Riverbridge

RIASEC Registered

Total AUM

$5B

Discretionary

$5B

100% of AUM

Avg account

$1.4M

Accounts

3,656

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 108074
Registered since: April 10, 2000
Website: riverbridge.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI64.41%
State / Municipal Government8.05%
Pooled Investment Vehicles6.62%
Corporations / Businesses5.91%
Pension & Profit Sharing Plans5.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Riverbridge is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2000. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management across individual and pooled vehicles, and investor education through publications and seminars. Its compensation mix includes both percentage-of-assets fees and performance-based arrangements. Riverbridge identifies as an active ESG investor and integrates those considerations into its approach. Riverbridge emphasizes publicly traded equities as its core exposure while also deploying private-market and fund-based strategies. The firm is not positioned as a direct capital allocator; instead it accesses third-party managers for alternative strategies such as private equity, private placements and real estate, supplementing its public-market sleeve with mutual funds where appropriate.