Ross Ryan
Financial advisor at Edelman Financial Engines · Arden, NC
Last updated 2026-10-10
Claim your profileRoss Ryan is a financial advisor at Edelman Financial Engines in Arden, NC, CRD 6837602. Licenses and exams on the registration: Series 66. IAPD registration began 2018-01-22.
Registration
- CRD number
- 6837602
- Registration status
- Active
- IAPD registration
- 2018-01-22
- Industry Experience
- 8 years
- Work Experience
- 11 years
- States registered
- NC, TX
Licenses and exams
- Series 66
Work history
- 2017-08 to 2019-09 · Edward Jones · St. Louis, MO
- 2015-07 to 2017-07 · Field and Stream · Asheville, NC
- 2020-02 to 2021-07 · Prosperity Capital Advisors · Westlake, OH
- 2019-09 to 2020-02 · Unemployed · Arden, NC
- 2020-02 to 2020-11 · Mercap Securities, LLC · Paoli, PA
- 2020-10 to 2021-09 · Innovation Partners LLC · Charlotte, NC
- 2021-10 to 2022-08 · Lpl Financial LLC · Asheville, NC
- 2022-08 to 2025-06 · Financial Engines Advisors LLC · Santa Clara, CA
- 2025-06 to Present · Edelman Financial Engines · Santa Clara, CA
Current employment
- Edelman Financial Engines · Santa Clara, CA
Edelman Financial Engines
- Regulatory AUM
- $326,285,243,393
- Registered advisors
- 722
- Offices
- 459
- Clients per advisor
- 1723.6 (Very high)
- Average AUM per client
- $262.2K (Low)
- High-net-worth client ratio
- 3.7% (Low)
Edelman Financial Engines: advisors, services and reported ETF investments
About
Ross Ryan is a financial advisor at Edelman Financial Engines in Arden, NC. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 11 years of reported work history.
Edelman Financial Engines' firm-level Form ADV reports 722 advisors across 459 offices; approximately 1723.6 clients per advisor, average assets per client of $262,202, and regulatory AUM of $326.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $55.7B across 325 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ross Ryan personally.
Reported ETF positions
Edelman Financial Engines reports 325 ETF positions worth $55.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $5B |
| SPMB — State Street SPDR Portfolio Mortgage Backed Bond ETF | $4.4B |
| SCHF — Schwab International Equity ETF | $4.1B |
| IGIB — iShares 5-10 Year Investment Grade Corporate Bond ETF | $3.7B |
| VUG — Vanguard Morningstar Growth ETF | $3.3B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Edelman Financial Engines's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $149.2M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $149.2M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $83.5M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $3.3M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Edelman Financial Engines on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
Arden, NC
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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