A complete list of active advisors currently associated with Ryan Poage & Co.

Warmer can help you find a great advisor at Ryan Poage & Co. or one who fits your needs even better.

Ryan Poage & Co. serves individual clients — including high‑net‑worth households — as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, consulting, and discretionary investment management and offers advice on mutual funds, ETFs, individual debt and equity securities, structured products and variable annuities. The firm combines fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerances and time horizons, managing most accounts on a discretionary basis and reviewing portfolios at least quarterly. RP&C commonly implements similarly managed strategies that can involve above‑average turnover and typically recommends custody and execution through institutional platforms such as Charles Schwab and Interactive Brokers, from which it receives software and research benefits. The brochure discloses two uncommon marketing practices: the firm uses endorsements in its advertising and advertises third‑party ratings. It also highlights operational features and potential conflicts that clients should note — certain supervised persons act as registered representatives of a broker‑dealer and as licensed insurance agents who may implement transactions or receive commissions in their individual capacities, and the firm may sometimes pay clients’ professional service fees or apply fee offsets for certain accounts.

To learn more about the advisors currently working at Ryan Poage & Co., 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.