Brighton Jones LLC

RIASEC RegisteredEst. 2000
Total AUM
$18.9B
Discretionary
$18.8B
99% of AUM
Avg account
$5M
Accounts
3,808
Employees
316
Advisory reps
162

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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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
  • Christina Owens

    General Counsel and Chief Compliance OfficerCRD 7931264

  • Robert Ho

    Chief Financial OfficerCRD 4709761

  • Brian Tall

    Brian Tall

    Partner, Chief Investment OfficerCRD 5987530

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Contacts

3 of 152
  • Riley Vetto

    Riley Vetto

    Associate AdvisorCRD 8065670

  • Jackson Hartz

    Jackson Hartz

    Associate AdvisorCRD 7975559

  • Nicholas Gearhart

    Nicholas Gearhart

    Lead AdvisorCRD 6660279

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth