The Riverside Company
New York, NY·SEC-registered · CRD #160523
The Riverside Company is an SEC-registered investment advisory firm in New York, NY managing $14B across 125 client accounts, with 108 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
125
Advisory staff
108
Fee model
Fee-only
How The Riverside Company is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about The Riverside Company
How much does The Riverside Company manage?
Per its most recent SEC Form ADV filing (03/30/2026), The Riverside Company reports $14B in regulatory assets under management across roughly 125 client accounts.
How does The Riverside Company charge?
The Riverside Company is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Riverside Company a fiduciary?
Yes. The Riverside Company is registered with the U.S. Securities and Exchange Commission (CRD #160523), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Riverside Company taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Riverside Company and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from The Riverside Company's public SEC Form ADV filing (CRD #160523, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Riverside Company. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Riverside Company? Claim this profile.