River Street Advisors, LLC

EST. AUM
$539,229,205

CONTACTS

CLIENT ACCOUNTS
1,081

Firm Details

Metro area Chicago
CRD Number 153537
Website n
Client types

Overview

River Street Advisors, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Aurora, Illinois. Established in May 2010, the firm operates as the wholly owned wealth management and investment advisory division of Old Second National Bank (parent entity Old Second Bancorp, Inc., NASDAQ: OSBC). This unique structural framework allows the practice to deliver the personalized, high-touch, objective care of a boutique fiduciary firm while simultaneously giving clients direct access to the operational scale, deep capital backing, trust administration, and structural security of an institutional bank. Operating under an absolute fiduciary duty, their team of wealth advisors provides multi-scenario lifestyle retirement blueprinting, ongoing portfolio management, and estate coordinate tracking for individual retail clients, affluent multi-generational families, small business entities, and corporate profit-sharing plans. River Street Advisors explicitly rejects speculative short-term trading trends, utilizing a disciplined, research-driven asset allocation approach that incorporates institutional low-cost mutual funds, individual equities, and liquid exchange-traded funds (ETFs) optimized to insulate principal down-market volatility and drive tax-aware multi-generational wealth preservation.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

River Street Advisors, LLC

Platform Details

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