MCLAUGHLIN RYDER INVESTMENTS, INC.
SEC RegisteredProfessional • Honest • Knowledgeable • Trustworthy • Ethical
About the firm
McLaughlin Ryder Investments is a full-service, independent broker dealer focused on providing expert and ethical investment advice with integrity and first-class personal service. The firm has built a solid reputation as a trustworthy, knowledgeable investment firm since 2003. Helping individuals and institutions to achieve their financial goals is its sole purpose.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Wealth Management, Education Funding, Endowments & Foundations, Retirement Planning, and Donor Advised Funds, delivered through a highly personalized, relationship-based approach as a full-service broker dealer.
Who they serve
Individuals and institutions seeking to achieve their financial goals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 252 | $71M |
| High Net Worth Individuals | 213 | $401M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 20 | $40M |
| State/Municipal Entities | 13 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $499,999 | — |
| $500,000 - $5,000,000 | 0.45% |
| $5,000,001 - $7,500,000 | 0.38% |
| $7,500,001 - $10,000,000 | 0.35% |
| $10,000,001 and above | — |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCLAUGHLIN RYDER INVESTMENTS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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