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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2021
- Office Locations
- 1
Office Locations
About River's Edge
River's Edge Wealth Management is a fee-only, fiduciary RIA focused on physicians and their families. The CFP-led team builds and implements comprehensive plans spanning retirement, tax strategy execution, employer benefits optimization, compensation and housing decisions, and student loan payoff/forgiveness planning, paired with ongoing investment management and portfolio reviews. Based in Beaver, PA, they serve physician clients across the U.S.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAKE GILCHRIST MCCRACKEN
Chief Executive Officer, Managing Member, Wealth Advisor
- CRD
- #5930244
- Ownership
- 75% or more
Trevor M York
Chief Compliance Officer, Director
- CRD
- #6800601
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jacob Charles McConnell
--
- CRD
- #7267272
Quinn J. Paul McCracken
Wealth Advisor
- CRD
- #6880322
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,160,143 | $159,497 |
| Non-Discretionary | $4,926,533 | $703,790 |
| Total | $157,086,676 | $163,462 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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