Ryan Richardson
Financial advisor at Sofi Wealth, LLC · Jacksonville, FL
Last updated 2026-10-10
Claim your profileRyan Richardson is a financial advisor at Sofi Wealth, LLC in Jacksonville, FL, CRD 7497138. Licenses and exams on the registration: Series 66. IAPD registration began 2023-02-03.
Registration
- CRD number
- 7497138
- Registration status
- Active
- IAPD registration
- 2023-02-03
- Industry Experience
- 3 years
- Work Experience
- 12 years
- States registered
- FL
Licenses and exams
- Series 66
Work history
- 2014-08 to 2020-12 · University of Arkansas · Fayetteville, AR
- 2019-08 to 2021-02 · Dave Bass Industries · Faytteville, AR
- 2021-02 to 2021-04 · Unemployed · Aurora, CO
- 2021-04 to 2022-01 · Schomp Mini · Highlands Ranch, CO
- 2019-05 to 2020-05 · Tyson Foods · Springdale, AR
- 2016-01 to 2018-03 · Hayseed Ventures · Fayetteville, AR
- 2022-02 to 2022-05 · Northwestern Mutual Life Insurance Company · Milwaukee, WI
- 2022-03 to 2022-05 · Northwestern Mutual Investment Services LLC · Greenwood Vlg, CO
- 2022-07 to 2024-08 · Charles Schwab & Co., Inc. · Lone Tree, CO
- 2024-08 to Present · Sofi Securities, LLC · Jacksonville, FL
- 2024-08 to Present · Sofi Wealth, LLC · San Franciso, CA
Current employment
- Sofi Wealth LLC · San Francisco, CA
Sofi Wealth, LLC
- Regulatory AUM
- $2,047,338,985
- Registered advisors
- 110
- Offices
- 33
- Clients per advisor
- 2309.3 (Very high)
- Average AUM per client
- $8.1K (Low)
- High-net-worth client ratio
- 0.0% (Low)
Sofi Wealth, LLC: advisors, services and reported ETF investments
About
Ryan Richardson is a financial advisor at Sofi Wealth LLC in Jacksonville, FL. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 12 years of reported work history. Reported roles include Sofi Securities, LLC, Charles Schwab & Co., Inc., Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, among others.
Sofi Wealth, LLC's firm-level Form ADV reports 110 advisors across 33 offices; approximately 2309.3 clients per advisor, average assets per client of $8,060, and regulatory AUM of $2B; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Publication of Periodicals or Newsletters, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $2.5B across 52 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ryan Richardson personally.
Reported ETF positions
Sofi Wealth reports 52 ETF positions worth $2.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVW — iShares S&P 500 Growth ETF | $323.1M |
| SFY — SoFi Select 500 ETF | $271.9M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $257.9M |
| IVV — iShares Core S&P 500 ETF | $253.2M |
| IVE — iShares S&P 500 Value ETF | $235.8M |
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
Sofi Wealth'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 | $257.9M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $257.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $127.4M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | SHLD — Global X Defense Tech ETF | $49.2M | Top 94.8% | Replicability (R²) 31.9% · Residual Sharpe 0.02 |
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 Sofi Wealth, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Insurance Company or Agency
Location
5335 Gate Pkwy, Jacksonville, FL 32256
32 advisors at this office.
Contact
The firm's filed contact details.
Official record
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