RIA Intel›Advisers›Maryland›BRYANT FINANCIAL ADVISORY, INC.

BRYANT FINANCIAL ADVISORY, INC.

Advisory

MD

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MD

#386

of 468 advisers by AUM

Average account

$912K

across 95 accounts

AUM per adviser

$87M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$87M

Discretionary AUM$78M

Non-Discretionary AUM$9M

Discretionary %89.7%

Total Clients31

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

31 clients

25 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MD

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

MILLER VALUE PARTNERS, LLC

$87M

STONE MILL CO INC

$88M

PRESERVE PRIVATE WEALTH, LLC

$88M

FOUNDATION WEALTH & TAX ADVISORS, LLC

$85M

DELMARVA RETIREMENT SOLUTIONS, LLC

$88M

HAROLD ZIRKIN FIDUCIARY SERVICES, INC.

$85M

Get the full picture on BRYANT FINANCIAL ADVISORY, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BRYANT FINANCIAL ADVISORY, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans