AdvisorCensus / Financial advisors / Washington / Seattle / Brighton Jones LLC
Brighton Jones LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.
Quick answers
From the filingHow is Brighton Jones LLC compensated?
On its Form ADV (Item 5.E, October 2026), Brighton Jones LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.
Where is Brighton Jones LLC located?
Brighton Jones LLC's principal office is in Seattle, WA, according to its Form ADV; the August 2026 filing also lists 22 other offices (Schedule D, Section 1.F).
Is Brighton Jones LLC registered with the SEC or a state?
Brighton Jones LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108601.
How much does Brighton Jones LLC manage?
Brighton Jones LLC reports $18,879,719,548 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (99% discretionary).
How have Brighton Jones LLC's assets and staff changed since 2021?
In the Form ADV data for Brighton Jones LLC: Regulatory assets under management: $8,443,257,340 in the October 2021 data and $18,879,719,548 in the October 2026 data, up 124%. Total employees: 150 in October 2021 and 316 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Brighton Jones LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (3,024); individuals (other than high net worth individuals) (561); pension and profit sharing plans (but not the plan participants or government pension plans) (63).
Which custodians does Brighton Jones LLC use?
Brighton Jones LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Brighton Jones LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108601
What changed in Brighton Jones LLC's recent Form ADV filings?
In the August 2026 filing data: Added an office in Los Altos, CA. No longer lists an office in Menlo Park, CA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AMinimum annual fee: $10,000
The brochure's wording
Brighton Jones generally imposes a minimum annual fee of $10,000. For clients whose circumstances involve greater complexity ... impose a higher minimum fee.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$18,879,719,548 as of October 2026, filing dated July 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Also doing business as
- LENORA FAMILY OFFICE, OPENPLAN
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2000 (26 years)
- Employees
- Total: 316. Performing investment advisory functions: 156.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
22 other offices, as of the August 2026 filing
- States registered or notice-filed
-
51 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $18,879,719,548 | 316 | July 7, 2026 |
| October 2025 | $14,987,100,484 | 279 | July 24, 2025 |
| October 2024 | $12,488,348,504 | 241 | May 31, 2024 |
| October 2023 | $9,458,381,210 | 224 | June 30, 2023 |
| October 2022 | $10,050,806,699 | 205 | June 16, 2022 |
| October 2021 | $8,443,257,340 | 150 | July 12, 2021 |
Regulatory assets under management: $8,443,257,340 in the October 2021 data and $18,879,719,548 in the October 2026 data, up 124%.
Total employees: 150 in October 2021 and 316 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Added an office in Los Altos, CA.
- No longer lists an office in Menlo Park, CA.
- June 2026
- Added an office in Beachwood, OH.
- May 2026
- Added an office in Franklin, TN.
- April 2026
- No longer lists the business name Lenora Group.
- Employees performing advisory functions went from 171 to 156.
- Regulatory assets under management went from $14,987,100,484 to $18,879,719,548 (+26%).
- Changed its office addresses in Austin, TX.
- Changed its office addresses in Portland, OR.
- Added an office in Atlanta, GA.
- Added an office in Philadelphia, PA.
- No longer lists an office in Devon, PA.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Brighton Jones LLC (CRD 108601): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/brighton-jones-llc-seattle-wa-108601