River Wealth Advisors LLC
River Wealth Advisors LLC is an independent, fee-only, SEC-Registered Investment Advisor headquartered in Camp Hill, Pennsylvania. The firm has 17 employees and serves a diverse clientele including individuals (with and without high net worth), pension and profit-sharing plans, charitable organizations, and businesses. River Wealth Advisors provides objective, concierge-style wealth management and financial planning, focusing on client relationships and fiduciary advice. The firm is registered with the SEC and was founded to help clients plan for their financial future with personalized strategies.
Investment Strategy
River Wealth Advisors employs a fiduciary, fee-only approach with an emphasis on objective and tailored wealth management, avoiding commissions and putting clients' interests first. The firm does not receive transaction-based compensation and instead charges an annual management fee based on a percentage of assets under management. River Wealth Advisors delivers personalized investment advice to a diverse client base, combining strategic asset allocation, risk management, and ongoing guidance to support clients' long-term financial goals.
Top Holdings
Equity Positions (201)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.05% | $40.7M | 81,743 | $178.98 | $497.41 | +$10.7M |
A AAPL | APPLE INC | 4.78% | $38.5M | 187,602 | $62.72 | $205.17 | -$903.2K |
I IWR | ISHARES TR | 4.61% | $37.1M | 402,940 | $64.93 | $91.97 | +$3.8M |
N NVDA | NVIDIA CORPORATION | 4.40% | $35.4M | 224,037 | $37.33 | $157.99 | +$12.0M |
I IVV | ISHARES TR | 3.93% | $31.6M | 50,960 | $375.38 | $620.90 | +$3.4M |