RIA Intel›Advisers›Texas›WHITE RIVER CONSULTING LLC

WHITE RIVER CONSULTING LLC

Advisory

TX

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in TX
#2,073
of 2,813 advisers by AUM
Average account
$201K
across 117 accounts
AUM per adviser
$12M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
40
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients40
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
SUGAR LAND, TX
$24M
+48.8% 1Y
SUNPORT CAPITAL, LLC
SAN ANTONIO, TX
$24M
-69.7% 1Y
RELYON FINANCIAL ADVISORS, LLC
SAN ANTONIO, TX
$24M
MCCLURE CAPITAL ADVISORS, INC.
FRISCO, TX
$23M
MAGISTER WEALTH GROUP LLC
$23M
KLE CONSULTING, LLC
DALLAS, TX
$24M

Get the full picture on WHITE RIVER CONSULTING LLC

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

Create a free account →See plans