brightscope reveals the top 25 washington, dc
Katie Carlson Atomic PR for BrightScope 415-593-2455 [email protected] BRIGHTSCOPE REVEALS THE TOP 25 WASHINGTON, D.C. AREA-BASED REGISTERED INVESTMENT ADVISOR FIRMS WITH THE MOST ASSETS UNDER MANAGEMENT Sands Capital Management, LLC Ranks No. 1 with More Than $16B in Total Assets Under Management SAN DIEGO, Calif. (November 22, 2011) – BrightScope (www.brightscope.com), a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisors in the Washington, D.C. area, focused on individual money management, with the greatest amount of assets under management. BrightScope identifies firms that primarily manage money for individuals based on the client types information firms provide in their ADV filings. This is the fifth 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. “With BrightScope Advisor Pages, one of our principal objectives is to create a resource for investors where they can easily access information needed to make an informed decision on a financial advisor,” said Shaloha Aires, GM of Advisor Pages at BrightScope. “With sophisticated search functionality and a directory of over 450,000 financial advisors, we equip investors with the tools needed to vet advisors based on their background and experience, and simultaneously, we provide advisors with a unique marketing platform to showcase their knowledge and expertise." 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 Washington, D.C. area-based advisors by total assets under management: Company – Total assets under management 1. Sands Capital Management, LLC - $16.1B 2. Chevy Chase Trust Company - $9.2B 3. Marshfield Associates, Inc. - $1.5B 4. WTAS, LLC - $1.3B 5. Heritage Investors Management Corp - $1.2B 6. Highline Wealth Management, LLC - $1.1B 7. Avenir Corporation - $957.2M
8. West Financial Services, Inc. - $773.2M 9. Trumbower Financial Advisors, LLC - $623.5M 10. Financial Services Advisory, Inc. - $550.0M 11. Hillman Capital Management, Inc. - $463.9M 12. The Monitor Group, Inc. - $448.1M 13. Aegis Wealth Management, LLC - $425.2M 14. Fiduciary Investment Management International, Inc. - $422.4M 15. Glassman Wealth Services, LLC - $407.1M 16. McLean Asset Management Corp. - $403.3M 17. The Family Firm, Inc. - $362.3M 18. Burt Associates, Incorporated - $361.0M 19. MTX Wealth Management, LLC - $359.0M 20. Fox, Joss & Yankee - $311.6M 21. Roumell Asset Management, LLC - $311.2M 22. Wellington Consulting Services, Inc. - $310.2M 23. Evermay Wealth Management, LLC - $269.2M 24. Alexander Randolph Advisory, Inc. - $259.3M 25. Peress Investment Advisors LTD - $242.1M 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 http://www.brightscope.com/financial-planning/find/advisor/.
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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, brokerdealers, 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.
8. West Financial Services, Inc. - $773.2M 9. Trumbower Financial Advisors, LLC - $623.5M 10. Financial Services Advisory, Inc. - $550.0M 11. Hillman Capital Management, Inc. - $463.9M 12. The Monitor Group, Inc. - $448.1M 13. Aegis Wealth Management, LLC - $425.2M 14. Fiduciary Investment Management International, Inc. - $422.4M 15. Glassman Wealth Services, LLC - $407.1M 16. McLean Asset Management Corp. - $403.3M 17. The Family Firm, Inc. - $362.3M 18. Burt Associates, Incorporated - $361.0M 19. MTX Wealth Management, LLC - $359.0M 20. Fox, Joss & Yankee - $311.6M 21. Roumell Asset Management, LLC - $311.2M 22. Wellington Consulting Services, Inc. - $310.2M 23. Evermay Wealth Management, LLC - $269.2M 24. Alexander Randolph Advisory, Inc. - $259.3M 25. Peress Investment Advisors LTD - $242.1M 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 http://www.brightscope.com/financial-planning/find/advisor/.
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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, brokerdealers, 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.
