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RIA comparison · SEC Form ADV

Brighton Jones LLC vs Comprehensive Financial Management LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Brighton Jones LLC is the larger of the two, with $19B in regulatory assets to $19B at Comprehensive Financial Management LLC, 2% more than its rival, by their latest Form ADV filings. Brighton Jones LLC reports more individual clients (3,585 vs 13), while Comprehensive Financial Management LLC’s clients hold more on average (about $1.3B each against $5.0 million). Brighton Jones LLC is based in Seattle, Washington and Comprehensive Financial Management LLC in LOS Gatos, California.

FigureBrighton Jones LLCComprehensive Financial Management LLC
Regulatory AUM$19B$19B
National rank#51#52
HeadquartersSeattle, WashingtonLOS Gatos, California
Individual clients3,58513
High-net-worth clients3,02413
Average client assets$5.0 million$1.3B
Accounts3,80830
Discretionary99% of AUM100% of AUM
Employees31638
Advisory staff15615
Clients per advisory employee231
Offices341
Form ADV filed2026-07-072026-03-31

Brighton Jones LLC

Full profile →

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

Comprehensive Financial Management LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • Hourly charges
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Brighton Jones LLC or Comprehensive Financial Management LLC?

Brighton Jones LLC, with $19B in regulatory assets under management against $19B at Comprehensive Financial Management LLC. Nationally they rank #51 and #52 among 5,657 independent wealth management RIAs.

How many clients do Brighton Jones LLC and Comprehensive Financial Management LLC have?

Brighton Jones LLC reports 3,585 individual clients (3,024 high-net-worth) with 156 advisory employees; Comprehensive Financial Management LLC reports 13 (13 high-net-worth) with 15 advisory employees.

How do Brighton Jones LLC and Comprehensive Financial Management LLC charge clients?

Only Brighton Jones LLC lists a percentage of assets under management on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Brighton Jones LLC and Comprehensive Financial Management LLC offer?

Brighton Jones LLC lists portfolio management for investment companies; portfolio management for pooled investment vehicles; pension consulting; periodicals or newsletters; educational seminars and workshops, which Comprehensive Financial Management LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’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). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Brighton Jones LLC ↗, Comprehensive Financial Management LLC ↗. How to check a financial advisor →