Firm profile

RIVER STREET ADVISORS, LLC

AURORA, ILCRD 153537Latest ADV March 4, 2026

River Street Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aurora, IL. Its latest Form ADV filing, dated March 4, 2026, reports $539M in regulatory assets under management, 12 employees, 4 offices, and 1,081 accounts.

Assets Under Management
$539M
Employees
12
Offices
4 offices
Total Clients
492
Primary office
AURORA, IL
37 S. RIVER STREET, AURORA, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEORichard A. Gartelmann
CCODavid B. Bach
CIOSteven C. Meves

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 68.7% of total clients.
Top client categories% of clientsClients
1
Individuals
68.7%
338
2
HNWI
28.3%
139
3
Corporations
2.4%
12
4
Charitable
0.6%
3
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$539Mas of March 4, 2026
Discretionary96.6%
$521M
97% of total RAUM96.6%
Non-discretionary3.4%
$18M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$539M
Total Accounts1,081
10Y AUM Change+$424M (+366.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee41:1
10Y Employee Change-1 (-7.7%)

* 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.