BRIGHTON JONES LLC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 108601
- Registered since
- January 3, 2000
- Website
- www.brightonjones.com
- 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
FINTRXOverview
Brighton Jones LLC is an independent, fee-based registered investment adviser that began SEC registration in 2000. The firm serves both individual and family clients as well as institutional investors, acting as a capital allocator and as a manager of pooled vehicles. Its fee menu includes percentage-of-AUM billing plus hourly, fixed, and performance-based arrangements. Brighton Jones provides a broad set of advisory services — financial planning, portfolio management across individuals, pooled vehicles and institutions, pension consulting, manager selection, and client education through publications and workshops. The firm identifies as an active ESG investor and also appears in roles tied to pooled vehicle sponsorship and general partner or managing member responsibilities. Brighton Jones has been recognized in industry rankings: Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), Citywire’s 50 Growers Across America (2023 and 2025) and Barron’s Top 100 RIA Firms (2025).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities23%
- Cash & Cash Equivalents4%
- Other4%
- US Government Bonds1%
Owners & executives
3 of 9CHRISTINA OWENS
General Counsel and Chief Compliance OfficerCRD 7931264
ROBERT HO
Chief Financial OfficerCRD 4709761
BRIAN TALL
Chief Investment OfficerCRD 5987530
Contacts
3 of 152Riley Vetto
Associate AdvisorCRD 8065670
Jackson Hartz
Associate AdvisorCRD 7975559
Nicholas Gearhart
Lead AdvisorCRD 6660279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$760M in ETFs
32%
$243M
68%
$518M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $93.3M | 290,697 | 12.26% |
Location
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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