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RIVERSEDGE ADVISORS
600 N King St
Suite 200
Wilmington, Delaware 19801
Tel: 302-573-6864
About RIVERSEDGE ADVISORS
RIVERSEDGE ADVISORS, formally registered with the SEC as RIVERSEDGE ADVISORS. The firm was established in 09/12/2018. They have over 1 offices throughout the country.
RIVERSEDGE ADVISORS is a Wilmington, Delaware based Financial Planning firm with nearly $452,704,111 assets under management, offering retirement planning & investment advisory services to 1075 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 298390 |
| SEC# | 801-113978 |
| Assets Managed by Firm | $452,704,111 |
| No. of Clients | 1075 |
| No. of Advisors | 16 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1075 | $452,704,111 |
| Individuals (other than high net worth individuals) | 218 | $72,731,209 |
| High net worth individuals | 99 | $314,956,291 |
| Pension and profit sharing plans | 53 | $59,754,994 |
| Charitable organizations | 1 | $269,992 |
| Corporations or other businesses | 2 | $3,566,246 |
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|---|---|---|---|
| $88,770,382,053 | 41 | 235 | |
| $38,994,513,543 | 119 | 27 | |
| $19,948,123,000 | 13 | 73 | |
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001 | $16,488,434,237 | 3376 | 127 |
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