Brio Financial Group

Brio Financial Group (CRD# 289889) is a financial advisory firm headquartered in San Francisco, CA. They manage $621,640,220 in 2,830 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    622
    MILLION
  • Total Number of Accounts
    2,830
    ACCOUNTS
  • Average Account Value
    $219,661
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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 advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, NC, NY, OR, TX, WA, WI

Financial Advisors at Brio Financial Group
Showing 1 - 8 of 8 top financial advisors.
1
Gene B. Elliott
CRD#: 2824800
333 Bush Street, Suite 1400, San Francisco, CA 94104

Gene Elliott (CRD# 2824800) is an Investment Advisor Representative working at Brio Financial Group in San Francisco, CA and has over 20 years of experience in the finance industry.

2
Brandon J. Miller
CRD#: 4125554
333 Bush Street, Suite 1400, San Francisco, CA 94101

Brandon Miller (CRD# 4125554) is an Investment Advisor Representative working at Brio Financial Group in San Francisco, CA and has over 24 years of experience in the finance industry.

3
Michael S. Telford
CRD#: 6267736
19 Sutter Street, San Francisco, CA 94104

Michael Telford (CRD# 6267736) is an Investment Advisor Representative working at Brio Financial Group in San Francisco, CA and has over 8 years of experience in the finance industry.

4
Lindsey D. Swanson
CRD#: 6256916
19 Sutter Street, San Francisco, CA 94104

Lindsey Swanson (CRD# 6256916) is an Investment Advisor Representative working at Brio Financial Group in San Francisco, CA and has over 7 years of experience in the finance industry.

5
Jamie L. Alpaugh
CRD#: 7302854
19 Sutter Street, San Francisco, CA 94104

Jamie Alpaugh (CRD# 7302854) is an Investment Advisor Representative working at Brio Financial Group in San Francisco, CA and has over 3 years of experience in the finance industry.

6
Wahidah Aziz
CRD#: 7831520
19 Sutter Street, San Francisco, CA 94104

Wahidah Aziz (CRD# 7831520) is an Investment Advisor Representative working at Brio Financial Group in San Francisco, CA and has 1 year of experience in the finance industry.

7
Matthew R. Beck
CRD#: 4237052
19 Sutter Street, San Francisco, CA 94104

Matthew Beck (CRD# 4237052) is an Investment Advisor Representative working at Brio Financial Group in San Francisco, CA and has over 22 years of experience in the finance industry.

8
Jonathan S. Clements
CRD#: 5607967
Denver, CO

Jonathan Clements (CRD# 5607967) is an Investment Advisor Representative working at Brio Financial Group in Denver, CO and has over 2 years of experience in the finance industry.

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