RIA Intel›Advisers›Maryland›BRYAN INVESTMENTS, LLC

BRYAN INVESTMENTS, LLC

Advisory

Data as of Mar 22, 2026 · Source: SEC Form ADV

Rank in MD

#449

of 468 advisers by AUM

Average account

$882K

across 58 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 22, 2026.

Total AUM

$51M

Discretionary %

0%

Clients

71

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$51M

Discretionary AUM$0

Non-Discretionary AUM$51M

Discretionary %0%

Total Clients71

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

71 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

TUMA FINANCIAL, LLC

$51M

PICKET FENCE FINANCIAL, LLC

FOREST HILL, MD

$50M

D&S WEALTH MANAGEMENT GROUP, LLC

$52M

ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

SILVER SPRING, MD

$50M

+24.7% 1Y

MERIDIAN FINANCIAL GROUP, INC.

$50M

CRISTATA WEALTH SOLUTIONS, LLC

$52M

+1.2% 1Y

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