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RIVERSEDGE ADVISORS

600 N King St
Suite 200
Wilmington, Delaware 19801
Tel: 302-573-6864

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About RIVERSEDGE ADVISORS

RIVERSEDGE ADVISORS, formally registered with the SEC as RIVERSEDGE ADVISORS. The firm was established in 09/12/2018. They have over 2 offices throughout the country.

RIVERSEDGE ADVISORS is a Wilmington, Delaware based Financial Planning firm with nearly $708,414,018 assets under management, offering retirement planning & investment advisory services to 1415 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#298390
SEC#801-113978
Assets Managed by Firm$708,414,018
No. of Clients1415
No. of Advisors15

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1415$708,414,018
Individuals (other than high net worth individuals)220$84,598,806
High net worth individuals139$536,147,120
Pension and profit sharing plans60$83,668,925
Corporations or other businesses8$3,999,167

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WILMINGTON TRUST INVESTMENT ADVISORS, INC.
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DUPONT CAPITAL MANAGEMENT
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