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NewsSan Diego Business JournalNovember 6, 2026San Diego County

Brighton Jones Expands Wealth Management Presence in San Diego and Appoints Garret Newman as Lead Advisor

Photo: San Diego Business Journal

Seattle-based wealth management firm Brighton Jones appointed Garret Newman as its first lead advisor in San Diego to support growing client relocations to the area. The expansion accompanies broader 2026 office openings in Ohio, Michigan, Connecticut, and Florida, bringing the firm's assets under advisement to $38.5 billion.

Wealth ManagementBusiness ExpansionFinancial Services
Read the full story at San Diego Business Journal

Why It Matters

Local clients gain access to a dedicated regional wealth management team utilizing an integrated personal CFO model and artificial intelligence tools designed to increase advisor availability.

Key Facts

  • Brighton Jones appointed Garret Newman as its first lead advisor in the San Diego region.
  • The firm's expansion is driven by clients relocating their families and wealth to San Diego.
  • Brighton Jones reached $38.5 billion in assets under advisement following market expansions.
  • Garret Newman has over 20 years of experience in the financial advisory industry, including 10 years in San Diego.
  • The firm plans to add another lead advisor and support staff in the San Diego market.
  • Brighton Jones was founded in 1999 as a personal CFO firm.
  • The firm uses artificial intelligence to offload monotonous tasks from customer relationship management systems, allowing advisors to spend more time in client conversations.
  • Brighton Jones operates as a Certified B Corporation with a 1-2-100 commitment donating 1% of revenue and allocating employee time to volunteering.
  • The firm was recognized in Inc.com's 2026 Best Workplaces and ranked #29 on Barron's 2026 Top 100 RIA firms.

Who's Mentioned

locationFlorida“State with new Brighton Jones office openings in 2026”OrganizationBrighton Jones“Wealth management firm expanding its operations into San Diego”PersonSteven Hanks“Senior lead advisor overseeing the Southern California region for Brighton Jones”locationMichigan“State with new Brighton Jones office openings in 2026”OrganizationRicher Life Foundation“Foundation supported by Brighton Jones”OrganizationAfter-Tax Wealth Management“Former employer of Garret Newman”PersonJon Jones“President and CEO of Brighton Jones”PersonGarret Newman“First lead advisor appointed by Brighton Jones in the San Diego region”locationSeattle“Headquarters location of Brighton Jones”locationConnecticut“State with new Brighton Jones office openings in 2026”locationOhio“State with new Brighton Jones office openings in 2026”locationSan Diego“Market region for Brighton Jones expansion”