SOURCE: BrightScope

BrightScope

March 14, 2012 09:00 ET

BrightScope Highlights List of Top 25 Atlanta Area-Based RIA Firms

Ronald Blue & Co. LLC Comes in First With $5.8B in Total Assets Under Management, While Shapiro Capital Management, LLC Comes in Second With $2.7B

SAN DIEGO, CA--(Marketwire - Mar 14, 2012) - BrightScope (www.brightscope.com), a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisor (RIA) firms in the Atlanta 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 BrightScope Advisor Pages investors can find detailed data on more than 475,000 advisors and 45,000 advisory firms," said Mike Alfred co-founder and CEO of BrightScope. "It is the only comprehensive, free, search-friendly database of financial advisors that harnesses the power of search engines to connect investors with top advisors."

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 Atlanta area-based advisors by total assets under management:

Company - Total assets under management

1. Ronald Blue & Co., LLC - $5.8B

2. Shapiro Capital Management, LLC - $2.7B

3. Iron Capital Advisors, Inc. - $2.3B

4. Homrich Berg - $2.1B

5. Asset Preservation Advisors, Inc. - $1.8B

6. Globalt, Inc. - $1.3B

7. Berman Capital Group, LLC - $1.2B

8. SignatureFD, LLC - $1.2B

9. Edge Advisors, LLC - $1.1B

10. Balentine, LLC - $1.1B

11. ZWJ Investment Counsel, Inc. - $988.8M

12. Capital Directions, LLC - $915.5M

13. Summit Wealth Management, Inc. - $890.0M

14. Montag A & Associates, Inc. - $889.8M

15. Arcus Capital Partners, LLC - $845.4M

16. Brightworth, LLC - $803.6M

17. Timberland Investment Resources, LLC - $768.2M

18. The Arden Group, Inc. - $756.2M

19. Marco Investment Management, LLC - $746.1M

20. CornerCap Investment Counsel, Inc. - $710.6M

21. Municipal Portfolio Managers, Inc. - $705.2M

22. Windham Brannon Financial Group, Inc. - $650.6M

23. The Moorings Group, LLC - $447.9M

24. Resource Planning Group, Ltd. - $394.6M

25. Smith & Howard Wealth Management, LLC - $362.0M

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 http://www.brightscope.com/financial-planning/find/advisor/.

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 475,000 financial advisors and 45,000 advisory firms are available for free at www.brightscope.com.

Contact Information

  • Katie Carlson
    Atomic PR for BrightScope
    415-593-1400
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