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

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

Riverstone Advisors, LLC is an SEC-registered investment adviser that manages roughly $640.9 million on a discretionary basis for individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm offers tailored wealth management and investment consulting services and operates a family office model for clients with investable assets of $20 million or more, providing services such as estate and philanthropic planning, bill‑pay support, and access to private investment opportunities. The firm constructs customized portfolios using a combination of fundamental and technical analysis with a generally long‑term orientation, while rebalancing or trading shorter‑term as client needs and market conditions warrant. Riverstone conducts internal due diligence, may retain legacy holdings for tax or fit reasons, and sometimes implements strategies through unaffiliated independent managers or private placements and alternatives. Notable characteristics relative to peers include a compact advisory team of four serving 167 clients, which corresponds to a comparatively high average account size and supports more individualized family office engagements. Riverstone also discloses trustee relationships and custody access that trigger annual surprise examinations, participates in an institutional platform relationship that provides software and trading support while operating as a fee‑only adviser, and addresses specialized services such as securities‑backed lines of credit.

To learn more about the advisors currently working at Riverstone 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.