Rivertree Advisors, LLC

Overview

Rivertree Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2013. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses rather than institutional or pension consulting. Public filings indicate a preference for equity exposure delivered largely through exchange-traded instruments rather than bespoke private-capital allocations. The adviser does not present itself as an active ESG investor, and its business model is a traditional RIA platform focused on discretionary portfolio oversight for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives