Wells Fargo Advisors
32yrs
Top advisor by experience in Arden
9yrs
Ross Ryan
Financial advisor at Edelman Financial Engines
Based in Arden, North Carolina, Ross Ryan is a fiduciary financial advisor with 9 years of industry experience. Ross joined Edelman Financial Engines in 2022, after a year at LPL Financial and a year at Prosperity Capital Advisors. Edelman Financial Engines offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 27 advisors with offices in Arden, and one of 27 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
OfficeArden, NC
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
- 2022 – nowEdelman Financial EnginesCurrent firm
- Oct 2021 – Aug 2022LPL Financial LLCPreviously
- Feb 2020 – Jul 2021Prosperity Capital AdvisorsPreviously
- Jan 2018 – Oct 2019Edward JonesPreviously
Contact Ross
(833) 752-6333Firm headquarters in Santa Clara, CA. Ask for Ross. Arden, NCOffice · Get directions X (Twitter) pageEdelman Financial EnginesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ross
Tailored to Ross’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ross
How do I contact Ross?
Call Edelman Financial Engines at (833) 752-6333 and ask for Ross Ryan. Ross works from the Arden, NC office.
How long has Ross been a financial advisor?
Ross has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Ross hold?
Series 66. Tap any license on this page to see what it allows.
Is Ross a fiduciary?
Ross is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ross 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 Ross 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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