Osaic Wealth
47yrs
Top advisor by experience in Southfield
9yrs
Ryan Smith is a fiduciary financial advisor in Southfield, Michigan, with 9 years in the industry. Ryan joined Corecap Advisors in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Corecap Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 523 advisors with offices in Southfield, and one of 471 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office27777 Franklin Road Suite 700, Southfield, MI 48034
FirmCorecap Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$412,164
Advisors at the firm117
States licensed ?1 state
Services through Corecap Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational 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.
Career
- Jul 2025 – nowCorecap AdvisorsCurrent firm
Contact Ryan
(888) 296-3360Corecap Advisors main office 27777 Franklin Road Suite 700Southfield, MI 48034Office · Get directions
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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 Corecap Advisors at (888) 296-3360 and ask for Ryan Smith. Ryan works from the Southfield, MI office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Ryan hold?
Series 63, Series 65. 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?
Corecap Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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