RIVER WEALTH ADVISORS LLC
SEC RegisteredEnriching the lives of our clients and community
About the firm
River Wealth Advisors provides a concierge approach to wealth management, harnessing the skills of highly accredited and experienced professionals who work with clients to plan for their future. The firm offers services beyond investing, collaborating with attorneys, CPAs, insurance brokers, pension plan administrators, and others to address the full financial picture of its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, comprehensive advice and financial planning, retirement planning, trust and estate planning, legacy mapping, business planning, female focused investing, retirement plans for businesses, non-profit partnerships, business valuation consulting, loans and financing, succession planning, budgeting and cash management, home mortgage, tax planning strategies, charitable giving, education planning, long-term care, Medicare planning, and wealth transfer.
Who they serve
Clients at various stages in life with different needs and objectives, including individuals, businesses, non-profits, and female-focused investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 504 | $228M |
| High Net Worth Individuals | 372 | $1.2B |
| Charitable Organizations | 8 | $8.2M |
| State/Municipal Entities | 12 | — |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
Data as of March 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 WEALTH 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.