Wealth manager, independent · Seattle, WA
Brighton Jones LLC
SEC-registered investment adviser · CRD 108601 · SEC 801-57087
At a glance
Brighton Jones LLC is an SEC-registered investment adviser based in Seattle, Washington, with $19B in regulatory assets under management as of its Form ADV filed July 7, 2026. It reports 3,585 individual clients, 3,024 of them high-net-worth, holding an average of about $5.0 million each, and 316 employees. That ranks it 51st among the nation’s 5,657 independent wealth management RIAs and 1st of 158 in Washington. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 206-258-5000brightonjones.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $19B
- Rank among independent wealth managers
- #51 of 5,657
- Rank among all SEC RIAs
- #903 of 17,210
- Rank in Washington
- #1 of 158
- Individual clients
- 3,585
- High-net-worth clients
- 3,024
- Accounts
- 3,808
- Discretionary
- 99% of AUM
- Employees
- 316
- Advisory staff
- 156
- Offices
- 34
Owners and executives on its Form ADV
- Charles E. BrightonManaging Director
- Jon D. JonesChief Executive Officer
- Tyler MayfieldManaging Director
- Brian C TallChief Investment Officer
- Scott LeberChief Corporate Development Officer
- April KyrkosChief Operating Officer
- Mark R JonesChief Revenue Officer
- Carley M DillonChief Experience Officer
- Christina OwensGeneral Counsel, Chief Compliance Officer
- Robert K. HoChief Financial Officer
- Melinda TorresChief Marketing Officer
- Tang SaichuaChief Client Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Brighton Jones LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 3,024 | $18B | 93% |
| Pension and profit sharing plans | 63 | $1.0B | 5% |
| Individuals | 561 | $246M | 1% |
| Pooled investment vehicles | 5 | $63M | <1% |
| Charitable organizations | 7 | $17M | <1% |
| Investment companies | 1 | $0M | 0% |
Private funds
Brighton Jones LLC reports 5 private funds with $63M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Brighton Jones LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗brightonjones.com ↗
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The full record on Brighton Jones LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 230 peers of its type and size
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- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Washington
All of Washington →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Freestone Capital Management, LLCSeattle | $15B | 2,906 |
| Coldstream Wealth ManagementBellevue | $14B | 4,199 |
| LNWSeattle | $12B | 1,079 |
| Badgley Phelps Wealth ManagersSeattle | $7.3B | 1,282 |
| Evergreen Capital Management LLCBellevue | $7.2B | 1,121 |
| Threadline WealthBellevue | $5.8B | 1,169 |
Compare Brighton Jones LLC with
- Brighton Jones LLC vs RWA Wealth Partners $20B · Boston, MA
- Brighton Jones LLC vs Choreo, LLC $19B · Rockford, IL
- Brighton Jones LLC vs Comprehensive Financial Management LLC $19B · LOS Gatos, CA
- Brighton Jones LLC vs Aspiriant, LLC $18B · LOS Angeles, CA
- Brighton Jones LLC vs Freestone Capital Management, LLC $15B · Seattle, WA
Background
Questions
How much does Brighton Jones LLC manage?
Brighton Jones LLC reports $19B in regulatory assets under management across 3,808 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 7, 2026.
How many clients does Brighton Jones LLC have?
It reports 3,585 individual clients: 3,024 high-net-worth individuals and 561 other individuals. Individuals account for about 94% of its regulatory assets.
Where is Brighton Jones LLC headquartered?
Its main office is in Seattle, Washington. It reports 34 offices in total and 316 employees, 156 of whom perform investment advisory functions.
How does Brighton Jones LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Brighton Jones LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 7, 2026, it reports these amounts held: Fidelity ($16B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Brighton Jones LLC a hybrid RIA with a broker-dealer?
Brighton Jones LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Brighton Jones LLC a fiduciary?
As an SEC-registered investment adviser, Brighton Jones LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Brighton Jones LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →