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

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

River Crescent Advisors provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. Services described in the brochure include customized portfolio construction and ongoing supervision using ETFs, individual stocks, mutual funds, bonds and option contracts, along with standalone and integrated financial planning and retirement-account advice. The firm’s investment approach is grounded in fundamental analysis and generally targets long‑term strategies while permitting shorter‑term trades for rebalancing, tax management or cash needs. RCA constructs model portfolios to match client objectives and risk tolerances and may employ cash positions, option contracts, cryptocurrency ETFs and, where appropriate, leveraged or inverse ETFs as part of its allocations. A notable feature of the firm is that it sponsors a wrap fee program that bundles securities transaction costs and related “Covered Costs” into a single asset‑based advisory fee, a practice that is relatively uncommon among peers. Founded in late 2024 and operated by a small advisory team managing roughly $137 million in discretionary assets, the firm also maintains an institutional relationship with Schwab that provides technology and other economic benefits to the advisor.

To learn more about the advisors currently working at River Crescent 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.