Pelham, MA Office

BrightAdvisors provides investment management, financial planning, and consulting to a mix of individual clients (including high‑net‑worth households), corporations, and institutional clients such as family offices and foundations. Services offered include discretionary portfolio management, bespoke wealth advisory, and outsourced chief investment officer (OCIO) engagements, generally billed as a percentage of assets under management.

The firm follows a client‑centered process documented in Investment Policy Statements and implements strategies across separately managed accounts, unified managed accounts, model portfolios, direct indexing, and tax‑smart solutions (including tax‑loss harvesting). BrightAdvisors routinely engages third‑party sub‑advisers for specialized capabilities while retaining overall fiduciary oversight, and it provides reporting that extends beyond performance to cover tax and impact considerations.

Noteworthy features include common ownership with BrightVentures, a venture capital fund the firm may solicit clients to invest in, and an affiliated network and executive‑coaching business (BrightConstellation and The Practice at Bright), relationships the brochure identifies as potential conflicts that will be disclosed. The firm also notes affiliated insurance placement arrangements and the provision of OCIO and highly customized wealth services for entrepreneurs and closely held business owners, even as it is a relatively new adviser that surpassed $100 million in AUM after forming in 2024.