← Tributary

BRIGHTON JONES LLC

SEATTLE, WA · CRD 108601 · IAPD ↗ · blueprintcap.com · 206-258-5000

$18.88BRegulatory AUM
156Advisory reps
316Employees
350Clients
More than 500Planning clients
5Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — BRIGHTON JONES LLC added office(s): 31 -> 33 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2026 — BRIGHTON JONES LLC added office(s): 24 -> 31 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2026 — BRIGHTON JONES LLC added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — BRIGHTON JONES LLC shrank from 171 to 156 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — BRIGHTON JONES LLC added office(s): 20 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — BRIGHTON JONES LLC reported RAUM up 26% ($14.99B -> $18.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — BRIGHTON JONES LLC added office(s): 18 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — BRIGHTON JONES LLC grew from 149 to 171 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2025 — BRIGHTON JONES LLC notice-filed in AL, AR, DE, HI, IA, IN, KS, KY, ME, MS, ND, NE, OK, SD, VT, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — BRIGHTON JONES LLC reported RAUM up 32% ($9.46B -> $12.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — BRIGHTON JONES LLC grew from 134 to 149 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.