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BRIO FINANCIAL GROUP
Legal name: BRIO CONSULTANTS, LLC
CRD 289889File 801-111830
APPROVED
Retail clients
Custody
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.06B
Above cohort median (national)
Discretionary AUM
$1.06B
Clients
804
804 accounts
Employees
21
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 13, 2017
- Principal office
- 19 SUTTER STREET, SAN FRANCISCO, CA, 94104
- Phone
- 415-623-2450
- Website
- HTTPS://WWW.BRIOFG.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.06B
- Discretionary AUM
- $1.06B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 804
- Non-discretionary accounts
- 0
- Total accounts
- 804
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| High net worth individuals | 336 | $845.2M |
| Individuals (other than high net worth individuals) | 464 | $211.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 21 | increased by4 |
| Apr 1, 2026 | Clients | 767 | 804 | increased by37 |
| Apr 1, 2026 | AUM | $842,643,716 | $1,057,978,008 | increased by$215,334,292 |
| Apr 1, 2026 | Accounts | 3,082 | 804 | decreased by2,278 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 17 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 705 | 767 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $624,022,279 | $842,643,716 | increased by$218,621,437 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,537 | 3,082 | increased by545 |
| Apr 1, 2022 | Employees | 12 | 14 | increased by2 |
| Apr 1, 2022 | Clients | 619 | 705 | increased by86 |
| Apr 1, 2022 | AUM | $472,853,885 | $624,022,279 | increased by$151,168,394 |
| Apr 1, 2022 | Accounts | 619 | 2,537 | increased by1,918 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRIO FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIO FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.