CRD: 173767
River Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-28-2014
- Office Locations
- 3
Office Locations
About River Wealth Advisors LLC
River Wealth Advisors is a Pennsylvania-based RIA offering a concierge approach to wealth management and financial planning. The team helps clients clarify risk tolerance and build asset-allocation portfolios using ETFs, mutual funds, and fixed income, alongside tax, estate, retirement, and insurance planning. The practice works with business owners and entrepreneurs and primarily custodies with Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RALPH E MANNA III
Advisor, Chief Compliance Officer
- CRD
- #4187912
- Ownership
- Less than 5%
EDWARD BERNARD O'GORMAN
Chief Executive Officer, Managing Partner
- CRD
- #5656714
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JENNIFER ANN COLLINS
Wealth Advisor
- CRD
- #2479468
BENJAMIN EARL DUM
Wealth Advisor
- CRD
- #2726530
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,441,116,595 | $566,477 |
| Non-Discretionary | $28,195,978 | $626,577 |
| Total | $1,469,312,573 | $567,521 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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