Riversedge Advisors
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 298390
- Registered since
- September 12, 2018
- Website
- www.riversedgeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.8%
- Pension & Profit Sharing Plans10.38%
- Individuals10.25%
- Corporations / Businesses0.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Riversedge Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm describes itself as a capital allocator that serves both individual/family clients and institutional accounts. Its fee schedules include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. Core advisory services listed on the ADV cover financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside managers. Riversedge reports an industry affiliation with an accountant and indicates it does not position itself as an active ESG investor. The firm received a Citywire accolade in 2025 as part of the "50 Growers Across America" list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities19%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- Other2%
Owners & executives
3 of 3
Timothy Mihok
Chief Executive Officer, PartnerCRD 7651081
Brian Carney
Chief Executive OfficerCRD 4447761
Jarrett Morris
Partner & Chief Compliance OfficerCRD 5146654
Contacts
3 of 10
Bryan Dalesandro
Director, Financial PlanningCRD 3222500
Jaime Cutter
Client Service AssociateCRD 6894682
Kay Kidwell
Wealth AdvisorCRD 5340697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$572M in ETFs
94%
$535M
6%
$37.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $73.6M | 375,036 | 12.87% |
Location
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 600 N King St
- Time zone
- ET (UTC-5)
- Office locations
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