Riverview Capital Advisers LLC logo

Riverview Capital Advisers LLC

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Client assets under management

$624,065,302

Clients

221

53% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

44

Low

Average account size

$2,823,825

About

Riverview Capital Advisers serves individuals, high‑net‑worth families, and business owners, offering investment management, wealth management and financial planning, family office services, and business advisory services. The firm reports about $624 million in regulatory assets under management and additionally oversees roughly $2.75 billion in assets under advisement.

Riverview typically manages client portfolios on a discretionary basis using strategic asset allocation and fundamental analysis, and it may place portions of accounts with third‑party portfolio managers or sub‑advisers. Its wealth and family office work integrates retirement and cash‑flow planning, tax coordination and estate/charitable planning, and for ultra‑high‑net‑worth clients provides bespoke services such as intergenerational governance, concierge administrative functions (bill pay, private bookkeeping) and business succession consulting.

Distinctive features include the recent consolidation of a previously used d/b/a into the Riverview identity and a related operating entity that offers business advisory and operational consulting to some clients. The firm discloses that it generally does not vote client proxies, and the combined total of regulatory AUM plus assets under advisement is approximately $3.38 billion.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Family Office and Business Advisory Services generally start at $60,000 annually, billed quarterly; also flat fees or fixed fees negotiable per project

Percentage

Less than $5,000,000 - $5,000,000: 1.00% $5,000,000.01+: As Agreed

Project-based

$150 to $500 per hour for Business Advisory and Consulting Services, if elected

Other

Account minimum: $5,000,000

Main office location

Riverview Capital Advisers LLC

265 Franklin Street, Suite 403

Boston MA 02110, United States

Number of offices

1

Most active in

California · Connecticut · Florida · Massachusetts · New Hampshire · Texas

Disclosures

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

Business activities & affiliations

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