Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

RIA comparison · SEC Form ADV

Choreo, LLC vs Brighton Jones LLC

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

The short answer

Choreo, LLC is the larger of the two, with $19B in regulatory assets to $19B at Brighton Jones LLC, 1% more than its rival, by their latest Form ADV filings. Choreo, LLC reports more individual clients (6,794 vs 3,585), while Brighton Jones LLC’s clients hold more on average (about $5.0 million each against $2.6 million). Choreo, LLC is based in Rockford, Illinois and Brighton Jones LLC in Seattle, Washington.

FigureChoreo, LLCBrighton Jones LLC
Regulatory AUM$19B$19B
National rank#50#51
HeadquartersRockford, IllinoisSeattle, Washington
Individual clients6,7943,585
High-net-worth clients4,3923,024
Average client assets$2.6 million$5.0 million
Accounts24,9993,808
Discretionary89% of AUM99% of AUM
Employees232316
Advisory staff97156
Clients per advisory employee7023
Offices3434
Form ADV filed2026-09-302026-07-07

Choreo, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

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

Questions

Which is bigger, Choreo, LLC or Brighton Jones LLC?

Choreo, LLC, with $19B in regulatory assets under management against $19B at Brighton Jones LLC. Nationally they rank #50 and #51 among 5,657 independent wealth management RIAs.

How many clients do Choreo, LLC and Brighton Jones LLC have?

Choreo, LLC reports 6,794 individual clients (4,392 high-net-worth) with 97 advisory employees; Brighton Jones LLC reports 3,585 (3,024 high-net-worth) with 156 advisory employees.

How do Choreo, LLC and Brighton Jones LLC charge clients?

Only Brighton Jones LLC lists performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Choreo, LLC and Brighton Jones LLC offer?

Choreo, LLC lists other services, which Brighton Jones LLC does not. Brighton Jones LLC lists portfolio management for investment companies; portfolio management for pooled investment vehicles; periodicals or newsletters; educational seminars and workshops, which Choreo, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; 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: Choreo, LLC ↗, Brighton Jones LLC ↗. How to check a financial advisor →