A complete list of active advisors currently associated with Bridgeriver Advisors LLC
Warmer can help you find a great advisor at Bridgeriver Advisors LLC or one who fits your needs even better.
Bridgeriver provides investment advisory and portfolio management services to individuals, high net worth individuals, and business entities, delivering customized asset-allocation portfolios and financial planning. The firm emphasizes non-discretionary portfolio management—obtaining client authorization before executing trades—and does not sponsor a wrap program. Portfolios are built through personal interviews and are monitored using asset-allocation analysis, third‑party research, and computer models, with quarterly custodial statements and periodic reviews. Accounts receive a formal review at least quarterly and an annual meeting, with additional reviews prompted by market or client-specific changes. The firm is notable among peers for operating primarily with non‑discretionary assets under management, a structure that keeps trading decisions with clients rather than delegated authority. Bridgeriver is also a licensed insurance agency and discloses that some representatives may receive commissions for insurance sales and that the owner may receive fees for recommending legal services for wills and trusts; the brochure describes fiduciary and code-of-ethics measures and due diligence (including on service providers using AI/machine-learning) to address these conflicts.
To learn more about the advisors currently working at Bridgeriver Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bloomfield Hills, MI
| 14
|
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