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BRIGHTSTONE ADVISORS LLP

Advisory

FISHERS, IN

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in IN

#262

of 270 advisers by AUM

Average account

$684K

across 80 accounts

AUM per adviser

$18M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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