RIA Intel›Advisers›Maryland›FIVE RIVERS FINANCIAL ADVISORS, LLC

FIVE RIVERS FINANCIAL ADVISORS, LLC

Advisory

NORTH EAST, MD

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MD

#441

of 468 advisers by AUM

Average account

$284K

across 195 accounts

AUM per adviser

$28M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients105

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, FL, MD, NJ, PA

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

105 clients

21 high-net-worth

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

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