Bright Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portage, MI. Its latest Form ADV filing, dated January 23, 2026, reports $725M in regulatory assets under management, 12 employees, and 3,619 accounts.
Assets Under Management
$725M
Employees
12
Offices
--
Total Clients
665
Primary office
PORTAGE, MI
450 W. CENTRE AVENUE, SUITE C, PORTAGE, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.2% of total clients.
Top client categories% of clientsClients
1
Individuals
66.2%
440
2
HNWI
33.5%
223
3
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$725Mas of January 23, 2026
Discretionary100.0%
$725M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$725M
Total Accounts3,619
10Y AUM Change+$521M (+255.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee55:1
10Y Employee Change+4 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.