Riverview Capital Advisers LLC logo

Riverview Capital Advisers LLC

Updated today

Client assets under management

$624,065,302

Clients

221

53% high-net-worth

Advisors

5

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

44

Low

Average account size

$2,823,825

About

Riverview Capital Advisers serves individuals, high‑net‑worth families, and business owners, offering investment management, wealth management and financial planning, family office services, and business advisory services. The firm reports about $624 million in regulatory assets under management and additionally oversees roughly $2.75 billion in assets under advisement.

Riverview typically manages client portfolios on a discretionary basis using strategic asset allocation and fundamental analysis, and it may place portions of accounts with third‑party portfolio managers or sub‑advisers. Its wealth and family office work integrates retirement and cash‑flow planning, tax coordination and estate/charitable planning, and for ultra‑high‑net‑worth clients provides bespoke services such as intergenerational governance, concierge administrative functions (bill pay, private bookkeeping) and business succession consulting.

Distinctive features include the recent consolidation of a previously used d/b/a into the Riverview identity and a related operating entity that offers business advisory and operational consulting to some clients. The firm discloses that it generally does not vote client proxies, and the combined total of regulatory AUM plus assets under advisement is approximately $3.38 billion.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Family Office and Business Advisory Services generally start at $60,000 annually, billed quarterly; also flat fees or fixed fees negotiable per project

Percentage

Less than $5,000,000 - $5,000,000: 1.00% $5,000,000.01+: As Agreed

Project-based

$150 to $500 per hour for Business Advisory and Consulting Services, if elected

Other

Account minimum: $5,000,000

Main office location

Riverview Capital Advisers LLC

265 Franklin Street, Suite 403

Boston MA 02110, United States

Number of offices

1

Most active in

California · Connecticut · Florida · Massachusetts · New Hampshire · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kevin B

Series 63, Series 66

Boston, MA

Riverview Capital Advisers LLC

Kevin Bonacci is a financial advisor at Riverview Capital Advisers LLC with 11 years of industry experience. He has held prior roles at The O.N. Equity Sales Company, Ohio National Insurance Company, and Fidelity Investments. Outside of his advisory work, he volunteers as a climbing instructor with the Appalachian Mountain Club. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, family office services, and business advisory services. The firm manages portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and offers tailored wealth planning and business consulting for ultra-high-net-worth clients.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
user avatar

Nicole H

CFP®, Series 63, Series 65

Boston, MA

Riverview Capital Advisers LLC

Nicole Heavern is a CFP® with nine years of experience in the financial services industry. She has been with Riverview Capital Advisers LLC since 2020 and previously worked at Charles Schwab bank and State Street Corporation. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages portfolios using strategic asset allocation and fundamental analysis and offers specialized services for ultra-high-net-worth clients, including intergenerational governance and business succession consulting.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
user avatar

Benjamin S

Series 65

Boston, MA

Riverview Capital Advisers LLC

Benjamin Seaman is a financial advisor at Riverview Capital Advisers LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Riverview Capital Advisers in 2023, he worked at RPL International and Eisner Advisory Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees roughly $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis as part of its discretionary portfolio management approach.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
user avatar

Paula P

Series 63, Series 65

Boston, MA

Riverview Capital Advisers LLC

Paula Pienkowska is a financial advisor at Riverview Capital Advisers LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Riverview Capital Advisers since 2006. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages client portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and oversees approximately $624 million in assets under management and $2.75 billion in assets under advisement.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
user avatar

Alan A

Series 63, Series 65

Boston, MA

Riverview Capital Advisers LLC

Alan Arcadipane is a financial advisor at Riverview Capital Advisers LLC with 22 years of industry experience. He has been with Riverview since 2006. Outside of his advisory role, Alan is principal of several private investment firms involved in private equity and hospitality, including R.T. Hawk LLC, Hawk Properties LLC, and Yellowfin Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth planning, family office, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees an additional $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis in its portfolio management.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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