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Brighton Jones

SEC-registered adviser since 2000Seattle, WACRD 108601

$18.9B
AUM
3,661
Clients
See fees
Fee
156
Advisory staff

From Form ADV filed 7 July 2026 · data retrieved 15 October 2026SEC record

Brighton Jones is an investment adviser headquartered in Seattle, Washington, and registered with the SEC since 2000. Its clients include high-net-worth individuals, pension and profit-sharing plans, and other individuals. High-net-worth individuals account for 93% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Fee arrangements include a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Charles Brighton owns 25% to 50% of Brighton Jones, and Jon Jones is its CEO.

Clients

Brighton Jones serves 3,661 clients, 3,024 of them high-net-worth individuals. The average client has about $5.2 million with the firm, and high-net-worth clients hold 93% of its $18.9 billion in assets.

Regulatory assets by client type
  • High-net-worth individuals3,024 clients93%
  • Pension and profit-sharing plans63 clients5%
  • OtherIndividuals, Pooled investment vehicles, Charitable organizations2%
Show client breakdown
Individuals (other than HNW)
Clients
561
Regulatory AUM
$246,160,944
Share
1.3%
Avg. per client
$439K
High-net-worth individuals
Clients
3,024
Regulatory AUM
$17,524,432,541
Share
92.8%
Avg. per client
$5.80M
Investment companies
Clients
1
Regulatory AUM
$0
Share
0.0%
Avg. per client
$0
Pooled investment vehicles
Clients
5
Regulatory AUM
$63,307,823
Share
0.3%
Avg. per client
$12.7M
Pension and profit-sharing plans
Clients
63
Regulatory AUM
$1,028,547,794
Share
5.4%
Avg. per client
$16.3M
Charitable organizations
Clients
7
Regulatory AUM
$17,270,446
Share
0.1%
Avg. per client
$2.47M

Total

Clients
3,661
Regulatory AUM
$18,879,719,548
Share
100%
Avg. per client
$5.16M

What it does

Brighton Jones provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars. It is paid through a percentage of assets, hourly charges, fixed fees and performance-based fees.

Brighton Jones provided financial planning to 4,000 clients last fiscal year and advises 5 private funds.

99.4% of assets ($18.76B across 3,803 accounts) are managed with discretion; $120.0M across 5 accounts are not. 1% of clients are outside the U.S., and 350 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks23%
  • Funds67%
  • Bonds2%
    • U.S. government and agency bonds1%
    • State and local bonds1%
  • Cash4%
  • Other4%
    • Private investments made through bjip i and bjip ii4%

Custodians

Brighton Jones’ client accounts are held mainly at Fidelity, with 84% of managed assets. Brighton Jones has custody of $16.33B for 3,709 clients.

Managed account assets by custodian
  • FidelityNational Financial Services LLC · Boston, MA · $15.95B84%
  • All other custodians$2.93B16%

Ownership and leadership

Charles Brighton owns 25% to 50% of Brighton Jones, and Jon Jones is its CEO.

Who owns the firm
Brighton Jones LLC· the adviser

  • Charles Brighton

    Control person · since October 1999

    Owns 25% to 50% of Brighton Jones LLC

  • Jon Jones

    Control person · since October 1999

    Owns 25% to 50% of Brighton Jones LLC

Leadership

  • Jon Jones
    Chief Executive Officer
  • Robert Ho
    Chief Financial Officer
  • April Kyrkos
    Chief Operating Officer
  • Christina Owens
    General Counsel, Chief Compliance Officer
  • Charles Brighton
    Managing Director
  • Carley Dillon
    Chief Experience Officer
  • Mark Jones
    Chief Revenue Officer
  • Scott Leber
    Chief Corporate Development Officer
  • Tyler Mayfield
    Managing Director
  • Tang Saichua
    Chief Client Officer
  • Brian Tall
    Chief Investment Officer
  • Melinda Torres
    Chief Marketing Officer

Staff

  • 316 employees
  • 156 in advisory functions
  • 153 state-registered reps
  • 1 soliciting firm

Reported holdings

Brighton Jones’ reported 13F holdings total $5.38B across 1,423 positions, and the ten largest make up 39.7% of it.

$5.38B
Reported 13F value
1,423
Positions
39.7%
In the 10 largest
+18.8%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Amazon Com Inc.17.9%
  2. Microsoft Corp.5.9%
  3. Apple Inc.3.1%
  4. Nvidia Corporation2.8%
  5. Vanguard Index Fds · Total Stk Mkt2.0%
  6. Dimensional ETF Trust · US Cor Equ 1 ETF1.8%
  7. Dimensional ETF Trust · Global Real Est1.6%
  8. Dimensional ETF Trust · US Cor Equ 2 ETF1.6%
  9. Dimensional ETF Trust · Intl Core Equity1.5%
  10. Alphabet Inc. · Cap Stk CL C1.4%

Together, the ten largest are 39.7% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 11 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $5.38B is not its $18.88B in regulatory assets and does not represent any individual client's portfolio.

Fees

Brighton Jones is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees.

Brighton Jones’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Brighton Jones has 33 offices (3 private residences, listed without an address), with 23 listed addresses across 17 states.

Listed office addresses by state

Washington · 1 listed address

  • 2030 1st Avenue, 3rd Floor, SeattleHQ

Other business names

Brighton Jones has reported 2 other business names to the SEC.

  • Lenora Family Office
  • Openplan

Registration details

Legal name
Brighton Jones LLC
Headquarters
2030 1st Avenue, 3rd Floor, Seattle, WA 98121
Phone
206-258-5000
Website
www.brightonjones.com
SEC file
801-57087
Structure
Washington LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Brighton Jones have?

Brighton Jones has 3,661 clients and manages $18.9 billion for them, as of July 2026. They include 3,024 high-net-worth individuals, 561 other individuals and 63 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026

What services does Brighton Jones offer?

Brighton Jones provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Brighton Jones use?

Brighton Jones’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $15,952,577,713. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026

How many financial advisors does Brighton Jones have?

Brighton Jones has 153 investment adviser representatives registered with state securities authorities, out of 316 employees, and 156 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Brighton Jones invest in?

At the end of its last fiscal year, Brighton Jones’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 4% cash and equivalents, 4% private investments made through bjip i and bjip ii, 1% U.S. government and agency bonds and 1% state and local bonds. It advises 5 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Brighton Jones?

Brighton Jones’ direct owners are Charles Brighton and Jon Jones, each holding 50% or less.

Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026

How does Brighton Jones get paid?

Brighton Jones is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 7 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 108601.
  3. Form 13F-HR, filed 11 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Brighton Jones LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.