WINTER PARK, FLCRD 168065Latest ADV March 24, 2026
Rivertree Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 24, 2026, reports $184M in regulatory assets under management, 3 employees, and 342 accounts.
Assets Under Management
$184M
Employees
3
Offices
--
Total Clients
103
Primary office
WINTER PARK, FL
941 WEST MORSE BOULEVARD, SUITE 100, WINTER PARK, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.7% of total clients.
Top client categories% of clientsClients
1
Individuals
77.7%
80
2
HNWI
22.3%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of March 24, 2026
Discretionary99.7%
$184M
100% of total RAUM99.7%
Non-discretionary0.3%
$637K
0% of total RAUM0.3%
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$184M
Total Accounts342
10Y AUM Change+$49M (+36.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* 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.