Data / Investment advisers / Virginia / McLaughlin Ryder Investments, Inc.
McLaughlin Ryder Investments, Inc., Alexandria, VA: $522 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
McLaughlin Ryder Investments, Inc. is an SEC registered investment adviser with its main office in Alexandria, Virginia and reports $522 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch McLaughlin Ryder Investments, Inc. (CRD number 147529): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 147529
- SEC file number
- 801-107125
- SEC status
- Approved, effective February 9, 2016
- Main office
- 1421 Prince Street Suite 200, Alexandria, VA 22314
- Phone
- (703) 684-9222
- Website
- mclaughlinryder.com
- Regulatory AUM
- $522,091,202 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $2,518,014
- Non discretionary AUM
- $519,573,188
- Accounts
- 785
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 213 | $401.5 million |
| Individuals (other than high net worth individuals) | 252 | $70.8 million |
| Pension and profit sharing plans | 20 | $40 million |
| Charitable organizations | 13 | $8.9 million |
| Corporations or other businesses | 5 | $957,608 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $522.1 million | March 4, 2026 |
| December 1, 2025 | $471.6 million | March 6, 2025 |
Other advisers in Alexandria
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oxford Finance Advisors, LLC | Alexandria | $2.41 billion | 4 | adviserinfo.sec.gov |
| The Edgar Lomax Company | Alexandria | $1.42 billion | Not listed | adviserinfo.sec.gov |
| DC Capital Partners Management, L.P. | Alexandria | $1.40 billion | 4 | adviserinfo.sec.gov |
| Avenir Corporation | Alexandria | $849.3 million | Not listed | adviserinfo.sec.gov |
| Monument Wealth Management | Alexandria | $648.4 million | Not listed | adviserinfo.sec.gov |
| Westbourne Investments, Inc. | Alexandria | $276.4 million | Not listed | adviserinfo.sec.gov |
| Retirement Planology, Inc. | Alexandria | $265.9 million | Not listed | adviserinfo.sec.gov |
| Rockbridge Asset Management, LLC | Alexandria | $218 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alexandria, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- McLaughlin Ryder Investments, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.