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Ryder Stilwell Investment Advisors Inc (Los Angeles)


Ryder Stilwell Investment Advisors Inc is a large advisory firm based in Los Angeles. It manages $141.38 million of regulatory assets for 159 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Ryder Stilwell Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ryder Stilwell Investment Advisors: assets under management

The assets under management (AUM) of Ryder Stilwell Investment Advisors Inc is $141.38 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $128.94 million in discretionary accounts and $12.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $831.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.11 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ryder Stilwell Investment Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Stilwell Living Trust Dated 4/16/92 Majority owner 1 Apr 1992 75% - 100% xxx-xx-xxxx

Based in Los Angeles

The principal office where Ryder Stilwell Investment Advisors Inc performs its advisory services is located at 515 Figueroa Street, Suite 1200, Los Angeles, CA 90071 3329 The mailing address of the firm is 515 Figueroa Street, Suite 1200, Los Angeles, CA 90071 3329. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-624-4600 or by fax 213-624-0010. The normal business hours are 7:30 a.m. - 4:15 p.m. on Monday - Friday.


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