Bryson Financial
Bryson Financial is a 55-year-old, family-owned independent insurance brokerage and financial services firm headquartered in Long Beach, CA, serving lower-to-middle-market companies ($5M-$5B enterprise value), private equity firms, and business owners with employee benefits, P&C, retirement, and wealth management services.
- Company typePrivate
- Founded1969
- HeadquartersLong Beach, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Bryson Financial does
Bryson Financial is a family-owned, independent insurance brokerage and financial services firm founded in 1969 by Rick Bryson in Long Beach, California, and currently led by CEO Trent Bryson. The company is described as one of the largest independently owned insurance agencies in the United States, serving lower-to-middle-market companies with enterprise values from $5M to $5B, as well as private equity firms and their portfolio companies. Bryson operates from three office locations (Long Beach, Newport Beach, and Houston) and serves clients nationwide through direct sales engagement, including phone, email, quote forms, and RFP submissions.
The firm's service portfolio centers on four core pillars: Employee Benefits (medical, dental, vision, life, disability), Property & Casualty Insurance, Retirement Plans (401(k), 403(b), profit-sharing), and Wealth Management. These are supported by specialized divisions including Captive Insurance, Cyber Liability, Marine & Aviation, Medical Imaging, Trucking/Transportation, and Space/Aerospace. A distinctive offering is the Performance Edge compensation model, which ties broker compensation to client cost-saving outcomes rather than traditional percentage-of-premium commissions. Retirement plan advisory services are delivered through an affiliation with LPL Financial, leveraging Zephyr's Style Advisor for investment due diligence across 12+ analytical dimensions. Bryson also offers Certified Exit Planning using the Exit Planning Institute's Value Acceleration Methodology.
Documented client outcomes include $500,000+ first-year savings for JetZero (aerospace), $800,000 first-year savings for a Texas oilfield trucking company, and 20% insurance cost reduction for PE firm Tide Rock Holdings through portfolio consolidation. The firm has received recognition including NAPA Top DC Advisor Teams (2026), Financial Times FT 401 Top Retirement Advisor, and Los Angeles Business Journal Entrepreneur of the Year. Bryson employs a hybrid segmentation strategy combining size-tier (lower/middle-market), business-unit (PE firms, exit-planning business owners), and vertical specialization (trucking, marine, aviation, medical imaging, construction, manufacturing). The company earns revenue through traditional insurance brokerage commissions, performance-based fees, retirement plan advisory fees, and wealth management advisory revenues.
Bryson Financial firmographics
Firmographics- Name
- Bryson Financial
- Legal name
- Bryson Financial
- Website
- https://brysonfinancial.com
- Company type
- Private
- Founded year
- 1969
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Bryson Financial is a 55-year-old, family-owned independent insurance brokerage and financial services firm headquartered in Long Beach, CA, serving lower-to-middle-market companies ($5M-$5B enterprise value), private equity firms, and business owners with employee benefits, P&C, retirement, and wealth management services.
- Ownership category
- akta.pro rank
Bryson Financial industry classification
Industry- Product category
- Insurance Brokerage
- NAICS
- Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Mid-Market Commercial Package (Package Policies) (FSAJAFAB)
- akta.pro secondary industries
- Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ), Fee-Only Advisory (FSAEAAAL)
Keywords
Where Bryson Financial is headquartered
LocationHeadquarters
- HQ city
- Long Beach
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Bryson Financial business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Brokerage Commissions: Bryson earns commissions from insurance carriers for placing business insurance, employee benefits, property & casualty, and life insurance coverage. Their model differs from traditional brokers through performance-based compensation tied to cost reduction outcomes rather than premium percentages.
- Retirement Plan Advisory Services: Advisory fees for retirement plan consulting services including fiduciary review, investment selection, compliance support, and employee education, delivered through affiliation with LPL Financial.
- Wealth Management Advisory: Financial planning and wealth management advisory services including investment management, estate planning, and strategic financial consulting for business owners and executives.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Bryson Financial product offering
Product offeringCore offering
Bryson Financial is an independent insurance brokerage and financial services firm that places commercial insurance coverage (employee benefits, property & casualty, life insurance, captive insurance, cyber, marine & aviation, medical imaging) and provides advisory services including retirement plan consulting, wealth management, and certified exit planning for business owners and private equity firms. The firm serves lower-to-middle-market companies with enterprise values from $5M to $5B, earning commissions from insurance carriers and advisory fees from clients, with a distinctive performance-based compensation model (Performance Edge) that ties broker pay to client cost savings outcomes.
Product overview
Bryson Financial is an independent insurance brokerage and financial services firm offering a comprehensive portfolio of products and services organized around four core pillars: Employee Benefits (medical, dental, vision, life, disability), Property & Casualty Insurance, Retirement Plans (401k, 403b, profit sharing), and Wealth Management/Life Insurance. These core offerings are supported by specialized divisions including Captive Insurance, Cyber Liability, Marine & Aviation, Medical Imaging, Trucking, Space & Aerospace, and Certified Exit Planning. The firm serves lower-to-middle-market companies with enterprise values from $5M to $5B, and private equity firms. Bryson's retirement plan advisory services are delivered through an affiliation with LPL Financial, and investment due diligence tools include Zephyr Style Advisor. The New Trucking Authority Playbook is a subscription newsletter product offered alongside traditional insurance placement.
