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About Brian
Helping people find financial advisors they can trust
Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief.
Brian believes everyone deserves help with money matters from someone they can trust, no matter their income or stage of life.
Brian is a member of the National Society of Compliance Professionals (NSCP) and its SEC Marketing Rule Working Group. Brian authored an article on the topic of advisor testimonials published by the NSCP in the February 28th, 2022, issue of Currents, the industry’s premier publication for 2,000+ compliance professionals. [Read the Article]
Brian was recognized by WealthManagement.com as one of its top 10 innovators and influencers set to change the wealth management industry in 2024.
Brian has positioned Wealthtender as the first financial advisor review platform designed to be compliant with the SEC Marketing Rule. Brian has also published a testimonial marketing playbook to help advisors and wealth management firms succeed with online reviews and has been featured on multiple podcasts and quoted in major publications discussing the topic.
Prior to founding Wealthtender, Brian spent nearly 22 years in multiple leadership roles at Invesco. In his most recent role, Brian served as Head of Financial Advisor Platforms with oversight for Invesco’s largest strategic partnerships with wealth management firms representing over $100 Billion in assets under management.
With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
From Invesco to Wealthtender
The career path behind Brian’s work with advisors and investors.
- 1Finance degreeB.B.A., The University of Texas at Austin
- 2InvescoNearly 22 years in leadership roles
- 3Advisor platformsLed partnerships with firms managing $100B+
- 4Founded WealthtenderLaunched in 2019
- 5SEC Marketing RuleFirst compliant advisor review platform
Recognition and industry involvement
Where Brian’s work on advisor marketing and compliance has been recognized and published.
- WealthManagement.com Ten to Watch2024 honoree
- National Society of Compliance ProfessionalsMember, SEC Marketing Rule Working Group
- NSCP CurrentsAuthor, advisor testimonials article
- Testimonial Marketing PlaybookAuthor
As the founder and CEO of Wealthtender and Editor-in-Chief, I’m proud of our growing impact in helping thousands of Americans each month make more informed and educated decisions, whether hiring a financial advisor or managing money on their own.
Since founding the company in 2019, Wealthtender has become an industry-leading digital marketing platform providing hundreds of financial advisors with impactful benefits to rank higher in search engines, build authority online, and accelerate the growth of their business.
We also know regulatory change creates opportunities for marketplace disruption. After 60 years of prohibition, the Securities and Exchange Commission (SEC) changed its rules, permitting financial advisors to solicit and promote client testimonials in their marketing activities. With thousands of hours spent evaluating all aspects of the new SEC Marketing Rule and adapting our platform accordingly, Wealthtender launched the first SEC-compliant financial advisor online review platform.
Wealthtender reaches tens of thousands of people each month who visit wealthtender.com, follow us on social media, and view our content syndicated nationally on sites like MSN.com, Associated Press affiliates, and popular personal finance websites.
Our story is just getting started. I’m grateful for the financial advisors in our community, friends throughout the industry, and consumers we hear from each month who inspire us to reinvest in our business, so we can continue in our mission to help millions of Americans enjoy life more with less money stress.
Editor’s picks
Start with these
Two guides for people choosing an advisor, and two for advisors growing their practice.

How Americans Will Choose Financial Advisors in 2026 and Beyond (Trends & Data)
Wealthtender research on how households find and hire advisors.
For investors
How to Find, Research, and Compare Financial Advisors Using ChatGPT, Gemini and AI Tools
How to use AI tools to shortlist and vet advisors.
For investors
How Financial Advisors Get Found in ChatGPT, Gemini, Claude and AI Search
What drives advisor visibility in AI answers and search.
For advisors
2025 Voice of the Client Study: What Americans Really Think About Their Financial Advisors
Findings from Wealthtender’s study of client reviews.
For advisorsOur editorial standards
Brian leads Wealthtender’s editorial team. Every article is reviewed before publication, and we correct errors promptly when readers point them out.