BRIGHTON JONES LLC

CRD

108601

SEC file #

801-57087

EIN

912007475

DBA names

—

Economics

AUM

$18.88B

AUM band

$1B+

AUM trajectory

'20 · $5.30B

'21 · $6.80B

'22 · $8.44B

'23 · $10.05B

'25 · $14.99B

'26 · $18.88B

'20'26

$5.30B → $18.88B▲ +256%

sec adv history

Client mix

Individuals High Net Worth	3,024
Individuals Other	561
Pension Profit Sharing Plans	63
Charitable Organizations	7
Pooled Investment Vehicles	5

Operations

Employees (total)

316

Advisory staff (per ADV)

156

Advisory staff (5-yr trend)

'20 · 68 advisors

'21 · 72 advisors

'22 · 107 advisors

'23 · 129 advisors

'25 · 171 advisors

'26 · 156 advisors

'20'26

68 advisors → 156 advisors▲ +129%

sec adv history

Primary office

SEATTLE WA

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles

Fee basis

% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing

04/21/2026

instagram.com/openplanfinancial(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BRIGHTON, CHARLES, EDWIN

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

BRIGHTON, CHARLES, EDWIN

JONES, JON, DAVID

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:brightonjones.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

560

Form 5500 Total Compensation

743,752

Form 5500 Compensation Trajectory 3y

2025	743,752
2024	0

Form 5500 Plan Count Trajectory 3y

2025	14
2024	2

Schedule C Total Compensation

743,752

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001360798

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2011-06-15

Edgar Last Filing Date

2026-04-28

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-28

Accession0001360798-26-000003

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	17
E*trade	4

adv brochure

Edgar Addresses

Mailing

2030 1ST AVENUE3RD FLOORSEATTLE, WA 98121

Business

2030 1ST AVENUE3RD FLOORSEATTLE, WA 98121

Edgar EIN

912007475

Edgar Recent Filings

13F-HR2026-04-28 · 0001360798-26-000003

13F-HR2026-01-27 · 0001360798-26-000001

Fee Schedule

Bracket Ix	67
Bracket I	23
Bracket Xi	4
Bracket Xii	4
Bracket Iii	1

Firm Has Custody

Yes

Mailing Office Differs

Top Owner CRD

2107288

Trust Company Affiliate

IAR · Direct Owner · 37.5%

People (60)

BRIGHTON, CHARLES, EDWIN

2107288

JONES, JON, DAVID

IAR · Direct Owner · 37.5%

4366186

DILLON, CARLEY, M

7529788

HO, ROBERT, KAR-FAI

4709761

Kyrkos, April

7357700

OWENS, CHRISTINA

7931264

TALL, BRIAN, C

5987530

JONES, MARK, R

7529779

LEBER, SCOTT

7089252

MAYFIELD, TYLER

6144093

SAICHUA, TANG

8242870

TORRES, MELINDA