Asset manager · Canonsburg, PA
Bryan Advisory Services, LLC
SEC-registered investment adviser · CRD 153659 · SEC 801-116672
At a glance
Bryan Advisory Services, LLC is an SEC-registered investment adviser based in Canonsburg, Pennsylvania, with $2 million in regulatory assets under management as of its Form ADV filed June 15, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 5 individual clients. By Form ADV it is a asset manager, ranked 2,567th of 3,218 asset managers and 16,409th of 17,210 SEC-registered advisers by assets.
Main office 724-746-4004As filed on Form ADV
- Regulatory AUM
- $2M
- Rank among asset managers
- #2,567 of 3,218
- Rank among all SEC RIAs
- #16,409 of 17,210
- Rank in Pennsylvania
- #548 of 564
- Individual clients
- 5
- High-net-worth clients
- 0
- Accounts
- 20
- Discretionary
- 100% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Richard G. BryanManaging Member/president
- Richard G. BryanChief Compliance Officer
Custody and brokerage
Custodian
Bryan Advisory Services, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 15 | $2M | 68% |
| Individuals | 5 | $1M | 32% |
Disciplinary disclosures
Bryan Advisory Services, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Bryan Advisory Services, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 29 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bryan Advisory Services, LLC manage?
Bryan Advisory Services, LLC reports $2 million in regulatory assets under management across 20 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 15, 2026.
What kind of firm is Bryan Advisory Services, LLC?
Bryan Advisory Services, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bryan Advisory Services, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($2 million, 15 clients); individuals ($780,528, 5 clients).
Does Bryan Advisory Services, LLC have any disciplinary history?
Bryan Advisory Services, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bryan Advisory Services, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →