SOURCE: BrightScope

BrightScope

March 06, 2012 10:00 ET

BrightScope Releases List of Top 25 Omaha Area-Based RIA Firms

Bridges Investment Management Inc. & Bridges Investment Counsel, Inc. Tops the List With $1.1B Total Assets Under Management, and Tributary Capital Management, LLC Comes in Second With $932.6M

SAN DIEGO, CA--(Marketwire - Mar 6, 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 Omaha 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 Advisor Pages offers unmatched transparency and insight into the wealth management sphere by offering investors an inclusive look into financial advisors' activities and background," said Mike Alfred co-founder and CEO of BrightScope. "With BrightScope Advisor Pages, investors can be assured they are finding comprehensive, unbiased information about those they trust with planning their financial future."

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 Omaha area-based advisors by total assets under management:

Company - Total assets under management

1. Bridges Investment Management Inc. & Bridges Investment Counsel, Inc. - $1.1B

2. Tributary Capital Management, LLC - $932.6M

3. Prodigy Asset Management, LLC - $763.0M

4. Karstens Investment Counsel, Inc. - $487.8M

5. Lutz Financial - $343.8M

6. Orizon Investment Counsel, LLC - $298.4M

7. America First Investment Advisors, LLC - $230.0M

8. Westchester Capital Management, Inc. - $226.8M

9. Cambridge Advisors, Inc. - $201.1M

10. Hd Financial Services, LLC - $111.3M

11. Footprints Asset Management & Research, Inc. - $94.3M

12. Pflug Koory, LLC - $93.0M

13. Cornerstone Financial Group, LLC - $55.9M

14. Mcmannama & Associates - $55.6M

15. K P Smith Asset Management - $52.0M

16. Red Cedar Capital, LLC - $47.7M

17. Freedom Asset Management, Inc. - $42.4M

18. Thomas Jackson Family Office, Inc. - $34.0M

19. Campbell Wealth Management, Inc. - $30.6M

20. Michael J. Butkus & Company - $30.3M

21. Sterling Financial Advisors, LLC - $28.6M

22. Jb Financial Services, Inc. - $20.4M

23. Dessonville Financial Group Incorporated - $20.2M

24. Callahan Financial Planning Company - $19.2M

25. Clark Wealth Strategies, Inc. - $10.4M

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
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