Riverfront Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 30, 2026, reports $2.2B in regulatory assets under management, 46 employees, and 1,534 accounts.
Assets Under Management
$2.2B
Employees
46
Offices
--
Total Clients
1,534
Primary office
RICHMOND, VA
1214 EAST CARY STREET, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.2% of total clients.
Top client categories% of clientsClients
1
Individuals
77.2%
1,185
2
Irrevocable Trusts/Estates
20.7%
317
3
Corporations
1.1%
17
4
Pension Plans
0.5%
7
5
Investment Cos.
0.4%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 30, 2026
Discretionary100.0%
$2.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts1,534
10Y AUM Change$-3.6B (-61.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee33:1
10Y Employee Change+7 (+17.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.