River Wealth Advisors LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.5B
Discretionary
$1.4B
98% of AUM
Avg account
$568K
Accounts
2,589
Employees
20
Advisory reps
17

Firm details

Headquarters
Camp Hill, Pennsylvania
CRD number
173767
Registered since
November 28, 2014
Website
www.riverwealthadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI80.72%
  • Individuals15.54%
  • Corporations / Businesses1.63%
  • Charitable Organizations1.55%
  • Pension & Profit Sharing Plans0.56%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

River Wealth Advisors LLC is an independent, SEC-registered RIA formed in 2014 that serves both high-net-worth individuals and institutional clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. River Wealth does not position itself as a capital allocator, is not an active ESG investor, and does not describe itself as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 44%, Public Funds/Mutual Funds 26%, Investment Grade Corp Bonds 23%, State & Local Bonds 4%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%44%
  • Exchange Traded Equities44%
  • Public Funds/Mutual Funds26%
  • Investment Grade Corp Bonds23%
  • State & Local Bonds4%
  • US Government Bonds1%

Owners & executives

3 of 4
  • Ralph Manna

    Ralph Manna

    Chief Compliance OfficerCRD 4187912

  • Edward O'gorman

    Edward O'gorman

    Chief Investment OfficerCRD 5656714

  • Jennifer Collins

    Jennifer Collins

    Chief Business OfficerCRD 2479468

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Contacts

3 of 13
  • Heather Rivas

    Heather Rivas

    Relationship PartnerCRD 7558688

  • Debra Hippensteel

    Debra Hippensteel

    Senior Portfolio ManagerCRD 7162243

  • Bradford Houchins

    Bradford Houchins

    VP, Wealth AdvisorCRD 4304109

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 84

Active vs passive

$367M in ETFs

Passive

99%

$362M

Active

<1%

$4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL MID-CAP ETF (IWR)BlackRockPassiveMid Cap Blend$51.2M463,86413.96%
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Location

Primary office

Camp Hill, PA

Cumberland

Location

Camp Hill, PA

Headquartered in Camp Hill, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
Cumberland
Address
100 Corporate Center Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth