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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

RIVER WEALTH ADVISORS LLC

CRD 173767

CAMP HILL, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:040da9b1-02ff-20bb-4012-ac04952b67a2

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 10
On other graphs: 0
Observed: Nov 17, 2014 to Sep 9, 2026
40 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Merchant Wealth Partners LLC

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $91.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 9
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,589
Individual clients: 504
High net worth clients: 372
Custody, client assets: $309M
SEC number: 801-80629
CIK: 1642570
CRD: 173767
Filings on the tape: 40
First filed: Nov 17, 2014
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JENNIFER ANN COLLINS	Certified Financial Planner	CAMP HILL, PA	10	29	1	no
EDWARD BERNARD O'GORMAN	Chartered Financial Analyst	CAMP HILL, PA	10	17	2	no
MARK LEE LOOMIS	n/a	CAMP HILL, PA	10	40	n/a	no
Rachel Stam	n/a	CAMP HILL, PA	7	14	n/a	no
RALPH E MANNA	n/a	CAMP HILL, PA	7	25	1	no
JUDITH ANN SAVCHAK	n/a	Allentown, PA	7	10	2	no
Debra Lynne Hippensteel	n/a	Allentown, PA	7	26	n/a	no
ANDREW O'GORMAN	Certified Financial Planner	Camp Hill, PA	6	13	n/a	no
ERIC ALEXANDER WIEGAND	Certified Financial Planner	Allentown, PA	6	19	7	no
JESSE HOMER ROBINSON	n/a	CAMP HILL, PA	4	10	n/a	no
BENJAMIN EARL DUM	Certified Financial Planner	CAMP HILL, PA	4	30	1	no
Heather L Rivas	Certified Financial Planner	CAMP HILL, PA	4	11	n/a	no
BRADFORD DOUGLAS HOUCHINS	Certified Financial Planner	ALLENTOWN, PA \| CAMP HILL, PA	2	25	2	no
William Mitchell Fenimore	n/a	CAMP HILL, PA \| Lancaster, PA	0	19	n/a	no
JAY JOSEPH JAJICH	n/a	CAMP HILL, PA	0	11	n/a	no
BRIAN J JANKOWSKI	Chartered Financial Analyst	CAMP HILL, PA	0	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MANNA, RALPH, E	CHIEF COMPLIANCE OFFICER	Na	yes	04/2019	Sep 9, 2026	Sep 9, 2026
O'GORMAN, EDWARD, BERNARD	CEO, MANAGING PARTNER	Na	yes	09/2021	Sep 9, 2026	Sep 9, 2026
RIVER WEALTH HOLDINGS, LLC	Member	E	yes	09/2021	Sep 9, 2026	Sep 9, 2026
STEVENSON, REBECCA	CHIEF CLIENT OFFICER, MANAGING PARTNER	Na	yes	09/2021	Sep 9, 2026	Sep 9, 2026
MERCHANT WEALTH PARTNERS, LLC	Member	C	yes	06/2023	Jun 13, 2023	Dec 18, 2024
O'GORMAN, EDWARD, BERNARD	Member	D	yes	09/2021	Jan 27, 2015	Dec 18, 2024
RWA LEGACY PARTNERS, LLC	MANAGING MEMBER	D	yes	09/2021	Sep 23, 2021	Dec 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Allentown	Pa	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.5B	$1.4B	20	9	2	n/a	n/a
2024	Mar 27, 2025	$1.3B	$1.2B	17	7	1	n/a	n/a
2023	Mar 29, 2024	$1.1B	$1.0B	17	7	1	n/a	n/a
2022	Mar 30, 2023	$897M	$893M	15	6	1	n/a	n/a
2021	Mar 25, 2022	$1.0B	$1.0B	15	7	2	n/a	n/a
2020	Mar 9, 2021	$818M	$818M	15	7	1	n/a	n/a
2019	Mar 25, 2020	$640M	$640M	14	7	1	n/a	n/a
2018	Mar 31, 2019	$492M	$492M	10	5	0	n/a	n/a
2017	Mar 29, 2018	$634M	$526M	9	6	0	n/a	n/a
2016	Mar 16, 2017	$525M	$437M	6	4	n/a	n/a	n/a
2015	Mar 29, 2016	$450M	$375M	6	4	n/a	n/a	n/a
2014	Jan 27, 2015	$0	$0	5	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.3B	16.9%	$897M	17.9%	20	17	2	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FMA ADVISORY INC	2	Dec 28, 2015	Jun 9, 2016	HARRISBURG, PA	Team lift out	Other	66.7%

Relationships

Registered with (17)

← BRIAN J JANKOWSKIAdvisorregistration: current employment
Jul 21, 2026 to presentfactForm ADV
← JAY JOSEPH JAJICHAdvisorregistration: current employment
Dec 15, 2025 to presentfactForm ADV
← William Mitchell FenimoreAdvisorregistration: current employment
Oct 16, 2025 to presentfactForm ADV
← BRADFORD DOUGLAS HOUCHINSAdvisorregistration: current employment
Jul 10, 2024 to presentfactForm ADV
← Heather L RivasAdvisorregistration: current employment
Sep 8, 2022 to presentfactForm ADV
← BENJAMIN EARL DUMAdvisorregistration: current employment
May 17, 2022 to presentfactForm ADV
← JESSE HOMER ROBINSONAdvisorregistration: current employment
Oct 4, 2021 to presentfactForm ADV
← ERIC ALEXANDER WIEGANDAdvisorregistration: current employment
May 13, 2020 to presentfactForm ADV
← ANDREW O'GORMANAdvisorregistration: current employment
Jan 1, 2020 to presentfactForm ADV
← Debra Lynne HippensteelAdvisorregistration: current employment
Aug 8, 2019 to presentfactForm ADV
← JUDITH ANN SAVCHAKAdvisorregistration: current employment
Aug 1, 2019 to presentfactForm ADV
← RALPH E MANNAAdvisorregistration: current employment
Apr 17, 2019 to presentfactForm ADV
← Rachel StamAdvisorregistration: current employment
Jan 14, 2019 to presentfactForm ADV
← MARK LEE LOOMISAdvisorregistration: current employment
Sep 8, 2016 to presentfactForm ADV
← JENNIFER ANN COLLINSAdvisorregistration: current employment
Jun 9, 2016 to presentfactForm ADV
← EDWARD BERNARD O'GORMANAdvisorregistration: current employment
Jun 9, 2016 to presentfactForm ADV
← Ryan BoyerAdvisorregistration: previous registration
Feb 28, 2022 to Mar 20, 2024factForm ADV

Controls (6)

← MANNA, RALPH, EOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 7, 2019 to Dec 18, 2024factForm ADV
← O'GORMAN, EDWARD, BERNARDOwnerMEMBER, ownership code D, individual
Jan 27, 2015 to Dec 18, 2024factForm ADV
← STEVENSON, REBECCAOwnerCHIEF CLIENT OFFICER, MANAGING PARTNER, ownership code NA, individual
Sep 23, 2021 to Dec 18, 2024factForm ADV
← MERCHANT WEALTH PARTNERS, LLCOwnerMEMBER, ownership code C, domestic entity
Jun 13, 2023 to Dec 18, 2024factForm ADV
← RIVER WEALTH HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 23, 2021 to Dec 18, 2024factForm ADV
← RWA LEGACY PARTNERS, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Sep 23, 2021 to Dec 18, 2024factForm ADV

Moved with (1)

← FMA ADVISORY INCRegistered adviser2 advisors, team lift out
Dec 28, 2015 to Jun 9, 2016factForm ADV

Dated events

Occurred
Dec 18, 2024
Control person left
Ann Jennifer Collins (Chief Business Officer) no longer on Schedule A of River Wealth Advisors Llc (listed 2024-08-13, absent 2024-12-18)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2024
Advisor changed firm
Ryan Boyer left River Wealth Advisors Llc for Lpl Financial Llc (registered 2024-12-11)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2022
Regulatory AUM changed
River Wealth Advisors Llc reported RAUM $1.0B, up 27% from $818.3M (2022-03-08 to 2022-03-25)
Form ADVobserved 4 days ago
$222M
Occurred
Sep 23, 2021
Control person joined
A Rebecca Mcclure (Chief Client Officer, Managing Partner) appeared on Schedule A of River Wealth Advisors Llc
Form ADVobserved 4 days ago
Occurred
Sep 23, 2021
Control person left
Ethan Robert Caplan (Managing Member) no longer on Schedule A of River Wealth Advisors Llc (listed 2021-03-09, absent 2021-09-23)
Form ADVobserved 4 days ago
Occurred
Mar 9, 2021
Regulatory AUM changed
River Wealth Advisors Llc reported RAUM $818.3M, up 28% from $639.9M (2021-01-12 to 2021-03-09)
Form ADVobserved 4 days ago
$178M
Occurred
Mar 25, 2020
Regulatory AUM changed
River Wealth Advisors Llc reported RAUM $639.9M, up 30% from $491.5M (2019-08-01 to 2020-03-25)
Form ADVobserved 4 days ago
$148M
Occurred
May 7, 2019
Control person joined
E Ralph Manna (Chief Compliance Officer) appeared on Schedule A of River Wealth Advisors Llc
Form ADVobserved 4 days ago
Occurred
Mar 31, 2019
Control person left
Daniel Charles Domer (Chief Compliance Officer) no longer on Schedule A of River Wealth Advisors Llc (listed 2019-03-11, absent 2019-03-31)
Form ADVobserved 4 days ago
Occurred
Nov 17, 2014
First Form ADV filing
Lan Capital Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:040da9b1-02ff-20bb-4012-ac04952b67a2
First observed: Nov 17, 2014
Last observed: Sep 9, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RIVER WEALTH ADVISORS LLC

CRD 173767

CAMP HILL, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:040da9b1-02ff-20bb-4012-ac04952b67a2

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JENNIFER ANN COLLINS

Certified Financial Planner

CAMP HILL, PA

EDWARD BERNARD O'GORMAN

Chartered Financial Analyst

CAMP HILL, PA

MARK LEE LOOMIS

n/a

CAMP HILL, PA

n/a

Rachel Stam

n/a

CAMP HILL, PA

n/a

RALPH E MANNA

n/a

CAMP HILL, PA

JUDITH ANN SAVCHAK

n/a

Allentown, PA

Debra Lynne Hippensteel

n/a

Allentown, PA

n/a

ANDREW O'GORMAN

Certified Financial Planner

Camp Hill, PA

n/a

ERIC ALEXANDER WIEGAND

Certified Financial Planner

Allentown, PA

JESSE HOMER ROBINSON

n/a

CAMP HILL, PA

n/a

BENJAMIN EARL DUM

Certified Financial Planner

CAMP HILL, PA

Heather L Rivas

Certified Financial Planner

CAMP HILL, PA

n/a

BRADFORD DOUGLAS HOUCHINS

Certified Financial Planner

ALLENTOWN, PA | CAMP HILL, PA

William Mitchell Fenimore

n/a

CAMP HILL, PA | Lancaster, PA

n/a

JAY JOSEPH JAJICH

n/a

CAMP HILL, PA

n/a

BRIAN J JANKOWSKI

Chartered Financial Analyst

CAMP HILL, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MANNA, RALPH, E

CHIEF COMPLIANCE OFFICER

yes

04/2019

Sep 9, 2026

O'GORMAN, EDWARD, BERNARD

CEO, MANAGING PARTNER

yes

09/2021

Sep 9, 2026

RIVER WEALTH HOLDINGS, LLC

Member

yes

09/2021

Sep 9, 2026

STEVENSON, REBECCA

CHIEF CLIENT OFFICER, MANAGING PARTNER

yes

09/2021

Sep 9, 2026

MERCHANT WEALTH PARTNERS, LLC

Member

yes

06/2023

Jun 13, 2023

Dec 18, 2024

O'GORMAN, EDWARD, BERNARD

Member

yes

09/2021

Jan 27, 2015

Dec 18, 2024

RWA LEGACY PARTNERS, LLC

MANAGING MEMBER

yes

09/2021

Sep 23, 2021

Dec 18, 2024

City

State

Country

Employees

Also broker-dealer

Allentown

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.5B

$1.4B

n/a

2024

Mar 27, 2025

$1.3B

$1.2B

n/a

2023

Mar 29, 2024

$1.1B

$1.0B

n/a

2022

Mar 30, 2023

$897M

$893M

n/a

2021

Mar 25, 2022

$1.0B

n/a

2020

Mar 9, 2021

$818M

n/a

2019

Mar 25, 2020

$640M

n/a

2018

Mar 31, 2019

$492M

n/a

2017

Mar 29, 2018

$634M

$526M

n/a

2016

Mar 16, 2017

$525M

$437M

n/a

2015

Mar 29, 2016

$450M

$375M

n/a

2014

Jan 27, 2015

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.3B

16.9%

$897M

17.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FMA ADVISORY INC

Dec 28, 2015

Jun 9, 2016

HARRISBURG, PA

Team lift out

Other

66.7%