DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Brighton Jones LLC
Latest filing Jul 7, 2026
First filing on the tape Mar 30, 2012 · 79 filings
SEC status approved since Jan 3, 2000
RAUM
$19B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
94%
$18B individuals and HNW
Advisors
160
registered through the firm on IAPD
RAUM per advisor
$118M
derived; firm RAUM over IAPD count
Employees
316
156 advisory (5.B.1)
Offices
33
beyond the principal office
Private funds
5
reported on Schedule D
History
79 filings and snapshots on the tape
RAUM$19B as of Jul 7, 2026
Mar 30, 2012$1.6B then
HNW client RAUM$18B as of Jul 7, 2026
Mar 29, 2018$4.5B then
State-registered IARs (5.B.3)153 as of Jul 7, 2026
Mar 30, 20120 then
Employees (5.A)316 as of Jul 7, 2026
Mar 26, 201350 then
Private funds5 as of Jul 7, 2026
Mar 30, 20124 then
RAUM +26% over the last fiscal year+26% a year over threeIARs 159 to 153offices 20 to 33
Practice profile
derived from the filing of Jul 7, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $118MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 22derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.8MderivedHNW RAUM over HNW clients
- Average account
- $5.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 5.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 4.7derived34 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- -3.8%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +10%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Financial planning clients
- 4,000reportedItem 5.H
- Custody
- $16B, 3,709 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$18B93%
- Pension and profit-sharing plans$1.0B5.4%
- Individuals$246M1.3%
- Pooled investment vehicles$63.3M0.3%
- Charitable organizations$17.3M0.1%
- Individual clients
- 561reported
- HNW clients
- 3,024reported
- Pension plan clients
- 63reported
- Charitable clients
- 7reported
- Accounts
- 3,808reported
- Financial planning clients
- 4,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $16B for 3,709 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
161 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Charles Edwin Brighton | Seattle, Wa | Jan 19, 2000 | 35 y | 1 |
| Brett Howard CarolanCertified Financial Planner | Seattle, Wa | Jul 1, 2003 | 30 y | 2 |
| Jerome Francis MccarthyCertified Financial Planner | Seattle, Wa | Dec 17, 2004 | 23 y | 1 |
| Matthew Allan CamrudCertified Financial Planner | Seattle, Wa | Nov 25, 2008 | 17 y | 1 |
| Melanie Marie ArenaCertified Financial Planner | Seattle, Wa | Jul 1, 2011 | 15 y | 1 |
| David Holmes LampCertified Financial Planner | Seattle, Wa | Nov 21, 2011 | 22 y | 4 |
| Brian C Tall | Seattle, Wa | Jan 1, 2012 | 19 y | 1 |
| Greer Tyler SmithCertified Financial Planner | Seattle, Wa | Jan 9, 2012 | 28 y | 2 |
| Jason Clark ShullCertified Financial Planner | Seattle, Wa | Nov 5, 2012 | 29 y | 2 |
| Matthew Tyler PattersonCertified Financial Planner | Seattle, Wa | Sep 29, 2014 | 11 y | 1 |
| Jacqueline Marie PrideauxCertified Financial Planner | Seattle, Wa | Oct 3, 2014 | 14 y | 1 |
| Steven Mcclain HanksCertified Financial Planner | Dallas, Tx | Oct 14, 2014 | 13 y | 1 |
| Jon David Jones | Seattle, Wa | Oct 31, 2014 | 26 y | 1 |
| Michael Lee Welk | Seattle, Wa | May 19, 2015 | 29 y | 4 |
| Timothy Mcintyre AmenCertified Financial Planner | Seattle, Wa | Sep 14, 2015 | 19 y | 3 |
| Kory Bryan LeadonCertified Financial Planner | Scottsdale, Az | Sep 14, 2015 | 26 y | 1 |
| Matthew Howell | Seattle, Wa | Nov 12, 2015 | 15 y | 2 |
| James Hayes MacdonellCertified Financial Planner | Seattle, Wa | Jan 10, 2017 | 12 y | 1 |
| Michael James BattagliaCertified Financial Planner | Mclean, Va | Jan 10, 2017 | 26 y | 2 |
| Jesica Jiten RayCertified Financial Planner | Mclean, Va | Jan 10, 2017 | 10 y | 1 |
| Matthew Lewis MorminoCertified Financial Planner | Bend, Or | Jan 18, 2017 | 15 y | 1 |
| Karen Marie HarrisCertified Financial Planner | Seattle, Wa | Nov 15, 2017 | 18 y | 1 |
| Tyler Darwin HarveyCertified Financial Planner | Seattle, Wa | Feb 16, 2018 | 10 y | 0 |
| Emily Lynne WoodCertified Financial Planner | Seattle, Wa | Apr 12, 2018 | 10 y | 0 |
| Christian Diego LinaresCertified Financial Planner | Seattle, Wa | Oct 3, 2018 | 12 y | 0 |
| J Mcmillan Crosby | Seattle, Wa | Oct 4, 2018 | 10 y | 0 |
| Madison S GlassCertified Financial Planner | Mclean, Va | Feb 21, 2019 | 12 y | 0 |
| Shyanne Rae RenderCertified Financial Planner | Austin, Tx | Mar 20, 2019 | 11 y | 0 |
| Vanessa Mcclure Howell | Chicago, Il | Mar 26, 2019 | 12 y | 0 |
| Brian Samuel BurgessCertified Financial Planner | Seattle, Wa | Apr 12, 2019 | 10 y | 0 |
| Nicholas PursleyCertified Financial Planner, Chartered Financial Analyst | Seattle, Wa | Jul 1, 2019 | 10 y | 0 |
| Wenqi HuangCertified Financial Planner | Seattle, Wa | Nov 18, 2019 | 11 y | 0 |
| Elizabeth Kathleen NorrisCertified Financial Planner | New York, Ny | Feb 21, 2020 | 11 y | 0 |
| Bryce Ellsworth BakerCertified Financial Planner | Seattle, Wa | May 18, 2020 | 14 y | 1 |
| Christopher Carl HoffaCertified Financial Planner | Seattle, Wa | Jun 12, 2020 | 12 y | 0 |
| Estefani Marina MorrisCertified Financial Planner | Seattle, Wa | Jul 2, 2020 | 11 y | 0 |
| Jordan Robert GrahamCertified Financial Planner | Seattle, Wa | Aug 7, 2020 | 10 y | 0 |
| Lauren Michelle MercerCertified Financial Planner | Seattle, Wa | Oct 1, 2020 | 11 y | 1 |
| Marieteo PadiongCertified Financial Planner | Seattle, Wa | Oct 5, 2020 | 10 y | 0 |
| Katherine Kester BurgessCertified Financial Planner | Seattle, Wa | Oct 21, 2020 | 16 y | 0 |
Advisor movement
9 left, 13 joined in 12 months
net +4 in 12 months2 left in 90 days1 joined in 90 daysdeparture rate 5.6% of current headcount33 left over 36 months
Left, latest
- Shaun Douglas Mize to Rivertree WealthJul 27, 2026 · RIA to RIA
- Kathryn K Mcdonald to Baker Ellis Asset Management LLCJun 22, 2026 · RIA to RIA
- Christopher L Moreton to Cutler Investment GroupMay 6, 2026 · RIA to RIA
- Yaxin Zhai to Focus Partners Wealth, LLCApr 16, 2026 · RIA to RIA
- Patrick Dominic Melvin to Grimes & CompanyMar 20, 2026 · RIA to RIA
- Gerardo Alejandro Martinez to Corda Investment Management, LLCFeb 2, 2026 · RIA to RIA
- Elissa Epoch to The Goodland GroupDec 2, 2025 · RIA to a state-registered adviser
