SOVE7GN
Financial advisor YouTube channels worth studying, with what their Shorts actually get
Updated 9 November 2026 · Written by Reyansh Juneja, co-founder of SOVE7GN, who runs the campaigns and reviews the clips
Nine channels are worth an afternoon if you are an advisor planning your own: The Money Guy Show, Rob Berger, Erin Talks Money, Azul, The Retirement Nerds, Jazz Wealth, Ari Taublieb, Oak Harvest Financial Group and Your Money Your Wealth. We opened every one of them on 9 November 2026, read the subscriber count and the newest video titles off the page, and then counted the views on 48 Shorts per channel so you can see what the short-form half of an advisor channel really returns.
Short answer: All nine run Shorts alongside long videos. Across the nine, the median Shorts view count on the first page of each channel's Shorts tab was 2,600, and the median channel's Shorts median was about 1.6% of its subscriber count. The largest channel in the set, The Money Guy Show at 709k subscribers, had a Shorts median of 28,000. Study the title patterns, not the production. Numbers read from YouTube on 9 November 2026.
Nine advisor and retirement channels worth studying
| Channel | Handle | Subscribers | A recent video title | Why open it |
|---|---|---|---|---|
| The Money Guy Show | @MoneyGuyShow | 709k | "We Had 5 Minutes To Help These Strangers With Money" | The largest here, and the one that treats episodes as formats rather than topics |
| Erin Talks Money | @ErinTalksMoney | 445k | "How Wealthy Are You? NEW Net Worth Rankings (By Age)" | Titles built on a number a viewer can compare themselves against |
| Azul | @AzulWells | 426k | "Why 55 Is The Most Important Age in Retirement" | High volume, low production, one idea per video |
| The Retirement Nerds | @TheRetirementNerds | 335k | "Why Pay $210 for Just 20% Coverage? Medicare Supplement Math Explained" | A channel built on one narrow subject, Medicare, rather than all of retirement |
| Rob Berger | @rob_berger | 301k | "Roth Conversions Won't Save Your Retirement" | Headlines that contradict the consensus, then explain why |
| Jazz Wealth at Steward Partners | @JazzWealth | 142k | "CASH NOW PAYS 4%. How Does It Compare to Stocks?" | A firm channel that still sounds like a person |
| Ari Taublieb, CFP | @earlyretirementari | 90.1k | "If You're 50+, This Is The Exact Plan To Retire By 55" | The channel description names one audience: people retiring before 65 |
| Oak Harvest Financial Group | @OakHarvestFinancialGroup | 59.7k | "Pay Off the House? Convert to Roth? Retirement Questions Worth Asking" | Case-study format, closest to how an advisory firm actually talks |
| Your Money, Your Wealth | @YourMoneyYourWealth | 34.9k | "Un-Retirement: Why Retirees Are Going Back to Work" | A podcast and TV show pushed through YouTube, hosted by Joe Anderson and Al Clopine per the channel description |
Subscriber counts and titles were read from each channel page on 9 November 2026. Some of these channels belong to registered advisory firms and some to individual educators; the channel page names a firm for some and not others. Check the About tab before you treat any of them as a peer, and remember that whatever they are allowed to say may not be what your compliance team allows you to say.
What the Shorts numbers actually say
Every one of the nine has a Shorts tab with Shorts on it. Here is what those Shorts get.
| Channel | Subscribers | Median Shorts views | Range | Median as share of subscribers |
|---|---|---|---|---|
| The Money Guy Show | 709k | 28,000 | 3,600 to 133,000 | 3.9% |
| Rob Berger | 301k | 6,750 | 1,600 to 42,000 | 2.2% |
| Erin Talks Money | 445k | 6,500 | 2,200 to 67,000 | 1.5% |
| The Retirement Nerds | 335k | 5,200 | 2,200 to 17,000 | 1.6% |
| Azul | 426k | 2,600 | 550 to 31,000 | 0.6% |
| Jazz Wealth | 142k | 1,600 | 249 to 4,900 | 1.1% |
| Ari Taublieb, CFP | 90.1k | 1,050 | 294 to 14,000 | 1.2% |
| Oak Harvest Financial Group | 59.7k | 972 | 18 to 4,500 | 1.6% |
| Your Money, Your Wealth | 34.9k | 835 | 372 to 3,200 | 2.4% |
Method. On 9 November 2026 we loaded each channel's Shorts tab once and read the view count YouTube prints on every Short on that first page: 48 Shorts for eight channels and 42 for Your Money, Your Wealth, which is what loaded. We took the median of those counts per channel. YouTube rounds view counts ("3.6 thousand"), so the medians are rounded figures too, and the Shorts on a first page are the newest ones, not a channel's lifetime record. The share column is the median divided by the subscriber count read the same day. Nine channels is a small sample and is not a benchmark for the whole category.
