RIA Intel›Advisers›Florida›BURGAN, BRIAN WAYNE

BURGAN, BRIAN WAYNE

Advisory

FL

Data as of Mar 8, 2026 · Source: SEC Form ADV

Rank in FL
#2,427
of 2,610 advisers by AUM
Average account
$164K
across 16 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 8, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
9
Employees
1

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$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

GROUP U, LLC
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$3M
WINTRICE MONEY ADVISORS, LLC
$3M
K.W. BROWN & COMPANY
DELRAY BEACH, FL
$3M
-96.7% 1Y
INVESTABLY LLC
ORLANDO, FL
$3M
WOLFSON PRIVATE WEALTH, LLC
FT. LAUDERDALE, FL
$3M
TOTAL FINANCIAL PLANNING, LLC
$3M

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