AUMdb

Riverview Capital Advisers Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 140377 · SEC file 801-66623 · Boston, MA · RIVERVIEWCAPITAL.COM
☆ Save with Pro ADV data as of Apr 01, 2026
Regulatory AUM
$624M
Discretionary
$584M
Clients
221
Avg AUM / client
$2.8M
Accounts
590
Employees
8

AUM over time

$110M $624M
Mar 30, 2012 Apr 1, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026

Investments (13F portfolio — 86 positions, $299,672,479)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Berkshire Hathaway Inc Del CL B NEW $24,301,191 50,712 8.11% 3.89%
2 Amazon Com Inc COM $23,582,842 113,232 7.87% 3.78%
3 Apple Inc COM $21,684,357 85,442 7.24% 3.47%
4 Vanguard Index Fds MID CAP ETF $16,377,644 57,029 5.47% 2.62%
5 Tesla Inc COM $10,886,699 29,285 3.63% 1.74%
6 Fundvantage Tr POLEN FOCUS GROW $10,245,612 500,775 3.42% 1.64%
7 Vanguard Index Fds GROWTH ETF $9,481,988 21,708 3.16% 1.52%
8 Microsoft Corp COM $8,672,895 23,429 2.89% 1.39%
9 Vanguard Specialized Funds DIV APP ETF $8,035,891 37,366 2.68% 1.29%
10 Markel Group Inc COM $8,031,438 4,196 2.68% 1.29%
11 Salesforce Inc COM $7,852,647 42,067 2.62% 1.26%
12 Micron Technology Inc COM $7,821,672 23,152 2.61% 1.25%
13 Park Hotels & Resorts Inc COM $7,009,592 665,678 2.34% 1.12%
14 Walmart Inc COM $6,836,475 55,009 2.28% 1.1%
15 Bxp Inc COM $6,752,073 130,098 2.25% 1.08%
16 Capital Group Dividend Value SHS CREATION UNI $6,721,929 158,014 2.24% 1.08%
17 Capital Group Intl Focus Eqt SHS CREATION UNI $6,653,505 225,619 2.22% 1.07%
18 Carrier Global Corporation COM $6,145,231 109,132 2.05% 0.98%
19 Kinder Morgan Inc Del COM $6,141,337 183,159 2.05% 0.98%
20 Vanguard Index Fds TOTAL STK MKT $6,029,942 18,796 2.01% 0.97%
21 Ryder Sys Inc COM $5,983,247 29,228 2.0% 0.96%
22 Simon Ppty Group Inc New COM $5,507,220 29,525 1.84% 0.88%
23 United Rentals Inc COM $5,117,665 7,024 1.71% 0.82%
24 Home Depot Inc COM $4,975,567 15,128 1.66% 0.8%
25 Ishares Tr RUS 1000 VAL ETF $4,784,836 22,394 1.6% 0.77%

Top 25 of 86 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 typeClientsAUM% of AUM
Individuals (non-high net worth) 104 $58.5M 9.37%
High net worth individuals 117 $566M 90.6%

People (6)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Alan Leonard Arcadipane Partner Mar 2006 (20y) 75% or more
Paula J Pienkowska Managing Member Dec 2009 (17y) 10% – 25%
Gentili, Joseph, R Chief Compliance Officer Oct 2019 (7y) Less than 5%
Nicole Marie Heavern Registered representative CFP Oct 2020 (6y)
Kevin Bonacci Registered representative May 2023 (3y)
Benjamin P Seaman Registered representative Jun 2024 (2y)

Undisclosed: 0% – 15% 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)

FormPeriodSize
Form ADV (full filing) 04/01/2026 897 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
  • Hourly charges
  • Fixed fees
  • Other fees
  • SEE SCHEDULE D. MISCELLANEOUS

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Pension consulting services
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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: Apr 01, 2026.

View current Form ADV (SEC/IAPD) ↗