BRIDGERIVER ADVISORS LLC

Overview

Bridgeriver Advisors LLC is a small independent advisory firm that serves individual and family clients, with a business model that combines portfolio management and insurance brokerage. The firm charges fees as a percentage of assets under management and runs primarily non-discretionary relationships, meaning investment decisions often remain subject to client approval. Investment activity centers on liquid, exchange-traded instruments with a clear equity tilt; the firm’s stated preference is equities and it implements portfolios largely through exchange-traded equities and related vehicles. Beyond portfolio management, Bridgeriver Advisors delivers educational seminars and workshops and maintains an insurance brokerage function, which it integrates into client planning and risk-transfer strategies. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices