A complete list of active advisors currently associated with Brightscape Investment Centers

Warmer can help you find a great advisor at Brightscape Investment Centers or one who fits your needs even better.

Brightscape Investment Centers provides financial planning and investment management to individuals, trusts and estates. Services described in the brochure include comprehensive financial planning (using client data packages and financial-planning software), portfolio management on both discretionary and non-discretionary bases, and access to separately managed accounts for customized objectives. The firm’s process centers on an Investment Policy Statement and goal-based planning tailored to each client’s risk rating, with quarterly reviews and rebalancing and an economic/business-cycle overlay used to adjust asset allocations. Portfolios emphasize low-cost index mutual funds and ETFs across factors and geographies, and may incorporate alternative exposures—REITs, commodities, managed futures, momentum strategies and limited-liquidity interval funds—to seek diversification benefits. Notable differences from many peers include Brightscape’s offering of an ongoing subscription option for financial-planning services and the fact that a majority of its AUM is managed non-discretionarily (approximately $84.5 million non-discretionary vs. $46.7 million discretionary as of 12/31/2025). The firm also participates in the Betterment for Advisors wrap program, offers SMAs through a third-party manager for tax or ESG customization, and discloses operational practices such as direct fee deduction and a historically large corporate cash position.

To learn more about the advisors currently working at Brightscape Investment Centers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.