Founded in 2016 by Adam Peck, CFA, and Matt Drvaric, Riverwater Partners is an independent, employee-owned registered investment advisor based in Milwaukee, Wisconsin. The firm manages approximately $245 million in discretionary assets and $600 million in total assets under management across three distinct strategies. As Milwaukee's first registered B Corporation in financial services and a woman-owned company, Riverwater Partners differentiates itself through responsible investing practices and ESG integration. The firm serves institutional and individual investors with minimum account requirements of $1 million for full-service accounts, charging fees ranging from 1.60% annually for smaller accounts to negotiable rates for larger relationships. With 11 employees and 190 client accounts, the firm has demonstrated consistent organic growth since inception.

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Riverwater Partners employs a proprietary Three Pillar Approach® focusing on Exceptional Management Teams, Superior Business Models, and Attractive Valuations. The firm emphasizes responsible investing with ESG integration across all strategies, maintaining long-term investment horizons with typical holding periods of three years or more. The Small Cap Strategy specifically targets companies with market capitalizations between $250 million and $5 billion, maintaining a concentrated portfolio of 25-45 companies while focusing on profitable businesses with strong cash flows and explicitly excluding unprofitable biotech companies. The firm operates as a fiduciary with the mission 'to make the world a better place by growing wealth through responsible investing' and maintains B Corporation certification, emphasizing measurable impact alongside financial returns.

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