R
$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
5 Employees
64 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-29-2026
- Office Locations
- 1
Office Locations
8085 Saltsburg Road Suite 201 Pittsburgh PA
About Riverside Financial Advisors LLC
Riverside Financial Advisors LLC is a Pittsburgh-based RIA. The firm has been operating for 0 years. Managing $22.4M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$349.8K AVG AUM / CLIENT
0.5 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Timothy Brian McMullen
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7064867
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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J
James McGowan Barker
--
- CRD
- #8167992
Available
Available
Available
S
Sean Patrick Diorio
--
- CRD
- #7292169
Available
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Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,384,553 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,384,553 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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