RIA IntelAdvisersMissouriLONG RIVER INVESTMENT MANAGEMENT LLC

LONG RIVER INVESTMENT MANAGEMENT LLC

Advisory

MO

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in MO
#283
of 342 advisers by AUM
Average account
$940K
across 87 accounts
AUM per adviser
$82M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$82M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$82M
Discretionary AUM$82M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients56
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MO, SC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

SMART STEPS WEALTH MANAGEMENT LLC
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THE PRIVATE FAMILY ADVISORS, LLC
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$82M
TREND MANAGEMENT, INC.
SPRINGFIELD, MO
$83M
EIDELMAN VIRANT CAPITAL
ST LOUIS, MO
$83M
-73.0% 1Y
PARADIGM WEALTH ADVISORS, LLC
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$83M
+11.1% 1Y
SHEPARD WEALTH MANAGEMENT, LLC
$80M

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