Sullivan, Bruyette, Speros & Blayney

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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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 8
Percentage of Advisors Trusted 72%
Minimum Investment $1,000,000
Average Client Balance $3,360,411
Total AUM $3.5 billion
Advisor / Client Ratio 1:39
Headquarters Mclean, VA
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

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