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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-17-2013
- Office Locations
- 1
Office Locations
About Rivertree Advisors, LLC
RiverTree Advisors, LLC is an independent, fee-only, SEC-registered RIA serving retail clients. The firm provides investment management and financial planning, emphasizing clear communication, client service, and technology-enabled advice with a flexible investment philosophy. Portfolios are ETF-centric and built around asset allocation and risk management, with custody through Raymond James and reporting via Black Diamond.
Team overview
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Client Personas
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Platform
Services
Technology
Owner & Executives
THEODORE SPENCER RICH
Advisor, Chief Compliance Officer, President
- CRD
- #2592493
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Lisa Ann Grady-Strange
Firm Administration
- CRD
- #6727598
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,796,705 | $550,290 |
| Non-Discretionary | $636,803 | $79,600 |
| Total | $184,433,508 | $539,279 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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