SOURCE: BrightScope

BrightScope

September 11, 2012 09:00 ET

BrightScope Issues Top 15 Orlando Area-Based RIA Firms

Water Oak Advisors Takes 1st Place With More Than $879M in Total Assets Under Management, While Resource Consulting Group Comes in 2nd With Nearly $870M

SAN DIEGO, CA--(Marketwire - Sep 11, 2012) - BrightScope (www.brightscope.com), a leading provider of independent financial information and investment research, today announced the Top 15 Registered Investment Advisor (RIA) firms in the Orlando 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.

"BrightScope's Advisor Pages provides the necessary decision-making information on more than 770,000 advisors, which allows investors to make confident, well-informed financial choices," said Mike Alfred, CEO and co-founder of BrightScope. "Since we have seen the median age of our population increase as baby boomers approach retirement, ensuring all Americans are prepared for their financial future is a crucial element in the well-being of this nation's economy."

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 Orlando area-based advisors by total assets under management:

Company - Total assets under management:

1. Water Oak Advisors, LLC - $ 879.3M

2. Resource Consulting Group - $869.9M

3. Calibrated Capital Management LLC - $500.0M

4. Lyons Wealth Management - $439.5M

5. Moisand Fitzgerald Tamayo, LLC - $218.4M

6. Eagle Wealth Management, Inc. - $175.8M

7. Vinoy Capital, LLC - $158.8M

8. Kaltbaum Capital Management - $115.0M

9. Carpenter, Claydon Advisors, Inc. - $106.1M

10. Financial Management Concepts - $94.4M

11. Capital Management Associates, LLC - $94.0M

12. Spraker Wealth Management Inc - $90.3M

13. Fund Advisors of America Inc - $66.6M

14. Ahl Investment Management, Inc. - $62.7M

15. Allgen Financial Services, Inc. - $60.5M

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 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 770,000 financial advisors and nearly 45,000 advisory firms are available for free at www.brightscope.com.

Contact Information

  • Jen Harding
    Atomic PR for BrightScope
    415-593-1400
    Email Contact