# Riversedge Advisors

> Riversedge Advisors is an SEC-registered investment advisory firm in Wilmington, DE, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 298390
- Filed as: RIVERSEDGE ADVISORS
- Legal name: Riversedge Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298390
- AdvisorCensus page: https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390

## Quick answers

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

**How much does Riversedge Advisors charge?**
Its Form ADV Part 2A brochure dated July 8, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: $20,000 (Financial planning and consulting services); Flat fee: up to $20,000 (Financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Riversedge Advisors located?**
Riversedge Advisors' principal office is in Wilmington, DE, according to its Form ADV.

**Is Riversedge Advisors registered with the SEC or a state?**
Riversedge Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298390.

**How much does Riversedge Advisors manage?**
Riversedge Advisors reports $928,361,820 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**How have Riversedge Advisors' assets and staff changed since 2021?**
In the Form ADV data for Riversedge Advisors: Regulatory assets under management: $282,000,000 in the October 2021 data and $928,361,820 in the October 2026 data, up 229%. Total employees: 9 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Riversedge Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (215); high net worth individuals (167); pension and profit sharing plans (but not the plan participants or government pension plans) (63).

**Which custodians does Riversedge Advisors use?**
Riversedge Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Riversedge Advisors 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/298390

**What changed in Riversedge Advisors' recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 10 to 9.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 8, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Our advisory fee is tailored to each client based on the services provided and relevant factors, typically as a percentage of assets under management and/or advisement. The fee can range up to 1.50% per annum

- Flat fee: $20,000 (Financial planning and consulting services)

> Fixed fees can range up to $20,000. All fee arrangements are open to negotiation.

- Flat fee: up to $20,000 (Financial planning and consulting services)

> Fixed fees can range up to $20,000. All fee arrangements are open to negotiation.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

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: $928,361,820
- Discretionary: $924,399,230
- Non-discretionary: $3,962,590

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 215 | $95,149,034 |
| High net worth individuals | 167 | $731,547,605 |
| 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) | 63 | $96,331,923 |
| Charitable organizations | 0 | $0 |
| 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 | 9 | $5,333,258 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 19 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, DE, FL, MD, NC, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- riversedgeadvisors.com
- Facebook @RiversEdgeAdvisorsLLC
- Instagram @riversedgeadvisors_llc
- LinkedIn @riversedgeadvisors
- X @RiversEdge_LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $282,000,000 | 9 | March 29, 2021 |
| October 2022 | $424,000,000 | 13 | September 23, 2022 |
| October 2023 | $452,704,111 | 16 | September 11, 2023 |
| October 2024 | $594,419,925 | 16 | August 1, 2024 |
| October 2025 | $708,414,018 | 16 | July 3, 2025 |
| October 2026 | $928,361,820 | 19 | July 16, 2026 |

Regulatory assets under management: $282,000,000 in the October 2021 data and $928,361,820 in the October 2026 data, up 229%.
Total employees: 9 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 10 to 9.

### July 2026
- Employees performing advisory functions went from 9 to 10.

### March 2026
- Employees performing advisory functions went from 12 to 9.
- Regulatory assets under management went from $708,414,018 to $928,361,820 (+31%).

### December 2025
- Employees performing advisory functions went from 11 to 12.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Riversedge Advisors (CRD 298390): Form ADV filing data as of October 2026.