Bridgeriver Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,597,323
Clients
200
4% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
200
Very HighAverage account size
$317,987
About
Bridgeriver provides investment advisory and portfolio management services to individuals, high net worth individuals, and business entities, delivering customized asset-allocation portfolios and financial planning. The firm emphasizes non-discretionary portfolio management—obtaining client authorization before executing trades—and does not sponsor a wrap program.
Portfolios are built through personal interviews and are monitored using asset-allocation analysis, third‑party research, and computer models, with quarterly custodial statements and periodic reviews. Accounts receive a formal review at least quarterly and an annual meeting, with additional reviews prompted by market or client-specific changes.
The firm is notable among peers for operating primarily with non‑discretionary assets under management, a structure that keeps trading decisions with clients rather than delegated authority. Bridgeriver is also a licensed insurance agency and discloses that some representatives may receive commissions for insurance sales and that the owner may receive fees for recommending legal services for wills and trusts; the brochure describes fiduciary and code-of-ethics measures and due diligence (including on service providers using AI/machine-learning) to address these conflicts.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Fee options
$0 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.85% annually $5,000,000+: 0.65% annually
Main office location
Bridgeriver Advisors LLC
40900 Woodward Ave, Ste 150
Bloomfield Hills MI 48304, United States
Number of offices
1
Most active in
Bridgeriver Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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