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RIVERSEDGE ADVISORS

WILMINGTON, DE · CRD 298390 · IAPD ↗ · 302-573-6864

$928.4MRegulatory AUM
9Advisory reps
19Employees
10Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — RIVERSEDGE ADVISORS shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
64
March 2026 — RIVERSEDGE ADVISORS reported RAUM up 31% ($708.4M -> $928.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2026 — RIVERSEDGE ADVISORS now reports custody of client assets ($196.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
February 2025 — RIVERSEDGE ADVISORS notice-filed in DC, NC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2025 — RIVERSEDGE ADVISORS reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
July 2024 — RIVERSEDGE ADVISORS notice-filed in SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2024 — RIVERSEDGE ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2024 — RIVERSEDGE ADVISORS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — RIVERSEDGE ADVISORS crossed $500M in regulatory AUM ($452.7M -> $594.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.