Adam McLaughlin
River Raisin Investment Partners · Monroe, Michigan
Adam McLaughlin is a fee-only financial advisor at River Raisin Investment Partners in Monroe, Michigan. Adam focuses on retirement planning and estate & legacy planning. River Raisin Investment Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | River Raisin Investment Partners |
|---|---|
| Based in | Monroe, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $163.5M across 867 accounts |
| SEC registration | Investment adviser representative in MI, OH · CRD 5234319 |
| Exams passed | Series 63 (2007) · Series 65 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rrinvp.com |
| Profile |
How Adam's firm compares
- River Raisin Investment Partners's average account is about $189,000, from its Form ADV (assets managed divided by 867 accounts).
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Questions about Adam
Is Adam McLaughlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and River Raisin Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, River Raisin Investment Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Adam McLaughlin based?
Adam McLaughlin is based in Monroe, Michigan.
What does Adam specialize in?
Adam's specialties include retirement planning and estate & legacy planning.
Is Adam McLaughlin registered with the SEC?
Yes. Adam McLaughlin is registered as an investment adviser representative in MI and OH (CRD 5234319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does River Raisin Investment Partners manage?
River Raisin Investment Partners reports $163.5M across 867 accounts in assets under management.
How do I contact Adam McLaughlin?
Through Adam's website, www.rrinvp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- River Raisin Investment Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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