SOURCE: BrightScope


August 28, 2012 09:00 ET

BrightScope Issues Top 15 Hartford Area-Based RIA Firms

Bradley Foster & Sargent Inc Takes 1st Place With $1.6B in Total Assets Under Management, While Yhb Investment Advisors Inc Comes in 2nd with More Than $750M

SAN DIEGO, CA--(Marketwire - Aug 28, 2012) - BrightScope (, a leading provider of independent financial information and investment research, today announced the Top 15 Registered Investment Advisor (RIA) firms in the Hartford 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.

"There is no reason such important and influential information about financial advisors should be obfuscated in such a way that it prevents investors from finding and understanding it," said Mike Alfred, CEO and co-founder of BrightScope. "BrightScope Advisor Pages is the groundbreaking solution to that -- anyone who wants to learn more about financial advisors before tapping one to manage their assets can do so easily and accurately online."

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 15 Hartford area-based advisors by total assets under management:

Company - Total assets under management:

1. Bradley Foster & Sargent Inc - $1.6B

2. Yhb Investment Advisors Inc - $757.9M

3. Hfm Wealth Management - $730.9M

4. Fierston Financial Group Inc - $438.3M

5. Resources Management Corp - $432.0M

6. 3D Asset Management, Inc. - $330.8M

7. The New England Guild, Inc. - $273.1M

8. Sky Investment Group LLC - $222.0M

9. Mullaney Keating & Wright Inc - $207.0M

10. Conifer Investments Ltd - $191.1M

11. Mark Sheptoff Financial Planning LLC - $162.7M

12. Filomeno Wealth Management, LLC - $157.8M

13. Founders Capital Management, LLC - $145.5M

14. Pinnacle Investment Management Inc - $114.2M

15. Apex Investment Services, Inc. - $95.8M

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 nearly 45,000 advisory firms are available for free at

Contact Information

  • Jen Harding
    Atomic PR for BrightScope
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