Insights

Growing AUM Bright Financial Advisors has established a multi-decade presence with a revenue range of 10M-25M and a small to mid-sized team, indicating potential for scale-focused partnerships or services that support growth, such as advisor onboarding, client acquisition tooling, or practice management solutions.

ETF Investment Interest Recent investment activity includes a substantial stake in the Vanguard Health Care ETF valued at 611k, suggesting opportunities to cross-sell advanced portfolio construction, ETF analytics, or personalized retirement and tax-efficient strategies aligned with healthcare sector exposure.

Technology Footprint The firm uses a modern digital stack (WordPress, Google Analytics, Cloudflare, Facebook Pixel, MySQL) which presents entry points for marketing automation, CRM integrations, website optimization, and data-driven client engagement enhancements.

Succession & Planning With services covering retirement, estate and business transitions, there is potential to offer succession planning tools, risk management solutions, and tax strategy optimization to expand integrated financial planning offerings for clients planning life-cycle events.

Competitive Positioning As a smaller firm operating in a field dominated by large incumbents, Bright can benefit from partnerships or white-label technology, outsourced investment research, or advisory practice management services to compete more effectively on efficiency, client experience, and scale.

Similar companies to Bright Financial Advisors, Inc

Bright Financial Advisors, Inc Tech Stack

Bright Financial Advisors, Inc uses 8 technology products and services including Facebook Pixel, WordPress, Open Graph, and more. Explore Bright Financial Advisors, Inc's tech stack below.

Facebook Pixel
Analytics
WordPress
Content Management System
Open Graph
Content Management System
MySQL
Database
Google Analytics
Web Analytics
GoDaddy
Web Hosting
Nginx
Web Servers
AddThis
Widgets

Media & News

Bright Financial Advisors, Inc invests into assets: stake in Vanguard Health Care ETF in the amount of $611K.
Bright Financial Advisors Inc. acquired a new stake in Vanguard Health Care ETF in the 1st quarter worth $611,000.
May 12, 2024 | www.defenseworld.net

Bright Financial Advisors, Inc's Email Address Formats

Bright Financial Advisors, Inc uses at least 1 format(s):

Bright Financial Advisors, Inc Email Formats	Example	Percentage
FirstLast@brightfinancialadvisors.com	JohnDoe@brightfinancialadvisors.com	80%
FirstMiddleLa@brightfinancialadvisors.com	JohnMichaelDo@brightfinancialadvisors.com	10%
FirLast@brightfinancialadvisors.com	JohDoe@brightfinancialadvisors.com	10%

Frequently Asked Questions

What is Bright Financial Advisors, Inc's phone number?

You can contact Bright Financial Advisors, Inc's main corporate office by phone at

+1-269-373-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bright Financial Advisors, Inc's official website and social media links?

Bright Financial Advisors, Inc's official website is brightfinancialadvisors.com and has social profiles on LinkedIn.

How much revenue does Bright Financial Advisors, Inc generate?

As of August 2026, Bright Financial Advisors, Inc's annual revenue is estimated to be $10M - $25M.

What is Bright Financial Advisors, Inc's NAICS code?

Bright Financial Advisors, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Bright Financial Advisors, Inc have currently?

As of August 2026, Bright Financial Advisors, Inc has approximately 14 employees across 1 continents, including North America. Key team members include President Owner: A. P.Client Service Associate: D. O.. Explore Bright Financial Advisors, Inc's employee directory with LeadIQ.

What industry does Bright Financial Advisors, Inc belong to?

Bright Financial Advisors, Inc operates in the Financial Services industry.

What technology does Bright Financial Advisors, Inc use?

Bright Financial Advisors, Inc's tech stack includes Facebook PixelWordPressOpen GraphMySQLGoogle AnalyticsGoDaddyNginxAddThis.

What is Bright Financial Advisors, Inc's email format?

Bright Financial Advisors, Inc's email format typically follows the pattern of FirstLast@brightfinancialadvisors.com. Find more Bright Financial Advisors, Inc email formats with LeadIQ.

When was Bright Financial Advisors, Inc founded?

Bright Financial Advisors, Inc was founded in 1958.

Bright Financial Advisors, Inc

Q: What technology does Bright Financial Advisors, Inc use?

Bright Financial Advisors, Inc's tech stack includes AddThis, WordPress, oEmbed, Facebook Pixel, Microsoft 365.

Q: What is Bright Financial Advisors, Inc's NAICS code?

Bright Financial Advisors, Inc's NAICS code is 52 (Finance and Insurance).

Financial ServicesMichigan, United States11-50 Employees

Bright Financial Advisors, Inc operates in the financial services industry, offering comprehensive financial planning and advisory services. The firm assists clients with retirement planning, investments, stock options, business planning and transitions, tax strategies, estate planning, and other financial matters, following a structured, time-tested process to develop personalized plans. Based in Portage, Michigan, the company has a long-standing presence dating back to 1958 and maintains a local, client-focused approach intended to help clients proactively manage their finances and life goals. Its business model centers on providing professional guidance through a staffed office that aims to deliver a welcoming environment and accessible support. In recent news, the firm disclosed a stake in a Vanguard Health Care ETF, reflecting its involvement in asset allocation decisions for its clients.