Daniel Ryan
Alikos Wealth Management · Bethesda, Maryland
Daniel Ryan is a fee-only financial advisor at Alikos Wealth Management in Bethesda, Maryland. Daniel focuses on family wealth transfer. Alikos Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Alikos Wealth Management |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $92.6M across 135 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 6618180 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alikoswm.com |
| Profile |
How Daniel's firm compares
- Alikos Wealth Management's average account is about $686,000, from its Form ADV (assets managed divided by 135 accounts).
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Questions about Daniel
Is Daniel Ryan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Alikos Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Alikos Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Ryan based?
Daniel Ryan is based in Bethesda, Maryland.
What does Daniel specialize in?
Daniel's specialties include family wealth transfer.
Is Daniel Ryan registered with the SEC?
Yes. Daniel Ryan is registered as an investment adviser representative in TX and VA (CRD 6618180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alikos Wealth Management manage?
Alikos Wealth Management reports $92.6M across 135 accounts in assets under management.
How do I contact Daniel Ryan?
Through Daniel's website, www.alikoswm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Other advisors in Maryland who focus on family wealth transfer
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Alikos Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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