Brighton Jones LLC

Retirement Plan Advisor

Seattle, WA

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).

PlanSponsorAssetsParticipants
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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