RIVERBRIDGE

Latest filing: Mar 14, 2025 (112 days ago)
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AUM

$6,877,591,654
-7% change vs. 1 year ago
-27% change vs. 3 years ago
28% change vs. 5 years ago
25% change vs. 10 years ago

Employee Count

46
2% change vs. 1 year ago
7% change vs. 3 years ago
21% change vs. 5 years ago
53% change vs. 10 years ago

Main Office

MINNEAPOLIS, MN
80 SOUTH EIGHTH STREET, MINNEAPOLIS, MN, UNITED STATES, 55402

Client AUM

Discretion AUM
Discretionary $6.9
Non-Discretionary $0.0
Total $6.9
Client AUM
Retail $3.7
Pooled $0.8
Institutional $2.4
Total $6.9
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 4,157 $3.7
Average HNW AUM $883,088
Retail Total 4,157 $3.7
Average Retail AUM $883,088

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $2.0
BNY MELLON CAPITAL MARKETS, LLC NEW YORK-NY-USA $1.1
NORTHERN TRUST SECURITIES, INC. CHICAGO-IL-USA $0.9

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $6.1
Retail SMA AUM $3.7
Institutional SMA AUM $2.4
Asset Class % AUM
Equity Exch 94% $5.7
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 2% $0.1
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 1% $0.1
Other Pools 0% $0.0
Cash 2% $0.1
Other 1% $0.1
Total 100% $6.1

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
QUADRIS LLC $0.0 -
MARK ALBRIGHT THOMPSON $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

10 active

Name Title
THOMPSON, MARK, ALBRIGHT CHIEF MANAGER/CHAIR, BOARD OF GOVERNORS
MOULTON, RICK, DONALD PRINCIPAL/MANAGING DIRECTOR OF EQUITIES, BOARD OF GOVERNORS
SOLTVEDT, EMILY, KIRSTEN PORTFOLIO MANAGER, EQUITY INVESTMENTS, BOARD OF GOVERNORS
JOHNSON, ROSS, M CHIEF INVESTMENT OFFICER, BOARD OF GOVERNORS
TENNISON, JUSTIN, ROY CHIEF OPERATING OFFICER
KING, ANDREW, LARKIN DIRECTOR OF RELATIONSHIP MANAGEMENT, BOARD OF GOVERNORS
STARK, ANDREA, LYNN CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

20 active representatives found

Name City State Exams Designations
AUSTIN CUMBLAD MINNEAPOLIS MN S65|2017-08-18|S63|2018-09-21
SARAH COLTON MINNEAPOLIS MN S63|2022-02-08|S65|2021-12-08
RICK MOULTON MINNEAPOLIS MN CHARTERED FINANCIAL ANALYST
EMILY SOLTVEDT MINNEAPOLIS MN S63|2013-11-05
ROSS JOHNSON MINNEAPOLIS MN CHARTERED FINANCIAL ANALYST
DAVID CHOE MINNEAPOLIS MN CHARTERED FINANCIAL ANALYST
DANA FEICK MINNEAPOLIS MN S65|1993-01-05 CHARTERED FINANCIAL ANALYST
ANNIE PAUL MINNEAPOLIS MN S65|2021-01-06
ADAM MCGRANE MINNEAPOLIS MN CHARTERED FINANCIAL ANALYST
COLE ELLEFSON MINNEAPOLIS MN CHARTERED FINANCIAL ANALYST
CHERYL STARMAN-COOMBS MINNEAPOLIS MN CERTIFIED FINANCIAL PLANNER
JULIAN DEHN MINNEAPOLIS MN CHARTERED FINANCIAL ANALYST
CHRISTOPHER SEBALD MINNEAPOLIS MN CHARTERED FINANCIAL ANALYST
ANDREW KING MINNEAPOLIS MN S63|2009-11-19 CERTIFIED FINANCIAL PLANNER
JASON AHLGREN MINNEAPOLIS MN S66|2006-10-14 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT
CHRISTOPHER MCGRANN MINNEAPOLIS MN S63|1996-07-11|S65|2016-04-12
JENNA SHERMOEN MINNEAPOLIS MN S66|2019-02-25
JAY HIGGINS MINNEAPOLIS MN S63|2014-05-19 CERTIFIED FINANCIAL PLANNER
MARK THOMPSON MINNEAPOLIS MN
ANDREW HARBECK MINNEAPOLIS MN S65|2018-04-02|S63|2018-05-17

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $6.9 $0.0 0% 46 0 0%
2025-04-21 $6.9 $0.0 0% 46 0 0%
2024-04-02 $7.4 -$0.6 -7% 45 1 2%
2023-04-04 $6.3 $0.6 10% 43 3 7%
2022-04-01 $9.4 -$2.5 -27% 43 3 7%
2021-04-05 $8.5 -$1.6 -19% 38 8 21%
2020-04-01 $5.4 $1.5 28% 38 8 21%
2019-04-01 $4.7 $2.1 45% 37 9 24%
2018-04-02 $5.0 $1.8 36% 38 8 21%
2017-04-01 $4.7 $2.2 47% 35 11 31%
2016-04-01 $5.0 $1.8 37% 33 13 39%
2015-04-01 $5.5 $1.4 25% 30 16 53%
2014-04-01 $5.7 $1.2 20% 30 16 53%
2013-04-01 $3.2 $3.7 113% 27 19 70%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MN, AK-04/18/2006, AL-04/18/2006, AR-04/21/2006, AZ-04/18/2006, CA-09/10/2004, CO-04/18/2006, CT-03/04/2005, DC-04/18/2006, DE-04/26/2006, FL-03/20/2002, GA-04/18/2006, HI-04/18/2006, IA-04/16/2003, ID-04/18/2006, IL-09/26/2003, IN-04/18/2006, KS-04/18/2006, KY-04/18/2006, LA-04/25/2006, MA-10/25/2005, MD-04/18/2006, ME-04/18/2006, MI-09/04/2002, MN-05/11/2000, MO-03/04/2005, MS-04/18/2006, MT-04/18/2006, NC-04/18/2006, ND-04/18/2006, NE-04/18/2006, NH-04/18/2006, NJ-05/30/2006, NM-04/18/2006, NV-04/18/2006, NY-09/06/2005, OH-05/21/2003, OK-04/18/2006, OR-04/18/2006, PA-04/18/2006, RI-04/18/2006, SC-04/18/2006, SD-04/17/2002, TN-04/19/2006, TX-03/20/2002, UT-04/18/2006, VA-04/18/2006, VT-04/18/2006, WA-04/18/2006, WI-03/29/2001, WV-04/18/2006
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
NEWSLETTERS
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV