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Ryan G Porter

Investment adviser representative at Net Worth Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$838.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Net Worth Advisory Group, LLCJun 2026 to now
  2. Morgan StanleyJan 2021 to May 2026
  3. IndustryproJan 2020 to Jan 2021
  4. Northwestern MutualMay 2019 to Dec 2019
  5. Arizona State UniversityMay 2018 to May 2020
  6. Mesa Community CollegeAug 2016 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2021
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (UT).

Net Worth Advisory Group, LLC

$838.4MAssets managed
862Clients
15Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7118799
Firm CRD
126983
Advisor's SEC record (opens in a new tab)
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