SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
Legal name: SBSB FINANCIAL ADVISORS
CRD #109732 SEC #801-38301 MCLEAN, VA 703-734-9300
SEC Registered
Total AUM
$5.1B
Discretionary
$5B
Employees
66
Clients
--
Accounts
4,525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $5.1B | $5B | $17.3M | 66 | 1,171 |
| Feb 2021 | $4.3B | $4.3B | $10.4M | 66 | 1,091 |
| Nov 2020 | $4.3B | $4.3B | $10.4M | 66 | 1,091 |
| Jul 2020 | $4.3B | $4.3B | $10.4M | 66 | 1,091 |
| Jul 2020 | $4.3B | $4.3B | $10.4M | 66 | 1,091 |
| Jun 2020 | $4.3B | $4.3B | $10.4M | 66 | 1,091 |
| Apr 2020 | $4.3B | $4.3B | $10.4M | 66 | 1,091 |
| Mar 2020 | $4.3B | $4.3B | $10.4M | 66 | 1,091 |
| Oct 2019 | $3.5B | $3.5B | $35.7M | 62 | 1,047 |
| Sep 2019 | $3.5B | $3.5B | $35.7M | 62 | 1,047 |
| Aug 2019 | $3.5B | $3.5B | $35.7M | 62 | 1,047 |
| Aug 2019 | $3.5B | $3.5B | $35.7M | 62 | 1,047 |
| Aug 2019 | $3.5B | $3.5B | $35.7M | 62 | 1,047 |
| Jun 2019 | $3.5B | $3.5B | $35.7M | 62 | 1,047 |
| Jun 2019 | $3.5B | $3.5B | $35.7M | 62 | 1,047 |
| Mar 2019 | $3.5B | $3.5B | $35.7M | 62 | 1,047 |
| Dec 2018 | $3.5B | $3.4B | $39.6M | 56 | 989 |
| Nov 2018 | $3.5B | $3.4B | $39.6M | 56 | 989 |
| Oct 2018 | $3.5B | $3.4B | $39.6M | 56 | 989 |
| Oct 2018 | $3.5B | $3.4B | $39.6M | 56 | 989 |
| Jul 2018 | $3.5B | $3.4B | $39.6M | 56 | 989 |
| Apr 2018 | $3.5B | $3.4B | $39.6M | 56 | 989 |
| Mar 2018 | $3.5B | $3.4B | $39.6M | 56 | 989 |
| Jun 2017 | $2.9B | $2.9B | $0 | 51 | 1,000 |
| Apr 2017 | $2.9B | $2.9B | $0 | 51 | 1,000 |
| Mar 2017 | $2.9B | $2.9B | $0 | 51 | 1,000 |
| Nov 2016 | $2.7B | $2.7B | $0 | 47 | 1,000 |
| Jun 2016 | $2.7B | $2.7B | $0 | 47 | 1,000 |
| Jun 2016 | $2.7B | $2.7B | $0 | 47 | 1,000 |
| Apr 2016 | $2.7B | $2.7B | $0 | 47 | 1,000 |
| Apr 2016 | $2.7B | $2.7B | $0 | 47 | 1,000 |
| Mar 2016 | $2.8B | $2.7B | $120M | 47 | 1,000 |
| May 2015 | $2.9B | $2.8B | $100M | 45 | 1,000 |
| Mar 2015 | $2.9B | $2.8B | $100M | 45 | 1,000 |
| Feb 2015 | $2.7B | $2.6B | $100M | 40 | 1,000 |
| Jan 2015 | $2.7B | $2.6B | $100M | 40 | 1,000 |
| Sep 2014 | $2.7B | $2.6B | $100M | 40 | 1,000 |
| Jun 2014 | $2.7B | $2.6B | $100M | 40 | 1,000 |
| Mar 2014 | $2.7B | $2.6B | $100M | 40 | 1,000 |
| Mar 2014 | $2.4B | $2.3B | $100M | 38 | 1,000 |
| Nov 2013 | $2.4B | $2.3B | $100M | 38 | 1,000 |
| Oct 2013 | $2.4B | $2.3B | $100M | 38 | 1,000 |
| Sep 2013 | $2.4B | $2.3B | $100M | 38 | 1,000 |
| Jun 2013 | $2.4B | $2.3B | $100M | 38 | 1,000 |
| Apr 2013 | $2.4B | $2.3B | $100M | 38 | 1,000 |
| Apr 2013 | $2.4B | $2.3B | $100M | 38 | 1,000 |
| Jan 2013 | $2.2B | $2.1B | $100M | 40 | 1,000 |
| Dec 2012 | $2.2B | $2.1B | $100M | 40 | 1,000 |
| Nov 2012 | $2.2B | $2.1B | $100M | 40 | 1,000 |
| Jul 2012 | $2.2B | $2.1B | $100M | 11 | 1,000 |
| Apr 2012 | $2.2B | $2.1B | $100M | 11 | 1,000 |
| Mar 2012 | $2.2B | $2.1B | $100M | 11 | 1,000 |
| Aug 2011 | $2.1B | $2B | $92M | -- | -- |
| Jul 2011 | $2.1B | $2B | $92M | -- | -- |
| Apr 2011 | $2.1B | $2B | $92M | -- | -- |
| Mar 2011 | $2.1B | $2B | $92M | -- | -- |
| Oct 2010 | $2B | $1.9B | $100M | -- | -- |
| Jul 2010 | $2B | $1.9B | $100M | -- | -- |
| Jul 2010 | $2B | $1.9B | $100M | -- | -- |
| Jun 2010 | $2B | $1.9B | $100M | -- | -- |
| Mar 2008 | $2.1B | $2B | $100M | -- | -- |
| Dec 2007 | $1.9B | $1.8B | $100M | -- | -- |
| Nov 2007 | $1.9B | $1.8B | $100M | -- | -- |
| Mar 2007 | $1.9B | $1.8B | $100M | -- | -- |
| Mar 2006 | $1.6B | $1.5B | $100M | -- | -- |