- Maico Santos to Osaic Wealth, Inc.Dec 2, 2025 · RIA to affiliated broker-dealer or bank
- Brandon Joseph White-Szep to Pekin Hardy Strauss, Inc.Oct 17, 2025 · RIA to RIA
- Elise Orton to CorientApr 2, 2025 · RIA to RIA
- Konner Chanz Deleon to Deleon Wealth LLCMar 25, 2025 · RIA to a state-registered adviser
- Devyn Jeremy Deleon to Deleon Wealth LLCMar 25, 2025 · RIA to a state-registered adviser
- Thaddeus Murray Allen to MarinerMar 4, 2025 · RIA to affiliated broker-dealer or bank
- Lynn Anne Anderson to Abundo WealthMar 4, 2025 · Other
- Myles Joseph Mcmanus to FacetFeb 4, 2025 · RIA to RIA
Joined, latest
- Pablo Ramon Ochoa from Fisher InvestmentsJun 24, 2026 · RIA to RIA
- Michael James Kreza from Northcoast Asset Management LLCJun 5, 2026 · RIA to RIA
- Robert Joseph Bennett from Round Rock Advisors LLCJun 5, 2026 · RIA to RIA
- Mitchell Alban Kotheimer from Independence Wealth Advisors, LLCMay 9, 2026 · RIA to RIA
- Wilson Timothy Reece from Hb WealthApr 20, 2026 · RIA to RIA
- Jackson Fitzgerald Oreilly from Charles Schwab & Co., Inc.Apr 3, 2026 · Affiliated broker-dealer or bank to independent RIA
- John Zhang from Beacon Pointe Advisors, LLCApr 3, 2026 · RIA to RIA
- Luke Davis Ray from Hightower Advisors, LLCJan 21, 2026 · Affiliated broker-dealer or bank to independent RIA
- Corinne Salera Bedford from Bell Investment Advisors IncJan 1, 2026 · RIA to RIA
- Cole Davis Bender from Strategic Advisers LLCDec 10, 2025 · Affiliated broker-dealer or bank to independent RIA
- Renee Elisabeth Marinez from Lifeworks Advisors, LLCDec 9, 2025 · RIA to RIA
- Sue F Cheung from Morgan StanleyOct 8, 2025 · Wirehouse to independent RIA
- Matthew David Kirby from Cerity Partners LLCSep 30, 2025 · RIA to RIA
- Brian Arnold Hickox from Q3 Advisors, LLCJul 8, 2025 · Other
- Maximilian John Arms from Freestone Capital Management, LLCJun 12, 2025 · RIA to RIA
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Lenora Capital Multistrategy Fund I (Qp) LLC | Private Equity Fund | $39.2M | 0 | Mar 29, 2024 |
| Brighton Jones Investment Partners II, LLC | Private Equity Fund | $11.4M | 78 | May 21, 2020 |
| Lenora Capital Multistrategy Fund I LLC | Private Equity Fund | $7.5M | 0 | Mar 29, 2024 |
| Brighton Jones Investment Partners, LLC | Private Equity Fund | $3.2M | 117 | Mar 29, 2019 |
| Lenora Capital Multistrategy Fund II | $1.9M | 86 | Jul 7, 2026 | |
| Brighton Jones Venture Capital Ib, LLCno longer reported | Venture Capital Fund | $0 | 37 | Mar 30, 2012 |
| Brighton Jones Real Estate Ib, LLCno longer reported | Real Estate Fund | $0 | 35 | Mar 30, 2012 |
| Brighton Jones Growth Capital Ia, LLCno longer reported | Private Equity Fund | $0 | 27 | Mar 30, 2012 |
| Brighton Jones Growth Capital Ib, LLCno longer reported | Private Equity Fund | $0 | 29 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Edwin Charles Brighton · Managing Directorcontrolsince 10/1999 · owns 25% to 50%
- M Carley Dillon · Chief Experience Officer Compliance Officercontrolsince 09/2020 · owns less than 5%
- David Jon Jones · Chief Executive Officercontrolsince 10/1999 · owns 25% to 50%
