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| Happy Holidays!! thanks for using AUM13F!! |
| River Wealth Advisors LLC
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| CRD # | 173767 |
| SEC # | 801-80629 |
| CIK # | 0001642570 |
| AUM | $1.3 B (2025-03-27) |
| Employees | 17 (41% Investors, 0% Brokers) |
| Phone | 717-888-9830 |
| Address | 100 Corporate Center Drive Camp Hill, PA 17011 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001642570 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 40.7 | ||
| Apple Inc | 38.5 | ||
| Nvidia Corp | 35.4 | ||
| J P Morgan Chase & Co | 19.5 | ||
| Alphabet Inc | 19.4 | ||
| VISA Inc | 18.1 | ||
| Amazon Com Inc | 17.7 | ||
| Accenture PLC | 16.9 | ||
| Metropcs Communications Inc | 14.8 | ||
| Amerisourcebergen Corp | 12.1 | ||
| Eaton Corp Ltd | 11.8 | ||
| Bank of America Corp /DE/ | 10.9 | ||
| Take Two Interactive Software Inc | 10.2 | ||
| Chipotle Mexican Grill Inc | 9.7 | ||
| Ace Ltd | 9.4 | ||
| Salesforce Com Inc | 9.1 | ||
| Lilly Eli & Co | 8.7 | ||
| TJX Companies Inc /DE/ | 8.4 | ||
| Oracle Corp | 7.9 | ||
| Stryker Corp | 7.8 | ||
| Costco Wholesale Corp /NEW | 7.3 | ||
| BlackRock Inc | 7.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 502 | 217.6 |
| (b) Individuals (high net worth individuals) | 332 | 968.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 29.6 |
| (h) Charitable organizations | 11 | 19.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 22.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,422 | 1,257.2 |
| By Discretionary | ||
| Discretionary | 2,376 | 1,230.5 |
| Non-Discretionary | 46 | 26.6 |
| Total | 2,422 | 1,257.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 1,256.1 | |
| Total | 2,422 | 1,257.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001642570] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bay Colony Advisory Group Inc
✚
|
MA | 1.3 |
|
CornerStone Capital Inc
✚
|
CA | 1.3 |
|
Penn Davis McFarland Inc
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|
TX | 1.3 |
|
True Private Wealth Advisors LLC
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|
OR | 1.3 |
|
Fiduciary Services LLC
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|
ID | 1.3 |
|
Tanager Wealth Management LLP
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|
1.3 | |
|
Ironsides Asset Advisors LLC
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|
NC | 1.3 |
|
Meridian Wealth Partners LLC
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|
PA | 1.3 |
|
Legacy Financial Advisors Inc
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|
KY | 1.3 |
|
Next Century Growth Investors LLC
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|
MN | 1.3 |