SOURCE: BrightScope


November 15, 2011 11:00 ET

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

Gurtin Fixed Income Management, LLC and Chandler Asset Management Inc. Lead the List

SAN DIEGO, CA--(Marketwire - Nov 15, 2011) - BrightScope (, a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisors in the San Diego area, focused on individual money management, with the greatest amount of assets under management. This is the fourth 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.

"Choosing the right financial advisor is a major decision that depends on thorough research and accurate information," said Shaloha Aires, GM of Advisor Pages at BrightScope. "At BrightScope we believe that the best way to help investors find the right advisors, as well as help advisors grow their businesses intelligently, is to create a simple, comprehensive, search-friendly database of financial advisors, which is why we created BrightScope Advisor Pages™."

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 San Diego area-based advisors by total assets under management:

Company - Total assets under management

1. Gurtin Fixed Income Management, LLC - $6.3B

2. Chandler Asset Management Inc. - $5.7B

3. Stolper & Co., Inc. - $1.7B

4. Dowling & Yahnke, LLC - $ 1.5B

5. American Assets Investment Management, LLC - $908.0M

6. Dunham & Associates Investment Counsel, Inc. - $902.2M

7. Private Asset Management Inc. - $630.2M

8. Hoylecohen, LLC - $429.3M

9. Hokanson Associates, Inc. - $350.9M

10. Weatherly Asset Management - $333.6M

11. Reilly Financial Advisors - $329.3M

12. Callan Capital, LLC - $323.8M

13. Pure Financial Advisors, Inc. - $322.8M

14. Blankinship & Foster, LLC - $318.0M

15. Personal Financial Management - $309.7M

16. Messner & Smith - $280.6M

17. Clelland & Company Inc. - $260.1M

18. Rady Asset Management, LLC - $260.0M

19. Christopher Weil & Co Inc. - $248.5M

20. Cornerstone Wealth Management - $229.4M

21. Creative Capital Management Inc. - $201.9M

22. Mccuen & Co Inc. - $184.9M

23. Efficient Market Advisors, LLC - $177.6M

24. Donnelly Wealth Advisors, Inc. - $175.4M

25. Ariston Services Group, LLC - $173.5M

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

  • Katie Carlson
    Atomic PR for BrightScope
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