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.
SEC-registered adviser
River Wealth Advisors LLC
Latest filing Sep 9, 2026
First filing on the tape Nov 17, 2014 · 40 filings
SEC status approved since Nov 28, 2014
RAUM
$1.5B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
96%
$1.4B individuals and HNW
Advisors
16
registered through the firm on IAPD
RAUM per advisor
$91.8M
derived; firm RAUM over IAPD count
Employees
20
9 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$1.5B as of Aug 25, 2026
Jan 27, 2015$0 then
HNW client RAUM$1.2B as of Aug 25, 2026
Mar 29, 2018$364M then
State-registered IARs (5.B.3)14 as of Aug 25, 2026
Jan 27, 20150 then
Employees (5.A)20 as of Aug 25, 2026
Jan 27, 20155 then
Private funds: no history
RAUM +17% over the last fiscal year+18% a year over threeIARs 13 to 14offices 1 to 2
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $91.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 55derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $567,521derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 5.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +7.7%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $309M, 230 clientsreportedItem 9.A
- 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)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.2B81%
- Individuals$228M16%
- Corporations and businesses$23.9M1.6%
- Charitable organizations$22.8M1.5%
- Pension and profit-sharing plans$8.2M0.6%
- Individual clients
- 504reported
- HNW clients
- 372reported
- Pension plan clients
- 8reported
- Charitable clients
- 12reported
- Accounts
- 2,589reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $309M for 230 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
16 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jennifer Ann CollinsCertified Financial Planner | Camp Hill, Pa | Jun 9, 2016 | 29 y | 1 |
| Edward Bernard O'GormanChartered Financial Analyst | Camp Hill, Pa | Jun 9, 2016 | 17 y | 2 |
| Mark Lee Loomis | Camp Hill, Pa | Sep 8, 2016 | 40 y | 0 |
| Rachel Stam | Camp Hill, Pa | Jan 14, 2019 | 14 y | 0 |
| Ralph E Manna | Camp Hill, Pa | Apr 17, 2019 | 25 y | 1 |
| Judith Ann Savchak | Allentown, Pa | Aug 1, 2019 | 10 y | 2 |
| Debra Lynne Hippensteel | Allentown, Pa | Aug 8, 2019 | 26 y | 0 |
| Andrew O'GormanCertified Financial Planner | Camp Hill, Pa | Jan 1, 2020 | 13 y | 0 |
| Eric Alexander WiegandCertified Financial Planner | Allentown, Pa | May 13, 2020 | 19 y | 7 |
| Jesse Homer Robinson | Camp Hill, Pa | Oct 4, 2021 | 10 y | 0 |
| Benjamin Earl DumCertified Financial Planner | Camp Hill, Pa | May 17, 2022 | 30 y | 1 |
| Heather L RivasCertified Financial Planner | Camp Hill, Pa | Sep 8, 2022 | 11 y | 0 |
| Bradford Douglas HouchinsCertified Financial Planner | Allentown, Pa | Jul 10, 2024 | 25 y | 2 |
| William Mitchell Fenimore | Camp Hill, Pa | Oct 16, 2025 | 19 y | 0 |
| Jay Joseph Jajich | Camp Hill, Pa | Dec 15, 2025 | 11 y | 0 |
| Brian J JankowskiChartered Financial Analyst | Camp Hill, Pa | Jul 21, 2026 | 11 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Ryan Boyer to LPL Financial LLCMar 20, 2024 · RIA to affiliated broker-dealer or bank
Joined, latest
- Brian J Jankowski from Fort Pitt Capital Group, LLCJul 21, 2026 · RIA to RIA
- Bradford Douglas Houchins from Fidelity Personal And Workplace AdvisorsJul 10, 2024 · Affiliated broker-dealer or bank to independent RIA
- Benjamin Earl Dum from Advice And Planning ServicesMay 17, 2022 · Affiliated broker-dealer or bank to independent RIA
- Eric Alexander Wiegand from Bb&T Securities, LLCMay 13, 2020 · Affiliated broker-dealer or bank to independent RIA
- Judith Ann Savchak from Bb&T Securities, LLCAug 1, 2019 · Affiliated broker-dealer or bank to independent RIA
- Ralph E Manna from Roof Advisory Group, Inc.Apr 17, 2019 · RIA to RIA
- Jennifer Ann Collins from Fma Advisory IncJun 9, 2016 · Other
- Edward Bernard O'Gorman from Fma Advisory IncJun 9, 2016 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Fma Advisory IncDec 28, 2015 · Harrisburg, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- E Ralph Manna · Chief Compliance Officercontrolsince 04/2019 · owns less than 5%
- Bernard Edward O'Gorman · Ceo, Managing Partnercontrolsince 09/2021 · owns less than 5%
- Rebecca Stevenson · Chief Client Officer, Managing Partnercontrolsince 09/2021 · owns less than 5%
- Bernard Edward O'Gorman · Membercontrolsince 09/2021 · owns 50% to 75% of Rwa Legacy Partners, LLC
Entity owners
- River Wealth Holdings, LLC · Memberdirect · owns 75% or more
- Merchant Wealth Partners, LLC · Memberindirect · owns 25% to 50% of River Wealth Holdings, LLC
- Rwa Legacy Partners, LLC · Managing Memberindirect · owns 50% to 75% of River Wealth Holdings, LLC
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 |
|---|---|---|---|---|---|
| Camp Hill, Pa · principal | 13 | 3 | 0 | ||
| Allentown, Pa | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Allentown, PA2 employees
What changed
consecutive filings, newest first
- Financial planning clients · 101-250 to 101-250Aug 25, 2026 to Sep 9, 2026
- Related adviser · false to unsetAug 25, 2026 to Sep 9, 2026
- Related bank · false to unsetAug 25, 2026 to Sep 9, 2026
- Related broker-dealer · false to unsetAug 25, 2026 to Sep 9, 2026
- Related insurance company · false to unsetAug 25, 2026 to Sep 9, 2026
- Succession · false to unsetAug 25, 2026 to Sep 9, 2026
- Accounts · 2,422 to 2,589Aug 12, 2025 to Mar 30, 2026
- Advisory employees · 7 to 9Aug 12, 2025 to Mar 30, 2026
- Charity clients · 11 to 12Aug 12, 2025 to Mar 30, 2026
- HNW clients · 332 to 372Aug 12, 2025 to Mar 30, 2026
- Individual clients · 502 to 504Aug 12, 2025 to Mar 30, 2026
- Assets in custody · $279M to $309MAug 12, 2025 to Mar 30, 2026
- Employees · 17 to 20Aug 12, 2025 to Mar 30, 2026
- State-registered IARs · 13 to 14Aug 12, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.2B to $1.4BAug 12, 2025 to Mar 30, 2026
- HNW RAUM · $969M to $1.2BAug 12, 2025 to Mar 30, 2026
- Individual RAUM · $218M to $228MAug 12, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $26.6M to $28.2MAug 12, 2025 to Mar 30, 2026
- Pension RAUM · $29.6M to $8.2MAug 12, 2025 to Mar 30, 2026
- RAUM · $1.3B to $1.5BAug 12, 2025 to Mar 30, 2026
- Other offices · 1 to 2Mar 27, 2025 to Aug 12, 2025
- Accounts · 2,257 to 2,422Dec 18, 2024 to Mar 27, 2025
- Charity clients · 8 to 11Dec 18, 2024 to Mar 27, 2025
- Corporate clients · 3 to 4Dec 18, 2024 to Mar 27, 2025
- HNW clients · 313 to 332Dec 18, 2024 to Mar 27, 2025
- Individual clients · 476 to 502Dec 18, 2024 to Mar 27, 2025
- Assets in custody · $230M to $279MDec 18, 2024 to Mar 27, 2025
- Financial planning clients · 101-250 to 101-250Dec 18, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.0B to $1.2BDec 18, 2024 to Mar 27, 2025
- HNW RAUM · $826M to $969MDec 18, 2024 to Mar 27, 2025
- Individual RAUM · $183M to $218MDec 18, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $24.4M to $26.6MDec 18, 2024 to Mar 27, 2025
- Pension RAUM · $18.4M to $29.6MDec 18, 2024 to Mar 27, 2025
- RAUM · $1.1B to $1.3BDec 18, 2024 to Mar 27, 2025
- Accounts · 2,145 to 2,257Jul 6, 2023 to Mar 29, 2024
- Advisory employees · 6 to 7Jul 6, 2023 to Mar 29, 2024
- Charity clients · 6 to 8Jul 6, 2023 to Mar 29, 2024
- Corporate clients · 2 to 3Jul 6, 2023 to Mar 29, 2024
- HNW clients · 276 to 313Jul 6, 2023 to Mar 29, 2024
- Individual clients · 486 to 476Jul 6, 2023 to Mar 29, 2024
Signals
10 dated events
- Ann Jennifer Collins (Chief Business Officer) no longer on Schedule A of River Wealth Advisors Llc (listed 2024-08-13, absent 2024-12-18)Dec 18, 2024 · Control person left · inference
- Ryan Boyer left River Wealth Advisors Llc for Lpl Financial Llc (registered 2024-12-11)Mar 20, 2024 · Advisor changed firm · fact
- River Wealth Advisors Llc reported RAUM $1.0B, up 27% from $818.3M (2022-03-08 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- A Rebecca Mcclure (Chief Client Officer, Managing Partner) appeared on Schedule A of River Wealth Advisors LlcSep 23, 2021 · Control person joined · fact
- Ethan Robert Caplan (Managing Member) no longer on Schedule A of River Wealth Advisors Llc (listed 2021-03-09, absent 2021-09-23)Sep 23, 2021 · Control person left · inference
- River Wealth Advisors Llc reported RAUM $818.3M, up 28% from $639.9M (2021-01-12 to 2021-03-09)Mar 9, 2021 · RAUM change · derived
- River Wealth Advisors Llc reported RAUM $639.9M, up 30% from $491.5M (2019-08-01 to 2020-03-25)Mar 25, 2020 · RAUM change · derived
- E Ralph Manna (Chief Compliance Officer) appeared on Schedule A of River Wealth Advisors LlcMay 7, 2019 · Control person joined · fact
- Daniel Charles Domer (Chief Compliance Officer) no longer on Schedule A of River Wealth Advisors Llc (listed 2019-03-11, absent 2019-03-31)Mar 31, 2019 · Control person left · inference
- Lan Capital Llc filed its initial SEC registration (Form ADV)Nov 17, 2014 · First SEC registration · 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
- Business email
- areiss@riverwealthadvisors.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- cho@riverwealthadvisors.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- kdailey@riverwealthadvisors.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- mfenimore@riverwealthadvisors.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- rcavender@riverwealthadvisors.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- tcollier@riverwealthadvisors.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- tparks@riverwealthadvisors.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- vsobotta@riverwealthadvisors.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 610-234-6779reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 717-888-9830reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 717-913-9941reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/9300544reportedpublic record, Form ADV, Sep 17, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $91.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026