River Wealth Advisors LLC

River Wealth Advisors LLC (CRD# 173767) is a financial advisory firm headquartered in Harrisburg, PA. They manage $525,286,891 in 1,344 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    525
    MILLION
  • Total Number of Accounts
    1,344
    ACCOUNTS
  • Average Account Value
    $390,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, MD, NC, NE, NH, NJ, NY, PA, TX, VA

Financial Advisors at River Wealth Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert E. Caplan
CRD#: 2479121
3401 North Front Street, Suite 303, Harrisburg, PA 17110
96
Wealthminder
score

Robert Caplan (CRD# 2479121) is an Investment Advisor Representative working at River Wealth Advisors LLC in Harrisburg, PA and has over 23 years of experience in the finance industry.

2
Edward B. O'gorman
CRD#: 5656714
3401 North Front Street, Suite 303, Harrisburg, PA 17110
96
Wealthminder
score

Edward O'gorman (CRD# 5656714) is an Investment Advisor Representative working at River Wealth Advisors LLC in Harrisburg, PA and has over 8 years of experience in the finance industry.

3
Jennifer A. Collins
CRD#: 2479468
3401 North Front Street, Suite 303, Harrisburg, PA 17110
93
Wealthminder
score

Jennifer Collins (CRD# 2479468) is an Investment Advisor Representative working at River Wealth Advisors LLC in Harrisburg, PA and has over 21 years of experience in the finance industry.

4
Mark L. Loomis
CRD#: 1493585
3401 North Front Street, Suite 303, Harrisburg, PA 17110
93
Wealthminder
score

Mark Loomis (CRD# 1493585) is an Investment Advisor Representative working at River Wealth Advisors LLC in Harrisburg, PA and has over 31 years of experience in the finance industry.

5
Justin A. Stryker
CRD#: 5984468
3401 North Front Street, Suite 303, Harrisburg, PA 17110
90
Wealthminder
score

Justin Stryker (CRD# 5984468) is an Investment Advisor Representative working at River Wealth Advisors LLC in Harrisburg, PA and has over 4 years of experience in the finance industry.

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