Mclaughlin Ryder Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$472,296,318
Clients
465
Advisors
3
of 3 employees
About
McLaughlin Ryder Investments serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers investment management, financial planning and consulting, ERISA retirement plan advisory services, and operates wrap-fee advisory programs.
The firm’s investment process is client-centered: financial professionals collaborate with clients to set objectives, construct portfolios using active and passive mutual funds, ETFs, individual equities and fixed income, and perform ongoing monitoring and periodic reviews. Accounts may be managed on either a discretionary or non-discretionary basis, and the brochure reports that almost all assets under management are handled non-discretionarily ($519.6M non-discretionary vs. $2.5M discretionary as of December 31, 2025).
McLaughlin Ryder is dually registered and processes most advisory business through its broker-dealer, operates proprietary wrap-fee programs that require brokerage accounts, and is affiliated with Union Street Partners, LLC, the adviser to the Union Street Value Fund (USPVX). The firm’s combination of broker-dealer activity, wrap-fee sponsorship, an adviser affiliation, and a relatively small adviser team overseeing roughly $522M in AUM (about $174M per advisor) represents a mix of features that is less common among peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees typically range from $500 to $2,500 for financial planning projects; fixed fee projects based on expected duration and hourly rate
$0 - $499,999: $2,500 fixed annual fee $500,000 - $5,000,000: 0.45% annually $5,000,001 - $7,500,000: 0.38% annually $7,500,001 - $10,000,000: 0.35% annually $10,000,001+: Negotiable
Commission-based compensation for brokerage transactions completed in brokerage accounts; no commissions charged for advisory wrap fee program accounts
Up to $750 per hour for financial planning and consulting services based on complexity and experience
Minimum fee: For ERISA Plans: $2,500 annual fixed fee for plans with $0 - $499,999 assets Fee-only: Financial planning fees typically range from $500 to $2,500 fixed fee; hourly rates up to $750/hour; fees may be invoiced hourly, monthly, quarterly, annually, or flat fee basis; fees may be negotiable
Main office
1421 Prince Street, Suite 200
Alexandria VA 22314
Advisors at this office
3
Most active in
Arizona · California · Colorado · Delaware · District of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Maryland · Montana · North Carolina · Ohio · South Carolina · South Dakota · Tennessee · Texas · Virginia · Wyoming
Also doing business as
Mclaughlin Ryder Investments, Inc. · Zander Evans Securities, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michelle G
Series 63, Series 65
Alexandria, VA
Mclaughlin Ryder Investments, Inc.
Michelle Glicklin is a financial advisor at McLaughlin Ryder Investments, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with McLaughlin Ryder since 2011. Outside of her advisory role, she serves as the treasurer of Temple B'nai Shalom and is the vice chair of its endowment committee. McLaughlin Ryder Investments serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a client-centered investment approach, utilizing both active and passive funds, individual equities, and fixed income, with most accounts managed on a non-discretionary basis.
Jacobson T
CFP®, Series 63, Series 65
Alexandria, VA
Mclaughlin Ryder Investments, Inc.
Jacobson Truex is a CFP® with eight years of industry experience, currently serving as a financial advisor at McLaughlin Ryder Investments, Inc. since 2020. His prior experience includes roles at Foreside Fund Services and AdvisorShares Investments. He is involved in community and professional activities, including serving as a board member and financial committee member for the Alexandria Chamber of Commerce and holding several advisory and volunteer roles related to investment and fiscal affairs in the Alexandria area. McLaughlin Ryder Investments serves individuals, families, trusts, charitable organizations, businesses, and retirement plans with a client-centered investment approach that combines active and passive strategies across various asset classes. The firm manages accounts predominantly on a non-discretionary basis and integrates broker-dealer activities and wrap-fee programs alongside affiliated advisory services.
Shawn M
Series 63, Series 65
Alexandria, VA
Mclaughlin Ryder Investments, Inc.
Shawn McLaughlin is a financial advisor with McLaughlin Ryder Investments, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with McLaughlin Ryder Investments since 2011 and serves as a director and committee chairman at Burke & Herbert Bank & Trust Co. Additionally, he is owner and president of The McLaughlin Companies, LLC, and owner of Union Street Partners, LLC, an investment company. McLaughlin Ryder Investments serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers investment management, financial planning, and ERISA retirement plan advisory services, employing a client-centered investment process that utilizes both active and passive strategies and manages most assets on a non-discretionary basis.
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