DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Bridgeriver Advisors LLC
Latest filing Aug 31, 2026
First filing on the tape Aug 31, 2026 · 1 filings
RAUM
$63.6M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$63.6M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Aug 31, 2026; every figure names its basis
- RAUM per advisor
- $63.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 200derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $289,079derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$43.6M69%
- High-net-worth individuals$20.0M31%
- Individual clients
- 193reported
- HNW clients
- 7reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 220reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Patrick Casey | Bloomfield Hills, Mi | Jan 1, 2026 | 26 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 days3 left over 36 months
Left, latest
- Edward Joseph Petersmarck to New Horizon Retirement AdvisorsMar 23, 2026 · Other
- Krisstin Petersmarck to New Horizon Retirement AdvisorsNov 5, 2024 · Other
- Ryan Michael Gauche to Foguth Wealth Management, LLC.Jan 10, 2024 · Other
- Kevin Paul Bard to Creativeone Wealth, LLCFeb 22, 2022 · Other
Joined, latest
- Edward Joseph Petersmarck from Cetera Investment Advisers LLCJun 25, 2024 · Affiliated broker-dealer or bank to a state-registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bloomfield Hills, Mi · principal | 1 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
4 dated events
- Edward Joseph Petersmarck left Bridgeriver Advisors Llc for New Horizon Retirement Advisors (registered 2026-02-11)Mar 23, 2026 · Advisor changed firm · fact
- Krisstin Petersmarck left Bridgeriver Advisors Llc for New Horizon Retirement Advisors (registered 2024-10-18)Nov 5, 2024 · Advisor changed firm · fact
- Ryan Michael Gauche left Bridgeriver Advisors Llc for Foguth Wealth Management, Llc. (registered 2026-01-06)Jan 10, 2024 · Advisor changed firm · fact
- Kevin Paul Bard left Bridgeriver Advisors Llc for Creativeone Wealth, Llc (registered 2020-02-06)Feb 22, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- BRIDGERIVERLLC.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 248-785-3734reportedpublic record, Form ADV, Aug 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026