Brighton Jones expansion includes dedicated team lead in San Diego. FINANCE: Firm Grows to $38.5B in AUA Daniel Pearson November 6, 2026 SAN DIEGO - Brighton Jones wealth management is making strides in the San Diego market, hiring new team leads and expanding its client base. Seattle-based Brighton Jones recently appointed Garrett Newman as their first lead advisor in the San Diego region. Newman's appointment is anteceded by many of Brighton Jones' clients relocating their families, and their wealth, to San Diego. The firm is now meeting these clients in their new locale by building up their San Diego-based team. "There's so many people that offer investment management, but if you can be uniquely human, and drive better results and better wealth alignment through having local advisors, we just think that's absolute gold for us as a business," said Steven Hanks, senior lead advisor who oversees the entire Southern California region for the firm. The San Diego expansion is part of a busy 2026 for Brighton Jones, which also recently opened new offices in Ohio, Michigan, Connecticut, and Florida. Since entering into these new markets, and expanding within San Diego, the firm has grown to $38.5 billion in assets under advisement. New Lead Role Newman has been active in the San Diego wealth management scene for over 10 years, joining Brighton from After-Tax Wealth Management where he was a financial planner for five years. He has been in the financial advisory industry for over 20 years. "Being ingrained in the community is something that I really wanted to make sure that I did when I first moved to San Diego," Newman said. "I've been all over the county servicing clients of all shapes and sizes over the years. The experience that I've obtained over the past 20 plus years really allows it to be more relationship-based, knowing not only the client's entire balance sheet but also their family history." This personal relationship service is a key differentiator for Brighton Jones, which has grown 100% organically. "It's through finding folks, like Garrett, with great credentials, great background and experience, but great connections with those local communities that allows us as a firm to help more people," Hanks said. Personal CFO model. Brighton Jones was founded in 1999 as the personal CFO firm, where an advisor sits on the same side of the table as their clients to build a more intimate relationship. The personal CFO model was built from the ground up at Brighton Jones and is intended to bridge investment management with wealth alignment, helping clients "design the life that they actually want to live, using money as a tool that allows them to do those things," Hanks said. Having that personal CFO approach allows Brighton Jones' clients to not only open up about their assets, but also share who they are as a person, what their passions are, and how they want to potentially give back to the community, according to Hanks. New technology. Brighton Jones isn't investing in new technologies to purely manage a larger client load. The firm wants to offload monotonous tasks to AI that allows their advisors to be more intentional with the clients they already have. "The ability of utilizing large language models to be able to create a technology stack that can run itself 100% in house, it's super valuable," Hanks said. "If Garrett or any other advisor is spending four hours less in our CRM system every single week, we are now spending four more hours a week being intentional around the conversations with our clients." Newman has specifically benefited from this investment. According to Newman, one of his clients is very detailed about how they want their legacy to be perceived, having very specific dollar amounts that they want directed to very specific charities. "I want to sit down with her and have that discussion and have that direction of her assets go per her wishes... There just wasn't enough time before," he said. "One of them is just a small amount of money she wants to give to an old college her sister who passed away went to. She has a scholarship for her, and that's really meaningful. Getting to become closer with the client and knowing that dynamic and her why is why we do this." The firm has plans to bring in another lead advisor and more support staff to work alongside Garrett as Brighton Jones continues to grow in their San Diego markets. Brighton Jones FOUNDED: 2000 PRESIDENT/CEO: Jon Jones HEADQUARTERS: Seattle, WA BUSINESS TYPE: LLC, Wealth Management Firm EMPLOYEES: 360 REVENUE: AUM $21.2B / AUA $38.5B as of 10/1 WEBSITE: https://www.brightonjones.com/locations/san-diego/ SAN DIEGO CONTACT: Garrett Newman | SOCIAL IMPACT: Brighton Jones is proud to be a Certified B Corporation. One key social initiative is the 1-2-100 Commitment: 1% of revenue is donated to charitable programs and nonprofits, 2% of employee time (unlimited PTO for volunteering), and 100% participation among employees. The team volunteered over 13,000 hours in 2025 with nonprofits in their local regions. Globally, the firm supports over 210 organizations. More information on the Richer Life Foundation by Brighton Jones can be found here: https://richerlifefoundation.org/ NOTABLE: Recognized by Inc.com 2026 Best Workplaces, ranked #29 on Barron's 2026 Top 100 RIA firms

