SOURCE: BrightScope

BrightScope

August 07, 2012 11:00 ET

BrightScope Reveals Top 25 Denver Area-Based RIA Firms

Strategic Capital Advisers, Inc. Takes the No. 1 Spot With $3.0B in Total Assets Under Management, While Capital Investment Counsel Inc. Comes in at No. 2 With $1.9B

SAN DIEGO, CA--(Marketwire - Aug 7, 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 Denver 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.

"Our goal at BrightScope is to propel transparency into the wealth management sector, which leads to better decision making and dignified financial futures for Americans," said Mike Alfred, CEO and co-founder of BrightScope. "One of the best ways we do this is through BrightScope Advisor Pages, which gives investors easy access to the information they need to make an informed and well-rounded financial decision when choosing an advisor."

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 Denver area-based advisors by total assets under management:

Company - Total assets under management:

1. Strategic Capital Advisers, Inc. - $3.0B

2. Capital Investment Counsel Inc. - $1.9B

3. Arrowpoint Asset Management, LLC - $1.7B

4. The Milestone Group, Inc. - $1.3B

5. Cobiz Investment Management, LLC - $1.2B

6. Weatherstone Capital Management - $1.0B

7. Mount Yale Investment Advisors, LLC - $780.4M

8. Iwp Wealth Management LLC - $766.2M

9. Bsw Wealth Partners - $675.0M

10. Syntrinsic Investment Counsel, LLC - $650.0M

11. Ghp Investment Advisors Inc. - $605.2M

12. Paragon Capital Management - $605.0M

13. Cherry Creek Family Offices - $570.6M

14. Brc Investment Management, LLC - $540.1M

15. First Western Investment Management, Inc. - $500.1M

16. Wood & Co. - $451.3M

17. Sharkey Howes & Javer Inc. - $438.2M

18. Shine Investment Advisory Services Inc. - $410.4M

19. Schaefer Financial Management, Inc. - $377.7M

20. Investment Security Group, Inc. - $355.3M

21. Northstar Investment Advisors LLC - $352.6M

22. Janiczek & Company, Ltd. - $347.5M

23. Sprinkle Financial Consultants LLC - $327.3M

24. Wagner Wealth Management, LLC - $304.0M

25. Boulder Asset Management - $285.6M

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 45,000 advisory firms are available for free at www.brightscope.com.

Contact Information

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