SOURCE: BrightScope


November 02, 2011 09:00 ET

BrightScope Releases the Top 25 Los Angeles Area-Based Registered Investment Advisor Firms With the Most Assets Under Management

In Its 2nd List Highlighting the Top RIAs by Region, the Leading Provider of Independent Financial Information and Investment Research Examines Those in the Second Largest DMA

SAN DIEGO, CA--(Marketwire - Nov 2, 2011) - BrightScope (, a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisors in the Los Angeles area, focused on individual money management, with the greatest amount of assets under management. This is the second list in a series that BrightScope will regularly release to highlight data contained within its Advisor Pages™, a breakthrough way for people to discover, research, and select a financial advisor.

"Proper disclosures about financial advisors can help investors make better-educated decisions about which advisor or firm to hire," said Shaloha Aires, GM of Advisor Pages™ at BrightScope. "We are expanding BrightScope's leadership position beyond the 401k and retirement marketplaces with our Advisor Pages™ to bring unprecedented transparency to the broader wealth management sphere."

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 Los Angeles area-based advisors by total assets under management:

Company - Total assets under management

1. Everett Harris & Co - $5.3B
2. Luminous Capital, LLC - $3.8B
3. ICG Advisors, LLC - $2.6B
4. Churchill Management Group - $2.6B
5. Clifford Swan Investment Counsel LLC - $1.8B
6. Reed Conner & Birdwell LLC - $1.5B
7. Covington Capital Management - $1.4B
8. Mozaic, LLC - $1.2B
9. Westmount Asset Management Inc - $1.1B
10. Chelsea Management Company - $941.0M
11. Joel R. Mogy Investment Counsel Inc. - $708.1M
12. Howard Capital Management $698.8M
13. Wescap Group - $694.2M
14. Sierra Investment Management Inc - $672.0M
15. Acacia Wealth Advisors, LLC - $654.9M
16. Lawrence W. Kelly & Associates, Inc - $648.3M
17. Ami Asset Management Corp - $623.9M
18. Lourd Capital Management - $589.6M
19. Libbie Agran Financial Services & Seminars - $551.5M
20. Camden Capital Management, LLC - $531.0M
21. Trovena, LLC - $413.0M
22. Stonebridge Capital Management Inc - $400.7M
23. Manchester Financial Inc - $317.7M
24. The Glowacki Group, LLC - $260.0M
25. Meschures Campeas Thompson Snyder Pocras Leving & DiMaggio LLP - $218.1M

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

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

Contact Information

  • Korina Buhler
    Atomic PR for BrightScope
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