{
  "crd_number": 108601,
  "slug": "brighton-jones-llc-seattle-wa-108601",
  "primary_business_name": "BRIGHTON JONES LLC",
  "legal_name": "BRIGHTON JONES LLC",
  "dbas": [
    "LENORA FAMILY OFFICE",
    "OPENPLAN"
  ],
  "city": "Seattle",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-01-03",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-07-07",
  "carried_forward": false,
  "raum_total": 18879719548.0,
  "raum_discretionary": 18759714799.0,
  "raum_non_discretionary": 120004749.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 316,
  "advisory_employees": 156,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 17270446.0,
      "count": 7
    },
    "individuals": {
      "raum": 246160944.0,
      "count": 561
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 1028547794.0,
      "count": 63
    },
    "high_net_worth_individuals": {
      "raum": 17524432541.0,
      "count": 3024
    },
    "pooled_investment_vehicles": {
      "raum": 63307823.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://2030law.com",
    "https://blueprintcap.com",
    "https://brightonjones.com",
    "https://eventbrite.com/O/BLUEPRINT-CAPITAL-87412875673",
    "https://eventbrite.com/O/BRIGHTON-JONES-17863317001",
    "https://facebook.com/BRIGHTON-JONES-106255223161",
    "https://halfmydaf.com",
    "https://instagram.com/BRIGHTONJONESWOMENSWEALTH",
    "https://instagram.com/LIVEARICHERLIFE",
    "https://instagram.com/OPENPLANFINANCIAL",
    "https://instagram.com/RICHERLIFEFOUNDATION",
    "https://lenoracapital.com",
    "https://linkedin.com/COMPANY/BLUEPRINT-CAPITAL-REIT",
    "https://linkedin.com/COMPANY/BRIGHTON-JONES",
    "https://linkedin.com/COMPANY/HALFMYDAF",
    "https://linkedin.com/COMPANY/LENORACAPITAL",
    "https://linkedin.com/SHOWCASE/THE-BRIGHTON-JONES-RICHER-LIFE-FOUNDATION",
    "https://linkedin.com/SHOWCASE/WLRL",
    "https://openplan.us",
    "https://pdi.fund",
    "https://provisionff.org",
    "https://richerlifefoundation.org",
    "https://twitter.com/BRIGHTON_JONES_"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108601",
  "city_as_filed": "SEATTLE",
  "url": "https://advisorcensus.com/firm/brighton-jones-llc-seattle-wa-108601",
  "display_name": "Brighton Jones LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Brighton Jones LLC (CRD 108601): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Brighton Jones LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Brighton Jones LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $2,500 (financial planning and consulting services; continuous monitoring and reporting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Brighton Jones LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Brighton Jones LLC registered with the SEC or a state?",
      "a": "Brighton Jones LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108601."
    },
    {
      "q": "How much does Brighton Jones LLC manage?",
      "a": "Brighton Jones LLC reports $18,879,719,548 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (99% discretionary)."
    },
    {
      "q": "How have Brighton Jones LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Brighton Jones LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Brighton Jones LLC use?",
      "a": "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."
    },
    {
      "q": "Does Brighton Jones LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Brighton Jones LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Added an office in Los Altos, CA. No longer lists an office in Menlo Park, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 8443257340.0,
      "total_employees": 150,
      "filing_date": "2021-07-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 10050806699.0,
      "total_employees": 205,
      "filing_date": "2022-06-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 9458381210.0,
      "total_employees": 224,
      "filing_date": "2023-06-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 12488348504.0,
      "total_employees": 241,
      "filing_date": "2024-05-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 14987100484.0,
      "total_employees": 279,
      "filing_date": "2025-07-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 18879719548.0,
      "total_employees": 316,
      "filing_date": "2026-07-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added an office in Los Altos, CA.",
        "No longer lists an office in Menlo Park, CA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Beachwood, OH."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added an office in Franklin, TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$10,000",
    "planning_fees": [
      "Flat fee: $2,500 (financial planning and consulting services; continuous monitoring and reporting services)"
    ],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "Brighton Jones generally imposes a minimum annual fee of $10,000. For clients whose circumstances involve greater complexity ... impose a higher minimum fee."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 (financial planning and consulting services; continuous monitoring and reporting services)"
        ],
        "quotes": [
          "OpenPlan charges a fixed fee for its: 1) financial planning and consulting services; and 2) continuous monitoring and reporting services. This includes an implementation fee of $2,500 and a monthly monitoring fee of $150."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 10000.0,
      "planning": [
        {
          "kind": "flat",
          "amount": 2500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning and consulting services; continuous monitoring and reporting services"
        }
      ]
    },
    "quotes": [
      "Brighton Jones generally imposes a minimum annual fee of $10,000. For clients whose circumstances involve greater complexity ... impose a higher minimum fee.",
      "OpenPlan charges a fixed fee for its: 1) financial planning and consulting services; and 2) continuous monitoring and reporting services. This includes an implementation fee of $2,500 and a monthly monitoring fee of $150."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/brighton-jones-llc-seattle-wa-108601.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 561,
      "fewer_than_5": false,
      "raum": 246160944.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3024,
      "fewer_than_5": false,
      "raum": 17524432541.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 63307823.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 63,
      "fewer_than_5": false,
      "raum": 1028547794.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 17270446.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108601",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}