- April Kyrkos · Chief Operating Officercontrolsince 02/2021 · owns less than 5%
- C Brian Tall · Chief Investment Officercontrolsince 07/2013 · owns less than 5%
- John Dougherty · Chief Marketing Officersince 12/2019 · owns less than 5%
- R Mark Jones · Chief Revenue Officersince 09/2021 · owns less than 5%
- Scott Leber · Chief Corporate Development Officersince 01/2019 · owns less than 5%
- Tyler Mayfield · Managing Directorsince 11/2012 · owns less than 5%
- Christina Owens · General Counsel, Chief Compliance Officersince 05/2024 · owns less than 5%
- Patrick Thomas Preston · Vice President Of Client Servicessince 04/2012 · owns less than 5%
- William Tim Ramza · Chief Technology Officersince 06/2023 · owns less than 5%
- Tang Saichua · Chief Client Officersince 01/2025 · owns less than 5%
- Melinda Torres · Chief Marketing Officersince 01/2026 · owns less than 5%
Related persons
Schedule D 7.A
- Brighton Jones Real Estate Advisorsinvestment companyy
- Lenora Capital LLCpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Seattle, Wa · principal | 159 | 33 | 8 | ||
| Mclean, Va | 14 | 2 | 0 | ||
| Scottsdale, Az | 13 | 1 | 0 | ||
| Portland, Or | 9 | 2 | 0 | ||
| Dallas, Tx | 8 | 2 | 0 | ||
| San Francisco, Ca | 7 | 4 | 0 | ||
| Denver, Co | 6 | 1 | 0 | ||
| Boston, Ma | 5 | 0 | 0 | ||
| Austin, Tx | 5 | 1 | 1 | ||
| Menlo Park, Ca | 5 | 3 | 0 | ||
| Houston, Tx | 4 | 2 | 0 | ||
| Chicago, Il | 2 | 0 | 0 | ||
| Minneapolis, Mn | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Mclean, VA19 employees
- Scottsdale, AZ15 employees
- Portland, OR13 employees
- San Francisco, CA11 employees
- Denver, CO3 employees
- Austin, TX3 employees
- Dallas, TX3 employees
- Menlo Park, CA3 employees
- Minneapolis, MN2 employees
- Boston, MA2 employees
- Newport Beach, CA2 employees
- Tampa, FL2 employees
- San Diego, CA1 employees
- Houston, TX1 employees
- Chicago, IL1 employees
- , 1 employees
- Wayne, PA1 employees
- Los Angeles, CA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 7, 2026JONES, JON, DAVID (CHIEF EXECUTIVE OFFICER) left Schedule A between the filings of 2024-05-31 and 2026-07-07peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Other offices · 31 to 33May 21, 2026 to Jul 7, 2026
- Other offices · 24 to 31Apr 21, 2026 to May 21, 2026
- Other offices · 23 to 24Mar 31, 2026 to Apr 21, 2026
- Accounts · 3,316 to 3,808Aug 7, 2025 to Mar 31, 2026
- Advisory employees · 171 to 156Aug 7, 2025 to Mar 31, 2026
- HNW clients · 2,610 to 3,024Aug 7, 2025 to Mar 31, 2026
- Individual clients · 635 to 561Aug 7, 2025 to Mar 31, 2026
- Pension plan clients · 59 to 63Aug 7, 2025 to Mar 31, 2026
- Assets in custody · $8.0B to $16BAug 7, 2025 to Mar 31, 2026
- Employees · 279 to 316Aug 7, 2025 to Mar 31, 2026
- State-registered IARs · 159 to 153Aug 7, 2025 to Mar 31, 2026
- Other offices · 20 to 23Aug 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $15B to $19BAug 7, 2025 to Mar 31, 2026
- HNW RAUM · $14B to $18BAug 7, 2025 to Mar 31, 2026
- Individual RAUM · $274M to $246MAug 7, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $105M to $120MAug 7, 2025 to Mar 31, 2026
