SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Brio Financial Group
San Francisco, CA
Brio Consultants, LLC, CRD 289889
Firm filing updated September 3, 2026 ·
- $1.1BAssets
- 13Advisory staff
- 804Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals464
- High net worth individuals336
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 464 | $211.7 million |
| High net worth individuals | 336 | $845.2 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $1.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts804
- DiscretionaryAll accounts
People
- Employees21
- Advisory staff13
- Broker-dealer reps0
- Licensed insurance agents5
- Planning clients251 to 500
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Brio Consultants, LLC SEC-registered investment advisor. CRD 289889, SEC file 801-111830.
- Registered with the SEC as an investment advisor (status date on record: October 13, 2017).
Is Brio Financial Group a fiduciary?
Short answer: Brio Financial Group is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
5 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.