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Bright Advisors

Updated today

Client assets under management

$128,231,307

Clients

178

32% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

45

Low

Average account size

$720,401

About

BrightAdvisors provides investment management, financial planning, and consulting to a mix of individual clients (including high‑net‑worth households), corporations, and institutional clients such as family offices and foundations. Services offered include discretionary portfolio management, bespoke wealth advisory, and outsourced chief investment officer (OCIO) engagements, generally billed as a percentage of assets under management.

The firm follows a client‑centered process documented in Investment Policy Statements and implements strategies across separately managed accounts, unified managed accounts, model portfolios, direct indexing, and tax‑smart solutions (including tax‑loss harvesting). BrightAdvisors routinely engages third‑party sub‑advisers for specialized capabilities while retaining overall fiduciary oversight, and it provides reporting that extends beyond performance to cover tax and impact considerations.

Noteworthy features include common ownership with BrightVentures, a venture capital fund the firm may solicit clients to invest in, and an affiliated network and executive‑coaching business (BrightConstellation and The Practice at Bright), relationships the brochure identifies as potential conflicts that will be disclosed. The firm also notes affiliated insurance placement arrangements and the provision of OCIO and highly customized wealth services for entrepreneurs and closely held business owners, even as it is a relatively new adviser that surpassed $100 million in AUM after forming in 2024.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Tax-loss harvesting ESG / Sustainable investing Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Demographic focus

Values-based investing

Fee options

Fixed

Flat fees may be agreed upon for bespoke wealth advisory services or OCIO services as an alternative or in addition to asset-based fees; also may be proposed for separate financial planning engagements in complex cases.

Percentage

Up to 2% of assets under management (may be tiered, flat percentage, or flat dollar amount as per agreement)

Commissions

Commission compensation may be received by licensed insurance agents for insurance products purchased through Back Nine Insurance and Financial Services, Inc.

Other

Account minimum: $500,000

Main office location

Bright Advisors

4950 S Yosemite St F2 #394

Greenwood Village CO 80111, United States

Number of offices

2

Most active in

Colorado · Connecticut · Massachusetts

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Dawn L

ChFC®, Series 63, Series 65

Plainville, CT

Bright Advisors

Dawn Landino is a financial advisor at Bright Advisors with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services and MetLife Securities Inc. Dawn is also the owner and manager of Compass Financial Architects, where she provides life, health, and disability insurance to clients. Bright Advisors, founded in 2024, offers investment management, financial planning, and consulting services to ultra-high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm employs a multi-dimensional, client-centered process with portfolios implemented through various managed account structures and emphasizes the selection and oversight of third-party advisers as part of its investment approach.

Tax-loss harvesting ESG / Sustainable investing Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
user avatar

Ashley B

Series 63, Series 65

Simsbury, CT

Bright Advisors

Ashley Brown Bairos is a financial advisor at Bright Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services, Baystate Financial, and Northwestern Mutual, among other firms. Outside of her advisory role, she serves as a head hockey coach during the season and holds a finance manager position at Bright Group LLC. Bright Advisors, established in 2024, provides investment management, financial planning, and consulting services to ultra-high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm utilizes a client-centered process with customized Investment Policy Statements and implements portfolios through various managed account structures, third-party managers, and tax-smart strategies.

Tax-loss harvesting ESG / Sustainable investing Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
user avatar

Jenifer S

ChFC®, Series 66

Greenwood Village, CO

Bright Advisors

Jenifer Sapel is a financial advisor at The Wealth Consulting Group with 21 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior experience includes roles at MetLife, Park Avenue Securities, Guardian Life Insurance, and WCG Wealth Advisors. Outside of her advisory work, she facilitates workshops and educational presentations through Mountains, LLC dba The Practice at Bright. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and supports plan sponsors with fiduciary services, while also offering access to a range of custodial and sponsored platforms.

Tax-loss harvesting ESG / Sustainable investing Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
user avatar

Arwen L

Series 66

Pelham, MA

Bright Advisors

Arwen Lowbridge is a financial advisor with Bright Advisors, holding a Series 66 designation and 11 years of industry experience. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services and MetLife Securities. She is also the sole owner of Evenstar Financial LLC, a firm providing financial planning, investment advisory, and insurance planning services. Bright Advisors, established in 2024, offers investment management, financial planning, and consulting services to high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm employs a client-centered approach with customized investment strategies, engaging third-party managers for specialized solutions while maintaining fiduciary oversight.

Tax-loss harvesting ESG / Sustainable investing Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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