A complete list of active advisors currently associated with Riskbridge Advisors, LLC

Warmer can help you find a great advisor at Riskbridge Advisors, LLC or one who fits your needs even better.

RiskBridge Advisors is an independent SEC-registered advisory firm that serves a mix of institutional clients — including nonprofit organizations, foundations, corporations and insurance companies — as well as high-net-worth individuals, families, and family offices. The firm provides outsourced chief investment officer (OCIO) and specialized advisory services for institutions and delivers private wealth management, financial planning, and family office solutions to individual and family clients. RiskBridge’s investment process is risk-first and factor-based, centering on a volatility-targeting framework and its Managed Volatility Portfolio (MVP) strategies, supported by proprietary capital markets research and continuous manager due diligence. Portfolios are implemented across both discretionary mandates and non-discretionary arrangements, including sub‑advisory and model/TAMP distributions, with explicit governance around tracking error and absolute volatility controls. Distinctive features include a substantial advisory footprint beyond regulatory AUM — roughly $898 million in SEC AUM while providing advice on over $64.7 billion in client investable assets — reflecting significant non‑discretionary and platform relationships. The firm also discloses an ownership and reciprocal-referral relationship with an independent insurance agency, works directly with insurance-company clients, and licenses model strategies and research to third‑party platforms.

To learn more about the advisors currently working at Riskbridge 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.