Brighton Jones LLC
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15-4 YoYRank #1114 of mapped providers
Assets under administration$4.0B0.0%Market share · rank #2145
Fees received$1MMedian $50,997/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Brighton Jones LLC plan look like?
Service mix · median fees per plan
Count of plans where Brighton Jones LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 10 | $52,806 | |
Investment advisory (plan); Investment advisory (participants); Other fees; Consulting feesCode 26 | 3 | $40,765 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $684,000 | |
Other feesCode 99 | 1 | $24,475 |
Competitor overlap
Percent of Brighton Jones LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Brighton Jones LLC.
| Sponsor | From | Assets |
|---|---|---|
PLAN FIDUCIARY SERVICES, INC.FL · 273523833-009 | Cetera Advisor Networks LLC | $77M |
Plans lost in 2024
Appeared last year under Brighton Jones LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
GENERAL DENTISTRY 4 KIDS - PAYROLL, LLCAZ · 260434118-001 | John Hancock | $16M |
PEREGRINE SPORTS, LLCOR · 364652297-001 | Pentegra Retirement Services Inc. | $9M |
MAINVUE HOMES, LLCWA · 473593281-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $684,000 | 10y | - |
RUSSELL SIGLER, INC.AZ · 860223222-002 | $120M | 984 | $15,500 | 7y | - |
FIGMA, INC.CA · 462843087-001 | $101M | 1,497 | $155,917 | 4y | 1 |
PLAN FIDUCIARY SERVICES, INC.FL · 273523833-009 | $77M | 4,868 | $24,475 | 1y | - |
PAE CONSULTING ENGINEERS, INC.OR · 930561854-002 | $76M | 510 | $54,615 | 8y | - |
BARGREEN-ELLINGSON, INC.WA · 910715309-002 | $61M | 840 | $48,000 | 7y | - |
TRANSGROUP EXPRESS, LLCWA · 911477974-001 | $28M | 905 | $72,912 | 6y | - |
CAPSTONE GREEN ENERGY, LLCCA · 933937119-001 | $27M | 177 | $56,795 | 2y | 2 |
SEQUOYAH ELECTRIC, LLCWA · 470898645-001 | $17M | 154 | $59,200 | 5y | - |
MONARCH LANDSCAPE HOLDINGS, LLCCA · 473833472-001 | $16M | 3,473 | $50,322 | 6y | 1 |
Flag exposure
86.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into Brighton Jones LLC.
- ATHYRIUM CAPITAL MANAGEMENT, LP
- ATHYRIUM OPPORTUNITIES FUND II LP
- ATIONWIDE
- BINGHTON JONES, LLC
- BRIGHTON JONES
- BRIGHTON JONES LLC
- BRIGHTON JONES, LLC
- BRIGHTON JONES, LLC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Brighton Jones LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 2 | 13.33% | 26.94% | -13.61 pp |
| Late contributions | 3 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 26.67% | 1.76% | +24.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Brighton Jones LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Brighton Jones LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Barlow Coughran Morales & Josephson | 1 | 6.7% |
| Stoel Rives LLP | 1 | 6.7% |