Ryan Financial Advisors Inc is a large advisory firm based in Andover. It manages $191.45 million of regulatory assets for 359 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, and 3 other states.
Ryan Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ryan Financial Advisors Inc is $191.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ryan Financial Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Ryan Financial Advisors is high net worth individuals with 57 clients and $90.56 million of assets under management. Among the 10 most similar advisory firms, Ryan Financial Advisors has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $185.21 million for 337 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ryan Financial Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ryan Financial Advisors Inc performs its advisory services is located at 89 Main Street, Andover, MA 01810, which is also the mailing address of the firm. An additional office of the firm is in Salem, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 978-475-1500 or by fax 978-475-6699. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at ryanfinancial.com.