BF
BRIO FINANCIAL GROUP
SEC RegisteredSAN FRANCISCO, CAhttps://briofg.com415-623-2450
Assets Under Management
$1B–$5B
Employees
21
Office Locations
2 offices
Total Accounts
804
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Services
financial_planningestate_planningtax_planninginsurance
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 464 | $212M |
| High Net Worth Individuals | 336 | $845M |
0 total clients reported on Form ADV.
Leadership
Brandon Jay Miller
MANAGING MEMBER
Jay Steven Zalewski
CHIEF COMPLIANCE OFFICER
Office locations
2 offices in 1 state
CA
SAN FRANCISCOHQ
Advisors at this firm
13 advisors in the directory
Jamie Lee Alpaugh
Investment Adviser Representative
Gerald Antonio
Investment Adviser Representative
Matthew Richard Beck
Investment Adviser Representative
Margaret Mary Callahan
Investment Adviser Representative
Marc Dickow
Investment Adviser Representative
Gene Boyd Elliott
Investment Adviser Representative
Mariana Llamas
Investment Adviser Representative
Brandon Jay Miller
Investment Adviser Representative
Jonathan Smith Rushton
Investment Adviser Representative
Vivian Marie Segura
Investment Adviser Representative
Rachel Sung-Hee Shin
Investment Adviser Representative
Mark Norman Shumway
Investment Adviser Representative
Michael Sinclair Telford
Investment Adviser Representative
Regulatory & compliance
CRD number
#289889
SEC Number
801-111830
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
briofg.comPhone
415-623-2450Find an advisor that fits
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Editorial disclosure
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.