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Advisors / Florida / Ponte Vedra Beach
16yrs

Ryan Ashley

Financial advisor at MAI Capital Management

Ryan Ashley is a fiduciary financial advisor in Ponte Vedra Beach, Florida, with 16 years in the industry. After a year at Advice and Planning Services and four years at Strategic Advisers, Ryan joined MAI Capital Management in 2017, a firm offering financial planning, investment management, and private fund management. Ryan holds the CFP® designation.

One of 441 advisors with offices in Ponte Vedra Beach, and one of 417 fiduciaries.

Ponte Vedra Beach, FL 32082CFP®Fiduciary advisor

At a glance

Experience16 years (since 2010)
How that compares ?More experience than 53% of advisors in Florida
Office820 Highway A1a N Suite E4, Ponte Vedra Beach, FL 32082
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.18 million
Advisors at the firm309
States licensed ?1 state

Services through MAI Capital Management

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
  2. Jul 2016 – Jun 2017
  3. 2012 – 2016
  4. Jun 2010 – Apr 2012
    Edward JonesPreviously

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call MAI Capital Management at (216) 920-4800 and ask for Ryan Ashley. Ryan works from the Ponte Vedra Beach, FL office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2010, about 16 years. More experience than 53% of advisors in Florida.

What licenses does Ryan hold?

Series 66. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

MAI Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Ryan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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