Matthew
Ryan
Gw & Wade, LLC
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About this Advisor
Matthew Ryan is a certified financial planner operating in Wellesley Hills, Massachusetts with 18 years of relevant experience. Ryan works at Gw & Wade, LLC. During their career, Ryan has held roles at G.W. & Wade Asset Management Company, Inc and G.W. & Wade, Inc. Ryan maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Gw & Wade, LLC is a financial advisory firm that has its headquarters in Wellesley Hills, MA. The firm has offices in five locations and a total of 87 financial advisors. It handles $9 billion in assets under management between its 11,861 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 19 charities and foundations. Of its 11,861 client accounts, 48% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules largely vary depending on the financial services offered. Fee types billed by Gw & Wade, LLC may include any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gw & Wade, LLC Brokerage Details
$8,902,726,024
87
11,861
$750,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Matthew Ryan Work History
Matthew has been registered as a financial advisor for 18 years.*
G.W. & Wade Asset Management Company, Inc
G.W. & Wade, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gw & Wade, LLC
Wellesley Hills, MA
Palo Alto, CA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
