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THE RIVERSIDE COMPANY

NEW YORK, NY · CRD 160523 · IAPD ↗ · 212-265-6575

$13.53BRegulatory AUM
108Advisory reps
248Employees
0Clients
n/aPlanning clients
123Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — THE RIVERSIDE COMPANY added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2025 — THE RIVERSIDE COMPANY shrank from 127 to 111 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2024 — THE RIVERSIDE COMPANY grew from 116 to 127 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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