SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Riverbridge
Minneapolis, MN
Riverbridge Partners LLC, CRD 108074
Firm filing updated March 13, 2026 ·
- $5BAssets
- 23Advisory staff
- 3,656Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals3,482
- Corporations or other businesses82
- Charities60
- Pension and profit sharing plans17
- State or municipal government entities (including government pension plans)4
- and 2 more5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | 3,482 | $3.2 billion |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Investment companies | 2 | $240.5 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $332.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $252.9 million |
| Charitable organizations | 60 | $194.3 million |
| State or municipal government entities (including government pension plans) | 4 | $404.4 million |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $19.7 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 82 | $297.0 million |
| Other: "FOUNDATIONS, TAFT HARTLEY" | Fewer than 5 clients | $47.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 7 services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$5.0 billion
- Accounts3,656
- DiscretionaryAll accounts
People
- Employees46
- Advisory staff23
- Broker-dealer reps8
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
8 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Riverbridge Partners LLC SEC-registered investment advisor. CRD 108074, SEC file 801-57432.
- Registered with the SEC as an investment advisor (status date on record: April 10, 2000).
Is Riverbridge a fiduciary?
Short answer: Riverbridge is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 8 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.