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RIVERVIEW CAPITAL ADVISERS LLC
CRD 140377 · SEC 801-66623
265 FRANKLIN STREET, SUITE 403, BOSTON, MA, 02110, United States
Phone
617-423-0080
Fax
617-423-0092
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$624.1M
Discretionary AUM
$584.1M
Team
8 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SEE SCHEDULE D. MISCELLANEOUS
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $58.5M |
| High net worth individuals | 117 | $565.6M |
States served
CA, MA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD