River's Edge

RIASEC Registered

Total AUM

$157M

Discretionary

$152M

97% of AUM

Avg account

$163K

Accounts

961

Employees

Advisory reps

Firm details

Headquarters: Beaver, Pennsylvania
CRD number: 313711
Registered since: July 26, 2024
Website: www.riversedgewm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI53.83%
Individuals42.3%
Pension & Profit Sharing Plans3.14%
Charitable Organizations0.43%
Corporations / Businesses0.3%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

River's Edge is an independent, owner-operated registered investment adviser that registered with the SEC in 2024. The firm serves both individuals and families as well as institutional clients, and it charges clients using a mix of percentage-of-AUM and fixed-fee arrangements. Primary advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars or workshops. River's Edge notes a preference for equity exposures and does not identify as an active ESG investor. The firm is structured as a limited liability company and is not positioned as a capital allocator; it appears to deploy third-party managers and pooled products rather than running its own external funds. Its business mix and fee model suggest a hybrid of discretionary investment management and ongoing planning/consulting relationships.