# River Wealth Advisors LLC

> 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.

- CRD: 173767
- Filed as: RIVER WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Camp Hill, PA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173767
- AdvisorCensus page: https://advisorcensus.com/firm/river-wealth-advisors-llc-camp-hill-pa-173767

## Quick answers

**How is River Wealth Advisors LLC compensated?**
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).

**How much does River Wealth Advisors LLC charge?**
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…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is River Wealth Advisors LLC located?**
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).

**Is River Wealth Advisors LLC registered with the SEC or a state?**
River Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173767.

**How much does River Wealth Advisors LLC manage?**
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).

**How have River Wealth Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does River Wealth Advisors LLC serve?**
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).

**Which custodians does River Wealth Advisors LLC use?**
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.

**Does River Wealth Advisors LLC report any disciplinary disclosures?**
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

**Does River Wealth Advisors LLC state an account minimum?**
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."

**What changed in River Wealth Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 15, 2026)

- Account minimum: None

> River Wealth does not impose any specific minimum account sizes for opening or maintaining an account.

- Hourly rate: $150 to $300 an hour (financial planning and consulting services under a…)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,469,312,573
- Discretionary: $1,441,116,595
- Non-discretionary: $28,195,978

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 504 | $228,345,603 |
| High net worth individuals | 372 | $1,186,052,376 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $8,213,242 |
| Charitable organizations | 12 | $22,773,664 |
| Corporations or other businesses not listed above | 4 | $23,927,688 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (11 years)
- Employees: 20 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DE, FL, IL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, SD, TN, TX, VA, VT, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Allentown, PA
- Lancaster, PA

### Websites listed on Form ADV (Item 1.I)
- riverwealthadvisors.com
- Facebook @RiverWealthAdvisors
- LinkedIn @9300544

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $818,300,220 | 15 | September 23, 2021 |
| October 2022 | $1,040,134,975 | 15 | March 25, 2022 |
| October 2023 | $896,649,243 | 15 | July 6, 2023 |
| October 2024 | $1,064,243,971 | 17 | August 13, 2024 |
| October 2025 | $1,257,151,714 | 17 | March 27, 2025 |
| October 2026 | $1,469,312,573 | 20 | September 9, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in LA.

### September 2026
- Registered or notice-filed in CO.

### July 2026
- 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.

### April 2026
- 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%).

### December 2025
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. River Wealth Advisors LLC (CRD 173767): Form ADV filing data as of October 2026.