Rivertree Advisors, LLC

Rivertree Advisors, LLC (CRD# 168065) is a financial advisory firm headquartered in Winter Park, FL. They manage $158,924,754 in 258 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $615,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CO, FL

Financial Advisors at Rivertree Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lisa A. Grady-Strange
CRD#: 6727598
941 West Morse Boulevard, Suite 100, Winter Park, FL 32789

Lisa Grady-Strange (CRD# 6727598) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Winter Park, FL and has over 3 years of experience in the finance industry.

2
Theodore S. Rich
CRD#: 2592493
1434 Spruce Street, Suite 100, Suite 360, Boulder, CO 80302

Theodore Rich (CRD# 2592493) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Boulder, CO and has over 25 years of experience in the finance industry.

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