About Brighton Jones LLC
<p>With $30.0B in AUM (2026) and 257 employees, Brighton Jones LLC works with affluent families and individuals on long-term wealth and planning decisions.</p> <p>Founded in 1999, the firm is headquartered in Seattle and has offices across major U.S. metros including the Puget Sound region, the Bay Area, Los Angeles–Orange County, San Diego, Phoenix/Scottsdale, Portland and Bend, Denver, Dallas–Fort Worth and Houston, Austin, Chicago, Boston, Atlanta, Tampa, the New York–New Jersey area, Philadelphia’s Main Line, Washington, DC/Northern Virginia, and Annapolis.</p> <p>Brighton Jones is an SEC-registered investment adviser and multi-family office that runs wealth management, investment advisory, estate planning, tax planning, and philanthropic strategy. For workplace retirement plans, it takes on fiduciary roles as a <a href="/plan-advisors">plan advisor</a> under ERISA 3(21) and 3(38) services.</p> <p>What sets the firm apart is its multi-family office model that brings investment management together with estate, tax, and charitable planning under one advisory team.</p> <ul> <li>SEC-registered investment adviser and multi-family office</li> <li>Founded in 1999; headquarters in Seattle, Washington</li> <li>3(21) co-fiduciary and 3(38) investment fiduciary services</li> <li>Wealth management, estate planning, tax planning, and philanthropic strategy</li> </ul>
Website: https://www.brightonjones.com/services/wealth-management/
Founded: 1999
Employees: 257
Office Locations
- Annapolis, MD
- Atlanta, GA
- Austin, TX
- Bend, OR
- Boston, MA
- Chicago, IL
- Dallas, TX
- Denver, CO
- Houston, TX
- Los Angeles, CA
- Edina, MN
- Tampa, FL
- Saddle Brook, NJ
- McLean, VA
- Newport Beach, CA
- Devon, PA
- Portland, OR
- San Diego, CA
- San Francisco, CA
- Scottsdale, AZ
- Seattle, WA (Headquarters)
- Menlo Park, CA
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $30.0B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SIGLER PROFIT SHARING AND 401(K) PLAN | RUSSELL SIGLER, INC., AZ | $120M | 806 |
| FIGMA, INC. 401(K) PLAN | FIGMA, INC., CA | $101M | 1,266 |
| ENTERPRISE SELECT POOLED EMPLOYER PLAN | PLAN FIDUCIARY SERVICES, INC., FL | $77M | 3,880 |
| BARGREEN-ELLINGSON, INC. 401(K) PLAN | BARGREEN-ELLINGSON, INC., WA | $61M | 709 |
| DCG ONE, LLC RETIREMENT SAVINGS PLAN | DIRECT CONNECT GROUP, LLC, WA | $42M | 452 |
| 401(k) Retirement Plan | Healthcare Sponsor, WA | $28M | 665 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $27M | 97 |
| 401(k) Retirement Plan | Professional Services Sponsor, AZ | $21M | 593 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $16M | 3,359 |
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