Brightworth

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Trust Score 99%
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business

Brightworth, federally registered in 1999, is a Registered Investment Advisor (RIA) in 37 state(s) with a licensed staff of 27 advisors. Brightworth manages $3.3 billion and provides investment advisory services for 1,958 clients (1:73 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor David Warren Polstra
Avg Advisor Trust Score 97
Avg Advisor Years Registered 5
Minimum Investment $1,000,000
Average Client Balance $1,703,533
Total AUM $3.3 billion
Advisor / Client Ratio 1:73
Headquarters Atlanta, GA
SEC Filings Forms and Brochures    (CRD # 109569)
State(s) Registered AL, AK, AZ, AR, CA, CT, DE, FL, GA, IL, IN, IA, KY, LA, MD, MA, MI, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA, WV, WI


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Richard wrote: Does this company have a representative in PA?

2 months ago
Response from Jessica H at Investor.com

Brightworth is licensed in PA, but only have physical locations in GA and NC.

Richard wrote: Do they have a representative in the southern Louisiana market?

2 months ago
Response from Jessica H at Investor.com

We were unable to locate a physical office in Louisiana, but Brighthouse is registered to conduct business in your state and may be able to assist you remotely.