SOURCE: BrightScope

BrightScope

February 15, 2012 09:00 ET

BrightScope Highlights San Francisco's Top 25 RIA Firms

Hall Capital Partners LLC Tops the List With $21.6B in Assets, Followed by Highmark Capital Management, Inc. With $16.7B

SAN DIEGO, CA--(Marketwire - Feb 15, 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 San Francisco, 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.

"BrightScope Advisor Pages provides a searchable online directory containing unparalleled insight into investment advisors' backgrounds such as assets under management, education, disputes, and more," said Mike Alfred, co-founder and CEO of BrightScope. "Through the development of this comprehensive resource on financial service industry professionals, BrightScope has expanded its leadership position in the retirement and 401k market into the broader wealth management marketplace."

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 San Francisco-based advisors by total assets under management:

Company - Total assets under management

1. Hall Capital Partners, LLC - $21.6B

2. Highmark Capital Management, Inc. - $16.7B

3. Osterweis Capital Management, LLC - $4.9B

4. Aspiriant, LLC - $4.6B

5. Baker Street Advisors, LLC - $3.6B

6. Wetherby Asset Management - $3.0B

7. Kcm Investment Advisors - $2.6B

8. Adelante Capital Management, LLC - $2.5B

9. Hewins Financial Advisors, LLC - $2.4B

10. Bingham, Osborn & Scarborough, LLC - $2.2B

11. Aperio Group, LLC - $1.9B

12. Osborne Partners - $1.0B

13. Ycmnet Advisors - $1.0B

14. Brouwer & Janachowski, LLC - $972.9M

15. FundX Investment Group, LLC - $927.5M

16. Capital Performance Advisors LLP - $767.6M

17. Private Ocean - $726.9M

18. The Golub Group - $678.7M

19. Stewart & Patten Co., LLC - $674.6M

20. Mt. Eden Investment Advisors, LLC - $644.1M

21. McDonald Capital Investors Inc. - $619.4M

22. Violich Capital Management - $616.5M

23. Gemmer Asset Management, LLC - $602.6M

24. Equius Partners, Inc. - $579.6M

25. Paskin & Kahr Capital Management, LLC - $500.0M

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 450,000 financial advisors are available for free at www.brightscope.com.

Contact Information

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