| Jan 2006 | $1.6B | $1.5B | $100M | -- | -- |
| Jan 2006 | $1.6B | $1.5B | $100M | -- | -- |
| Oct 2005 | $1.5B | $1.4B | $100M | -- | -- |
| Jun 2005 | $1.5B | $1.4B | $100M | -- | -- |
| Jun 2004 | $1.1B | $1B | $100M | -- | -- |
| Jun 2004 | $1.1B | $1B | $100M | -- | -- |
| Jun 2004 | $1.1B | $1B | $100M | -- | -- |
DateMar 2021
Total AUM$5.1B
Discretionary$5B
Non-Disc.$17.3M
Employees66
Clients1,171
DateFeb 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$10.4M
Employees66
Clients1,091
DateNov 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$10.4M
Employees66
Clients1,091
DateJul 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$10.4M
Employees66
Clients1,091
DateJul 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$10.4M
Employees66
Clients1,091
DateJun 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$10.4M
Employees66
Clients1,091
DateApr 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$10.4M
Employees66
Clients1,091
DateMar 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$10.4M
Employees66
Clients1,091
DateOct 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35.7M
Employees62
Clients1,047
DateSep 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35.7M
Employees62
Clients1,047
DateAug 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35.7M
Employees62
Clients1,047
DateAug 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35.7M
Employees62
Clients1,047
DateAug 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35.7M
Employees62
Clients1,047
DateJun 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35.7M
Employees62
Clients1,047
DateJun 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35.7M
Employees62
Clients1,047
DateMar 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35.7M
Employees62
Clients1,047
DateDec 2018
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$39.6M
Employees56
Clients989
DateNov 2018
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$39.6M
Employees56
Clients989
DateOct 2018
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$39.6M
Employees56
Clients989
DateOct 2018
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$39.6M
Employees56
Clients989
DateJul 2018
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$39.6M
Employees56
Clients989
DateApr 2018
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$39.6M
Employees56
Clients989
DateMar 2018
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$39.6M
Employees56
Clients989
DateJun 2017
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees51
Clients1,000
DateApr 2017
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees51
Clients1,000
DateMar 2017
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees51
Clients1,000
DateNov 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees47
Clients1,000
DateJun 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees47
Clients1,000
DateJun 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees47
Clients1,000
DateApr 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees47
Clients1,000
DateApr 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees47
Clients1,000
DateMar 2016
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$120M
Employees47
Clients1,000
DateMay 2015
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$100M
Employees45
Clients1,000
DateMar 2015
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$100M
Employees45
Clients1,000
