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 provides investment management, wealth management, and financial planning to individuals, families, nonprofit institutions, and other entities. The firm operates two business lines — an Asset Management division that manages proprietary separate-account equity strategies and a Wealth Management division that offers full-service wealth management and managed model portfolios to clients and to third‑party advisors. The firm follows a value‑oriented, responsible‑investing process called the Three Pillar Approach®, emphasizing superior businesses, aligned management teams, and attractive valuations, and it constructs focused portfolios (roughly 25–45 holdings) including small‑ and micro‑capitalization strategies. Riverwater benchmarks its proprietary strategies to Russell indexes, provides periodic performance reporting to clients, and applies formal external manager due diligence for its model and advisory offerings. Riverwater’s structure and offerings are notable for a team firm: as of December 31, 2025 it reported $660,866,025 in AUM with $434,482,913 managed on a discretionary basis and $226,383,112 on a non‑discretionary basis, and it makes its proprietary strategies and model portfolios available to third‑party advisers. The firm discloses and documents the conflicts arising from recommending its proprietary strategies to wealth clients and describes mitigation measures (bundled fees for full‑service clients, standardized due diligence, and written client opt‑outs), and it also provides outsourced chief investment officer (OCIO) services for nonprofit clients.
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.
Name |
Location |
Years of experience |
|---|---|---|
Milwaukee, WI
| 5
| |
Milwaukee, WI
| 18
| |
Milwaukee, WI
| 8
| |
Milwaukee, WI
| 1
| |
Milwaukee, WI
| 9
| |
Milwaukee, WI
| 18
|
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