RIA Intel›Advisers›Florida›RIVERSIDE WEALTH MANAGEMENT

RIVERSIDE WEALTH MANAGEMENT

Advisory

WEST PALM BEACH, FL

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

Rank in FL

#1,296

of 2,610 advisers by AUM

Average account

$2M

across 69 accounts

AUM per adviser

$106M

1 advisers

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

Total AUM

$106M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$106M

Discretionary AUM$46M

Non-Discretionary AUM$60M

Discretionary %43.3%

Total Clients21

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

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

21 clients

12 high-net-worth

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

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Advisers of similar size in FL

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

RIVERSIDE CAPITAL ADVISERS INC

FORT LAUDERDALE, FL

$106M

SHAW FINANCIAL SOLUTIONS LLC

CORAL GABLES, FL

$106M

STONEX INTERNATIONAL ADVISORS INC

$107M

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC

ST. PETERSBURG, FL

$107M

STILLBLUE FINANCIAL PARTNERS, LLC

JACKSONVILLE, FL

$107M

RENEW FAMILY WEALTH LLC

$105M

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