What Brighton Jones does

Brighton Jones is an employee-owned, SEC-registered investment adviser founded in 2000 in Seattle by Charles Brighton and Jon Jones, operating a Personal CFO wealth management model for high-net-worth individuals and families. The firm integrates financial planning, investment management, tax advisory (delivered by in-house CPAs and tax lawyers), estate planning, retirement plan advisory (via the OpenPlan subsidiary), private investments (via Lenora Capital), real estate advisory, strategic philanthropy, and Family Office services (Multi-Family for $30M–$100M clients and Single-Family for $100M+) across 22 U.S. offices with 300+ team members. Differentiation rests on proprietary methodologies (the Wealth Alignment Process and the MESI mental fitness framework), a B Corporation-certified culture, and a content-and-community marketing engine (Be WELLthy blog, True WELLth podcast, employer-specific guides for Amazon/Microsoft/Nike/UnitedHealth, and the Women Living a Richer Life community).

The business model is asset- and fee-based recurring revenue: advisory fees on $30B+ in Assets Under Advisement across 5,000+ client households, supplemented by flat/retainer fees for tax, Family Office, and philanthropy engagements. GTM is high-touch and direct: prospects self-qualify through website intake forms segmented by net worth, then are routed to geographically-appropriate Personal CFO teams. The firm has no external funding, is self-funded since inception, and operates under an employee-ownership model in which more than 40% of teammates hold equity. Growth has been executed through organic office openings (most recently Cleveland/Ohio in 2026), tuck-in acquisitions (Blueprint Capital Services in 2018), and subsidiary buildouts (OpenPlan, Lenora Capital), while maintaining a 98% client retention rate and 80+ Net Promoter Score.

Name

Brighton Jones

Legal name

Brighton Jones, LLC

Website

https://brightonjones.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

251–500 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Wealth management
• Financial planning
• Investment advisory
• Tax planning
• Estate planning

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices24 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Comprehensive wealth management services with personalized advisory teams (Personal CFO) providing financial planning, investment management, tax advisory, estate planning, and other services. Revenue generated through advisory fees, likely based on assets under management or flat fees.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Brighton Jones is an SEC-registered investment advisory firm that delivers holistic wealth management through a "Personal CFO" model for high-net-worth individuals and families. Services integrate financial planning, investment management, tax advisory (CPAs and tax lawyers in-house), estate planning, retirement planning, charitable giving strategy, private investments, real estate advisory, and family office solutions across 22 U.S. offices. The firm also offers a 401(k) retirement plan advisory platform (OpenPlan) for employer plans.

Product overview

Brighton Jones offers a comprehensive wealth management platform built around its Personal CFO approach, integrating multiple service modules including Wealth Management, Tax Advisory, Family Office (Multi-Family and Single-Family Office), Retirement Plan Advisory (via OpenPlan), Women's Wealth, Estate Planning Advisory, Private Investments (through Lenora Capital), Real Estate Advisory, and Strategic Philanthropy. The company also provides educational and community sub-brands including MESI (mental fitness), Fin Ed (financial education), Women Living a Richer Life community, and the Richer Life Foundation for philanthropy. Supporting infrastructure includes a client portal with mobile apps. The offering is designed for high-net-worth individuals and families seeking holistic financial planning across their entire balance sheet.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management (Personal CFO) Holistic wealth management service using the Personal CFO approach, integrating financial planning across investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments for high-net-worth individuals and families.
• Tax Advisory Proactive tax planning service delivered by an integrated team of CPAs and tax lawyers, offering holistic tax planning for life events, annual filing, charitable gifts, equity compensation, and tax controversy for individuals and families.
• Family Office Comprehensive family office services for ultra-high-net-worth families, offering Multi-Family Office (for $30M–$100M) and Single-Family Office (for $100M+) models, including balance sheet management, impact and philanthropy, private investments, family engagement, and estate services.
• OpenPlan (Retirement Plan Advisory) Retirement plan advisory services for companies with 401(k) plans, including plan consulting, benchmarking of service providers, and investment management for participating employees.
• Women's Wealth Specialized wealth management service for women providing personalized financial guidance, the Women Living a Richer Life community, financial empowerment, and wealth alignment with values across life transitions such as divorce, widowhood, career change, and caregiving.

Quantifiable outcome

• 98% client retention rate
• +4 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators10 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Morgan Stanley Private Wealth Management: Wirehouse-affiliated private wealth division offering investment advisory, banking, and planning to UHNW and HNW clients. Comparable in serving high-net-worth investors with holistic planning, but part of a much larger financial institution with broader product capabilities.
• Goldman Sachs Personal Financial Management: Goldman Sachs's mass-affluent and HNW advisory unit (built on the United Capital acquisition), offering financial planning and investment management. Comparable in Personal-CFO-style approach but part of a global bulge-bracket bank with deeper resources.
• Schwab Wealth Advisory: Charles Schwab's fee-based advisory service providing financial planning and portfolio management to retail and HNW clients. Comparable in being a fee-based RIA serving HNW, but operates inside a major brokerage with significantly larger scale.

Direct peers

• Sanctuary Wealth: Multi-office RIA platform serving HNW clients with integrated financial planning, investment management, and family office services. Comparable in offering a 'Personal CFO' style model and a multi-office U.S. footprint, though distributed via independent advisors.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., combining financial planning with workplace retirement plan services. Comparable in serving mass-affluent and HNW clients with fee-based advisory and planning, though heavier on 401(k) than Brighton Jones.
• Buckingham Strategic Wealth: Fee-only RIA providing wealth management and financial planning for HNW individuals and families across multiple U.S. offices. Comparable in fiduciary, planning-led model and HNW focus, though smaller in AUA.
• Mariner Wealth Advisors: National RIA and family office provider serving HNW clients with integrated financial planning, investment management, and tax services. Comparable scale, full-service model, and aggressive geographic expansion strategy.
• Carson Group: National wealth management firm offering financial advice, investment management, and practice-management services to advisors and their HNW clients. Comparable in serving HNW households with holistic planning and a multi-office model.
• Creative Planning: Large multi-billion-dollar RIA offering comprehensive wealth management, tax, and estate planning for HNW and UHNW individuals. Closely comparable in service breadth, Personal-CFO-style integrated advice, and multi-office U.S. footprint.

Emerging players

• Facet Wealth: Digital-first RIA offering flat-fee financial planning and investment management targeted at mass-affluent and HNW households. Comparable in being a modern, planning-led RIA for HNW clients, but differentiated by virtual delivery rather than in-person Personal CFO model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/brighton-jones-106255223161
• LinkedInlinkedin.com/company/brighton-jones
• Xx.com/brighton_jones_

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments4 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brighton Jones