DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Bryan Advisory Services, LLC

Wealth manager with institutional or fund businessCanonsburg, PennsylvaniaCRD 153659SEC 801-116672IAPD
Latest filing Jun 15, 2026
First filing on the tape Apr 3, 2012 · 53 filings
SEC status approved since May 23, 2019
RAUM
$2.4M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
32%
$780,528 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$2.4M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$2.4M as of Jun 15, 2026
Aug 5, 2013$120M then
HNW client RAUM$1.8M as of Mar 30, 2021
Jan 17, 2020$6.5M then
State-registered IARs (5.B.3)1 as of Jun 15, 2026
Aug 5, 20138 then
Employees (5.A)1 as of Jun 15, 2026
Aug 5, 20138 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 15, 2026; every figure names its basis
Archetypes, each a printed rule
  • Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$2.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$120,229derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
68%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, pension consultingreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pension and profit-sharing plans$1.6M68%
  • Individuals$780,52832%
Individual clients
5reported
HNW clients
n/areported
Pension plan clients
15reported
Charitable clients
0reported
Accounts
20reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.32 fund_share=0.0 institutional_share=0.68 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Richard George BryanCanonsburg, PaApr 9, 202651 y1
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • George Richard Bryan · Managing Member/Presidentcontrol
      since 05/2010 · owns 75% or more
    Related persons
    Schedule D 7.A
    • Bryan Energy Management LLC
      y
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 21 to 20
      Oct 5, 2024 to Jan 30, 2026
    • Individual clients · 8 to 5
      Oct 5, 2024 to Jan 30, 2026
    • Pension plan clients · 13 to 15
      Oct 5, 2024 to Jan 30, 2026
    • Financial planning clients · 0 to 0
      Oct 5, 2024 to Jan 30, 2026
    • Discretionary RAUM · $2.0M to $2.4M
      Oct 5, 2024 to Jan 30, 2026
    • Individual RAUM · $416,405 to $780,528
      Oct 5, 2024 to Jan 30, 2026
    • Pension RAUM · $1.6M to $1.6M
      Oct 5, 2024 to Jan 30, 2026
    • RAUM · $2.0M to $2.4M
      Oct 5, 2024 to Jan 30, 2026
    • Discretionary RAUM · $1.8M to $2.0M
      Dec 7, 2023 to Jan 24, 2024
    • Individual RAUM · $362,690 to $416,405
      Dec 7, 2023 to Jan 24, 2024
    • Pension RAUM · $1.4M to $1.6M
      Dec 7, 2023 to Jan 24, 2024
    • RAUM · $1.8M to $2.0M
      Dec 7, 2023 to Jan 24, 2024
    • Advisory activities · 1 to 2
      Oct 9, 2023 to Dec 5, 2023
    • Individual clients · 21 to 8
      Oct 9, 2023 to Dec 5, 2023
    • Pension plan clients · 8 to 13
      Oct 9, 2023 to Dec 5, 2023
    • State-registered IARs · 0 to 1
      Oct 9, 2023 to Dec 5, 2023
    • Discretionary RAUM · $0 to $1.8M
      Oct 9, 2023 to Dec 5, 2023
    • Individual RAUM · $2.2M to $362,690
      Oct 9, 2023 to Dec 5, 2023
    • Non-discretionary RAUM · $2.2M to $0
      Oct 9, 2023 to Dec 5, 2023
    • Pension RAUM · unset to 1411003.0
      Oct 9, 2023 to Dec 5, 2023
    • RAUM · $2.2M to $1.8M
      Oct 9, 2023 to Dec 5, 2023
    • Accounts · 80 to 21
      Mar 31, 2021 to Mar 31, 2022
    • Advisory activities · 3 to 1
      Mar 31, 2021 to Mar 31, 2022
    • Individual clients · 71 to 21
      Mar 31, 2021 to Mar 31, 2022
    • Financial planning clients · unset to 0
      Mar 31, 2021 to Mar 31, 2022
    • Discretionary RAUM · $188M to $0
      Mar 31, 2021 to Mar 31, 2022
    • HNW RAUM · 1831490.0 to unset
      Mar 31, 2021 to Mar 31, 2022
    • Individual RAUM · $37.1M to $2.2M
      Mar 31, 2021 to Mar 31, 2022
    • Non-discretionary RAUM · $0 to $2.2M
      Mar 31, 2021 to Mar 31, 2022
    • Pension RAUM · 148703170.0 to unset
      Mar 31, 2021 to Mar 31, 2022
    • RAUM · $188M to $2.2M
      Mar 31, 2021 to Mar 31, 2022
    • Accounts · 131 to 80
      Feb 4, 2021 to Mar 30, 2021
    • HNW clients · 3.0 to unset
      Feb 4, 2021 to Mar 30, 2021
    • Pension plan clients · 9 to 8
      Feb 4, 2021 to Mar 30, 2021
    • Discretionary RAUM · $167M to $188M
      Feb 4, 2021 to Mar 30, 2021
    • HNW RAUM · $6.5M to $1.8M
      Feb 4, 2021 to Mar 30, 2021
    • Individual RAUM · $14.8M to $37.1M
      Feb 4, 2021 to Mar 30, 2021
    • Pension RAUM · $146M to $149M
      Feb 4, 2021 to Mar 30, 2021
    • RAUM · $167M to $188M
      Feb 4, 2021 to Mar 30, 2021
    • Advisory employees · 4 to 1
      Oct 14, 2020 to Feb 4, 2021
    Signals
    4 dated events
    • Bryan Advisory Services, Llc reported RAUM $2.2M, down 99% from $187.6M (2021-03-31 to 2022-03-31)
      Mar 31, 2022 · RAUM change · derived
    • Aileen Rebecca Bryan (Chief Compliance Officer) no longer on Schedule A of Bryan Advisory Services, Llc (listed 2019-05-24, absent 2019-11-15)
      Nov 15, 2019 · Control person left · inference
    • Aileen Rebecca Bryan (Chief Compliance Officer) appeared on Schedule A of Bryan Advisory Services, Llc
      Apr 23, 2019 · Control person joined · fact
    • Bryan Advisory Services, Llc filed its initial SEC registration (Form ADV)
      Apr 23, 2019 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Principal office phone
    724-746-4004reportedpublic record, Form ADV, Jun 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $2.4Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026