A complete list of active advisors currently associated with Bryan Advisory Services, LLC

Warmer can help you find a great advisor at Bryan Advisory Services, LLC or one who fits your needs even better.

Bryan Advisory Services provides discretionary portfolio management and retirement-planning advice to individuals, trusts, foundations and business clients, and also offers pension consulting for employee benefit plans. The firm manages a small number of accounts (totaling roughly $2.4 million in assets) and, beyond typical investment vehicles, may offer other financial products and private placement opportunities. The firm’s investment process is grounded in modern portfolio theory and combines quantitative and qualitative analysis to build diversified portfolios across a risk spectrum, commonly using mutual funds, ETFs and non‑correlated strategies to manage volatility. Accounts are generally managed on a discretionary basis with periodic reviews and rebalancing; clients may impose investment restrictions and the adviser discloses the use of passive strategies and specialized investments when appropriate. Distinctively, the firm’s principal acts as a sponsor and general manager of oil and gas limited partnerships and operates affiliated energy companies, creating an uncommon product offering and potential conflicts of interest compared with peers. The adviser is a solo practitioner with a very small client roster and the principal devotes about half of his time to affiliated energy ventures, factors that may affect capacity and raise key‑man considerations for prospective clients.

To learn more about the advisors currently working at Bryan Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Richard Bryan Jr.	Canonsburg, PA	47

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