A complete list of active advisors currently associated with Riverwater Partners LLC

Warmer can help you find a great advisor at Riverwater Partners LLC or one who fits your needs even better.

Riverwater Partners serves a mix of individual and institutional clients — including individuals, trusts, estates, charitable organizations, corporations, and other business entities — and also provides model portfolios to third‑party advisors. The firm offers wealth management and financial planning services, separately managed equity strategies, and a set of Managed Model Portfolios. Its investment approach emphasizes a value‑oriented, responsible‑investing framework (the Three Pillar Approach®) applied across focused separate‑account equity strategies (named Sustainable Value, Micro Opportunities, and Small Cap) that typically hold 25–45 stocks. For broader wealth management, the firm blends active external manager selection with low‑cost passive instruments, tailors portfolios to client objectives, and delivers regular performance reporting. Noteworthy features compared with many peers include its role as a wrap‑fee program participant and its provision of model portfolios to other investment advisers, along with a substantial portion of assets reported as non‑discretionary (about $226 million of roughly $661 million in AUM). The Form ADV also discloses principals’ outside industry roles and the firm’s use of reported performance information in client materials.

To learn more about the advisors currently working at Riverwater Partners 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.