Daniel Ryan Financial LLC

Overview

Daniel Ryan Financial LLC is a small, independent registered investment adviser that delivers fee-based financial planning and portfolio management primarily to individual and family clients, with some work for small institutional or business clients. The firm operates on hourly and fixed-fee billing rather than an asset-based advisory fee schedule, which signals a planning-first orientation and a project or advice-driven relationship model. Its advisory activities include financial planning services, ongoing portfolio management for individuals and small businesses, and educational seminars or workshops. Investment activity centers on publicly traded pooled vehicles—mutual funds and other public funds—supported by selective use of third‑party alternative managers for real estate exposure. The firm is not positioned as an active ESG investor, is not registered as a multi‑state adviser, and is structured as an owner-operated LLC rather than part of a larger capital allocator or family‑office network. Given the small client base, Daniel Ryan Financial LLC appears to run a high-touch, client-specific practice that leans on third‑party managers and custodial relationships to execute portfolio strategies.

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Location & Offices