A complete list of active advisors currently associated with Riverview Capital Advisers LLC

Warmer can help you find a great advisor at Riverview Capital Advisers LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Riverview Capital Advisers 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.

Warmer team member

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.

Find your advisor

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”)