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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | 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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