A complete list of active advisors currently associated with McLaughlin Ryder Investments, Inc.

Warmer can help you find a great advisor at McLaughlin Ryder Investments, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at McLaughlin Ryder Investments, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.