BRIGHTON JONES LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$12.5B
Peer Group AUM Range
$11.9B - $13.1B
Sample Size
59
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (29 firms)
Discretionary Accounts
PEER GROUP AVERAGE
7,408
Discretionary AUM
PEER GROUP AVERAGE
$11.0B
Non-Discretionary Accounts
PEER GROUP AVERAGE
2,239
Non-Discretionary AUM
PEER GROUP AVERAGE
$1.4B
Total Clients
PEER GROUP AVERAGE
7,499
Total AUM
PEER GROUP AVERAGE
$12.4B
Offices
PEER GROUP AVERAGE
22
Total Employees
PEER GROUP AVERAGE
132
Investment Advisors
PEER GROUP AVERAGE
97
Registered Representatives
PEER GROUP AVERAGE
72
Licensed Insurance Agents
PEER GROUP AVERAGE
55
Foreign Clients
PEER GROUP AVERAGE
33.3%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
681
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 55 Firms Yes
Hourly Charges No 50 Firms Yes
Subscription Fees No 59 Firms No
Fixed Fees No 34 Firms Yes
Commissions No 59 Firms No
Performance Based Fees Yes 37 Firms Yes
Other No 42 Firms No

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