What departments does RiverStone Wealth Management have?

RiverStone Wealth Management has employees across 1 departments including Finance.

What is the largest department at RiverStone Wealth Management?

The largest department at RiverStone Wealth Management is Finance with 2 employees.

Where are RiverStone Wealth Management employees located globally?

RiverStone Wealth Management has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has RiverStone Wealth Management's team size changed over time?

RiverStone Wealth Management's team has decreased from approximately 12 to 9 employees based on available data.

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RiverStone Wealth Management Employee Directory

Financial ServicesUnited States51-200 Employees

RiverStone Wealth Management, Inc. operates as a financial advisory firm in the United States, providing services that cover both personal and corporate financial planning. Its offerings include tax and estate planning, mergers and acquisitions advisory, valuation, due diligence, bridge financing, and private placement services. The firm supports decision-making and strategy for individuals as well as businesses navigating financial transactions. Operating as a mid-sized firm, it is part of the broader financial services landscape.

Headquartered in Austin, Texas, with offices in Houston, Dallas, and San Antonio, RiverStone operates as a subsidiary of RiverStone Financial Group, Inc. In January 2023, Carnegie Investment Counsel announced it would acquire RiverStone Wealth Management, marking a notable development for the firm.

RiverStone Wealth Management Global Highlights

North America
25

United States Of America
24
Canada
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

RiverStone Wealth Management's Leadership

S. L.
President/Lpl Financial Advisor
Mobile Phone
Email
J. G.
President And Lpl Financial Advisor
Mobile Phone
Email
T. S.
Co-Founder/Exec. V.P
Mobile Phone
Email
I. S.
Owner
Mobile Phone
Email
T. B.
Manager Member Services
Mobile Phone
Email
D. D.
Senior Wealth Advisor
Mobile Phone
Email
M. F.
Principal
Mobile Phone
Email
D. M.
Mobile Phone
Email

RiverStone Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from RiverStone Wealth Management

Name

Title

Contact Info

Location

Last Update

T. S.
Co-Founder/Exec. V.P
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is RiverStone Wealth Management known for?

RiverStone Wealth Management operates in the Financial Services industry. The company's main headquarters is located in United States; you can contact the main corporate office by phone at

+1-512-476-****

. Explore RiverStone Wealth Management's company overview page for more information.

What is RiverStone Wealth Management's most common email format?

RiverStone Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RiverStone Wealth Management email formats with LeadIQ.

How many employees does RiverStone Wealth Management have currently?

RiverStone Wealth Management has approximately 51 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are RiverStone Wealth Management's key employees and leadership?

As of December 2025, RiverStone Wealth Management's key employees include:

President/Lpl Financial Advisor: S. L.
President And Lpl Financial Advisor: J. G.
Co-Founder/Exec. V.P: T. S.
Owner: I. S.
Manager Member Services: T. B.

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RiverStone Wealth Management Employee Directory

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