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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-12-2018
- Office Locations
- 2
Office Locations
About Riversedge Advisors
RiversEdge Advisors is an independent RIA providing personalized wealth management and business planning for entrepreneurs and business owners. The firm delivers financial, retirement, tax, and estate/legacy planning alongside portfolio construction and risk management, using a mix of public funds, ETFs, and fixed income, with options such as annuities and digital-asset exposure. Custodies primarily at Charles Schwab and serves both retail and institutional relationships.
Reported data analysis
What the numbers show
Between October 23, 2025 and July 16, 2026, reported AUM increased 31.0%, from $708.4M to $928.4M.
Across 5 reported observations, AUM increased 119.0% between December 9, 2022 and July 16, 2026, from $424.0M to $928.4M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 9 advisory representatives and 464 clients, or 51.6 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on July 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Riversedge Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN JASON CARNEY
Advisor, FOUNDER, PARTNER
- CRD
- #4447761
- Ownership
- 25% but less than 50%
JARRETT FRANKLIN MORRIS
Chief Compliance Officer, Chief Operating Officer, FOUNDER, PARTNER
- CRD
- #5146654
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Jaime Suzanne Cutter
Client Service Associate
- CRD
- #6894682
KATHERINE ELIZABETH F DAVIS
Associate Wealth Advisor
- CRD
- #6464456
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $924,399,230 | $612,185 |
| Non-Discretionary | $3,962,590 | $792,518 |
| Total | $928,361,820 | $612,780 |
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Separately Managed Accounts
SMA allocation detail is available
Riversedge Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Riversedge Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.