Brio Financial Group

Firm record

As recorded in SEC IAPD

Firm CRD

289889

SEC number

801-111830

Firm type

RIA

Assets under management

$1.1B as of Jun 23, 2026

Website

www.briofg.com ↗

Phone

415-623-2450

Address

19 Sutter Street, San Francisco, CA, 94104

Advisors at this firm

15 in our index · page 1 of 1

• Gerald AntonioCRD 5188256 · San Francisco, CA
  IA RegisteredRegistration inactive
• Jamie Lee AlpaughCRD 7302854 · San Francisco, CA
  IA Registered
• Matthew Richard BeckCRD 4237052 · San Francisco, CA
  IA RegisteredRegistration inactive
• Jonathan Scott ClementsCRD 5607967 · Denver, CO
  IA Registered
• Margaret Mary CallahanCRD 7578833 · San Francisco, CA
  IA Registered
• Marc DickowCRD 8133915 · San Francisco, CA
  IA Registered
• Gene Boyd ElliottCRD 2824800 · San Francisco, CA
  IA RegisteredRegistration inactive
• Yerim HahmCRD 7419223 · Seattle, WA
  IA Registered
• Mariana LlamasCRD 6692381 · Austin, TX
  IA RegisteredRegistration inactive
• Brandon Jay MillerCRD 4125554 · San Francisco, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jonathan Smith RushtonCRD 7622099 · San Francisco, CA
  IA Registered
• Rachel Sung-Hee ShinCRD 7046504 · San Francisco, CA
  IA Registered
• Vivian Marie SeguraCRD 8110845 · San Francisco, CA
  IA Registered
• Mark Norman ShumwayCRD 8137799 · San Francisco, CA
  IA Registered
• Michael Sinclair TelfordCRD 6267736 · San Francisco, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.