Dakota
Dakota
Book a Demo
Talk to an Expert

Riverline Wealth

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Columbia, SC
CRD Number
Website riverlinewealth.com
Client types

Overview

Riverline Wealth is a South Carolina–based wealth management team providing planning-led investment advice to individuals and families in Columbia, Sumter, and surrounding communities. The firm emphasizes integrity, clarity, and long-term relationships, offering comprehensive services across financial planning, investment management, and integrated tax strategies. Riverline operates with advisory and brokerage services delivered through &Partners, LLC (member FINRA/SIPC), with primary custody via Fidelity/National Financial Services, supporting robust trading, reporting, and safeguarding of client assets. Specialty capabilities include retirement and estate planning, business exit planning, and ongoing education to help clients navigate life’s financial milestones with confidence.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy