BRIO CONSULTANTS, LLC
Legal name: BRIO FINANCIAL GROUP
CRD #289889 SEC #801-111830 SAN FRANCISCO, CA 415-623-2450
SEC Registered
Total AUM
$842.6M
Discretionary
$839.3M
Employees
17
Clients
251
Accounts
3,082
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $842.6M | $839.3M | $3.3M | 17 | 0 |
| May 2025 | $842.6M | $839.3M | $3.3M | 17 | 0 |
| Apr 2025 | $842.6M | $839.3M | $3.3M | 17 | 0 |
| Mar 2025 | $842.6M | $839.3M | $3.3M | 17 | 0 |
| Nov 2024 | $699.4M | $694.5M | $5M | 18 | 0 |
| Jun 2024 | $699.4M | $694.5M | $5M | 18 | 0 |
| Mar 2024 | $699.4M | $694.5M | $5M | 18 | 0 |
| May 2023 | $621.6M | $617.4M | $4.2M | 16 | 0 |
| Mar 2023 | $621.6M | $617.4M | $4.2M | 16 | 0 |
| Nov 2022 | $624M | $619.1M | $4.9M | 14 | 0 |
| Jul 2022 | $624M | $619.1M | $4.9M | 14 | 0 |
| Apr 2022 | $624M | $619.1M | $4.9M | 14 | 0 |
| Mar 2022 | $624M | $619.1M | $4.9M | 14 | 0 |
| Feb 2022 | $472.9M | $472.9M | $0 | 12 | 0 |
| Oct 2021 | $472.9M | $472.9M | $0 | 12 | 0 |
| Mar 2021 | $472.9M | $472.9M | $0 | 12 | 0 |
| Sep 2020 | $485.1M | $485M | $79.8K | 10 | 0 |
| Jun 2020 | $485.1M | $485M | $79.8K | 10 | 0 |
| Jun 2020 | $485.1M | $485M | $79.8K | 10 | 0 |
| Mar 2020 | $485.1M | $485M | $79.8K | 10 | 0 |
| Dec 2019 | $369.2M | $306.1M | $63.1M | 10 | 0 |
| Nov 2019 | $369.2M | $306.1M | $63.1M | 10 | 0 |
| Nov 2019 | $369.2M | $306.1M | $63.1M | 10 | 0 |
| Sep 2019 | $369.2M | $306.1M | $63.1M | 10 | 0 |
| Sep 2019 | $369.2M | $306.1M | $63.1M | 10 | 0 |
| Jul 2019 | $369.2M | $306.1M | $63.1M | 10 | 0 |
| Mar 2019 | $369.2M | $306.1M | $63.1M | 10 | 0 |
| Jul 2018 | $308.9M | $251.3M | $57.6M | 10 | 0 |
| Apr 2018 | $308.9M | $251.3M | $57.6M | 10 | 0 |
| Mar 2018 | $308.9M | $251.3M | $57.6M | 10 | 0 |
| Dec 2017 | $265.4M | $225.5M | $39.8M | 9 | 0 |
| Oct 2017 | $0 | $0 | $0 | 9 | 0 |
| Sep 2017 | $0 | $0 | $0 | 9 | 0 |
DateAug 2025
Total AUM$842.6M
Discretionary$839.3M
Non-Disc.$3.3M
Employees17
Clients0
DateMay 2025
Total AUM$842.6M
Discretionary$839.3M
Non-Disc.$3.3M
Employees17
Clients0
DateApr 2025
Total AUM$842.6M
Discretionary$839.3M
Non-Disc.$3.3M
Employees17
Clients0
DateMar 2025
Total AUM$842.6M
Discretionary$839.3M
Non-Disc.$3.3M
Employees17
Clients0
DateNov 2024
Total AUM$699.4M
Discretionary$694.5M
Non-Disc.$5M
Employees18
Clients0
DateJun 2024
Total AUM$699.4M
Discretionary$694.5M
Non-Disc.$5M
Employees18
Clients0
DateMar 2024
Total AUM$699.4M
Discretionary$694.5M
Non-Disc.$5M
Employees18
Clients0
DateMay 2023
Total AUM$621.6M
Discretionary$617.4M
Non-Disc.$4.2M
Employees16
Clients0
DateMar 2023
Total AUM$621.6M
Discretionary$617.4M
Non-Disc.$4.2M
Employees16
Clients0
DateNov 2022
Total AUM$624M
Discretionary$619.1M
Non-Disc.$4.9M
Employees14
Clients0
DateJul 2022
Total AUM$624M
Discretionary$619.1M
Non-Disc.$4.9M
Employees14
Clients0
DateApr 2022
Total AUM$624M
Discretionary$619.1M
Non-Disc.$4.9M
Employees14
Clients0
DateMar 2022
Total AUM$624M
Discretionary$619.1M
Non-Disc.$4.9M
Employees14
Clients0
DateFeb 2022
Total AUM$472.9M
Discretionary$472.9M
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$472.9M
Discretionary$472.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$472.9M
Discretionary$472.9M
Non-Disc.$0
Employees12
Clients0
DateSep 2020
Total AUM$485.1M
Discretionary$485M
Non-Disc.$79.8K
Employees10
Clients0
DateJun 2020
Total AUM$485.1M
Discretionary$485M
Non-Disc.$79.8K
Employees10
Clients0
DateJun 2020
Total AUM$485.1M
Discretionary$485M
Non-Disc.$79.8K
Employees10
Clients0
DateMar 2020
Total AUM$485.1M
Discretionary$485M
Non-Disc.$79.8K
Employees10
Clients0
DateDec 2019
Total AUM$369.2M
Discretionary$306.1M
Non-Disc.$63.1M
Employees10
Clients0
DateNov 2019
Total AUM$369.2M
Discretionary$306.1M
Non-Disc.$63.1M
Employees10
Clients0
DateNov 2019
Total AUM$369.2M
Discretionary$306.1M
Non-Disc.$63.1M
Employees10
Clients0
DateSep 2019
Total AUM$369.2M
Discretionary$306.1M
Non-Disc.$63.1M
Employees10
Clients0
DateSep 2019
Total AUM$369.2M
Discretionary$306.1M
Non-Disc.$63.1M
Employees10
Clients0
DateJul 2019
Total AUM$369.2M
Discretionary$306.1M
Non-Disc.$63.1M
Employees10
Clients0
DateMar 2019
Total AUM$369.2M
Discretionary$306.1M
Non-Disc.$63.1M
Employees10
Clients0
DateJul 2018
Total AUM$308.9M
Discretionary$251.3M
Non-Disc.$57.6M
Employees10
Clients0
DateApr 2018
Total AUM$308.9M
Discretionary$251.3M
Non-Disc.$57.6M
Employees10
Clients0
DateMar 2018
Total AUM$308.9M
Discretionary$251.3M
Non-Disc.$57.6M
Employees10
Clients0
DateDec 2017
Total AUM$265.4M
Discretionary$225.5M
Non-Disc.$39.8M
Employees9
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0