Brighton Jones

• Brighton Jones is a wealth management and financial advisory firm founded in 2000.
• The firm focuses on helping individuals and families "Live a Richer Life®" by aligning wealth, passions, and purpose.
• Brighton Jones operates nationally with offices in multiple U.S. cities, including Chicago.

Scale and key metrics (as reported on the website)

• Assets Under Advisement (AUA): $30B+ (as of 3/31/2026).
• Client households: 4,000+.
• Client retention: 98%.
• Net Promoter Score: 80+.

Note: The website explains that Assets Under Advisement (AUA) includes assets for which Brighton Jones provides advisory, planning, and consulting services, and that AUA is not the same as Regulatory Assets Under Management (RAUM) reported on Form ADV.

Fiduciary standard

• Brighton Jones positions itself among the top tier of financial advisors who serve with a legal duty to put client interests first.
• The firm emphasizes integrating across a client's total balance sheet as part of its fiduciary approach.

Recognition (examples from the website)

The website lists numerous third-party recognitions and awards over recent years, including (selection):

• Financial Advisor magazine ranking among top Registered Investment Advisers.
• Barron's Top 100 RIA Firms and Top Independent Advisors lists.
• USA Today's Best Financial Advisory Firms list.
• Fastest Growing Private Companies in Washington State (regional business publications).
• Multiple "Best Places to Work" and similar workplace awards in various regions.

Awards and rankings disclosures

• The website notes that, for some recognitions, a fee was paid to utilize the award or logo, or to be eligible for the award.
• Rankings and awards do not guarantee future investment results or client experience.

How to learn more

• Additional firm history, recognition details, and disclosures are available on the main About pages of brightonjones.com.

• Individuals and families with complex financial lives.
• Professionals and executives across Chicago's economy, including finance, transportation, logistics, and technology.

Core wealth management services

The Chicago team offers holistic wealth management for the "big picture" of a client's life and finances, including:

• Personal CFO / comprehensive planning
• Integrating all assets and liabilities across your balance sheet.
• Building personalized, long-term financial plans aligned with your values and goals.

• Investment management
• Customized portfolios tailored to client goals.
• Investment process grounded in academic research, including traditional and behavioral finance.

• Tax planning and coordination
• Dedicated tax advisory group that partners with clients on tax planning strategies.
• Coordinating tax considerations across investments, compensation, real estate, and other assets.

• Estate planning support
• Helping clients plan for wealth transfer and estate structures in coordination with legal professionals.

• Philanthropy and charitable giving guidance
• Supporting clients who want to incorporate giving and social impact into their financial plans.

• Private investment advisory
• Advising on private investment opportunities as part of a broader portfolio.

• Equity compensation guidance
• Helping clients evaluate and plan around stock options and other forms of equity compensation.

• Real estate advisory
• Advising on real estate as part of a client's overall financial picture.

• Business succession and related planning
• Working with business owners on succession and transition planning as part of their broader wealth strategy.

Fiduciary standard

• Brighton Jones operates as a fiduciary, meaning the firm has a legal duty to put client interests first.
• The Chicago team applies this fiduciary standard while delivering its wealth management and planning services.

What is *not* specified on the website

• The public website pages reviewed do not state specific account minimums, fee schedules, or detailed service-level tiers for Chicago clients.
• Prospective clients are encouraged to contact the firm directly to discuss whether Brighton Jones is a good fit for their situation.

• Address: 444 W Lake Street, 17th Floor, Chicago, IL 60606
• City: Chicago, Illinois

Contact

• Main phone: 872.336.0406
• Fax: 872.304.1684

How to get in touch

• Website: https://www.brightonjones.com/locations/chicago/
• An online contact form is available on the Chicago location page to request a conversation with the team.
• Prospective clients can share basic contact details, ZIP code, an estimated net worth range, and a short note about how the team can help so the inquiry can be routed appropriately.

Visit information

• The Chicago location page does not list public walk-in hours.
• Clients and prospective clients are encouraged to call or use the online form to connect with the team and schedule time with an advisor.

• A holistic approach to financial health, not just investment management.
• A "family feel" and relationships that feel personal rather than transactional.
• A team-based service model, with multiple professionals supporting each client.
• Proactive communication and responsiveness to questions and requests.
• Support across a wide range of topics, including investments, tax coordination, estate planning, refinancing, insurance, financial education for children, and philanthropy.
• Focus on clients' broader wellbeing, including what makes them feel safe, happy, and fulfilled—beyond account balances.

