Private Advisor Group’s Stephanie McCullough of Sofia Financial Named Among Top 10 on The Investopedia 100

MORRISTOWN, NJ, Monday, July 17, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced Stephanie McCullough, founder and independent financial advisor with Sofia Financial, has been named among the top 10 financial advisors on The Investopedia 100 Top Financial Advisors.

McCullough was recognized for using her platforms and influence in the financial planning industry to make her clients and her fellow advisors smarter and better equipped to handle today’s challenges. Her focus on helping women through her podcast called “Take Back Retirement” and YouTube channel, as well as the financial literacy classes and community work she does also made her a standout choice for this incredible recognition.  

Anne Mortera, Private Advisor Group’s Director of Advisor Growth and Engagement, shared “Stephanie is an amazing person and continues to do amazing things! We’re thrilled to congratulate her alongside her esteemed colleagues. She is so deserving of this special recognition.”

The Investopedia 100 celebrates independent financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors. See the full list of featured financial advisors by visiting

About Private Advisor Group

Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $25 billion in assets under management as of December 31, 2022, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top ten registered investment advisory firm since 2019.

*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

Back to news

Learn how PAG can help you achieve your vision in a constantly changing world. Let’s talk!

Grow With Us