BRIGHT ADVISORS
SEC RegisteredLive in a world of your creation.
About the firm
Bright Advisors LLC is a wealth and investment advisory firm that works with clients to build bespoke portfolios that reflect their goals, interests, and ambitions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Building bespoke investment portfolios tailored to clients' goals, interests, and ambitions.
Who they serve
Individuals, families, and institutional investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 121 | $35M |
| High Net Worth Individuals | 57 | $94M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRIGHT ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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