RIVERSEDGE ADVISORS

RIASEC RegisteredEst. 2018

Total AUM

$928M

Discretionary

$924M

100% of AUM

Avg account

$613K

Accounts

1,515

Employees

Advisory reps

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

FINTRX

Overview

Riversedge Advisors is an independent RIA formed and SEC-registered in 2018 that positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm blends traditional portfolio management and financial planning with the ability to select third-party managers, indicating a hybrid advisory model that mixes in-house discretionary management with outsourced strategies. Riversedge lists financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers among its primary activities. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options, which supports both ongoing investment relationships and project-based engagements. The firm reports it is not an active ESG investor, and it operates as an independent, individual-owned LLC. Riversedge was recognized in 2025 by Citywire as one of its "50 Growers Across America," a marker of external industry recognition for its growth profile.