Wealth Manager
    SEC Registered
    Manages Private Funds

    Riversedge Advisors

    Registered investment advisor · Wilmington, Delaware · CRD #298390

    Assets Under Management
    $928M
    Client Accounts
    1,515
    Employees
    19
    CRD Number
    298390
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Riversedge Advisors

    RiversEdge Advisors is an independent investment advisory firm founded in 2012, serving high-net-worth clients with financial planning and business advisory services. It operates on a national scale and adheres to the highest fiduciary standards.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Riversedge Advisors

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    Frequently Asked Questions

    What is Riversedge Advisors's AUM?

    Riversedge Advisors reports approximately $928M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Riversedge Advisors headquartered?

    Riversedge Advisors is headquartered in Wilmington, Delaware.

    What is Riversedge Advisors's CRD number?

    Riversedge Advisors's CRD number is 298390. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Riversedge Advisors manage?

    Riversedge Advisors manages approximately 1,515 client accounts according to its latest SEC filing.

    Is Riversedge Advisors SEC registered?

    Yes, Riversedge Advisors is registered with the SEC as an investment adviser with an approved registration status.

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