RIVERVIEW CAPITAL ADVISERS LLC

RIASEC RegisteredEst. 2006

Total AUM

$624M

Discretionary

$584M

94% of AUM

Avg account

$1.1M

Accounts

590

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 140377
Registered since: May 3, 2006
Website: riverviewcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI90.63%
Individuals9.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Riverview Capital Advisers LLC is an independent, individual-owned registered investment adviser organized as an LLC and SEC-registered since 2006. The firm focuses on private-client work, primarily serving individuals and families, and positions itself as a capital allocator that uses outside managers to source investment exposure. Reported advisory services include financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, and the selection of other advisers; the firm’s ADV also lists pension consulting among reported activities while the snapshot indicates it is not separately designated as a pension consultant. Fee arrangements are flexible, including percentage-of-AUM charges alongside hourly and fixed-fee options. Riverview does not report active ESG investing and is not classified as a multi-state adviser.