INDEPENDENCE, OHCRD 162318Latest ADV March 6, 2026
Riverview Research, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Independence, OH. Its latest Form ADV filing, dated March 6, 2026, reports $991M in regulatory assets under management, 3 employees, and 165 accounts.
Assets Under Management
$991M
Employees
3
Offices
--
Total Clients
34
Primary office
INDEPENDENCE, OH
6595 BRECKSVILLE ROAD, SUITE 3, INDEPENDENCE, OH, United States
Top client segmentHNWI represent 82.4% of total clients.
Top client categories% of clientsClients
1
HNWI
82.4%
28
2
Charitable
17.6%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$991Mas of March 6, 2026
Discretionary90.7%
$898M
91% of total RAUM90.7%
Non-discretionary9.3%
$92M
9% of total RAUM9.3%
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$991M
Total Accounts165
10Y AUM Change+$515M (+108.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee11:1
10Y Employee Change+1 (+50.0%)
* 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.