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 RIA organized as an LLC that registered with the SEC in 2018. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that constructs portfolios and allocates to third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Riversedge charges a mix of percentage‑of‑AUM fees as well as hourly and fixed fees. The firm is not an active ESG investor. In 2025 Riversedge was included in Citywire’s "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
Jarrett Morris
Partner & Chief Compliance OfficerCRD 5146654
Brian Carney
Chief Executive OfficerCRD 4447761
Timothy Mihok
Chief Executive Officer, PartnerCRD 7651081
Contacts
3 of 9
Kay Kidwell
Wealth AdvisorCRD 5340697
Mark Eggleston
Associate Financial AdvisorCRD 7001355
Katherine Davis
Associate Wealth AdvisorCRD 6464456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$657M in ETFs
92%
$605M
7%
$51.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $86.1M | 398,629 | 13.12% |
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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