Ryan Masterson
Financial advisor at Northrock Partners, LLC
Last updated 2026-10-10
Claim your profileRyan Masterson is a financial advisor at Northrock Partners, LLC, CRD 6176965. Licenses and exams on the registration: Series 66. IAPD registration began 2013-09-30.
Registration
- CRD number
- 6176965
- Registration status
- Active
- IAPD registration
- 2013-09-30
- Industry Experience
- 13 years
- Work Experience
- 12 years
- States registered
- CA, WA
Licenses and exams
- Series 66
Designations
- Chartered Financial Analyst
Work history
- 2014-02 to 2019-10 · Ameriprise Financial Services, Inc. · San Francisco, CA
- 2019-10 to 2020-04 · First Allied Securities, Inc. · San Diego, CA
- 2019-10 to 2020-04 · First Allied Advisory Services, Inc. · San Diego, CA
- 2020-04 to 2023-10 · Ameriprise Financial Services, LLC · San Francisco, CA
- 2023-10 to Present · Northrock Partners · San Fransicso, CA
Current employment
- Northrock Partners, LLC · Minneapolis, MN
Northrock Partners, LLC
- Regulatory AUM
- $12,185,185,517
- Registered advisors
- 91
- Offices
- 33
- Clients per advisor
- 52.9 (Low)
- Average AUM per client
- $2.5M (Low)
- High-net-worth client ratio
- 46.9% (Moderate)
Northrock Partners, LLC: advisors, services and reported ETF investments
About
Ryan Masterson is a Chartered Financial Analyst financial advisor at Northrock Partners, LLC. Reported securities licenses include Series 66. The latest record indicates 13 years of industry experience and 12 years of reported work history.
Northrock Partners, LLC's firm-level Form ADV reports 91 advisors across 33 offices; approximately 52.9 clients per advisor, average assets per client of $2,532,776, and regulatory AUM of $12.2B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $5.6B across 266 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ryan Masterson personally.
Reported ETF positions
Northrock Partners reports 266 ETF positions worth $5.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $411.9M |
| JMTG — JPMorgan Mortgage-Backed Securities ETF | $409.6M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $406.8M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $297.2M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $276.9M |
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
Northrock Partners'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 | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $26.1M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $26.1M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | TAFM — AB Tax-Aware Intermediate Municipal ETF | $99.5M | Top 99.9% | Residual alpha +0.74% · Residual Sharpe 0.17 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $3.4M | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
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 Northrock Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Insurance Broker or Agent
- Accountant or Accounting Firm
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
Official record
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