A complete list of active advisors currently associated with James River Asset Management, LLC

Warmer can help you find a great advisor at James River Asset Management, LLC or one who fits your needs even better.

James River Asset Management serves individual and high‑net‑worth clients alongside institutional clients such as pension plans, charitable organizations, and corporations, managing about $273.8 million for roughly 411 clients through a five‑adviser team. The firm provides discretionary portfolio management, integrated financial planning (standard planning is included with management), and pension consulting to employee benefit plans. Investment management is delivered via proprietary model portfolios overseen by an internal investment committee, with methods that include fundamental analysis and a long‑term purchase orientation across a risk spectrum from capital preservation to aggressive growth. Accounts are custodied primarily at Charles Schwab or held through American Funds or Mutual Securities, and the firm conducts ongoing monitoring and periodic reviews with client reporting. Distinctive aspects of the firm include a formal pension consulting program that provides participant education and enrollment meetings and the delivery of investment‑related seminars, services the firm highlights in its brochure. Advisors are licensed insurance agents, the firm acts as a Fiduciary Advisor in Mutual Securities’ Evolve program and receives a portion of trail compensation from that brokerage business, and it is affiliated with Guidewater LLC, which provides special‑needs resource coordination — arrangements that broaden its service mix beyond typical retail wealth management.

To learn more about the advisors currently working at James River Asset Management, 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.