DateFeb 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$100M
Employees40
Clients1,000
DateJan 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$100M
Employees40
Clients1,000
DateSep 2014
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$100M
Employees40
Clients1,000
DateJun 2014
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$100M
Employees40
Clients1,000
DateMar 2014
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$100M
Employees40
Clients1,000
DateMar 2014
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$100M
Employees38
Clients1,000
DateNov 2013
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$100M
Employees38
Clients1,000
DateOct 2013
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$100M
Employees38
Clients1,000
DateSep 2013
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$100M
Employees38
Clients1,000
DateJun 2013
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$100M
Employees38
Clients1,000
DateApr 2013
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$100M
Employees38
Clients1,000
DateApr 2013
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$100M
Employees38
Clients1,000
DateJan 2013
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$100M
Employees40
Clients1,000
DateDec 2012
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$100M
Employees40
Clients1,000
DateNov 2012
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$100M
Employees40
Clients1,000
DateJul 2012
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$100M
Employees11
Clients1,000
DateApr 2012
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$100M
Employees11
Clients1,000
DateMar 2012
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$100M
Employees11
Clients1,000
DateAug 2011
Total AUM$2.1B
Discretionary$2B
Non-Disc.$92M
Employees--
Clients--
DateJul 2011
Total AUM$2.1B
Discretionary$2B
Non-Disc.$92M
Employees--
Clients--
DateApr 2011
Total AUM$2.1B
Discretionary$2B
Non-Disc.$92M
Employees--
Clients--
DateMar 2011
Total AUM$2.1B
Discretionary$2B
Non-Disc.$92M
Employees--
Clients--
DateOct 2010
Total AUM$2B
Discretionary$1.9B
Non-Disc.$100M
Employees--
Clients--
DateJul 2010
Total AUM$2B
Discretionary$1.9B
Non-Disc.$100M
Employees--
Clients--
DateJul 2010
Total AUM$2B
Discretionary$1.9B
Non-Disc.$100M
Employees--
Clients--
DateJun 2010
Total AUM$2B
Discretionary$1.9B
Non-Disc.$100M
Employees--
Clients--
DateMar 2008
Total AUM$2.1B
Discretionary$2B
Non-Disc.$100M
Employees--
Clients--
DateDec 2007
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$100M
Employees--
Clients--
DateNov 2007
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$100M
Employees--
Clients--
DateMar 2007
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$100M
Employees--
Clients--
DateMar 2006
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$100M
Employees--
Clients--
DateJan 2006
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$100M
Employees--
Clients--
DateJan 2006
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$100M
Employees--
Clients--
DateOct 2005
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100M
Employees--
Clients--
DateJun 2005
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100M
Employees--
Clients--
DateJun 2004
Total AUM$1.1B
Discretionary$1B
Non-Disc.$100M
Employees--
Clients--
DateJun 2004
Total AUM$1.1B
Discretionary$1B
Non-Disc.$100M
Employees--
Clients--
DateJun 2004
Total AUM$1.1B
Discretionary$1B
Non-Disc.$100M
Employees--
Clients--