Data / Investment advisers / California / Brio Financial Group
Brio Financial Group, San Francisco, CA: $1.1 billion AUM, SEC registered investment adviser
Brio Financial Group is an SEC registered investment adviser with its main office in San Francisco, California and reports $1.1 billion in regulatory assets under management in its Form ADV filed September 3, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 289889
- SEC file number
- 801-111830
- SEC status
- Approved, effective October 13, 2017
- Legal name
- Brio Consultants, LLC
- Main office
- 19 Sutter Street, San Francisco, CA 94104
- Phone
- (415) 623-2450
- Website
- briofg.com
- Regulatory AUM
- $1,057,978,008 in the Form ADV filed September 3, 2026
- Discretionary AUM
- $1,057,978,008
- Accounts
- 804
- Employees
- 21, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 336 | $845.2 million |
| Individuals (other than high net worth individuals) | 464 | $211.7 million |
| Corporations or other businesses | 4 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.06 billion | March 20, 2026 |
| December 1, 2025 | $842.6 million | August 18, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Crescent Cove Advisors, LP | San Francisco | $1.11 billion | 23 | adviserinfo.sec.gov |
| Nexa Equity LLC | San Francisco | $1.10 billion | 10 | adviserinfo.sec.gov |
| Meson Quantitative Management LLC | San Francisco | $1.09 billion | 1 | adviserinfo.sec.gov |
| 5am Ventures | San Francisco | $1.08 billion | 12 | adviserinfo.sec.gov |
| Trinity Alps Capital | San Francisco | $1.07 billion | 9 | adviserinfo.sec.gov |
| Wndrco Capital Management LLC | San Francisco | $1.05 billion | 8 | adviserinfo.sec.gov |
| Centricus Investment Advisors (US) LLC | San Francisco | $1.02 billion | 2 | adviserinfo.sec.gov |
| Verita Strategic Wealth Partners, LLC | San Francisco | $1.01 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Brio Financial Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.