- Pension RAUM · $718M to $1.0BAug 7, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $65.4M to $63.3MAug 7, 2025 to Mar 31, 2026
- RAUM · $15B to $19BAug 7, 2025 to Mar 31, 2026
- Financial planning clients · More than 500 to More than 500Apr 11, 2025 to Jul 24, 2025
- Accounts · 2,978 to 3,316Dec 6, 2024 to Apr 11, 2025
- Advisory employees · 149 to 171Dec 6, 2024 to Apr 11, 2025
- Advisory activities · 7 to 9Dec 6, 2024 to Apr 11, 2025
- HNW clients · 2,242 to 2,610Dec 6, 2024 to Apr 11, 2025
- Individual clients · 665 to 635Dec 6, 2024 to Apr 11, 2025
- Pension plan clients · 69 to 59Dec 6, 2024 to Apr 11, 2025
- Pooled vehicle clients · 4 to 5Dec 6, 2024 to Apr 11, 2025
- Assets in custody · $9.6B to $8.0BDec 6, 2024 to Apr 11, 2025
- Employees · 241 to 279Dec 6, 2024 to Apr 11, 2025
- State-registered IARs · 142 to 159Dec 6, 2024 to Apr 11, 2025
- Other offices · 18 to 20Dec 6, 2024 to Apr 11, 2025
- Private funds · 4 to 5Dec 6, 2024 to Apr 11, 2025
- Discretionary RAUM · $12B to $15BDec 6, 2024 to Apr 11, 2025
- HNW RAUM · $11B to $14BDec 6, 2024 to Apr 11, 2025
- Individual RAUM · $375M to $274MDec 6, 2024 to Apr 11, 2025
- Non-discretionary RAUM · $95.0M to $105MDec 6, 2024 to Apr 11, 2025
- Pension RAUM · $787M to $718MDec 6, 2024 to Apr 11, 2025
- Pooled vehicle RAUM · $49.1M to $65.4MDec 6, 2024 to Apr 11, 2025
- RAUM · $12B to $15BDec 6, 2024 to Apr 11, 2025
- Accounts · 2,681 to 2,978Dec 12, 2023 to Mar 29, 2024
Signals
60 dated events
- Brian Walter Morton no longer holds an investment adviser registration (last listed at Brighton Jones Llc on the 2026-09-14 feed)Sep 14, 2026 · Advisor registration ended · derived
- Abigail Marie Wachter registered as an investment adviser representative at Brighton Jones LlcSep 14, 2026 · Advisor registered · fact
- Shaun Douglas Mize left Brighton Jones Llc for Rivertree Wealth (registered 2026-07-31)Jul 27, 2026 · Advisor changed firm · fact
- Kathryn K Mcdonald left Brighton Jones Llc for Baker Ellis Asset Management Llc (registered 2026-08-13)Jun 22, 2026 · Advisor changed firm · fact
- Brighton Jones Llc reported 31 offices beyond its principal office, up from 24 (2026-04-21 to 2026-05-21)May 21, 2026 · Office count change · derived
- Christopher L Moreton left Brighton Jones Llc for Cutler Investment Group (registered 2026-08-11)May 6, 2026 · Advisor changed firm · fact
- Yaxin Zhai left Brighton Jones Llc for Focus Partners Wealth, Llc (registered 2026-05-28)Apr 16, 2026 · Advisor changed firm · fact
- Brighton Jones Llc reported RAUM $18.9B, up 26% from $15.0B (2025-08-07 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Patrick Dominic Melvin left Brighton Jones Llc for Grimes & Company (registered 2026-03-24)Mar 20, 2026 · Advisor changed firm · fact
- Gerardo Alejandro Martinez left Brighton Jones Llc for Corda Investment Management, Llc (registered 2026-02-10)Feb 2, 2026 · Advisor changed firm · fact
- Maico Santos left Brighton Jones Llc for Osaic Wealth, Inc. (registered 2025-12-22)Dec 2, 2025 · Advisor changed firm · fact
- Elissa Epoch left Brighton Jones Llc for The Goodland Group (registered 2025-12-05)Dec 2, 2025 · Advisor changed firm · fact
