{
  "crd_number": 173767,
  "slug": "river-wealth-advisors-llc-camp-hill-pa-173767",
  "primary_business_name": "RIVER WEALTH ADVISORS LLC",
  "legal_name": "RIVER WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Camp Hill",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "25420",
  "metro": {
    "cbsa_code": "25420",
    "common_name": "Harrisburg",
    "msa_name": "Harrisburg-Carlisle, PA",
    "path": "/advisors/pa/harrisburg"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-11-28",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 1469312573.0,
  "raum_discretionary": 1441116595.0,
  "raum_non_discretionary": 28195978.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 20,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 22773664.0,
      "count": 12
    },
    "individuals": {
      "raum": 228345603.0,
      "count": 504
    },
    "pension_profit_sharing": {
      "raum": 8213242.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 1186052376.0,
      "count": 372
    },
    "corporations_other_businesses": {
      "raum": 23927688.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "IL",
    "LA",
    "MA",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "SD",
    "TN",
    "TX",
    "VA",
    "VT",
    "WY"
  ],
  "websites": [
    "https://facebook.com/RiverWealthAdvisors",
    "https://linkedin.com/COMPANY/9300544",
    "https://riverwealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173767",
  "city_as_filed": "CAMP HILL",
  "url": "https://advisorcensus.com/firm/river-wealth-advisors-llc-camp-hill-pa-173767",
  "display_name": "River Wealth Advisors LLC",
  "summary": "River Wealth Advisors LLC is an SEC-registered investment advisory firm in Camp Hill, PA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.",
  "citation": "AdvisorCensus. River Wealth Advisors LLC (CRD 173767): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is River Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), River Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does River Wealth Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 states: Hourly rate: $150 to $300 an hour (financial planning and consulting services under a stand-alone engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is River Wealth Advisors LLC located?",
      "a": "River Wealth Advisors LLC's principal office is in Camp Hill, PA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is River Wealth Advisors LLC registered with the SEC or a state?",
      "a": "River Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173767."
    },
    {
      "q": "How much does River Wealth Advisors LLC manage?",
      "a": "River Wealth Advisors LLC reports $1,469,312,573 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (98% discretionary)."
    },
    {
      "q": "How have River Wealth Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for River Wealth Advisors LLC: Regulatory assets under management: $818,300,220 in the October 2021 data and $1,469,312,573 in the October 2026 data, up 80%. Total employees: 15 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does River Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (504); high net worth individuals (372); charitable organizations (12)."
    },
    {
      "q": "Which custodians does River Wealth Advisors LLC use?",
      "a": "River Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does River Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173767"
    },
    {
      "q": "Does River Wealth Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 says: \"River Wealth does not impose any specific minimum account sizes for opening or maintaining an account.\""
    },
    {
      "q": "What changed in River Wealth Advisors LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in LA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 818300220.0,
      "total_employees": 15,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1040134975.0,
      "total_employees": 15,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 896649243.0,
      "total_employees": 15,
      "filing_date": "2023-07-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1064243971.0,
      "total_employees": 17,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1257151714.0,
      "total_employees": 17,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1469312573.0,
      "total_employees": 20,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    },
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)).",
        "Changed its office addresses in Lancaster, PA.",
        "Registered or notice-filed in CT."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 9.",
        "Regulatory assets under management went from $1,257,151,714 to $1,469,312,573 (+17%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 to $300 an hour (financial planning and consulting services under a stand-alone engagement)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "River Wealth does not impose any specific minimum account sizes for opening or maintaining an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $300 an hour (financial planning and consulting services under a stand-alone engagement)"
        ],
        "quotes": [
          "River Wealth generally charges an hourly fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable but generally range from $150 to $300 on an hourly basis"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning and consulting services under a stand-alone engagement"
        }
      ]
    },
    "quotes": [
      "River Wealth does not impose any specific minimum account sizes for opening or maintaining an account.",
      "River Wealth generally charges an hourly fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable but generally range from $150 to $300 on an hourly basis"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/river-wealth-advisors-llc-camp-hill-pa-173767.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 504,
      "fewer_than_5": false,
      "raum": 228345603.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 372,
      "fewer_than_5": false,
      "raum": 1186052376.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 8213242.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 22773664.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 23927688.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173767",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}