SourcingSourcing

BRYAN ADVISORY SERVICES, LLC

B55
CRD 153659·SEC 801-116672·CANONSBURG, PA
AUM
$2.4M
<$25M
Est. Revenue
$24K
@ 1% on AUM
Est. EBITDA
$7K
@ 30% margin
Est. Deal Value
$58K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRYAN ADVISORY SERVICES, LLC
CRD
153659
SEC file #
801-116672
EIN
—
DBA names
—

Economics

AUM
$2.4M
AUM band
<$25M
AUM trajectory
'20'26
$158.5M → $2.4M▼ -98%
Client mix
Pension Profit Sharing Plans15
Individuals Other5

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
5 advisors → 1 advisors▼ -80%
Primary office
CANONSBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRYAN, RICHARD, GEORGE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BRYAN, RICHARD, GEORGE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
807467
Trust Company Affiliate
No

People (1)

1
BRYAN, RICHARD, GEORGE
IAR · Direct Owner · 87.5%
807467