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 registered investment adviser organized as an LLC and active since 2014. Its client mix includes individuals and families as well as institutional and business clients. Core services are financial planning and portfolio management for individuals, small businesses, and institutional entities. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. River Wealth does not identify as an active ESG investor and is not listed as a multi-state adviser.

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
  • Edward O'gorman

    Edward O'gorman

    Chief Investment OfficerCRD 5656714

  • Ralph Manna

    Ralph Manna

    Chief Compliance OfficerCRD 4187912

  • Jennifer Collins

    Jennifer Collins

    Chief Business OfficerCRD 2479468

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Contacts

3 of 13
  • Eric Wiegand

    Eric Wiegand

    Senior Vice-President, Wealth AdvisorCRD 5206060

  • Bradford Houchins

    Bradford Houchins

    VP, Wealth AdvisorCRD 4304109

  • Rachel Stam

    Rachel Stam

    OwnerCRD 7062154

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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