# Riverview Research

Riverview Research is a Bank / Wealth / Trust based in Independence, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Independence, United States
- **Region:** North America
- **Address:** 7100 E. Pleasant Valley Rd. STE 280, Independence, OH 44131
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** riverviewresearch.com
- **LinkedIn:** https://www.linkedin.com/company/riverview-research-llc

## Regulatory record

- **CRD number:** 162318
- **SEC file number:** 801-78821
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/162318

## About

Founded in 2009 and based in Independence, Ohio, Riverview Research constructs bespoke investment programs for institutions and family offices. The firm limits its client roster to a select group of like-minded investors who share a long-term time horizon and an emphasis on capital preservation. Its registered investment adviser status places it within a regulated fiduciary framework, though the firm's own materials emphasize its private, selective character over a broad wealth-management platform. Riverview's investment process centers on customized portfolio construction rather than off-the-shelf products. The stated mandate is protection and growth of capital, which implies a multi-asset mandate that may span public equities, fixed income, and private markets, although the exact mix is not public. Team size and total assets under management are not disclosed. The firm operates from a single office at 7100 E. Pleasant Valley Road in Independence, Ohio, with no additional locations noted. No adjacent vehicles such as philanthropic foundations, club memberships, or operating businesses are referenced in public materials. Riverview's structure differs from a traditional single-family office in that it represents multiple external clients, yet it attempts to replicate the alignment of a family office by capping its client base and filtering for shared investment philosophy. This selective model creates a governance structure where the firm can reject capital that does not match its long-term orientation, acting more like an outsourced CIO for a small consortium than a conventional RIA aggregating assets.

## Questions

### Does Riverview Research disclose its assets under management?

No. Riverview does not publish an AUM figure on its website or in widely available regulatory summaries. Without a disclosed number, the firm's scale cannot be independently verified from public sources.

### What is Riverview Research's regulatory status?

Riverview operates as a registered investment adviser, which subjects it to SEC or state-level fiduciary and disclosure requirements. This registration provides a regulatory floor for client protections, but the firm's own materials emphasize its private, boutique character over its statutory obligations.

## Related profiles

- [RiverVest Ventures](https://altss.com/profile/rivervest-ventures)
- [Riverwalk Capital](https://altss.com/profile/riverwalk-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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