Steven
Meves

River Street Advisors, LLC

CRD#4163213
Investment Advisor
in Aurora, IL

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About this Advisor

Steven Meves is a chartered financial analyst working out of Aurora, Illinois who has 7 years of industry experience. Meves works at River Street Advisors, LLC. Over the course of their career, they have held roles at River Street Advisors, LLC, Northwestern Mutual Wealth Management Co and Old Second National Bank. Meves maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Illinois. River Street Advisors, LLC is a firm based in Aurora, IL. The firm has offices in four locations and a total of 12 people on staff. It manages $205 million in assets across its 652 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to two charities and foundations. Of its 652 client accounts, 19% belong to high-net-worth investors who have at least $1 million in investable assets. River Street Advisors, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees are based on which service is offered. However, fee types charged by River Street Advisors, LLC may include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

37 S. River Street
Aurora, IL 60506

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River Street Advisors, LLC Brokerage Details

Total Assets Under Management

$204,601,868

IL Average: $6,674,516,078
Total Number of Employees

12

IL Average: 44
Total Number of Accounts

652

IL Average: 2,564
Average Account Size

$313,807

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Steven Meves Work History

Steven has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

River Street Advisors, LLC

2016 - Present (8 years)

Old Second National Bank

2011 - 2016 (5 years)

Northwestern Mutual Wealth Management Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Meves to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at River Street Advisors, LLC

Jacqueline Runnberg
Aurora, IL
Travis Buoy
Aurora, IL
Richard Gartelmann
Aurora, IL
Steven Meves
Aurora, IL
Bradley Johnson
Aurora, IL
Yamilet Suarez
Aurora, IL
Amy Lynch
Aurora, IL
Michael Cava
Aurora, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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