Brighton Jones LLC

RIASEC Registered
Total AUM
$18.9B
Discretionary
$18.8B
99% of AUM
Avg account
$5M
Accounts
3,808
Employees
316
Advisory reps
172

Firm details

Headquarters
Seattle, Washington
CRD number
108601
Registered since
January 3, 2000
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI92.82%
  • Pension & Profit Sharing Plans5.45%
  • Individuals1.3%
  • Pooled Investment Vehicles0.34%
  • Charitable Organizations0.09%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Brighton Jones LLC is an independent, individual-owned RIA that has been registered with the SEC since 2000. The firm acts both as a wealth manager and a capital allocator, serving high-net-worth individuals and families as well as institutional clients. Its service mix includes comprehensive financial planning, discretionary portfolio management across individual and pooled vehicles, pension consulting and adviser selection, plus publishing and educational programs. Brighton Jones offers a variety of fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — reflecting a mix of traditional wealth management and bespoke engagement models. The firm highlights ESG as an active component of its investment approach and also sponsors and serves as a GP/managing member of pooled investment vehicles. Brighton Jones has been recognized in industry lists, including Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), Citywire’s 50 Growers Across America (2023 and 2025), and Barron’s Top 100 RIA Firms (2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 23%, Cash & Cash Equivalents 4%, Other 4%, US Government Bonds 1%, State & Local Bonds 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents4%
  • Other4%
  • US Government Bonds1%

Owners & executives

3 of 10
  • Jon Jones

    Jon Jones

    CEO and Co-FounderCRD 4366186

  • Brian Tall

    Brian Tall

    Partner, Chief Investment OfficerCRD 5987530

  • Scott Leber

    Scott Leber

    Chief Strategy OfficerCRD 7089252

Unlock 7 more executives →

Contacts

3 of 162
  • Matthew Howell

    Matthew Howell

    Director of Portfolio StrategyCRD 5829312

  • Timothy Amen

    Timothy Amen

    Lead AdvisorCRD 5131773

  • Celia Meagher

    Celia Meagher

    Lead AdvisorCRD 5170623

Unlock 159 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 363

Active vs passive

$1.8B in ETFs

Passive

60%

$1.1B

Active

38%

$715M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$109M295,1756.06%

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
2030 1st Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth