Brighton Jones LLC logo

Brighton Jones LLC

Updated today

Client assets under management

$17,770,593,485

Clients

3,585

84% high-net worth

Advisors

152

of 316 employees

Firm type

Multi Team

Clients per advisor

24

Very Low

Average account size

$4,956,930

About

Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including its Personal Chief Financial Officer (PCFO) program, family office services, OpenPlan individual financial planning and retirement plan advisory, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

The firm takes a balance-sheet, holistic approach to client advice, offering both discretionary and non-discretionary management, continuous monitoring through client portals (e.g., RightCapital and ByAllAccounts), and the use of independent managers for portions of client assets. Brighton Jones also recommends and manages private and affiliated vehicles via its Lenora Capital subsidiary (including a registered Private Debt and Income Fund) and provides ERISA/IRC fiduciary advice for retirement accounts.

Noteworthy features include the availability of legal services from supervised persons through 2030 Law for eligible clients (provided under separate engagement terms) and estate-document resources via Wealth, Inc., alongside in-house tax preparation and a Brighton Jones Charitable Giving Fund. The firm’s ownership of affiliated investment managers (Lenora Capital and Blueprint/ BPC REIT), its participation in the Fidelity Wealth Advisor Solutions program, and disclosed “Additional Benefits” (approximately $30,000 from Fidelity in 2025) are specific structural elements that the brochure identifies as creating potential conflicts of interest that the firm discloses and seeks to manage.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing

Occupation focus

Founder/Business Owner Executive Retired

Fee options

Fixed

OpenPlan financial planning includes a fixed implementation fee of $2,500 and $150 monthly monitoring fee; Financial Wellness Consulting fixed fees generally range from $5,000 to $25,000

Percentage

$0+: 0.35% to 1.25% annually for PCFO services (range, negotiable fees, not tiered) $0+: 0.50% to 0.95% annually for OpenPlan discretionary investment management services (range, negotiable fees, not tiered)

Project-based

Financial Wellness Consulting services hourly fees range from $150 to $300 per hour

Performance-based

Lenora Capital collects carried interest on private investment funds; no performance fees on PCFO or OpenPlan services

Other

Account minimum: $10,000 minimum annual fee for PCFO services (implying $10,000 minimum account size assuming typical fee rates); OpenPlan investment management services generally have no minimum account size; Family Office fees start at $250,000 annually ($62,500 per quarter) Minimum fee: Minimum annual fee of $10,000 for PCFO clients; minimum quarterly fee of $2,500 for PCFO clients (equivalent to $10,000 annually); Family Office fees begin at $62,500 per quarter ($250,000 annually) Fee-only: Financial planning and consulting services offered on a fee-only basis; fixed fee of $2,500 implementation plus $150 monthly monitoring for OpenPlan financial planning

Main office location

Brighton Jones LLC

2030 1 St Avenue, 3 Rd Floor

Seattle WA 98121, United States

Number of offices

24

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

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

Jane A

Series 65

Mc Lean, VA

Brighton Jones LLC

Jane Anderson is a financial advisor at Brighton Jones LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Marathon Wealth Management, Canlis, and involvement with Boston College's Economics Department and Alumni Center. She has also engaged with nonprofit and entrepreneurial ventures such as Outdoors For All and Boba Up. Brighton Jones advises high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services with a Personal CFO model and family office offerings that include investment management, tax preparation, estate planning, and private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Cole B

Series 66

Seattle, WA

Brighton Jones LLC

Cole Bender is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Brighton Jones, he worked at Fidelity Investments. Brighton Jones advises individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Samuel M

CFP®, Series 65

Mc Lean, VA

Brighton Jones LLC

Samuel Murphy is a CFP® and Series 65-registered advisor at Brighton Jones LLC with three years of industry experience. Prior to joining Brighton Jones in 2021, he worked at Markel Corporation and CSC Leasing Company. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office support, and private-investment opportunities through its subsidiary Lenora Capital. The firm employs a Personal CFO model and provides a range of investment options alongside family-office administrative services and affiliated legal support.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Elise P

