RIA Intel›Advisers›Massachusetts›CATHERINE DEE RYAN

CATHERINE DEE RYAN

Advisory

MA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in MA
#1,396
of 1,590 advisers by AUM
Average account
$1M
across 14 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$15M
Discretionary %
79.9%
Clients
14
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$15M
Discretionary AUM$12M
Non-Discretionary AUM$3M
Discretionary %79.9%
Total Clients14
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

COLLINS, FRANCIS E.
NORTHAMPTON, MA
$15M
HARVEST MANAGEMENT INC
WORCESTER, MA
$15M
+2.8% 1Y
MTW COMPANIES LLC
$15M
HENNESSY, BRIAN GARRETT
$15M
CROW POINT INVESTMENT MANAGEMENT, LLC
HINGHAM, MA
$15M
+15.4% 1Y
SHANNON INVESTMENT MANAGEMENT LLC
$14M

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