Ryan Porter has been an investment adviser representative at Net Worth Advisory Group since June 2026, and is not listed among the firm’s executive officers or direct owners. Ryan Porter holds a Bachelor's degree in Finance from Arizona State University.
Net Worth Advisory Group, LLC is a Sandy, UT firm with $838M under management, 862 clients and 13 advisers in one office, as of its March 2026 filing.
Ryan Porter is a Financial Advisor of Net Worth Advisory Group. He joined the firm in 2026, where he works with Curtiss's team to help develop financial plans for clients. Before joining, he gained experience in corporate finance and investment banking, working closely with business owners.
Ryan Porter’s longest registration is the current one, under a year at Net Worth Advisory Group since 2026. Before joining Net Worth Advisory Group in 2026, Ryan Porter was registered through Morgan Stanley.
- – present · under a yearSandy, UT · Adviser representative · Firm CRD 126983
- Morgan Stanley– · under a yearGilbert, AZ · Adviser representative · Firm CRD 149777
Professional designations
Listed by Net Worth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ryan Porter is registered as an investment adviser representative in Utah, since June 2026.
- UtahSince 4 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 May 2026 |
| Series 66 | Uniform Combined State Law Examination | 10 August 2021 |
| Series 7TO | General Securities Representative Examination | 30 April 2021 |
| SIE | Securities Industry Essentials Examination | 1 March 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ryan G Porter
- CRD
- 7118799
- Firm
- Net Worth Advisory Group · CRD 126983
- Office
- 75 W. TOWNE RIDGE PARKWAY, SUITE 460, Sandy, UT 84070
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- networthadvice.com
Where does Ryan Porter work?
Ryan Porter is an investment adviser representative registered through Net Worth Advisory Group, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Porter a financial advisor?
Yes. Ryan Porter has a current investment-adviser registration in Utah, through Net Worth Advisory Group since June 2026.
How many years of experience does Ryan Porter have?
Ryan Porter has 0 years in the financial industry, since October 2025, across 2 adviser firms.
What exams has Ryan Porter passed?
Ryan Porter has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 65. The earliest, the SIE, was passed in March 2021.
Where did Ryan Porter work before Net Worth Advisory Group?
Before Net Worth Advisory Group, Ryan Porter was registered through Morgan Stanley, August 2021 to December 2021.
Where is Ryan Porter based?
Ryan Porter’s registered office is in Sandy, UT.
Is Ryan Porter registered with FINRA?
No. Ryan Porter has no current broker registration.
Is Ryan Porter a CFP?
Net Worth Advisory Group lists Ryan Porter with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ryan Porter’s record?
Search CRD 7118799 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Porter’s full registration record.
