RIA IntelAdvisersPennsylvaniaNORTH RIVER WEALTH ADVISORS LLC

NORTH RIVER WEALTH ADVISORS LLC

Advisory

PITTSBURGH, PA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in PA
#975
of 1,528 advisers by AUM
Average account
$235K
across 280 accounts
AUM per adviser
$33M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM
$66M
1-Year AUM Growth
3-Year CAGR
Employees
3
Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients106
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

DUNMOYLE CAPITAL ADVISORS, LLC
PITTSBURGH, PA
$66M
+15.2% 1Y
MC2 FINANCIAL ADVISERS, INC.
NEWTOWN SQUARE, PA
$66M
VAM GROUP, LLC
SEWICKLEY, PA
$66M
-28.1% 1Y
MANGOLDS INVESTMENT ADVISORS INC.
LANCASTER, PA
$65M
NORTHPORT INVESTMENT MANAGEMENT, LLC
RADNOR, PA
$65M
BLUE WATER FINANCIAL INVESTOR COACHING, LLC
EASTON, PA
$65M

Get the full picture on NORTH RIVER WEALTH ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NORTH RIVER WEALTH ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans