R

Riverside Financial Advisors LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

5

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

0

Very Low

Average account size

About

Riverside Financial Advisors LLC operates as an investment manager offering discretionary asset management for pooled or institutional mandates and also provides financial planning and consulting services. The firm’s most recent filing reports no assets under management and no active client accounts, while making both ongoing portfolio management and standalone planning engagements available.

The firm employs quantitative tools such as Modern Portfolio Theory and Monte Carlo simulation in portfolio construction and planning, and typically manages accounts on a discretionary basis while allowing client-imposed restrictions. Investment programs may include long- and short-term positions and the use of options strategies and margin where appropriate, with periodic reviews for rebalancing and tax-loss harvesting.

Distinctive features include an affiliated insurance brokerage activity carried on by the firm’s owner that occupies a material portion of time and may generate commission compensation; the firm discloses this potential conflict and describes mitigations such as disclosures and fiduciary duties. The adviser also does not vote client proxies (clients receive and vote their own proxies unless assistance is requested) and is a newly formed firm, factors that institutional or pooled-vehicle counterparties may consider when evaluating operational history.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Tax-loss harvesting

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Fee options

Fixed

Financial planning services flat fee between $750 and $4,000, negotiable

Percentage

$0 - $250,000: 1.00% annually $250,000.01 - $500,000: 0.90% annually $500,000.01 - $1,000,000: 0.80% annually $1,000,000.01 - $2,000,000: 0.70% annually $2,000,000.01+: 0.60% annually

Commissions

Insurance commissions received by advisor as licensed insurance agent

Other

Fee-only: Flat fee between $750 and $4,000 for financial planning, negotiable

Main office location

Riverside Financial Advisors LLC

8085 Saltsburg Road, Suite 201

Pittsburgh PA 15239, United States

Number of offices

2

Most active in

Florida · New Jersey · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Timothy M

Series 63, Series 65

Pittsburgh, PA

Riverside Financial Advisors LLC

Timothy Mc Mullen is a financial advisor at Riverside Financial Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Saxony Securities, Saxony Capital Management, and Florida Financial Advisors. Mc Mullen is also the owner of McMullen Industries, Limited, an insurance agency based in Pittsburgh. Riverside Financial Advisors LLC provides discretionary asset management, financial planning, and consulting services primarily for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and Monte Carlo analysis in portfolio construction and offers strategies including options and margin trading.

General retirement planning Income planning Tax-loss harvesting
user avatar

Kirtland S

Series 65

Pittsburgh, PA

Riverside Financial Advisors LLC

Kirtland Sippola is a financial advisor with Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and began his career in the financial industry in 2026 following nine years as a full-time student. Prior to joining Riverside, he worked at McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management, financial planning, and consulting services primarily for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and Monte Carlo analysis in its investment approach and generally manages accounts on a discretionary basis.

General retirement planning Income planning Tax-loss harvesting
user avatar

James B

Series 65

Pittsburgh, PA

Riverside Financial Advisors LLC

James Barker is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside since 2026. Prior to joining Riverside, he was affiliated with McMullen Industries, Limited and was a full-time student for nine years. Riverside Financial Advisors LLC is a registered investment adviser providing discretionary asset management, financial planning, and consulting services primarily for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and Monte Carlo analysis in portfolio construction and generally manages accounts on a discretionary basis.

General retirement planning Income planning Tax-loss harvesting
user avatar

Sean D

Series 63, Series 65

Pittsburgh, PA

Riverside Financial Advisors LLC

Sean Diorio is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Trinity Wealth Securities L.L.C. and Saxony Capital Management, LLC. Outside of advising, he is involved with McMullen Industries, Limited, where he acts as an insurance agent. Riverside Financial Advisors LLC provides discretionary asset management, financial planning, and consulting services primarily for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and Monte Carlo analysis in its investment approach and generally manages accounts on a discretionary basis using various strategies, including options and margin.

General retirement planning Income planning Tax-loss harvesting
user avatar

Evan H

Series 63, Series 65

Pittsburgh, PA

Riverside Financial Advisors LLC

Evan Hufnagle is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Lincoln Investment, Trinity Wealth Securities, and Florida Financial Advisors. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services to individuals and high-net-worth clients, employing Modern Portfolio Theory and Monte Carlo analysis in portfolio construction. The firm generally manages accounts on a discretionary basis and may use options strategies and margin, with regular quarterly reviews.

General retirement planning Income planning Tax-loss harvesting
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