Riverstone Advisors, Llc
- Regulatory AUM
- $641M
- Discretionary
- $641M
- Clients
- 167
- Avg AUM / client
- $3.8M
- Accounts
- 537
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 10, 2026
Investments (13F portfolio — 74 positions, $202,796,087)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $51,094,681 | 78,221 | 25.2% | 7.97% |
| 2 | Alphabet Inc | CAP STK CL A | $22,015,621 | 76,560 | 10.9% | 3.43% |
| 3 | Amazon Com Inc | COM | $16,549,307 | 79,461 | 8.16% | 2.58% |
| 4 | Toll Brothers Inc | COM | $12,496,333 | 91,568 | 6.16% | 1.95% |
| 5 | Rtx Corporation | COM | $10,270,868 | 53,245 | 5.06% | 1.6% |
| 6 | Berkshire Hathaway Inc Del | CL B NEW | $10,184,306 | 21,253 | 5.02% | 1.59% |
| 7 | Tractor Supply Co | COM | $7,268,676 | 160,456 | 3.58% | 1.13% |
| 8 | Danaher Corp Del | COM | $6,771,638 | 35,715 | 3.34% | 1.06% |
| 9 | Broadcom Inc | COM | $6,342,727 | 20,493 | 3.13% | 0.99% |
| 10 | Invesco Qqq Tr | UNIT SER 1 | $6,037,901 | 10,461 | 2.98% | 0.94% |
| 11 | Cheniere Energy Inc | COM NEW | $5,449,498 | 19,205 | 2.69% | 0.85% |
| 12 | Nvidia Corporation | COM | $4,459,716 | 25,572 | 2.2% | 0.7% |
| 13 | Apple Inc | COM | $3,152,022 | 12,420 | 1.55% | 0.49% |
| 14 | Applied Matls Inc | COM | $2,931,191 | 8,576 | 1.45% | 0.46% |
| 15 | Exxon Mobil Corp | COM | $2,891,918 | 17,045 | 1.43% | 0.45% |
| 16 | Invesco Exch Traded Fd Tr Ii | S&P INTL MOMNT | $2,773,974 | 50,583 | 1.37% | 0.43% |
| 17 | Alphabet Inc | CAP STK CL C | $2,418,898 | 8,432 | 1.19% | 0.38% |
| 18 | Microsoft Corp | COM | $2,048,937 | 5,535 | 1.01% | 0.32% |
| 19 | State Str Spdr S&P 500 Etf T | TR UNIT | $1,643,056 | 2,526 | 0.81% | 0.26% |
| 20 | Crowdstrike Hldgs Inc | CL A | $1,446,079 | 3,704 | 0.71% | 0.23% |
| 21 | Howmet Aerospace Inc | COM | $1,170,276 | 5,078 | 0.58% | 0.18% |
| 22 | Meta Platforms Inc | CL A | $1,058,389 | 1,850 | 0.52% | 0.17% |
| 23 | Vanguard Index Fds | TOTAL STK MKT | $1,050,931 | 3,276 | 0.52% | 0.16% |
| 24 | Amgen Inc | COM | $1,037,606 | 2,949 | 0.51% | 0.16% |
| 25 | Micron Technology Inc | COM | $935,817 | 2,770 | 0.46% | 0.15% |
Top 25 of 74 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $37.7M | 5.88% |
| High net worth individuals | 84 | $582M | 90.8% |
| Charitable organizations | Fewer than 5 clients | $343K | 0.05% |
| Corporations and other businesses | Fewer than 5 clients | $20.7M | 3.23% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leslie Jean Lammers | President And Co Chief Investment Officer | CFA | Mar 2004 (22y) | 75% or more |
| John Alexander Hanson | Chief Compliance Officer And Co Chief Investment Officer | CFA | Sep 2015 (11y) | Less than 5% |
| Matthew Swanburg Williams | Registered representative | Jul 2023 (3y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 976 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $632M (99% of AUM) Jun 2026
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: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