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

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

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.

To learn more about the advisors currently working at RiverTree 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.