Brightworth logo

Brightworth Employee Directory

Financial ServicesGeorgia, United States51-200 Employees

Brightworth operates as a fee-only wealth management firm with offices in Atlanta, Georgia, and Charlotte, North Carolina. It provides ongoing, comprehensive financial guidance to families across the United States, supported by advisers with broad expertise across financial disciplines.

Within the financial services landscape, Brightworth positions itself as a national adviser focused on long-term planning rather than product sales. The firm serves a client base of families and engages in ongoing, holistic financial planning delivered on a fee-only basis. In 2021, Brightworth was acquired by CI Financial Corp., representing a change in ownership while maintaining its Atlanta base and the Charlotte office.

Find Brightworth employees' phone numbers or email addresses

Brightworth Global Highlights

Location
Employees

North America
64

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  • United States Of America
    64

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Brightworth's Leadership

  • Stylized image of a person
    B. C.
    Partner | Wealth Advisor
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    K. P.
    Partner
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  • Stylized image of a person
    M. Q. C.
    Partner
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    T. F.
    Partner| Wealth Advisor
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  • Stylized image of a person
    J. P.
    Relationship Manager
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  • Stylized image of a person
    K. B.
    Partner Manager Of Client Service
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  • Stylized image of a person
    L. L.
    Sr Global Service Manager
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  • Stylized image of a person
    T. P.
    Manager, Financial Planning And Analysis
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Brightworth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Finance
  • Legal
  • Accounting
  • Other
  • Community & Social Services

Contact profiles from Brightworth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. C.
    Principal
    Phone icon
    Oct 16, 2024
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    M. W.
    Senior Investment Operations Specialist
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    Oct 22, 2024
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    B. S.
    Consultant
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    Oct 16, 2024
  • Stylized image of a person
    F. D.
    Customer Service Assistant
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    Oct 22, 2024
  • Stylized image of a person
    J. C.
    Customer Service Representative
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    Apr 26, 2025
  • Stylized image of a person
    K. M.
    Litigation Support
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    Nov 26, 2024
  • Stylized image of a person
    L. E.
    Intern
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    Oct 18, 2024
  • Stylized image of a person
    L. B.
    Receptionist
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    Oct 22, 2024
  • Stylized image of a person
    M. R.
    Client Service Administrator
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    Oct 24, 2024
  • Stylized image of a person
    S. K.
    Scheduling Administrative Assistant
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    Oct 21, 2024

Frequently Asked Questions

What is Brightworth known for?

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Brightworth was founded in 1997 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Brightworth's company overview page for more information.

What is Brightworth's most common email format?

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

How many employees does Brightworth have currently?

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Brightworth has approximately 59 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Brightworth's key employees and leadership?

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As of July 2026, Brightworth's key employees include:

  • Partner | Wealth Advisor: B. C.
  • Partner: K. P.
  • Partner: M. Q. C.
  • Partner| Wealth Advisor: T. F.
  • Relationship Manager: J. P.

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