RiversEdge Advisors
RiversEdge Advisors is an independent, fiduciary registered investment advisor in Wilmington, Delaware serving high-net-worth individuals, business owners, and corporate retirement plan sponsors with integrated wealth management, tax and business advisory, and corporate retirement plan services across the Mid-Atlantic.
- Company typePrivate
- Founded2013
- HeadquartersWilmington, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What RiversEdge Advisors does
RiversEdge Advisors is an independent, fiduciary registered investment advisor (RIA) and business advisory firm headquartered in Wilmington, Delaware. Founded in 2013 by Brian Carney and Jarrett Morris and led since January 2025 by CEO and Partner Tim Mihok, the firm serves high-net-worth individuals and families, business owners and entrepreneurs, and corporate retirement plan sponsors across the Mid-Atlantic region. Its core products are Wealth Management (financial planning, investment management, estate planning, risk management), a tiered Business Planning suite (myPLAN, myCONTROL, myCFO, myPARTNER) delivering tax strategy, fractional CFO, and exit/M&A advisory, and Corporate Retirement Plans (plan design, benchmarking, fiduciary partnership, investment consulting). A dedicated Women's Wealth practice launched in April 2026 under Marisa Facciolo extends the platform into financial transitions for women entrepreneurs and HNW women. The firm reports approximately 21 team members across partners, advisors, client service associates, and operations.
The firm does not develop proprietary technology; it operates on a curated stack of third-party platforms including Charles Schwab (custodian), Orion Advisor (portfolio management and reporting), eMoney Advisor (financial planning), eMaplan (wealth management portal), TaxDome (tax document management), and Flextract (secure file sharing). Services are delivered via a team-based "pod" model that pairs a lead advisor with associate advisors, client service associates, and tax specialists, supported by a four-stage client engagement process (Introductory Consultation, Discovery Meeting, Plan Implementation, Ongoing Monitoring & Review). Distribution is primarily direct-to-client relationship-based, augmented by content marketing, SEO, third-party media (USA Today, Newsweek, Citywire RIA, Inc. 5000), client referrals, and a "For Advisors" recruiting platform targeting independent advisors seeking RIA affiliation.
Revenue is generated through percentage-of-AUM recurring advisory fees on managed portfolios (the primary engine), tiered subscription and one-time fees on the business planning and corporate retirement plan offerings, and ancillary tax planning engagements. Assets under management stood at approximately $708 million as of September 2025, up from $453 million in 2023, with the firm recognized as the fastest growing RIA in Delaware by Citywire RIA, ranked on Inc. 5000 (No. 3,842), and included on USA Today's 2026 Best Financial Advisory Firms list at #1 in Delaware and #74 nationally.
RiversEdge Advisors firmographics
Firmographics- Name
- RiversEdge Advisors
- Legal name
- RiversEdge Advisors, LLC
- Website
- https://riversedgeadvisors.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- RiversEdge Advisors is an independent, fiduciary registered investment advisor in Wilmington, Delaware serving high-net-worth individuals, business owners, and corporate retirement plan sponsors with integrated wealth management, tax and business advisory, and corporate retirement plan services across the Mid-Atlantic.
- Ownership category
- akta.pro rank
RiversEdge Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Pension Funds (525110), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Business Owner & Executive Financial Planning (FSAEAAAO), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where RiversEdge Advisors is headquartered
LocationHeadquarters
- HQ city
- Wilmington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
RiversEdge Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Fees for comprehensive wealth management services including investment management, financial planning, and ongoing advisory services. The firm operates as a registered investment advisor committed to fiduciary standards.
- Business Planning Services: Tiered business advisory services (myPLAN, myCONTROL, myCFO, myPARTNER) providing tax planning, strategic planning, CFO services, and business advisory to business owners.
- Corporate Retirement Plan Services: Plan design, fiduciary partnership, and investment consulting for corporate retirement plans. Fees include one-time plan design fees and ongoing annual financial planning and quarterly investment management fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | myPLAN - Tax planning and advisory services for businesses |
| Other | Multi-year contract | myCONTROL - Financial operations optimization |
| Subscription | Quarterly | myCFO - Fractional CFO services |
| Other | Multi-year contract | myPARTNER - Strategic business planning and exit strategies |
| Other | Multi-year contract | Plan Design & Plan Benchmarking |
| Subscription | Quarterly | Fiduciary Partner & Investment Consulting |
Go-to-market motion3 records
Distribution channels1 record
Marketing channels5 records
RiversEdge Advisors product offering
Product offeringCore offering
RiversEdge Advisors is a registered investment advisor providing comprehensive wealth management, business planning, and corporate retirement plan advisory services. The firm serves high-net-worth individuals, business owners, and corporate plan sponsors through a team-based 'pod' model combining investment management, financial planning, tax advisory, and estate planning into integrated engagements. Core offerings include Wealth Management, a tiered Business Planning suite (myPLAN, myCONTROL, myCFO, myPARTNER), Corporate Retirement Plans, and a Women's Wealth practice.
