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Brighton Jones is a fee-only wealth management firm based in Seattle, Washington, that provides comprehensive financial advisory and personal chief financial officer services to high-net-worth individuals and families. The organization manages clients' entire balance sheets by integrating investment management, tax strategy, philanthropic counseling, and estate planning into a single holistic advisory model. Operating with an estimated workforce of 50 to 249 employees, the enterprise generates over $100 million in annual revenue through its structured advisory fees. The firm has gained significant industry recognition through its inclusion in prominent national financial rankings, earning spots on the Barron’s Top 100 Independent Financial Advisors list and the Forbes Top 50 Wealth Advisors list. The company was also named Small Business of the Year for Community Impact. Brighton Jones was founded in 2000 by Charles Brighton and Jon Jones.
Key people at Brighton Jones.
Brighton Jones was founded in 2000 by Charles Brighton (Co-Founder and Managing Director of Family Office Services) and Jon Jones (CEO and Co-Founder).
Brighton Jones is a fee-only registered investment adviser (RIA) founded in 1999 and headquartered in Seattle, Washington, providing comprehensive wealth management services to high-net-worth individuals, families, institutions, and retirement plans.[1][2][3] Its mission centers on acting as a "Personal Chief Financial Officer" (PCFO), delivering integrated financial planning, discretionary investment management, and ongoing monitoring tailored to clients' goals, risk tolerance, values, and total balance sheets, grounded in Nobel Prize-winning research in traditional and behavioral finance.[1][3][5] The firm's investment philosophy emphasizes customized portfolios across stocks, bonds, mutual funds, and private investments, with a focus on holistic advice including estate planning, tax strategies, insurance, real estate, and cash flow; key sectors include real estate via its Lenora Capital platform, private equity, venture capital, credit, infrastructure, and impact investing.[1][3][4] As of December 31, 2023, it managed $12.4 billion in assets under management (AUM) and ranks among top RIAs, including #1 in Seattle and Washington by SmartAsset, and on Barron's top RIA list in 2024.[1][3][6] While not a traditional venture firm fueling startups, its private investment access influences the ecosystem by connecting clients to institutional-grade opportunities in venture capital and private equity.[4][7]
Brighton Jones opened its doors in December 1999 in Washington state and registered as an RIA in January 2000, principally owned by co-founders Charles Brighton (Managing Director) and Jon Jones (CEO).[1][3][7] The firm emerged from a vision to provide fiduciary wealth management beyond transactional advice, evolving from core financial planning to a full PCFO model serving high-net-worth clients nationwide with dedicated advisor teams.[1][3][5] Key evolution includes expanding into private investments through Lenora Capital for real estate and alternatives, and gaining recognition like top rankings from SmartAsset and Barron's, while maintaining a clean regulatory record with no disclosures.[3][6] Pivotal moments include scaling to over $12 billion AUM by 2023 and integrating behavioral finance for client-centered growth.[1][5]
Brighton Jones rides the wave of rising demand for holistic, fiduciary wealth management amid tech-driven wealth creation, particularly from stock options like RSUs and private market booms in venture capital and real estate tech.[3][4][5] Timing aligns with post-pandemic shifts toward integrated family office services for tech executives and high-net-worth individuals navigating complex taxes, alternatives, and behavioral biases in volatile markets.[1][8] Market forces like increasing AUM in RIAs (top 2% fiduciary status), private investment democratization via platforms like Lenora Capital, and regulatory emphasis on transparency favor its fee-only, clean-record model.[3][6][7] It influences the ecosystem by aggregating client capital for top-tier VC, PE, and impact deals, indirectly supporting startups through advisory access while prioritizing preservation and growth for tech affluent clients.[4][7]
Brighton Jones is poised for continued AUM growth beyond $12 billion, expanding Lenora Capital's private access amid surging interest in alternatives like real estate tech and impact investing.[1][4] Trends like AI-driven personalization, RSU tax complexities, and regulatory pushes for fiduciary standards will amplify its PCFO edge, potentially elevating national rankings.[3][5][8] Its influence may evolve toward deeper tech ecosystem ties, blending behavioral finance with proptech and venture co-invests, solidifying its role as the go-to for thriving amid wealth complexity—echoing its founding promise of client-first rigor.[5][6]
Brighton Jones was founded in 2000 by Charles Brighton (Co-Founder and Managing Director of Family Office Services) and Jon Jones (CEO and Co-Founder).
Key people at Brighton Jones.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Aug 31, 2021 | Nifty Games | $38.0M Debt / Series B | YB Choi | Brighton Jones Lucas, Stephen Pagliuca, Brighton Jones Investment Partners, Courtside Ventures, Defy Partners, Gaingels, K-NET, March Capital, Speedwagon Capital Partners, Woori Capital, Yes24 |
| Dec 11, 2020 | Beta Hatch | $9.3M Series A | Cavallo Ventures, Innova Memphis | AccelR8, Brighton Jones Investment Partners, Rajiv Singh |
| May 21, 2020 | Beta Hatch | $3.0M Other Equity | Son V., Dean Didato | Brighton Jones Investment Partners, Klein Private Equity Investment |
