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RIVER STREET ADVISORS, LLC

AURORA, IL · CRD 153537 · IAPD ↗ · oldsecond.com · 630-906-5501

$539.2MRegulatory AUM
9Advisory reps
12Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — RIVER STREET ADVISORS, LLC notice-filed in AZ, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — RIVER STREET ADVISORS, LLC crossed $500M in regulatory AUM ($414.9M -> $539.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
April 2025 — RIVER STREET ADVISORS, LLC reported RAUM up 31% ($316.2M -> $414.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — RIVER STREET ADVISORS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
March 2024 — RIVER STREET ADVISORS, LLC reported RAUM up 55% ($204.6M -> $316.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.