RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Ryan Anthony Richardson
- Title
- Senior Wealth Management Advisorreportedweatherlyassetmgt.comfirm site, Sep 15, 2026
- Designations
- CFP, ChFCreportedweatherlyassetmgt.comas printed on the bio page, Sep 16, 2026
- Business email
- ryan@weatherlyassetmgt.comreportedweatherlyassetmgt.comfirm site, Sep 15, 2026
- Professional profile
- WEATHERLYASSETMGT.COM/ryan-richardsonreportedweatherlyassetmgt.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Weatherly Asset Management independent RIA currentsince Nov 1, 2017 · Del Mar, Ca
- Weatherly Asset Management independent RIAOct 19, 2012 to Oct 28, 2016 · Del Mar, Ca
- LPL Financial LLC BD affiliatedJun 5, 2012 to Aug 3, 2012 · San Diego, Ca
- LPL Financial LLC to Weatherly Asset Managementleft Aug 3, 2012, registered Oct 19, 2012 (77 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address