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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Brighton Jones LLC vs Freestone Capital 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 $15B at Freestone Capital Management, LLC, 30% more than its rival, by their latest Form ADV filings. Brighton Jones LLC reports more individual clients (3,585 vs 2,906) and its clients also hold more on average (about $5.0 million each against $3.9 million). Both are based in Seattle, Washington.

FigureBrighton Jones LLCFreestone Capital Management, LLC
Regulatory AUM$19B$15B
National rank#51#65
HeadquartersSeattle, WashingtonSeattle, Washington
Individual clients3,5852,906
High-net-worth clients3,0241,337
Average client assets$5.0 million$3.9 million
Accounts3,8084,494
Discretionary99% of AUM69% of AUM
Employees316120
Advisory staff15646
Clients per advisory employee2363
Offices345
Form ADV filed2026-07-072026-06-29

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

Freestone Capital Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Brighton Jones LLC or Freestone Capital Management, LLC?

Brighton Jones LLC, with $19B in regulatory assets under management against $15B at Freestone Capital Management, LLC. Nationally they rank #51 and #65 among 5,657 independent wealth management RIAs.

How many clients do Brighton Jones LLC and Freestone Capital Management, LLC have?

Brighton Jones LLC reports 3,585 individual clients (3,024 high-net-worth) with 156 advisory employees; Freestone Capital Management, LLC reports 2,906 (1,337 high-net-worth) with 46 advisory employees.

How do Brighton Jones LLC and Freestone Capital Management, LLC charge clients?

Only Brighton Jones LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Brighton Jones LLC and Freestone Capital Management, LLC offer?

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

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 ↗, Freestone Capital Management, LLC ↗. How to check a financial advisor →