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Last updated: January 16th, 2020. Data source: SEC filings.
Sullivan, Bruyette, Speros & Blayney, federally registered in 1991, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 27 advisors. Sullivan, Bruyette, Speros & Blayney manages $3.5 billion and provides investment advisory services for 1,047 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||8|
|Percentage of Advisors Trusted||72%|
|Average Client Balance||$3,360,411|
|Total AUM||$3.5 billion|
|Advisor / Client Ratio||1:39|
|SEC Filings||Forms and Brochures (CRD # 109732)|
|State(s) Registered||AZ, CA, CO, CT, DE, DC, FL, GA, IL, LA, MD, MA, NH, NJ, NY, NC, PA, SC, TN, TX, UT, VA, WA|