SOURCE: BrightScope


June 20, 2012 12:00 ET

BrightScope Announces Top 20 Sacramento Area-Based RIA Firms

Hammer Asset Management LLC Comes in at No. 1 With $473M in Total Assets Under Management With Epsilon Financial Group, Inc. Following as No. 2 with $246M

SAN DIEGO, CA--(Marketwire - Jun 20, 2012) - BrightScope (, a leading provider of independent financial information and investment research, today announced the Top 20 Registered Investment Advisor (RIA) firms in the Sacramento 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 information on more than three-quarters of a million financial professionals, BrightScope Advisor Pages gives people an easy and efficient resource for finding the best financial advisor to fit their needs," said Mike Alfred, CEO and co-founder of BrightScope. "The data we have available has accelerated the pace of change for the financial market by increasing search visibility and providing more prominent information than what is usually available on an advisory firm's website or LinkedIn profile."

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 20 Sacramento area-based advisors by total assets under management:

Company - Total assets under management

1. Hammer Asset Management LLC -- $473.0M

2. Epsilon Financial Group, Inc. -- $246.0M

3. Smart Investor -- $180.1M

4. Pennington Financial Group -- $160.3M

5. Tpbs Capital Management -- $138.1M

6. Empyrion Wealth Management, Inc. -- $126.7M

7. Mark Gillam Enterprises -- $107.2M

8. Springer Financial Advisors -- $100.3M

9. Legacy Capital Management Inc. -- $92.9M

10. Parkshore Wealth Management -- $79.8M

11. Spectrum Capital Management -- $64.8M

12. Adams Ashby Financial Advisors -- $62.2M

13. Lighthouse Financial Planning -- $49.3M

14. Bowers Wealth Management, Inc. -- $47.3M

15. Stephens Asset Management Inc. -- $43.1M

16. Loftus Investment Advisors -- $43.0M

17. Peak Investment Solutions, LLC -- $35.1M

18. Symphony Financial Planning LLC -- $34.0M

19. Lederer Private Wealth Management, LLC -- $26.7M

20. Fergerson Financial LLC -- $24.8M

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 770,000 financial advisors and 45,000 advisory firms are available for free at

Contact Information

  • Katie Carlson
    Atomic PR for BrightScope
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