Riverview Research, Llc
- Regulatory AUM
- $991M
- Discretionary
- $898M
- Clients
- 34
- Avg AUM / client
- $29.1M
- Accounts
- 165
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 28 | $288M | 29.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $124M | 12.5% |
| Charitable organizations | 6 | $16.1M | 1.62% |
| Corporations and other businesses | Fewer than 5 clients | $563M | 56.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Plan For Employees Of Meadville Medical Center Meadville Medical Center | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Andrew Yarmesch | President, Managing Member And Chief Compliance Officer | Apr 2009 (17y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Plan For Employees Of Meadville Medical Center | Meadville Medical Center | 165 | $71.7M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 936 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Raymond James $487M (49% of AUM) Mar 2026
- Charles Schwab & Co. $343M (35% of AUM) Mar 2026
- Pnc Financial Services Group, Inc. $85.5M (11% of AUM) May 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