# Brio Financial Group
Source: https://planprovider.pro/provider/brio-financial-group

> Founded in 2017 with team experience dating back to 2000, Brio Financial Group brings a team-based style to retirement and wealth planning work. Headquartere…

Retirement Plan Advisor

San Francisco, CA

## 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/](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

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