Riverstone Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Riverstone provides wealth management, financial planning, investment consulting and family office services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. Services range from discretionary portfolio management and financial planning to standalone consulting engagements, with a dedicated Family Office offering for clients with $20 million or more in investable assets that can include estate planning coordination, family governance, bill pay and access to private opportunities.
The firm acts as a fiduciary and combines fundamental and technical analysis in a primarily long‑term investment approach while retaining flexibility to trade more short‑term for rebalancing or tactical reasons. Portfolios are customized following in‑depth client discussions and may include individual securities, mutual funds, ETFs, private placements, securities‑backed lines of credit and the use of unaffiliated independent managers, with procedures to monitor and reconcile valuations for illiquid holdings.
Noteworthy distinctions include managing roughly $641 million for about 167 clients with a relatively small advisory team and offering an explicit Family Office tier uncommon for firms of this size. Riverstone maintains an institutional custody relationship (Fidelity) that provides platform services such as software access, a dedicated trading desk and block trading, and because of trustee relationships and access to client login credentials the firm is subject to annual surprise custody examinations and specific safeguards around fee billing and asset transfers.
Client services
Expertise
Fee options
Investment consulting services fees generally range from $500 to $5,000, negotiated based on complexity.
$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.65% annually Over $5,000,000+: 0.50% annually
Account minimum: $750,000 Fee-only: Wealth management fees are fee-only and based on AUM; no commissions are charged.
Main office
See officeNew Braunfels TX
Advisors at this office
2
Most active in
California · Florida · Georgia · Louisiana · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John H
CFA®, Series 63
New Braunfels, TX
Riverstone Advisors, LLC
John Hanson is a CFA® charterholder with 11 years of industry experience. He has been with Riverstone Advisors, LLC since 2012. Riverstone Advisors provides wealth management, financial planning, investment consulting, and family office services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fiduciary approach combining fundamental and technical analysis, offering customized portfolios and a family office tier for clients with $20 million or more in investable assets.
Matthew W
Series 65
Atlanta, GA
Riverstone Advisors, LLC
Matthew Williams is a financial advisor at Riverstone Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining Riverstone Advisors in 2023, he worked at Google LLC from 2016 to 2023. Riverstone Advisors provides wealth management, financial planning, investment consulting, and family office services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering customized portfolios and a distinct Family Office tier for clients with $20 million or more in investable assets.
Leslie L
CFA®, Series 63, Series 65
New Braunfels, TX
Riverstone Advisors, LLC
Leslie Lammers is a CFA charterholder with 24 years of industry experience, currently serving as an advisor at Riverstone Advisors, LLC since 2004. Based in New Braunfels, TX, he holds Series 63 and Series 65 licenses and has worked exclusively at Riverstone Advisors during his career. Riverstone Advisors is a fee-only, SEC-registered investment adviser providing discretionary wealth management, investment consulting, and family office–style services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis with a long-term focus, managing approximately $390 million in assets for around 153 clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)