What departments does Brio Financial Group have?

Brio Financial Group has employees across 2 departments including Finance, Operations.

What is the largest department at Brio Financial Group?

The largest department at Brio Financial Group is Finance with 6 employees.

Where are Brio Financial Group employees located globally?

Brio Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Brio Financial Group's team size changed over time?

Brio Financial Group's team has decreased from approximately 21 to 19 employees based on available data.

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Brio Financial Group Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Brio Financial Group is a San Francisco, California-based financial planning and advisory firm that operates as a Registered Investment Adviser through Brio Consultants, LLC. Its team comprises fiduciary advisors and CFP professionals who provide financial planning and wealth management services with a focus on equity compensation, tax strategy, estate planning, and values-aligned investing. The firm emphasizes tailoring guidance to individual circumstances, acknowledging that financial goals and family structures vary. It serves leaders, creators, caregivers, partners, parents, and members of the LGBTQ+ community, delivering nationwide service.

Based in San Francisco, Brio serves clients nationwide. A notable development in its recent history is the introduction of Brio Pride in 2023, a dedicated investment portfolio for the LGBTQ+ community.

Brio Financial Group Global Highlights

North America
33

United States Of America
33

Brio Financial Group's Leadership

J. C.
Director Of Investments
Mobile Phone
Email
M. L.
Manager Of Advisory Services & Senior Associate Wealth Advisor
Mobile Phone
Email
R. S.
Associate Financial Planner
Mobile Phone
Email
M. C.
Client Operations Specialist
Mobile Phone
Email
B. M.
Private Wealth Advisor
Mobile Phone
Email
D. M.
Associate Financial Planner
Mobile Phone
Email
D. B.
Managing Member
Mobile Phone
Email
E. A.
Operations Specialist
Mobile Phone
Email

Brio Financial Group Employee Metrics

100%

50%

2026

2025

Banking
Finance
Legal
Accounting
Administrative
Other
Business Development

Contact profiles from Brio Financial Group

Name

Title

Contact Info

Location

Last Update

P. S.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
W. A.
Associate Financial Planner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Brio Financial Group known for?

Brio Financial Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 19 Sutter Street San Francisco, California 94104 United States. Explore Brio Financial Group's company overview page for more information.

What is Brio Financial Group's most common email format?

Brio Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Brio Financial Group email formats with LeadIQ.

How many employees does Brio Financial Group have currently?

Brio Financial Group has approximately 22 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Brio Financial Group's key employees and leadership?

As of May 2026, Brio Financial Group's key employees include:

Director Of Investments: J. C.
Manager Of Advisory Services & Senior Associate Wealth Advisor: M. L.
Associate Financial Planner: R. S.
Client Operations Specialist: M. C.
Private Wealth Advisor: B. M.

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Brio Financial Group Employee Directory

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