RIA Intel›Advisers›Pennsylvania›RIVER WEALTH ADVISORS LLC

RIVER WEALTH ADVISORS LLC

Advisory

N·CAMP HILL, PA

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

Total AUM

$1.5B

1-Year AUM Growth

+18.1%

3-Year CAGR

+6.5%

Employees

9

Assets Under Management

Total AUM$1.5B

Discretionary AUM$1.4B

Non-Discretionary AUM$28M

Discretionary %98.1%

Total Clients857

Team

Total Employees9

Investment Advisers20

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record34

First FilingNov 17, 2014

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RIVER WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.