RIVER CRESCENT ADVISORS, LLC
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About the firm
At River Crescent Advisors, we understand that financial planning is not just about managing money—it's about securing your future and achieving your personal goals. We offer a range of services, including investment management, retirement planning, estate planning, and tax optimization, which seek to help you make informed decisions and maximize your financial potential. Our approach is built on trust and collaboration, taking the time to understand your financial situation and long-term objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, estate planning, and tax optimization, with a holistic approach that combines thoughtful strategies with expert insights.
Who they serve
Individuals preparing for retirement, planning for their children's education, or navigating complex tax strategies, as well as those seeking to build a secure, prosperous future for themselves and their families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 115 | $17M |
| High Net Worth Individuals | 25 | $120M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RIVER CRESCENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.