River Wealth Advisors LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.5B
Discretionary
$1.4B
98% of AUM
Avg account
$568K
Accounts
2,589
Employees
20
Advisory reps
16

Firm details

Headquarters
Camp Hill, Pennsylvania
CRD number
173767
Registered since
November 28, 2014
Website
www.riverwealthadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI80.72%
  • Individuals15.54%
  • Corporations / Businesses1.63%
  • Charitable Organizations1.55%
  • Pension & Profit Sharing Plans0.56%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

River Wealth Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning and discretionary portfolio management for individuals, small businesses and larger institutions. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. River Wealth does not identify as an active ESG investor, does not report multi-state adviser status, and is not positioned as a capital allocator that runs proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 44%, Public Funds/Mutual Funds 26%, Investment Grade Corp Bonds 23%, State & Local Bonds 4%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%44%
  • Exchange Traded Equities44%
  • Public Funds/Mutual Funds26%
  • Investment Grade Corp Bonds23%
  • State & Local Bonds4%
  • US Government Bonds1%

Owners & executives

3 of 4
  • Ralph Manna

    Ralph Manna

    Chief Compliance OfficerCRD 4187912

  • Edward O'gorman

    Edward O'gorman

    Chief Investment OfficerCRD 5656714

  • Jennifer Collins

    Jennifer Collins

    Chief Business OfficerCRD 2479468

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Contacts

3 of 12
  • Heather Rivas

    Heather Rivas

    Relationship PartnerCRD 7558688

  • Debra Hippensteel

    Debra Hippensteel

    Senior Portfolio ManagerCRD 7162243

  • Bradford Houchins

    Bradford Houchins

    VP, Wealth AdvisorCRD 4304109

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 81

Active vs passive

$316M in ETFs

Passive

99%

$312M

Active

<1%

$3.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL MID-CAP ETF (IWR)BlackRockPassiveMid Cap Blend$43.8M450,16013.85%
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Location

Primary office

Camp Hill, PA

Cumberland

Location

Camp Hill, PA

Headquartered in Camp Hill, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
Cumberland
Address
100 Corporate Center Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth