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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
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Rising stars: Top emerging fee-only firms

Posted by RJ and Makay on Sep 13, 2010

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InvestmentNews.com risingstarsrecently published online a list of top, fee-only emerging firms ranked by discretionary assets under management. The top three companies out of the 50 listed are Camden Capital Management, LLC; Stack Financial Management, Inc.; and Smith Shellnut Wilson respectively.

The list was compiled following several criteria including:

  • Less than $500 million in discretionary assets under management as of June 30, 2010.
  • Growth in discretionary assets under management from December 31, 2008 to June 30, 2010 as reported to and defined by the Security and Exchange Commission.