Ryan
Masterson

Northrock Partners, LLC

CRD#6176965
Investment Advisor
in Issaquah, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Masterson is a financial advisor based in Issaquah, Washington, working with Northrock Partners, LLC. Ryan has previously held positions at Ameriprise Financial Services, Inc, First Allied Securities, Inc, First Allied Advisory Services, Inc, Ameriprise Financial Services, LLC, and Northrock Partners. Ryan has passed the Series 66 regulatory exam and is registered to provide services in California and Washington. Currently, Ryan is part of Northrock Partners, LLC, which operates out of Issaquah, Washington. The firm has 8 offices and 154 employees. The firm manages assets totaling $5.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Northrock Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Issaquah, WA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Northrock Partners, LLC Brokerage Details

Total Assets Under Management

$5,798,819,415

WA Average: $5,289,111,388
Total Number of Employees

154

WA Average: 157
Total Number of Accounts

11,981

WA Average: 8,262
Average Account Size

$484,001

WA Average: $640,173

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
  • Educational seminars/workshops
  • Other

Ryan Masterson Work History

2023 - Present (1 year)

Northrock Partners

2020 - 2023 (3 years)

Ameriprise Financial Services, LLC

2019 - 2020 (1 year)

First Allied Securities, Inc

2019 - 2020 (1 year)

First Allied Advisory Services, Inc

2014 - 2019 (5 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Ryan Masterson 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 Northrock Partners, LLC

Joy Wink
Minneapolis, MN
Ryan Masterson
Issaquah, WA
Paul Hill
Minneapolis, MN
Alison Diessner
San Francisco, CA
Austin Righeimer
Minneapolis, MN
Elliot Risbrudt
Minneapolis, MN
Lori O'Connor
Minneapolis, MN
Colton Higgins
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started