Brighton Jones

Brighton Jones

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2030 1st Avenue 3rd Floor

Seattle, WA 98121

206-258-5000

brightonjones.com

No. advisers: 170

AUM: $5,299,273,672

Asset Breakdown

Staff
Employees 170
Clients
High-net-worth individuals 51-75%
Financial planning clients More than 500
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $5,163,863,381 1,714 $3,012,756
Non-discretionary 135410291 4 $33,852,573
Total $5,299,273,672 1,718 $3,084,560

'Shark Tank' for RIA fintech looking for new investments

September 4, 2019 - ScratchWorks, an accelerator for financial technology targeting the independent adviser market, is launching its third annual program to identify innovative startups worthy of investment. Applications are being accepted from entrepreneurs to pitch their...

RIA rundown 2019: Top fee-only RIAs by state

June 1, 2019 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 CA California 357 $271,694.9 $222,410.8 $49,284.1 1 $36,253,881,136.0 Hall Capital Partners 13.3% 5.4%...

RIA rundown 2019: Largest fee-only RIAs

June 1, 2019 - Rank 2019 2019 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Hall Capital Partners 1 Maritime Plaza, Sixth Floor San Francisco, CA 94111 (415) 288-0544 hallcapital.com...

Success stories: West

December 8, 2018 - Rank Firm Phone/website Total Discretionary Nondiscretionary Employees assets ($M) accounts assets ($M) accounts assets ($M) accounts 1 Hall Capital Partners One Maritime Plaza, 6th Floor San Francisco, CA 94111 (415) 288-0544 hallcapital.com $36,391.90...

RIA 'Shark Tank' backs a digital adviser out of the gate

July 17, 2018 - Consolidation among consumer-facing digital advice firms isn't stemming the flow of funds into robo platforms designed for financial advisers. ScratchWorks, a Shark Tank-esque program for financial technology founded by five independent registered investment...

Top fee-only RIAs by state

June 9, 2018 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 California 343 $501,079.6 $444,786.3 $56,293.3 1 Financial Engines Advisors 33.8% 38.1% 0.0% 2 Hall...

RIA Rundown: By the Numbers

June 3, 2017 - The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings....

RIAs make the case for charging on a client's total net worth

March 21, 2017 - Seventeen years ago, when Brighton Jones launched as an advisory firm billing clients based on their total net worth, it was a rare and innovative fee structure in the financial planning business. Today, with the financial services industry feeling fee...

Mystery shoppers can show advisers what's turning off prospects

November 1, 2016 - Fidelity Investments is encouraging advisers to deploy undercover “mystery shoppers” to help firms learn more about their business development shortcomings. The Boston-based company said one financial adviser used this approach to discover clients...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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