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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2000
- Office Locations
- 1
Office Locations
About Riverbridge
Riverbridge is a Minneapolis-based investment adviser and asset manager serving retail and institutional clients. The firm runs ETF-centric separately managed accounts and provides portfolio construction and asset management solutions, including retirement plan and planning-related support. Notably, its SMA assets are predominantly in ETFs and it works with custodians such as Schwab and SEI.
Reported data analysis
What the numbers show
Between March 14, 2025 and March 13, 2026, reported AUM decreased 26.9%, from $6.9B to $5.0B.
Across 5 reported observations, AUM decreased 46.6% between May 19, 2022 and March 13, 2026, from $9.4B to $5.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 23 advisory representatives and 3,656 clients, or 159 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Riverbridge record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROSS M JOHNSON
Chief Investment Officer
- CRD
- #6276890
- Ownership
- Less than 5%
ANDREW LARKIN KING
DIRECTOR OF RELATIONSHIP MANAGEMENT
- CRD
- #5725883
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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JASON MICHAEL AHLGREN
Advisor
- CRD
- #5178290
Sarah Verduzco Colton
Principal
- CRD
- #7428651
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,027,039,568 | $1,375,011 |
| Non-Discretionary | $0 | -- |
| Total | $5,027,039,568 | $1,375,011 |
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Separately Managed Accounts
SMA allocation detail is available
Riverbridge has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Riverbridge's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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