SOURCE: BrightScope


October 26, 2011 00:01 ET

BrightScope Announces New York City's Top 25 Registered Investment Advisor Firms With the Most Assets Under Management

Silvercrest Asset Management Group Comes in at No. 1 With Nearly $10B in Assets

SAN DIEGO, CA--(Marketwire - Oct 26, 2011) - BrightScope (, a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisors in New York City, focused on individual money management, with the greatest amount of assets under management. This list is the first in a series that BrightScope will regularly release to highlight data contained within its Advisor Pages™, a breakthrough way for people to discover, research, and select a financial advisor.

"It was previously virtually impossible for the average investor to access all of the information Advisor Pages displays with just a few mouse clicks," said Mike Alfred, the CEO of BrightScope. "As a leading financial data firm already well-established in the retirement industry, in the last few months we have made significant advancement by increasing the level of transparency into the larger wealth management marketplace, furthering our mission to help protect and advance the financial futures of America's workers."

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 New York City-based advisors by total assets under management:

Company - Total assets under management

1. Silvercrest Asset Management Group LLC - $9.6B

2. Atalanta Sosnoff Management, LLC - $6.2B

3. Pinnacle Associates, Ltd. - $5.0B

4. Schafer Cullen Capital Management Inc - $4.6B

5. KLS Professional Advisors Group, LLC - $4.1B

6. Williams, Jones, & Associates - $3.5B

7. Wilkinson OGrady & Co. Inc. - $2.1B

8. Highmount Capital - $1.8B

9. W.P. Stewart & Co, Ltd. - $1.6B

10. Carret Asset Management, LLC - $1.3B

11. Neville, Rodie & Shaw Inc - $1.2B

12. Bridgewater Advisors Inc. - $899.8M

13. Chesapeake Asset Management LLC - $863.4M

14. Zephyr Management, L.P. - $724.0M

15. Altfest Personal Wealth Management - $686.4M

16. Train, Babcock Advisors LLC - $683.8M

17. Trevor Stewart Burton & Jacobsen Inc - $563.1M

18. Veris Wealth Partners, LLC - $465.2M

19. Atrato Advisors LLC - $350.0M

20. Berson & Corrado Investment Advisors, LLC - $284.7M

21. Payne Capital Management, LLC - $199.7M

22. Entrust Capital Inc. - $199.3M

23. Weiser Capital Management, LLC - $167.0M

24. Leeb Capital Management, Inc. - $120.4M

25. BH Asset Management, LLC - $104.0M

BrightScope obtains its data directly from publicly available sources, including required regulatory filings from the Securities 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 55,000 retirement plans as well as rating definitions, criteria and methodologies, and information on more than 450,000 financial advisors are available for free at

Contact Information

  • Korina Buhler
    Atomic PR for BrightScope
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