Asset manager · Miami, FL
Daybright Advisory Services, Inc.
SEC-registered investment adviser · CRD 133795 · SEC 801-93173
At a glance
Daybright Advisory Services, Inc. is an SEC-registered investment adviser based in Miami, Florida, with $997 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 1,364th of 3,218 asset managers and 5,395th of 17,210 SEC-registered advisers by assets.
Main office 305-671-2200daybright.comAs filed on Form ADV
- Regulatory AUM
- $997M
- Rank among asset managers
- #1,364 of 3,218
- Rank among all SEC RIAs
- #5,395 of 17,210
- Rank in Florida
- #272 of 1,090
- Clients
- 696
- Accounts
- 696
- Discretionary
- 74% of AUM
- Employees
- 10
- Advisory staff
- 8
- Offices
- 12
Owners and executives on its Form ADV
- Matthew G. RiordanChief Financial Officer
- Jacques PierreSenior Vice President & Secretary
- Patrick W. HalePresident
- Melanie J. Hancock BrownChief Compliance Officer
- Megan E SchneiderChairman & Treasurer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Daybright Securities, LLC.
- Daybright Securities, LLC ↗CRD 293128
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 696 | $997M | 100% |
Disciplinary disclosures
Daybright Advisory Services, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗daybright.com ↗
AtlasMembers
The full record on Daybright Advisory Services, Inc.
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
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- Growth over one, three and five years
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- Rank against 993 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Daybright Advisory Services, Inc. manage?
Daybright Advisory Services, Inc. reports $997 million in regulatory assets under management across 696 accounts, 74% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Daybright Advisory Services, Inc.?
Daybright Advisory Services, Inc. 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 Daybright Advisory Services, Inc.’s clients?
By assets, its largest client types are pension and profit sharing plans ($997 million, 696 clients).
Does Daybright Advisory Services, Inc. have any disciplinary history?
Daybright Advisory Services, Inc. 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 Daybright Advisory Services, Inc.’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 (2026-03-27), 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 →