RiverTree Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RiverTree provides investment management, financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates and business entities. The firm manages approximately $184 million across about 103 client relationships, with nearly all assets handled on a discretionary basis and no stated account minimum.
RiverTree uses proprietary, style‑based portfolios that rely primarily on ETFs complemented by individual securities, applying both fundamental and technical research to rank trends and reallocate holdings—typically on a quarterly cadence. Portfolios are tailored to clients’ risk tolerance, time horizon and liquidity needs, and clients may impose reasonable restrictions so long as they do not materially impede management.
Distinctive features include a small advisory team supporting a relatively large asset base, yielding a higher assets‑per‑advisor ratio than many peers, and a formal institutional custodian relationship that provides research, block‑trading capabilities and practice‑support software as part of its platform. The firm also maintains limited standing‑letter‑of‑authorization arrangements for client disbursements and does not accept proxy‑voting authority for client securities.
Client services
Expertise
Fee options
$2,500 to $25,000 fixed fee for financial planning and consulting
$0 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
$250 to $500 per hour for financial planning and consulting
Fee-only: Investment management fees based on asset tiers; Financial planning and consulting fees fixed or hourly (hourly $250-$500; fixed $2,500-$25,000)
Main office
941 West Morse Boulevard, Suite 100
Winter Park FL 32789-3781
Advisors at this office
2
Most active in
Colorado · Florida · 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Lisa G
Series 65
Winter Park, FL
RiverTree Advisors, LLC
Lisa Grady Strange is a financial advisor at RiverTree Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has been with RiverTree Advisors since 2015. RiverTree Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a flexible, ETF-centric investment approach that combines fundamental and technical analysis, managing accounts primarily on a discretionary basis while tailoring portfolios to clients’ risk tolerances and objectives.
Theodore R
Series 63, Series 65
Winter Park, FL
RiverTree Advisors, LLC
Theodore Rich is a financial advisor with RiverTree Advisors, LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with RiverTree Advisors since 2013. RiverTree Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $177.4 million across about 108 client relationships. The firm employs a flexible, ETF-centric investment approach that combines fundamental and technical analysis, offering discretionary portfolio management tailored to clients’ risk tolerances and liquidity needs.
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