MML Investors Services
45yrs
Top advisor by experience in Amherst
12yrs
Ryan Perry
Financial advisor at Edelman Financial Engines
Ryan Perry is a fiduciary financial advisor in Amherst, New York, with 12 years in the industry. After two years at Empower Advisory Group and five years at Personal Capital Advisors, Ryan joined Edelman Financial Engines in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and subscription fees.
One of 258 advisors with offices in Amherst, and one of 136 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeAmherst, NY
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?2 states
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowEdelman Financial EnginesCurrent firm
- 2023 – 2025Empower Advisory Group, LLCPreviously
- 2018 – 2023Personal Capital Advisors CorporationPreviously
- 2014 – 2018Equitable Advisors, LLCPreviously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Edelman Financial Engines at (833) 752-6333 and ask for Ryan Perry. Ryan works from the Amherst, NY office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2014, about 12 years. 12 years in the industry.
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?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, 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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