitcoin and personal finance @Money_owners Bitcoin for Advisors pod with @BitcoinPierre Buy my book: https://t.co/VYPVLCo34w
Andy Massieon @MassieonAndy
122 Followers 931 Following Fishing aficionado. Patriots fan. Former ESU football player. All-Pro Dad. Co-founder of Compass Financial Resources. Helps people increase their ROL.
Beagle @BeagleFinancial
2K Followers 10 Following Find all your old 401(k)s; Hassle-free rollover. Beagle helps you save your hard earned retirement money. https://t.co/PlfmgsN6gd
Michael Morin @geniusdidntfail
183 Followers 1K Following The best models focus on tracking the changes in factors that impact the output, including the assumptions. MBA @Babson
Ronald J. VanSurksum,... @AAMLLC
1K Followers 2K Following Certified Financial Planner (TM) Practitioner providing Full Service Fiduciary Financial Planning and Investment Management
Alexandria Fisher @AlexandriaESG
6K Followers 6K Following ESG | Sustainable Finance | Energy & Just Transition | Risk | Wicked Problems | Data MacGyver | Pragmatic Optimist | Stubborn | She/her | 📊🔦
Kimberly Howard CFP @KimHowardKJH
2K Followers 1K Following Kimberly J. Howard, CFP®, CRPC®, ADPA® - #Feeonly #FinancialPlanner helping to achieve #financialfreedom - #KJHFinancialServices in #Needham MA and #Denver CO
Josh @ Finart @TheFinArtist
2K Followers 1K Following From Advisor to Brander | Branding and Design for Finance and Fintech | [email protected] |
Libord Advisors Pvt. ... @LibordAdvisors
137 Followers 1K Following Libord as "One-Stop financial Solutions" group to render services related to a wide suite of financial products /services and management consultancy services.
RIA Newz @RIANewz
131 Followers 231 Following Actionable insights for RIA owners and advisors. Share with #RIANewz exchanging information on wealth tech, practice management, and investing.
AJ Erzen, CEPA® @AJ_Erzen
653 Followers 859 Following 📈Founder & Financial Planner 👨👩👦👦Husband & Father of 3 boys 🎙️Podcast Host of HealthyDadWealthyLife
Steve Drost, CFA, CFP... @stevedrost
999 Followers 454 Following Founder of Drost Financial & @quivrcrm | @investmentnews 40 under 40 | Ops and Fintech Nerd
Retiring By 45 @retiringby45
1K Followers 1K Following A guy on a journey to financial independence before being too old to enjoy life.
Mike Webb @MikeWebb_CRG
3K Followers 5K Following Senior Manager working in the New York City, New York, CAPTRUST office.
Quantitative Greasing @RuleByPowerLaw
1K Followers 1K Following https://t.co/gfi3eb036T ; Be kind. Be silly.
Marc Andreessen 🇺�... @pmarca
3.7M Followers 31K Following You’re not talking to someone who woke up a loser. That loser attitude, that loser premise makes no sense to me.
Walk You To Wealth: K... @walkyoutowealth
2K Followers 274 Following Rewrite Your Money Story. Build Real Wealth. @ https://t.co/fTASlmWE3w | Kevin C. Feig, CFP®, CFT™, CPA, PFS | Posts ≠ Advice
Stoy T Hall, CFP® @Stoy_Hall
1K Followers 1K Following Investopedia Top 100 Financial Advisor Leading Women, Minorities, and LGTBQ - Biz Owners on their Wealth Journey 👇🏽 Click here to grow your wealth!
Lumiant @Lumiant_io
471 Followers 1K Following Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances
Easlo @heyeaslo
372K Followers 519 Following Productivity meets minimalism. Building, designing, and sharing my solutions.
David DeCelle @DavidDecelle
225 Followers 473 Following














