Sullivan, Bruyette, Speros & Blayney


Trust Score 98%
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Last updated: August 21st, 2019. Data source: SEC filings.

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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.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $3,360,411
Hybrid Advisor No
Disciplinary History No
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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