BRIO FINANCIAL GROUP
SEC RegisteredHOW BRIO IS DIFFERENT BY DESIGN®.
About the firm
Brio Financial Group is a diverse, queer-owned inclusive financial planning firm built by gay, straight, and everything in-between financial planners who were tired of the traditional financial industry's corporate-speak and one-size-fits-all advice. The firm offers holistic financial planning, investment management, tax planning, and estate planning for LGBTQ+ individuals, chosen families, and others whose lives don't fit traditional molds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management (including the Brio Pride Portfolio, a socially responsible investment strategy), tax planning and preparation, and estate planning for nontraditional families and chosen family arrangements.
Who they serve
LGBTQ+ individuals, unmarried partners, blended families, chosen families, people in non-traditional relationships, and values-driven, expressive, ambitious individuals whose lives don't fit traditional molds.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 464 | $212M |
| High Net Worth Individuals | 336 | $845M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRIO FINANCIAL GROUP 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.