Series 66

Denver, CO

Brighton Jones LLC

Elise Paz is a financial advisor at Brighton Jones LLC in Denver, CO, holding a Series 66 designation with two years of industry experience. She previously worked at Charles Schwab and has a background that includes roles outside of finance. In addition to her advisory work, she sells pottery on Etsy. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth management through a Personal CFO model and family office services. The firm offers a range of investment options and integrates private-investment opportunities via its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Haley D

Series 65

Seattle, WA

Brighton Jones LLC

Haley Droppelman is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, Haley worked at Fall City Floating and held various roles including at Central Washington University and the YMCA. Brighton Jones advises high-net-worth individuals, charitable organizations, and retirement plans, providing comprehensive wealth-management services through a Personal CFO model and family office offerings that include investment management, financial planning, and private investment opportunities.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Nicholas P

CFP®, CFA®

Seattle, WA

Brighton Jones LLC

Nicholas Pursley is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2018. Prior to joining Brighton Jones, he worked at Verus from 2016 to 2018. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth management including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and offers private investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Kory L

CFP®, Series 66

Scottsdale, AZ

Brighton Jones LLC

Kory Leadon is a CFP® and holds a Series 66 license with 16 years of experience in the financial advisory industry. He has been with Brighton Jones LLC since 2004, including its predecessor entity, and is currently based in Scottsdale, AZ. Brighton Jones LLC provides comprehensive wealth-management services to high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm utilizes a Personal CFO model and family office services, offering a broad range of investment options and private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Marieteo P

CFP®, Series 65

Brooklyn, NY

Brighton Jones LLC

Marieteo Padiong is a CFP® with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2020. His prior roles include positions at Utah Valley University and Accuvest Global Advisors. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model and offering family-office services through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Laura K

CFP®, Series 65

Dallas, TX

Brighton Jones LLC

Laura Kimball is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked with Brighton Jones LLC since 2022 and previously held roles at Facet Wealth, Aspire Planning Associates, Kimball Financial Services, United Capital, and Capital One. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Ryan B

Series 65

Seattle, WA

Brighton Jones LLC

Ryan Bridge is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Chapman University and The Neiders Company. Brighton Jones serves individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services through a Personal CFO model and family office solutions. The firm provides a range of investment options and integrates financial planning, tax preparation, and estate-planning support, with additional private-investment opportunities available through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
user avatar

Emily W

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Emily Wood is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Brighton Jones LLC since 2017 and previously worked at the University of Puget Sound and in the public school system. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
user avatar

Renee M

CFP®, Series 66

Dallas, TX

Brighton Jones LLC

Renee Marinez is a CFP® professional with seven years of industry experience. She currently works at Lifeworks Advisors, LLC and previously held roles at Brighton Jones, Vincere Wealth Management, and Merrill Lynch. Outside of finance, she has experience working with the Cleveland Indians organization and in the retail sector. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with factor-based equity strategies and third-party managers.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Kyle R

CFP®, Series 63, Series 65

Scottsdale, AZ

Brighton Jones LLC

Kyle Rice is a CFP® with four years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior roles include positions at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Outside of his advisory work, he has experience at the University of Arizona Eller College of Management and in the car wash industry. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office services, tax preparation, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
user avatar

Yaxin Z

Series 65

Seattle, WA

Brighton Jones LLC

Yaxin Zhai is a financial advisor at Brighton Jones LLC with one year of industry experience. Prior to joining Brighton Jones, Zhai worked at Fred Hutchison Cancer Center and held positions at Beacon Communities LLC, the University of Pittsburgh, CP Development, and Arcadia University. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
user avatar

Cole K

Series 65

Seattle, WA

Brighton Jones LLC

Cole Kenney is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with less than one year of industry experience. Prior to joining Brighton Jones, Kenney’s background includes roles in education and various organizations such as Central Washington University and the Columbia Basin Racquet Club. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services that include financial planning, investment management, family office services, and estate-planning support. The firm’s approach centers on a Personal CFO model and a family office offering, with investment options spanning mutual funds, ETFs, individual securities, private funds, and more.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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