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The CI Brightworth Team Mar 9, 2015 5:08:00 PM 2 min read


ft 300 2015

Atlanta, GA - Brightworth is pleased to announce its inclusion in the Financial Times 300 Top Registered Investment Advisors (RIA) list for 2015. Brightworth was chosen from the thousands of RIAs in the U.S. for inclusion in this prestigious list.

Financial Times’ evaluation process assesses six broad factors and calculated a numeric score for each advisor or firm. Areas of consideration include AUM, AUM growth, years the firm has been in existence, industry certifications of staff, SEC compliance record, and online accessibility. The recognition is awarded to selected firms that are registered as Independent RIA firms that had $300 million or more in assets. The Financial Times rewards attributes that it determined affluent investors care about and makes sure that the list is relevant to individual investors.  This included a requirement that no more than 75% of a firm’s assets be institutional. At Brightworth, approximately 90% of assets are managed for individual investors.

Partner and Wealth Advisor Charlie Jordan traveled to New York to accept the prominent award at a reception at the New York Yacht Club. Charlie commented, “We appreciate the Financial Times honoring the Brightworth team. This award is a reflection of our staff’s dedication to serving our fantastic clients well for many years.”

About Brightworth

Brightworth is a fee-only wealth management firm based in Atlanta serving over 550 clients across the country in approximately 30 states. The Wealth Advisors at Brightworth have deep expertise across the financial disciplines to provide ongoing, coordinated advice. Brightworth portfolios are built with a global capital markets perspective that includes the use of alternative investments to capture returns and reduce volatility as markets shift.  The firm and/or its advisors have been named one of the nation’s top financial advisory firms by Barron’s, Bloomberg Wealth Manager, Charles Schwab Institutional, Financial Advisor, Financial Times, Investment News, Medical Economics, Mutual Funds, Robb Report/Worth and Reuters Advice Point.

Note: Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients' evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. A more thorough disclosure of the criteria used in any of these rankings can be provided upon request.

FT 300 Disclosure: The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials, and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.


The CI Brightworth Team

CI Brightworth is a nationally recognized, fee-only wealth management firm with offices in Atlanta, GA, and Charlotte, NC. The wealth advisors at Brightworth have deep expertise across the financial disciplines, allowing us to provide ongoing, comprehensive financial advice to families across the country.