SEC-registered wealth management firm Broker-dealer affiliated
McLaughlin Ryder Investments, Inc.
As of its Form ADV filed March 4, 2026, McLaughlin Ryder Investments, Inc., an SEC-registered, broker-dealer affiliated wealth management firm in Alexandria, Virginia, reported $522.1 million in regulatory assets under management across 785 accounts, ranking #72 among all wealth firms in Virginia by assets.
Registration
- Main office
- Alexandria, VA
- Registration
- SEC-registered, Approved
- CRD number
- 147529
- SEC file number
- 801-107125
- Registered since
- February 9, 2016
- Latest Form ADV filing
- March 4, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $522.1 million
- Discretionary
- $2.5 million (0.5%)
- Non-discretionary
- $519.6 million
- Accounts
- 785 (4 discretionary)
- Clients
- 503, approximate as reported
- Employees
- 3
- Advisory staff
- 2 performing investment advisory functions
- Average account
- $665,084
- Asset growth, 1 year
- 10.7% (from $471.6 million a year earlier)
- Asset growth, 3-year annual rate
- 8.5% (from $409.0 million three years earlier)
- Asset growth, 5-year annual rate
- 13.9% (from $272.7 million five years earlier)
- Client growth, 1 year
- 14.3% (from 440)
Broker-dealer affiliated. The firm is itself a broker-dealer as well as an investment adviser (Form ADV Item 6.A(1)). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 3, 2016 | $164.1 million |
| October 2, 2017 | $143.8 million |
| October 1, 2018 | $198.2 million |
| October 1, 2019 | $153.7 million |
| October 1, 2020 | $201.3 million |
| October 4, 2021 | $272.7 million |
| October 3, 2022 | $397.5 million |
| October 5, 2023 | $409.0 million |
| October 1, 2024 | $427.9 million |
| September 2, 2025 | $471.6 million |
| October 2, 2026 | $522.1 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 213 clients | $401.5 million | |
| Individuals (other than high net worth) 252 clients | $70.8 million | |
| Pension and profit sharing plans 20 clients | $40.0 million | |
| Charitable organizations 13 clients | $8.9 million | |
| Corporations or other businesses 5 clients | $957,608 |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
Financial planning clients (Item 5.H): 1-10.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Broker-dealer
- Insurance broker or agent
Financial industry affiliations (Item 7.A)
- Other investment adviser
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 3
- Also registered through a broker-dealer
- 3
- Employees who are IARs (Form ADV 5.B(3))
- 3
Designations held by the firm's IARs: CFP 1.
0 of the firm's 3 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Virginia
| Firm | City | RAUM |
|---|---|---|
| Founders Grove Wealth Partners, LLC | Richmond | $532.3 million |
| The Main Street Group | Glen Allen | $515.3 million |
| Chase Investment Counsel Corporation | Charlottesville | $509.8 million |
| Wealthcrest Financial Services, LLC | Springfield | $507.5 million |
| Pine Harbor Wealth Management LLC Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported. | Fairfax | $507.1 million |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- McLaughlin Ryder Investments, Inc. on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.mclaughlinryder.com
- Wealth management firms in Virginia
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.