Andrew Ryan
AWR Investment Management · San Anselmo, California
Andrew Ryan is a fee-only financial advisor at AWR Investment Management in San Anselmo, California. AWR Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | AWR Investment Management |
|---|---|
| Based in | San Anselmo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $131.6M across 172 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1765898 |
| Exams passed | Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.awrinvestmentmanagement.com |
| Profile |
How Andrew's firm compares
- AWR Investment Management's average account is about $765,000, from its Form ADV (assets managed divided by 172 accounts).
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Questions about Andrew
Is Andrew Ryan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and AWR Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, AWR Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Ryan based?
Andrew Ryan is based in San Anselmo, California.
Is Andrew Ryan registered with the SEC?
Yes. Andrew Ryan is registered as an investment adviser representative in CA (CRD 1765898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AWR Investment Management manage?
AWR Investment Management reports $131.6M across 172 accounts in assets under management.
How do I contact Andrew Ryan?
Through Andrew's website, www.awrinvestmentmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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