RIA Intel›Advisers›Pennsylvania›4TH RIVER FINANCIAL GROUP, INC.

4TH RIVER FINANCIAL GROUP, INC.

Advisory

WEXFORD, PA

Data as of Jun 8, 2026 · Source: SEC Form ADV

Rank in PA

#970

of 1,528 advisers by AUM

Average account

$84K

across 792 accounts

AUM per adviser

$17M

4 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$67M

Discretionary AUM$0

Non-Discretionary AUM$67M

Discretionary %0%

Total Clients301

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, ID, NC, OH, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

301 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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