Riverside Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Riverside Financial Advisors LLC provides discretionary asset management and financial planning and consulting services, and also offers managed accounts through a third‑party program (Orion Portfolio Solutions). Offerings include tailored portfolio construction, ongoing monitoring, and stand‑alone consultation or full financial plans.
The firm’s investment process uses quantitative tools such as Modern Portfolio Theory and Monte Carlo simulations to inform asset allocation and retirement planning, and it implements strategies that can include long‑ and short‑term purchases, option strategies, and margin where appropriate. Accounts are managed on a discretionary basis, custody is maintained with major custodians (the firm names Schwab and Fidelity), and performance and account statements are delivered through those custodians.
Noteworthy for a small, recently formed advisory team, the firm manages roughly $22.4 million across a limited client base and discloses an affiliated insurance business whose representatives receive commission compensation and spend a material portion of time on insurance activities (approximately 24% as disclosed). The brochure also discloses that the firm does not vote client proxies (clients receive proxies directly from custodians) and that it does not sponsor wrap fee programs.
Client services
Expertise
Fee options
Flat fee financial plans $750 to $4,000 and consultation services $100 to $5,000 (negotiable)
$0 - $250,000: 1.00% annually $250,000.01 - $500,000: 0.90% annually $500,000.01 - $1,000,000: 0.80% annually $1,000,000.01 - $2,000,000: 0.70% annually $2,000,000.01+: 0.60% annually
Insurance products sales commission received by principal as an insurance agent separate from advisory fees
Fee-only: Financial planning flat fees between $750 and $4,000; consultation services flat fees between $100 and $5,000, negotiable
Main office
8085 Saltsburg Road, Suite 201
Pittsburgh PA 15239
Advisors at this office
6
Most active in
Florida · New Jersey · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Timothy M
Series 63, Series 65
Pittsburgh, PA
Riverside Financial Advisors LLC
Timothy Mc Mullen is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Saxony Securities, Inc., Saxony Capital Management, LLC, and Florida Financial Advisors. He is also owner of McMullen Industries, Limited, an insurance agency. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, employing quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations in portfolio construction and retirement planning. The firm manages approximately $22.4 million for a limited client base and utilizes custodians including Schwab and Fidelity.
Kirtland S
Series 65
Pittsburgh, PA
Riverside Financial Advisors LLC
Kirtland Sippola is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He has one year of industry experience, previously working at McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, using quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians and offers tailored financial solutions for a limited client base.
James B
Series 65
Pittsburgh, PA
Riverside Financial Advisors LLC
James Barker is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He began his professional career in 2025 after completing his education and has been with Riverside Financial Advisors since 2026. Outside of his advisory role, he is also associated with McMullen Industries, Limited. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, utilizing quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations for portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major providers and serves a limited client base.
Sean D
Series 63, Series 65
Pittsburgh, PA
Riverside Financial Advisors LLC
Sean Diorio is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with six years of industry experience. He holds Series 63 and Series 65 registrations. His prior experience includes roles at Trinity Wealth Securities L.L.C., Saxony Securities, Inc., and Saxony Capital Management, LLC. In addition to his advisory work, he is an insurance agent with McMullen Industries, Limited. Riverside Financial Advisors LLC is a small advisory team that provides discretionary asset management and financial planning services. The firm uses quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide asset allocation and retirement planning, managing approximately $22.4 million for a limited client base.
Evan H
Series 63, Series 65
Pittsburgh, PA
Riverside Financial Advisors LLC
Evan Hufnagle is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment, Trinity Wealth Securities, and Florida Financial Advisors DBA Tristate Financial Advisors. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians such as Schwab and Fidelity.
Donato G
Series 65
Pittsburgh, PA
Riverside Financial Advisors LLC
Donato Gentile is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside Financial Advisors since 2026. Prior to joining the firm, he was affiliated with McMullen Industries, Limited and spent ten years as a full-time student. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis and offers tailored investment strategies for a limited client base.
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