SOURCE: BrightScope


May 01, 2012 09:00 ET

BrightScope Announces List of Top 25 Charlotte Area-Based RIA Firms

Adhesion Wealth Advisor Solutions Takes the No. 1 Spot With $1.7B, Followed by Bragg Financial Advisors Inc. With More Than $706M in Total Assets Under Management

SAN DIEGO, CA--(Marketwire - May 1, 2012) - BrightScope (, a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisor (RIA) firms in the Charlotte area, focused on individual money management, with the greatest amount of assets under management. This list is part of the series that BrightScope regularly issues to highlight data contained within its Advisor Pages™, a breakthrough way for people to discover, research, and select a financial advisor.

"With comprehensive information on nearly 700,000 advisors, BrightScope Advisor Pages is growing at a rapid rate in order to help investors more quickly and easily find the right financial advisor for their needs," said Mike Alfred, CEO and co-founder of BrightScope. "Through this useful and insightful resource we are reinforcing the benefits that comprehensive data can have on the financial futures of Americans."

By aggregating hard-to-discover but publicly available information on advisors, BrightScope has created a free, easy-to-use database that is searchable from multiple dimensions. BrightScope's Advisor Pages™ features the data most critical to investors tasked with making an informed decision on which financial professional best meets their needs, including location, qualifications, amount and types of assets under management, area of specialty, legal disputes, formal complaints and more.

Top 25 Charlotte area-based advisors by total assets under management:

Company - Total assets under management

1. Adhesion Wealth Advisor Solutions - $1.7B

2. Bragg Financial Advisors Inc. - $706.8M

3. Select Consulting, Inc. - $655.4M

4. Novare Capital Management - $466.3M

5. Income Enhancement Strategies, LLC - $243.9M

6. Greer & Walker Investment Advisors, LLC - $235.7M

7. Matrix Wealth Advisors, Inc. - $169.2M

8. Stewardship Partners Investment Counsel, Inc. - $153.5M

9. Millennium Investment and Retirement Advisors, LLC - $146.7M

10. Carolina Capital Consulting, Inc. - $142.2M

11. Willingdon Wealth Management Inc. - $138.6M

12. Davidson Capital - $128.3M

13. Hayden Harper Advisory, LLC - $107.2M

14. The Mutual Fund Store - Charlotte - $98.1M

15. Lephew Financial Services, Inc. - $90.1M

16. Investor Advisory Group - $76.7M

17. Forest Capital - $71.0M

18. Carnegie Capital Advisors, LLC - $57.7M

19. Alpha Financial Advisors, LLC - $47.3M

20. Strathmore Capital Advisors - $44.5M

21. Buckhorn Capital Management, LLC - $44.2M

22. Prestige Capital Advisors, LLC - $34.3M

23. Poterack Capital Advisory, Inc. - $34.2M

24. Tassel Capital Management, Inc. - $32.9M

25. Db2 Investment Advisory Services Inc. - $30.0M

BrightScope obtains its data directly from publicly available sources, including required regulatory filings from the Securities and Exchange Commission. Financial advisors can augment these primary sources by claiming their BrightScope Advisor Page™. By analyzing and interpreting this data, BrightScope now provides unparalleled insight into the financial management industry.

For more information about BrightScope Advisor Pages™ or to find information on a financial advisor, please visit

About BrightScope
BrightScope is a financial information company that brings transparency to opaque markets through independent research and analysis. Delivered through web-based software, BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors. The BrightScope Rating™, developed in partnership with leading independent 401k fiduciaries, reviews more than 200 unique data inputs per plan and calculates a single numerical score which defines plan quality at the company level. In April 2011, the company launched BrightScope Advisor Pages™, the first comprehensive and publicly available directory of financial advisors designed to help consumers discover information and conduct due diligence on wealth management professionals. BrightScope also markets a suite of data analytics software products to Fortune 1000 companies, asset managers, broker-dealers, financial advisors, and other market participants. Public ratings for more than 46,000 retirement plans as well as rating definitions, criteria and methodologies, and information on more than 680,000 financial advisors and 45,000 advisory firms are available for free at

Contact Information

  • Katie Carlson
    Atomic PR for BrightScope
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