These themes are drawn from testimonials on the site's Client Stories and Chicago pages, where clients describe their experiences in their own words.

Testimonials and performance

• Client testimonials are provided by current clients of Brighton Jones.
• The website states that clients were not compensated for their testimonials.
• The site notes that no material conflicts of interest exist that would impact the testimonials presented.

Important testimonial disclosures

Based on the disclosures on brightonjones.com:

• Client testimonials are not representative of the experiences of all Brighton Jones clients.
• Testimonials do not guarantee future performance or similar experiences for other clients.
• Third-party rankings, awards, and recognitions (where mentioned) are based on specific criteria set by the awarding organizations and do not assure any particular investment outcome.

How prospective clients should use testimonials

• Testimonials can help illustrate the types of relationships and services some clients have experienced with Brighton Jones.
• They should not be interpreted as a promise or guarantee of future results.
• Prospective clients are encouraged to contact Brighton Jones directly to learn how the firm's services and approach may apply to their own situation.

Certified B Corporation

• Brighton Jones is a Certified B Corporation.
• The firm highlights this certification as recognition of its commitment to high standards of social and environmental performance, transparency, and accountability.
• The website frames B Corp status as part of using business as a force for good for clients, colleagues, and communities.

Richer Life Foundation

• The Brighton Jones Richer Life Foundation is described as a catalyst for the firm's community by leveraging collective knowledge, time, and money to drive more purposeful giving.
• The foundation focuses on supporting grassroots efforts to provide access to education, health care, and other services for children around the world.

1-2-100 commitment (as described on the website)

• 1% for compassion: Brighton Jones commits to donating 1% of revenue to charitable programs and nonprofits.
• 2% of time: Team members have unlimited time off for volunteering and access to a donation match program and nonprofit board member training.
• 100% participation: The firm highlights high employee participation in volunteering, with more than 13,000 hours served in 2025 across nonprofits in the communities it serves.

Community initiatives and examples

The website lists examples of community and impact initiatives, such as:

• Large-scale fundraising efforts (for example, the "#OneTeam for Kenya" campaign described on the site, which exceeded its fundraising goal through contributions from clients, teammates, friends, and partners).
• Ongoing focus areas including women's equity, confronting racial injustice, and community-based giving programs like the annual Giving Game.

Disclosures

• The site includes award and ranking disclosures indicating that some corporate philanthropy and workplace awards involve fees to use logos or participate.
• These recognitions showcase community engagement but do not guarantee future results or experiences.

• Brighton Jones describes its model as a Personal CFO approach to wealth management.
• The firm's in-house experts collaborate across a client's entire balance sheet—all assets and liabilities—to create and implement a holistic plan.
• The goal is to align a client's wealth, passions, and purpose so they can "Live a Richer Life®".

Fiduciary focus and higher standards

• Brighton Jones positions itself as a fiduciary, with a legal responsibility to act in clients' best interests.
• The firm emphasizes taking a big-picture view of each client's life and finances rather than focusing on individual accounts in isolation.

Investment philosophy

• Portfolios are customized for each client and designed to maximize the probability of achieving their goals.
• The investment process is described as being grounded in Nobel Prize–winning research in both traditional and behavioral finance.

Beyond the balance sheet

Brighton Jones highlights programs and communities intended to support client wellbeing beyond traditional financial services, including:

• Fin Ed. – Financial education workshops and resources for teens and young adults.
• Women Living a Richer Life – Programming designed to help women navigate net worth and financial wellbeing with confidence and community.
• Mindful, Emotional and Social Intelligence (MESI) – A mental fitness program that equips individuals and organizations with tools to thrive.
• Richer Life Foundation – A foundation that supports grassroots efforts to provide access to education, health care, and other services for children globally.
• Lenora Capital – A community that brings together expertise and networks to engage in private investments.

How clients engage

• Prospective clients are invited to reach out via the website's contact forms or by phone to learn how this approach can be tailored to their situation.
• The site does not specify a required asset level or net worth minimum for all services; those details are handled in direct conversations with the firm.

Ask anyway — the agent will say plainly that it is not published rather than guess.