RYAN FINANCIAL SOLUTIONS, LLC

Overview

Ryan Financial Solutions, LLC is a small independent registered investment adviser focused on individual and family clients. The firm’s practice centers on equity-driven portfolios delivered through separately managed accounts and exchange-traded vehicles, with a clear preference for listed equities as the primary return engine. In addition to portfolio management and financial planning, the firm operates as an insurance broker and offers pension consulting for individuals and small businesses, which informs its use of insurance products and annuities as part of client solutions. The firm does not present itself as a capital allocator to third‑party managers in the sense of a fund-of-funds; instead it implements third‑party alternatives alongside core equity holdings when appropriate. Fee arrangements are flexible—percent of assets under management, hourly and fixed-fee engagements are all used depending on the client relationship and the scope of work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices