Riverstone Advisors, LLC logo

Riverstone Advisors, LLC

Updated today

Client assets under management

$619,906,879

Clients

167

50% high-net worth

Advisors

4

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

42

Low

Average account size

$3,712,017

About

Riverstone Advisors, LLC is an SEC-registered investment adviser that manages roughly $640.9 million on a discretionary basis for individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm offers tailored wealth management and investment consulting services and operates a family office model for clients with investable assets of $20 million or more, providing services such as estate and philanthropic planning, bill‑pay support, and access to private investment opportunities.

The firm constructs customized portfolios using a combination of fundamental and technical analysis with a generally long‑term orientation, while rebalancing or trading shorter‑term as client needs and market conditions warrant. Riverstone conducts internal due diligence, may retain legacy holdings for tax or fit reasons, and sometimes implements strategies through unaffiliated independent managers or private placements and alternatives.

Notable characteristics relative to peers include a compact advisory team of four serving 167 clients, which corresponds to a comparatively high average account size and supports more individualized family office engagements. Riverstone also discloses trustee relationships and custody access that trigger annual surprise examinations, participates in an institutional platform relationship that provides software and trading support while operating as a fee‑only adviser, and addresses specialized services such as securities‑backed lines of credit.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Family Business

Fee options

Percentage

$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001+: 0.50% annually

Other

Account minimum: $750,000 Fee-only: Investment consulting services fixed fees range from $500 to $5,000, negotiable based on service complexity

Main office location

Riverstone Advisors, LLC

New Braunfels TX, United States

Number of offices

2

Most active in

California · Florida · Georgia · Louisiana · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John H

CFA®, Series 63

New Braunfels, TX

Riverstone Advisors, LLC

John Hanson is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Riverstone Advisors, LLC since 2012. Riverstone Advisors is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $390 million in assets, offering discretionary wealth management, investment consulting, and family office–style services with a long-term investment approach combined with flexibility for tactical adjustments.

Wealth management Family Business
user avatar

Matthew W

Series 65

Atlanta, GA

Riverstone Advisors, LLC

Matthew Williams is a financial advisor at Riverstone Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Google LLC for seven years and AB InBev for one year. Riverstone Advisors is a fee-only, SEC-registered investment adviser that serves individuals, trusts, estates, charitable organizations, and business entities with discretionary wealth management, investment consulting, and family office–style services. The firm employs a combination of fundamental and technical analysis with a long-term orientation, managing client portfolios using a range of securities and alternative investments.

Wealth management Family Business
user avatar

Allison R

Series 65

New Braunfels, TX

Riverstone Advisors, LLC

Allison Rickerson is a financial advisor at Riverstone Advisors, LLC in New Braunfels, TX, holding a Series 65 designation with four years of industry experience. She is also a part-owner of River Road Consulting, LLC, a record-keeping and accounting business. Riverstone Advisors is a fee-only, SEC-registered firm providing discretionary wealth management, investment consulting, and family office–style services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $390 million in client assets, combining fundamental and technical analysis with a long-term investment orientation while maintaining flexibility for tactical adjustments.

Wealth management Family Business
user avatar

Leslie L

CFA®, Series 63, Series 65

New Braunfels, TX

Riverstone Advisors, LLC

Leslie Lammers is a CFA charterholder with 24 years of industry experience, currently serving as an advisor at Riverstone Advisors, LLC since 2004. Based in New Braunfels, TX, he holds Series 63 and Series 65 licenses and has worked exclusively at Riverstone Advisors during his career. Riverstone Advisors is a fee-only, SEC-registered investment adviser providing discretionary wealth management, investment consulting, and family office–style services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis with a long-term focus, managing approximately $390 million in assets for around 153 clients.

Wealth management Family Business
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