Data / Investment advisers / Florida / Rivertree Advisors, LLC
Rivertree Advisors, LLC, Winter Park, FL: $184 million AUM, SEC registered investment adviser
Rivertree Advisors, LLC is an SEC registered investment adviser with its main office in Winter Park, Florida and reports $184 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 168065
- SEC file number
- 801-78200
- SEC status
- Approved, effective June 17, 2013
- Main office
- 941 West Morse Boulevard Suite 100, Winter Park, FL 32789
- Phone
- (407) 599-1104
- Website
- rivertree.co
- Regulatory AUM
- $184,433,508 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $183,796,705
- Non discretionary AUM
- $636,803
- Accounts
- 342
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $153.8 million |
| Individuals (other than high net worth individuals) | 80 | $30.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $184.4 million | March 24, 2026 |
| December 1, 2025 | $177.4 million | March 14, 2025 |
Other advisers in Winter Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Barr Financial Services, LLC | Winter Park | $269.2 million | Not listed | adviserinfo.sec.gov |
| Spraker West Wealth Management, Inc | Winter Park | $265.3 million | Not listed | adviserinfo.sec.gov |
| Coastal Investment Company, LLC | Winter Park | $262.9 million | 41 | adviserinfo.sec.gov |
| Matthias Private Wealth, LLC | Winter Park | $242.8 million | Not listed | adviserinfo.sec.gov |
| Ponta Wealth Partners, LLC | Winter Park | $214.3 million | Not listed | adviserinfo.sec.gov |
| Sandhill Wealth Management, Inc. | Winter Park | $118.5 million | Not listed | adviserinfo.sec.gov |
| Lyons Wealth Management | Winter Park | $109.1 million | 1 | adviserinfo.sec.gov |
| Alphaq Advisors | Winter Park | $90.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winter Park, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Rivertree Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.