Product overview
RiversEdge Advisors operates as a registered investment advisory firm offering an integrated wealth management platform with specialized service tiers. The core offering combines Wealth Management and Corporate Retirement Plans, supported by a modular Business Planning suite (myPLAN, myCONTROL, myCFO, myPARTNER) and a dedicated Women's Wealth sub-brand. Services are delivered through a team-based pod model combining lead advisors, associate advisors, client service associates, and tax specialists.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- myPLAN
- myCONTROL
- myCFO
- myPARTNER
- Corporate Retirement Plans
- Women's Wealth
Companies that use RiversEdge Advisors
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
RiversEdge Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
RiversEdge Advisors partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Charles Schwab (Client Login)coreThird-party custodian and client login portal provider for RiversEdge client accounts. Clients access Schwab accounts through the client portal.
- Orion Advisor Solutions (Client Login)corePortfolio management and reporting platform provider for RiversEdge. Clients access Orion accounts through the client portal.
- TaxDome (Client Login)coreTax document management and client portal provider for RiversEdge tax services.
- eMoney AdvisorcoreFinancial planning software and client portal provider for RiversEdge client account integration and monitoring.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
RiversEdge Advisors competitors and assessment
Company assessmentBroad incumbents
- Hightower Advisors: Large national RIA platform with ~$300B+ AUM, recruiting independent advisors via a partnership model with shared technology and compliance. The 'For Advisors' channel at RiversEdge competes directly with Hightower's recruiting model.
- Wealth Enhancement Group: RIA platform aggregating independent advisory firms with integrated financial planning and tax services. Its acquisition-led growth model is the scaled analog of RiversEdge's organic and For-Advisors growth strategy.
- Mariner Wealth Advisors: National RIA platform with integrated tax, estate, and business advisory services serving HNW clients. Mirrors RiversEdge's integrated stack but at much greater scale and with broader geographic reach.
- Carson Group: National RIA coaching and technology platform serving independent advisors who want affiliation and back-office support. Directly comparable to the value proposition RiversEdge offers advisors via its 'For Advisors' platform.
- Focus Financial Partners: Largest RIA aggregator with hundreds of partner firms; provides scale, capital, and technology. Represents the institutional exit/combination path an independent RIA like RiversEdge could eventually pursue.
Emerging players
- PagnatoKarp: Independent RIA focused on ultra-HNW clients and business owners with proactive, team-based service. Comparable in client focus and service intensity but operating at larger scale and with national footprint.
Direct peers
- Cerity Partners: Wealth management firm focused on HNW individuals and business owners with integrated tax, business advisory, and exit planning capabilities — closely matching RiversEdge's pod model and business-owner-first positioning.
- Anchor Capital Advisors: Delaware/Mid-Atlantic independent RIA offering wealth management and financial planning to HNW clients. Comparable firm profile in terms of services, fiduciary model, and regional focus.
- Aspiriant: Fee-only RIA serving HNW clients with comprehensive financial planning and wealth management, often with business owner and exit-planning specializations. Comparable in service breadth and client profile.
- Brandywine Oak Private Wealth: Wilmington, Delaware-based independent RIA serving HNW individuals and families. Direct comparable given shared geography, similar AUM scale, and team crossover (Katie Davis previously worked at Brandywine Oak).
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
RiversEdge Advisors social profiles
Digital presenceRiversEdge Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
RiversEdge Advisors leadership team
Management profileNumber of profiles
Profiles11 records
RiversEdge Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RiversEdge Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RiversEdge Advisors
What does RiversEdge Advisors do?
RiversEdge Advisors is a registered investment advisor providing comprehensive wealth management, business planning, and corporate retirement plan advisory services. The firm serves high-net-worth individuals, business owners, and corporate plan sponsors through a team-based 'pod' model combining investment management, financial planning, tax advisory, and estate planning into integrated engagements. Core offerings include Wealth Management, a tiered Business Planning suite (myPLAN, myCONTROL, myCFO, myPARTNER), Corporate Retirement Plans, and a Women's Wealth practice.
Is RiversEdge Advisors a public or private company?
RiversEdge Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was RiversEdge Advisors founded?
RiversEdge Advisors was founded in 2013. It employs 11 to 50 people.
Where is RiversEdge Advisors based?
RiversEdge Advisors is headquartered in Wilmington, United States, in the North America region.
How does RiversEdge Advisors make money?
Three revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are business Planning Services and corporate Retirement Plan Services.
Who are RiversEdge Advisors's main competitors?
Broad incumbents on record are Hightower Advisors, Wealth Enhancement Group, Mariner Wealth Advisors, Carson Group and Focus Financial Partners. PagnatoKarp is listed as an emerging player. Direct peers are Cerity Partners, Anchor Capital Advisors, Aspiriant and Brandywine Oak Private Wealth.
Does RiversEdge Advisors have an API?
No public API is recorded for RiversEdge Advisors.
What industry is RiversEdge Advisors in?
RiversEdge Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.