SOURCE: BrightScope


July 03, 2012 10:00 ET

BrightScope Highlights Top 25 Milwaukee Area-Based RIA Firms

Provident Trust Company Is the Frontrunner With $1.3B in Total Assets Under Management, Followed by Diversified Management Inc. With $607.3M

SAN DIEGO, CA--(Marketwire - Jul 3, 2012) - BrightScope (, a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisor (RIA) firms in the Milwaukee 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.

"One of our goals through BrightScope Advisor Pages is to spearhead the movement for transparency within the wealth management sphere by providing accurate and accessible information," said Mike Alfred, CEO and co-founder of BrightScope. "BrightScope is committed to being the most reliable and convenient resource for investors searching for the right advisor to meet their unique financial situation."

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 Milwaukee area-based advisors by total assets under management:

Company - Total assets under management

1. Provident Trust Company - $1.3B

2. Diversified Management Inc. - $607.3M

3. Jacobus Wealth Management Inc. - $592.9M

4. Sadoff Investment Management LLC - $590.2M

5. Jb Investment Management, LLC - $510.8M

6. Campbell Newman Asset Management Inc. - $463.5M

7. Capital Investment Services of America Inc. - $438.9M

8. Kitzinger Lautmann Capital Management Inc. - $428.7M

9. Northern Oak Capital Management, Inc. - $400.8M

10. P. J. Schmidt Investment Management, Inc. - $391.0M

11. Perry Capital Management Inc. - $378.2M

12. Friedlander & Co Inc. - $272.6M

13. Mccarthy Grittinger Weil Financial Group, LLC - $208.4M

14. Morgan Dempsey Capital Management LLC - $186.7M

15. Wynn Capital Management Inc. - $180.0M

16. PaulaHogan - $178.0M

17. Beadell A D Investment Counsel Inc. - $168.0M

18. Estate Counselors, LLC - $165.3M

19. Bultman Investment Management, Inc. - $159.4M

20. Kevin Bay Investments, LLC - $159.2M

21. Hobert & Svoboda, Inc. - $155.8M

22. Wfa Asset Management Corp - $139.7M

23. Kyle Financial Services - $133.0M

24. Forward Uniplan Advisors, Inc. - $132.0M

25. Voit & Hamilton, LLC - $118.1M

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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