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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2000
- Office Locations
- 26
Office Locations
About Brighton Jones LLC
Brighton Jones is a Seattle-based RIA serving individuals and families with holistic wealth management, pairing comprehensive financial planning with customized portfolio management. The firm emphasizes evidence-based investing grounded in Nobel Prize-winning traditional and behavioral finance research, and publishes regular investment updates and planning guidance. Custody is supported through Fidelity/NFS.
Reported data analysis
What the numbers show
Between August 7, 2025 and May 21, 2026, reported AUM increased 26.0%, from $15.0B to $18.9B.
Across 5 reported observations, AUM increased 87.8% between November 16, 2022 and May 21, 2026, from $10.1B to $18.9B.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 156 advisory representatives and 4,011 clients, or 25.7 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 26 reported office locations and 26 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Brighton Jones LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHARLES EDWIN BRIGHTON
Managing Director
- CRD
- #2107288
- Ownership
- 25% but less than 50%
JON DAVID JONES
Advisor, Chief Executive Officer
- CRD
- #4366186
- Ownership
- 25% but less than 50%
Showing 2 of 12 owners & executives
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TIMOTHY MCINTYRE AMEN
Advisor
- CRD
- #5131773
DAVID LEE AMIOT
Advisor
- CRD
- #6221915
Showing 2 of 162 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,759,714,799 | $4,932,873 |
| Non-Discretionary | $120,004,749 | $24,000,950 |
| Total | $18,879,719,548 | $4,957,910 |
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Separately Managed Accounts
SMA allocation detail is available
Brighton Jones LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Brighton Jones LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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