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RIVERVIEW RESEARCH, LLC
CRD 162318File 801-78821
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$990.8M
Above cohort median (national)
Discretionary AUM
$898.3M
Non-discretionary $92.5M
Clients
34
165 accounts
Employees
3
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 26, 2013
- Principal office
- 6595 BRECKSVILLE ROAD, SUITE 3, INDEPENDENCE, OH, 44131
- Phone
- (216) 573-0420
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $990.8M
- Discretionary AUM
- $898.3M
- Non-discretionary AUM
- $92.5M
- Discretionary accounts
- 136
- Non-discretionary accounts
- 29
- Total accounts
- 165
- AUM per client
- $29.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $562.8M |
| Charitable organizations | 6 | $16.1M |
| High net worth individuals | 28 | $288.2M |
| Pension and profit sharing plans | Fewer than 5 | $123.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.