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| Articles and Interviews |
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| Silver Bridge Among the Top 50 Fee-Only Firms in InvestmentNews |
| 6/4/2010 |
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Silver Bridge was recently listed among the “RIA Giants” and “The Fast Movers” in InvestmentNews.
The “RIA Giants” includes the Top 50 Fee-Only Firms ranked nationally by discretionary assets under management (“AUM”). RIA Database of Wayne, PA, compiled the rankings based on discretionary assets under management as defined by the Security and Exchange Commission (“SEC”) as of 3/31/2010.
“The Fast Movers” includes the Top 50 Fee-Only Firms ranked nationally by growth in discretionary AUM, and is comprised of registered investment advisers with discretionary AUM of at least $436.1 million as of 3/31/10, as well as growth in discretionary AUM of 20% or more from 12/31/08 to 3/31/10.
RIA Giants Methodology
RIA Database ranked registered investment adviser firms based on discretionary assets under management as defined by the Securities and Exchange Commission and reported as of March 31, 2010. Firms were included based on the following criteria:
1. Greater than 50% of their business must serve individual investors.
2. They must provide financial planning services or portfolio management for individuals, or conduct due diligence on third-party advisers.
3. They must not be doing business as a broker- dealer.
4. They must not charge commissions, and must not have registered representative employees at the firm.
5. The RIA firm must provide wealth management services.
6. A dominant portion of the RIA business must not be managing proprietary products.
The Fast Movers Methodology
RIA Database ranked registered investment adviser firms by growth in discretionary assets under management based on the following criteria:
1. Firms with discretionary assets under management of at least $436.1 million as defined by the Securities and Exchange Commission and reported as of March 31, 2010.
2. Growth in discretionary assets under management of 20% or more from Dec. 31, 2008 to March 31, 2010 as reported to and defined by the SEC.
3. Greater than 50% of their business must serve individual investors.
4. They must provide financial planning services, portfolio management for individuals, or conduct due diligence on third-party advisers.
5. They must not be doing business as a broker-dealer, bank or insurance company.
6. They must not charge commissions, or have registered representative employees at the firm.
7. A dominant portion of their business must not be invested in proprietary products.
All investment advisory services are provided by Silver Bridge Capital Management, LLC, a registered investment advisor affiliated with Silver Bridge Advisors, LLC. |
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