Fee-only adviser · Winter Park, FL
Rivertree Advisors, LLC
Rivertree Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Winter Park, Florida. On its latest Form ADV, filed March 24, 2026, it reports $184M in regulatory assets under management, 103 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 168065 · SEC file 801-78200 |
| Office | 941 West Morse Boulevard Suite 100 Winter Park, FL 32789 |
| Phone | (407) 599-1104 |
| Website | www.rivertree.co |
| Regulatory assets under management | $184M ($184M discretionary) |
| Individual clients | 80 non-high-net-worth, 23 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Winter Park
- American Financial Advisors Inc $1.3B
- 55 North Private Wealth $581M
- Spraker West Wealth Management, Inc $265M
- Lakeshore Advisors $81M
- Alphaq Advisors $91M
- Meeks Capital LLC $29M
See all 18 fee-only advisers in Winter Park →
Nearby
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- Orlando 21 firms
- Casselberry 1 firm
- Altamonte Springs, 1 firm
- Longwood 4 firms
- Oviedo 1 firm
- Lake Mary 8 firms
- Windermere 2 firms
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