Wealth manager, independent · Camp Hill, PA
River Wealth Advisors LLC
SEC-registered investment adviser · CRD 173767 · SEC 801-80629
At a glance
River Wealth Advisors LLC is an SEC-registered investment adviser based in Camp Hill, Pennsylvania, with $1.5B in regulatory assets under management as of its Form ADV filed September 9, 2026. It reports 876 individual clients, 372 of them high-net-worth, holding an average of about $1.6 million each, and 20 employees. That ranks it 752nd among the nation’s 5,657 independent wealth management RIAs and 56th of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 717-888-9830riverwealthadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #752 of 5,657
- Rank among all SEC RIAs
- #4,323 of 17,210
- Rank in Pennsylvania
- #56 of 260
- Individual clients
- 876
- High-net-worth clients
- 372
- Accounts
- 2,589
- Discretionary
- 98% of AUM
- Employees
- 20
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Edward B. O'GormanCEO, Managing Partner
- Ralph E MannaChief Compliance Officer
- Rebecca StevensonChief Client Officer, Managing Partner
Custody and brokerage
Broker-dealer
No broker-dealer ties
River Wealth Advisors LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 372 | $1.2B | 81% |
| Individuals | 504 | $228M | 16% |
| Corporations or other businesses | 4 | $24M | 2% |
| Charitable organizations | 12 | $23M | 2% |
| Pension and profit sharing plans | 8 | $8M | <1% |
Disciplinary disclosures
River Wealth Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗riverwealthadvisors.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- Rank against 2,565 peers of its type and size
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- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Roble, Belko and Company, Inc.Sewickley | $1.6B | 233 |
| Kintra Wealth, LLCWilliamsport | $1.5B | 2,914 |
| Tower Bridge AdvisorsWest Conshohocken | $1.5B | 761 |
| Ironview Capital Management, LLCConshohocken | $1.4B | 386 |
| Chadds Ford Wealth Partners, LLCChadds Ford | $1.3B | 60 |
| The Coury FirmPittsburgh | $1.3B | 206 |
Background
Questions
How much does River Wealth Advisors LLC manage?
River Wealth Advisors LLC reports $1.5B in regulatory assets under management across 2,589 accounts, 98% of it on a discretionary basis, on its Form ADV filed September 9, 2026.
How many clients does River Wealth Advisors LLC have?
It reports 876 individual clients: 372 high-net-worth individuals and 504 other individuals. Individuals account for about 96% of its regulatory assets.
Where is River Wealth Advisors LLC headquartered?
Its main office is in Camp Hill, Pennsylvania. It reports 3 offices in total and 20 employees, 9 of whom perform investment advisory functions.
How does River Wealth Advisors LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does River Wealth Advisors LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 9, 2026, it reports these amounts held: Charles Schwab ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is River Wealth Advisors LLC a hybrid RIA with a broker-dealer?
River Wealth Advisors LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is River Wealth Advisors LLC a fiduciary?
As an SEC-registered investment adviser, River Wealth Advisors LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is River Wealth Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →