# River's Edge

> River's Edge is an SEC-registered investment advisory firm in Beaver, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 313711
- Filed as: RIVER'S EDGE
- Legal name: River's Edge Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beaver, PA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313711
- AdvisorCensus page: https://advisorcensus.com/firm/river-s-edge-beaver-pa-313711

## Quick answers

**How is River's Edge compensated?**
On its Form ADV (Item 5.E, October 2026), River's Edge reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does River's Edge charge?**
Its Form ADV Part 2A brochure dated April 27, 2026 states: Flat fee: $2,500 to $7,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is River's Edge located?**
River's Edge's principal office is in Beaver, PA, according to its Form ADV.

**Is River's Edge registered with the SEC or a state?**
River's Edge is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 313711.

**How much does River's Edge manage?**
River's Edge reports $157,086,676 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (97% discretionary).

**How have River's Edge's assets and staff changed since 2021?**
In the Form ADV data for River's Edge: Regulatory assets under management: $57,520,446 in the October 2021 data and $157,086,676 in the October 2026 data, up 173%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does River's Edge serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (161); high net worth individuals (56); charitable organizations (11).

**Which custodians does River's Edge use?**
River's Edge's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does River's Edge report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313711

**What changed in River's Edge's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $122,681,641 to $157,086,676 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Flat fee: $2,500 to $7,500 (financial planning services)

> Financial planning fees are generally calculated and charged on a flat fee basis from $2,500 to $7,500 per engagement, but with a minimum charge of $2,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $157,086,676
- Discretionary: $152,160,143
- Non-discretionary: $4,926,533

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 161 | $66,454,903 |
| High net worth individuals | 56 | $84,565,762 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $4,929,272 |
| Charitable organizations | 11 | $670,149 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $466,590 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IN, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- riversedgewm.com
- Facebook @RiversEdgeWM
- LinkedIn @rivers-edge-wealth-management-llc
- LinkedIn @jacob-mcconnell-cfp®-174599164
- LinkedIn @jake-mccracken-cfp®-83650036
- LinkedIn @nancijopruce
- LinkedIn @quinn-mccracken-079487132
- LinkedIn @trevor-york-cfp®-ricp®-225bb7149

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $57,520,446 | 4 | September 26, 2021 |
| October 2024 | $102,302,391 | 4 | July 12, 2024 |
| October 2025 | $122,681,641 | 5 | June 23, 2025 |
| October 2026 | $157,086,676 | 5 | April 27, 2026 |

Regulatory assets under management: $57,520,446 in the October 2021 data and $157,086,676 in the October 2026 data, up 173%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $122,681,641 to $157,086,676 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. River's Edge (CRD 313711): Form ADV filing data as of October 2026.