About Brio Financial Group
<p>Founded in 2017 with team experience dating back to 2000, Brio Financial Group brings a team-based style to retirement and wealth planning work. Headquartered in San Francisco, it works with clients across 13 states and operates as an SEC-registered investment advisor.</p> <p>For employers looking for <a href="/plan-advisors">plan advisors</a>, Brio can take on fiduciary roles as a 3(21) investment advisor or a 3(38) investment manager. The firm also provides financial planning and wealth management for individuals and families, with an emphasis on clear, straightforward fees.</p> <p>Brio is known for working with complex or unconventional financial situations and is recognized for LGBTQ specialization while welcoming all clients. The differentiator is its uncommon mix of team-based planning, plain-language guidance, and a stated focus on honesty and simplicity.</p> <p>As of 2026, Brio Financial Group manages $0.8B in assets and has 11 licensed advisors, with a client-to-advisor ratio of 1:70.</p> <ul> <li>SEC-registered investment advisor (RIA)</li> <li>3(21) fiduciary investment advice for retirement plans</li> <li>3(38) discretionary investment management</li> <li>Financial planning and wealth management</li> <li>Headquartered in the San Francisco Bay Area; clients in 13 states</li> </ul>
Website: https://www.briofg.com/
Founded: 2017
Office Locations
- San Francisco, CA (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $842.6M