- Brandon Joseph White-Szep left Brighton Jones Llc for Pekin Hardy Strauss, Inc. (registered 2026-03-10)Oct 17, 2025 · Advisor changed firm · fact
- Elise Orton left Brighton Jones Llc for Corient (registered 2025-05-02)Apr 2, 2025 · Advisor changed firm · fact
- Devyn Jeremy Deleon left Brighton Jones Llc for Deleon Wealth Llc (registered 2025-03-24)Mar 25, 2025 · Advisor changed firm · fact
- Konner Chanz Deleon left Brighton Jones Llc for Deleon Wealth Llc (registered 2025-03-24)Mar 25, 2025 · Advisor changed firm · fact
- 2 advisors left Brighton Jones LLC (Seattle, WA) for Deleon Wealth LLC on the same dayMar 25, 2025 · Team lift-out · derived
- Thaddeus Murray Allen left Brighton Jones Llc for Mariner (registered 2025-06-17)Mar 4, 2025 · Advisor changed firm · fact
- Lynn Anne Anderson left Brighton Jones Llc for Abundo Wealth (registered 2025-03-31)Mar 4, 2025 · Advisor changed firm · fact
- Myles Joseph Mcmanus left Brighton Jones Llc for Facet (registered 2025-07-02)Feb 4, 2025 · Advisor changed firm · fact
- Maxwell Newton Gallagher left Brighton Jones Llc for 24Acres (registered 2026-08-26)Jan 27, 2025 · Advisor changed firm · fact
- Matthew Piper James left Brighton Jones Llc for Guardian Wealth Advisors, Llc (registered 2025-02-03)Jan 2, 2025 · Advisor changed firm · fact
- Michael Remedios left Brighton Jones Llc for Wonderland Financial Planning (registered 2025-05-21)Jan 2, 2025 · Advisor changed firm · fact
- Alannah Cherise Clark left Brighton Jones Llc for Coldstream Wealth Management (registered 2024-12-12)Dec 2, 2024 · Advisor changed firm · fact
- Zack Jacob Gutches left Brighton Jones Llc for True Riches Financial Planning (registered 2024-10-10)Sep 9, 2024 · Advisor changed firm · fact
- Maximilian John Arms left Brighton Jones Llc for Corient (registered 2024-09-10)Aug 20, 2024 · Advisor changed firm · fact
- Katlyn Beth Valencia left Brighton Jones Llc for Corient (registered 2024-09-10)Aug 13, 2024 · Advisor changed firm · fact
- 2 advisors left Brighton Jones LLC (Seattle, WA) for Corient within 7 daysAug 13, 2024 · Team lift-out · derived
- Jack Joseph Price left Brighton Jones Llc for Robert W. Baird & Co. Incorporated (registered 2024-07-22)Jul 22, 2024 · Advisor changed firm · fact
- Luke Ming left Brighton Jones Llc for World Investment Advisors, Llc (registered 2024-08-02)Jul 12, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- Brighton Jones LLC · Independent Sponsorsshared crd · capital_provider
- Brighton Jones LLC · Private Equityshared crd · organization
- Brighton Jones LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Business email
- info@pdi.fundreportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/LENORACAPITALreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/HALFMYDAFreportedpublic record, Form ADV, Sep 17, 2026
- Website
- PDI.FUNDreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 206-258-5000reportedpublic record, Form ADV, Jul 7, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $118Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Brighton Jones LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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