How donor-advised funds help support a healthy community. Posted October 5, 2026 For Andy, a Pike Place Market resident, buying healthy food close to home can be difficult on a limited income. The Protein Bucks program matches a portion of his food benefits, giving him more to spend on fish, meat, eggs, and dairy at participating Market businesses. "Pike Bucks gives me extra money so I can last through the month. Otherwise, I don't have any money left at the end of the month for food." ~ Andy The program helps Andy stretch his budget while also supporting the Market merchants he buys from. Andy is one of many people who call Pike Place Market home. Known around the world for its fish, flowers, restaurants, and crafts, it is also a place where people live, work, learn, and raise families. Residents, farmers, craftspeople, and small business owners all help shape its daily life. With your support, the Pike Place Market Foundation helps people in this community connect with critical services and resources to thrive. That means healthy food, a safe place to live, and a doctor when they need care. It means childcare, a job, and a chance to pursue their goals. And it means feeling part of a community that cares. These parts of life affect one another. Affordable food can leave more room in a household budget for rent or a doctor's visit. Childcare gives children a place to learn while their parents work. Having people to turn to can make it easier to find help when life gets challenging. The Foundation works with trusted community partners and supports programs that respond to these connected needs. | Ready to recommend a grant to the Pike Place Market Foundation? Visit its DAF giving page | For many years, supporters have given to the Foundation through donor-advised funds, or DAFs. Together with other donations, these gifts help fund its Legacy Partners, which provide food, healthcare, early learning and childcare, assisted living, and activities that help older adults stay active and connected. This support also helps the Foundation respond as needs emerge. After the floods of 2025 affected many Market farmers, the Foundation launched the Farm Fund. To date, the fund has distributed more than $800,000 in grants to help farmers cover the costs of equipment, seeds, and bulbs so they can keep farming and earning a living. Support from across the broader community, including DAF grants, helped make this response possible. With DAF Day approaching on October 8, Pike Place Market Foundation has partnered with longtime corporate supporter Brighton Jones, whose work centers on helping people align their wealth with their passions and purpose. Together, Pike Place Market Foundation is sharing how donor-advised funds can help you support the causes and communities you care about. What is a donor-advised fund? A donor-advised fund (DAF) works like a charitable savings account. The donor contributes money or investments, which may be eligible for a tax deduction in that year (subject to applicable tax rules and limitations). They can then recommend grants to specific charities whenever they're ready, whether that's next month or over the next decade. DAFs are generally offered through custodians and community foundations and can often be easily opened online. A donor's advisor can help decide where to open one and whether funding it with appreciated stock, rather than cash, make sense for the donor. Your contribution is permanent: DAF contributions are irrevocable. The donor may retain advisory granting privileges, but the sponsoring organization has legal control over the assets. * Support causes on your schedule. Contribute to the account, then recommend grants to one or more charities when you're ready. * Make giving a regular habit. Some sponsors offer automatic monthly or annual grants, making it easier to provide steady support. * Allow for potential growth. Funds may be invested before grants are made, with the potential to increase the amount available for charitable giving. For the avoidance of doubt, invested assets can also lose value, and the amount available for future grants is not guaranteed. * Plan for possible tax benefits. Contributions may qualify for a deduction in the year you contribute to the DAF, even if grants go to charities later. Eligibility and limits depend on your circumstances. To explore whether a DAF fits your giving plans, read Brighton Jones' guide to donor-advised funds. A qualified tax or financial advisor can help you understand your options. However you choose to give, your support helps the Foundation connect people to what they need to live healthy lives, pursue their goals, and care for one another. It's how Pike Place Market Foundation support the people at the heart of Pike Place Market. Thank you to Brighton Jones for sharing their expertise on donor-advised funds. Brighton Jones helps individuals and families align their resources with their values, passions, and purpose. Its approach to financial planning and charitable giving helps clients pursue their goals and support the causes and communities they care about. That commitment extends to the firm's own community investments, including its longstanding support for food access and small businesses through the Pike Place Market Foundation. This content is for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. For individualized advice tailored to your specific circumstances, please consult with your adviser. A note on privacy: The name used in the Protein Bucks story has been changed to respect the individual's privacy.