Gryphon Financial Partners

Gryphon Financial Partners

Ryan M. Poterack launched Gryphon Financial Partners in 2014 after a tenure at Merrill Lynch and UBS, structuring the firm as an independent registered investment advisor. Headquartered in Columbus, the practice serves high-net-worth individuals, corporate executives, business owners, retirement plans, and trusts. The firm's wealth-origin profile is diffuse, tied to the private wealth it aggregates rather than a single family fortune. Gryphon operates a multi-asset wealth-advice model, managing client portfolios across public equities, fixed income, and alternative investments including private equity, private credit, and real assets. The firm deliberately structures itself to avoid the in-house product demands of a wirehouse, constructing client portfolios with third-party funds, direct indexing strategies, and private market access for accredited investors. Service scope extends into advanced tax planning, estate design, and risk management, positioning Gryphon as a provider of the full chief-investment-officer function for families who have outgrown generic brokerage. Team size and total AUM are not publicly disclosed by the firm. Gryphon's market presence is concentrated in the Midwest, with a client base that spans business owners and professionals in central Ohio. Unlike multi-family offices that operate private-club deal rooms among their clients, Gryphon's posture appears to center on delivering comprehensive wealth-advisory relationships rather than branded co-investment vehicles. Recent activity has not been captured in public filings or major coverage as of early 2025. Gryphon's structural differentiator rests on the departure it represents from the wirehouse model: Poterack, a former Merrill Lynch and UBS advisor, deliberately chose the RIA channel to eliminate the incentives and product menus that can skew advice at a large bank. Clients of Gryphon in effect hire a multi-asset CIO whose compensation is fee-only, avoiding the revenue splits tied to proprietary fund cross-sales — an architecture shared with a growing number of breakaway teams but still uncommon in the Midwest private-wealth landscape.