Brighton Jones LLC
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 108601
- Registered since
- January 3, 2000
- Website
- www.brightonjones.com
- 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
FINTRXOverview
Brighton Jones LLC is an independent registered investment adviser operating as a limited liability company and registered with the SEC since 2000. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that blends advisory services with direct management of pooled vehicles. Its advisory scope includes financial planning, portfolio management across individuals, businesses and pooled vehicles, pension consulting, selection of other advisers, and client education through publications and seminars. Brighton Jones uses a mix of fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — and reports being an active ESG investor. The firm has received several industry recognitions, including placements on the Financial Times Top 300 RIA list (2020), FA Magazine’s Top RIA Firms (2020), Citywire’s 50 Growers Across America lists (2023 and 2025), and Barron’s Top 100 RIA Firms (2025). Brighton Jones also acts in sponsor/GP and managing-member roles for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities23%
- Cash & Cash Equivalents4%
- Other4%
- US Government Bonds1%
Owners & executives
3 of 10Christina Owens
General Counsel and Chief Compliance OfficerCRD 7931264
Robert Ho
Chief Financial OfficerCRD 4709761

Brian Tall
Partner, Chief Investment OfficerCRD 5987530
Contacts
3 of 152
Riley Vetto
Associate AdvisorCRD 8065670

Jackson Hartz
Associate AdvisorCRD 7975559

Nicholas Gearhart
Lead AdvisorCRD 6660279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 363Active vs passive
$1.8B in ETFs
60%
$1.1B
38%
$715M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $109M | 295,175 | 6.06% |
Location
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
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