Differentiator
Problem solved
Functional benefit
Products and services
- Employee Benefits
Quantifiable outcome
- JetZero achieved over $500,000 in first-year benefits savings through program redesign
- +4 more outcomes
Companies that use Bryson Financial
Customer profileNamed customers7 records
Segments8 records
Ideal customer profiles8 records
Bryson Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Bryson Financial partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor and core.
- Culture WorksminorCulture Works is a team of culture operations specialists providing HR, talent, and culture assessment services. They offer culture operations packages, recruiting, leadership coaching, integrative HR, and M&A due diligence services. Bryson refers clients requiring culture and HR development support to Culture Works.
- RiskSolutions, Inc.minorRiskSolutions provides claims management, data analysis, and safety programs. Services include Nurse on Call, claims oversight, workers' compensation background checks, substance abuse programs, ergonomic services, CalOSHA/FedOSHA training, and ADA compliant job descriptions. Bryson refers clients requiring risk management and safety services to RiskSolutions.
- LPL FinancialcoreLPL Financial is the largest independent broker/dealer in the country. Bryson Wealth Management advisors are affiliated with LPL Financial, utilizing their platform for retirement plan advisory services including fiduciary review, investment policy statement development, investment selection, ongoing monitoring, and employee education. Bryson uses LPL's tools and services including Zephyr's Style Advisor for investment analysis.
Scale indicators6 records
Recent moves7 records
Expansion highlights10 records
Bryson Financial competitors and assessment
Company assessmentDirect peers
- Brown & Brown, Inc. Large publicly traded independent insurance brokerage delivering commercial P&C, employee benefits, and specialty programs to middle-market and national accounts. Highly comparable in service mix, target segment, and distribution model — only at substantially greater scale and geographic breadth.
- Risk Strategies Company: National independent insurance brokerage with deep specialty practices (marine, aviation, cyber, healthcare) and middle-market emphasis. Highly comparable specialty-divisions strategy and target customer base to Bryson.
- TrueNorth Companies: Mid-market-focused insurance, risk management, and employee benefits brokerage with specialty practices (transportation, construction, marine). Comparable target customer and specialty vertical mix, particularly in transportation and commercial trucking.
- Holmes Murphy: Independent insurance brokerage and risk management firm emphasizing employee benefits, commercial P&C, and retirement advisory for middle-market employers. Closely mirrors Bryson's service pillars and target segment.
- USI Insurance Services: PE-backed (Kohlberg Kravis Roberts), large independent brokerage focused on middle-market commercial P&C, employee benefits, and retirement plans. Closely comparable target customer, service mix, and PE-portfolio thesis.
- Acrisure: Tech-enabled, PE-backed insurance brokerage rapidly consolidating independent agencies. Competes head-to-head with Bryson for middle-market commercial accounts while leveraging proprietary technology that Bryson lacks.
- Hub International: Large independent insurance brokerage serving middle-market commercial clients across P&C, employee benefits, and personal lines. Comparable in service breadth and middle-market focus, with much larger geographic footprint.
- NFP (an Aon company): Middle-market-focused insurance broker and benefits/retirement advisor (now part of Aon) targeting privately held businesses and PE portfolio companies — virtually identical client profile and product mix to Bryson.
Broad incumbents
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with a substantial middle-market and commercial P&C practice. Overlaps directly with Bryson's core P&C, employee benefits, and retirement plan advisory offerings across similar buyer profiles.
- Marsh McLennan Agency: Middle-market brokerage arm of Marsh McLennan providing commercial insurance, employee benefits, and retirement plan advisory. Directly competes with Bryson in the same lower-to-middle-market segment with deeper carrier and consulting resources.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Bryson Financial social profiles
Digital presenceBryson Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bryson Financial leadership team
Management profileNumber of profiles
Profiles19 records
Bryson Financial subsidiaries and ownership
Company hierarchySubsidiaries1 record
Bryson Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bryson Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bryson Financial
What does Bryson Financial do?
Bryson Financial is an independent insurance brokerage and financial services firm that places commercial insurance coverage (employee benefits, property & casualty, life insurance, captive insurance, cyber, marine & aviation, medical imaging) and provides advisory services including retirement plan consulting, wealth management, and certified exit planning for business owners and private equity firms. The firm serves lower-to-middle-market companies with enterprise values from $5M to $5B, earning commissions from insurance carriers and advisory fees from clients, with a distinctive performance-based compensation model (Performance Edge) that ties broker pay to client cost savings outcomes.
Is Bryson Financial a public or private company?
Bryson Financial is a private company. It is classified as family owned and is currently operating.
When was Bryson Financial founded?
Bryson Financial was founded in 1969. It employs 11 to 50 people.
Where is Bryson Financial based?
Bryson Financial is headquartered in Long Beach, United States, in the North America region.
How does Bryson Financial make money?
Three revenue lines are on record. Insurance Brokerage Commissions are the primary driver. The others are retirement Plan Advisory Services and wealth Management Advisory.
Who are Bryson Financial's main competitors?
Direct peers on record are Brown & Brown, Inc., Risk Strategies Company, TrueNorth Companies, Holmes Murphy, USI Insurance Services, Acrisure, Hub International and NFP (an Aon company). Broad incumbents are Arthur J. Gallagher & Co. and Marsh McLennan Agency.
Does Bryson Financial have an API?
No public API is recorded for Bryson Financial.
What industry is Bryson Financial in?
Bryson Financial's product category is Insurance Brokerage. Its primary akta.pro industry code is FSAJAFAB, Mid-Market Commercial Package (Package Policies), with a secondary code of FSAEADAJ, Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines). Its NAICS code is 52421 and its SIC code is 6411.