Three things fall out of it:
- Shorts do not scale with subscribers. Azul has 426k subscribers and a Shorts median of 2,600. Your Money, Your Wealth has 34.9k and 835. The spread between the best and worst share is more than six to one.
- The range inside a channel is wider than the gap between channels. Erin Talks Money ranges from 2,200 to 67,000 on the same page. Judging your own Shorts on a single post is pointless.
- Nobody is getting rich on advisor Shorts views alone. A median of a few thousand views is the normal case even for a channel with hundreds of thousands of subscribers. The reason to post them is reach into people who have never heard of you, and a route back to the long video.
What is worth copying, and what is not
Copy the titles. Every channel in this list writes titles that name a number, an age, a decision or a contradiction: "Why 55 Is The Most Important Age in Retirement", "Roth Conversions Won't Save Your Retirement", "Why Pay $210 for Just 20% Coverage?". None of them are called "Retirement Planning Tips".
Copy the narrowness. The Retirement Nerds is mostly Medicare. Ari Taublieb's channel describes one audience, people retiring before 65. A channel that covers everything is a channel nobody can describe to a friend.
Do not copy the volume at the start. These are channels with years of back catalogue. Two long videos a month with Shorts cut from each is the realistic start, which is what we lay out in how to start a financial advisor YouTube channel.
Do not copy the compliance posture. What an unaffiliated educator can say on camera and what a registered representative or an investment adviser representative can say are different. The rules that decide it for you are on FINRA and SEC rules for advisor videos, and your profile and posting side of LinkedIn is on financial advisor LinkedIn.
How to use this list this week
- Open three channels whose audience is closest to yours. Read 20 titles each and write down the pattern, not the topic.
- Open the Shorts tab on each and watch five. Note where the hook lands and how long the first sentence is.
- Write ten titles for videos you could record this month. Keep the three that make you slightly uncomfortable.
- Record two of them. Cut Shorts from both.
Where SOVE7GN fits
Recording the long video is the part only you can do. Cutting it into Shorts and posting them daily, in a form your compliance team sees before it goes out, is the part we do. One hour of long video usually gives 12 to 20 clips. You approve 2 example clips before anything goes live, we go live within 48 hours, and everything posts on your own accounts. Entry is $2,000 a month for 2 clips a day; Growth is $4,000 for 4. See how we work with founder-led businesses, YouTube Shorts from long videos, or book a 30-minute call.
Questions people ask
Which financial advisor YouTube channels are worth watching?
The Money Guy Show, Erin Talks Money, Azul, The Retirement Nerds, Rob Berger, Jazz Wealth, Ari Taublieb, Oak Harvest Financial Group and Your Money, Your Wealth. Pick the three closest to your own client type.
How many views do advisor YouTube Shorts get?
On the nine channels we counted on 9 November 2026, the median Shorts view count per channel ranged from 835 to 28,000, with a median across channels of 2,600. That is first-page Shorts only, so it reflects recent posts.
Do financial advisors need a lot of subscribers for YouTube to be worth it?
No. A channel with 35k subscribers that reaches the right 500 people near retirement is worth more to a planning firm than a general channel with ten times the audience.
Should an advisor channel cover everything or one subject?
One subject, at the start. The narrow channels in this list are easier to describe, easier to title and easier to find.
Want a straight answer for your videos?
Book a 30-minute call. Send us a link first and we'll tell you which plan fits and how many clips we can make.
Book a call See plans and pricing- Financial advisor YouTube channelFormats, cadence, a compliance review workflow and Shorts that link to the full video.
- Financial advisor content ideasA dated 12-month idea calendar and a webinar clip map, each idea flagged for compliance.
- Turn long YouTube videos into ShortsFinding moments, cutting vertical and linking back to the full video.