WILMINGTON, DECRD 298390Latest ADV February 19, 2026
Riversedge Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated February 19, 2026, reports $928M in regulatory assets under management, 19 employees, 1 office, and 1,515 accounts.
Assets Under Management
$928M
Employees
19
Offices
1 office
Total Clients
454
Primary office
WILMINGTON, DE
600 N KING ST, SUITE 200, WILMINGTON, DE, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.4% of total clients.
Top client categories% of clientsClients
1
Individuals
47.4%
215
2
HNWI
36.8%
167
3
Pension Plans
13.9%
63
4
Corporations
2.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$928Mas of February 19, 2026
Discretionary99.6%
$924M
100% of total RAUM99.6%
Non-discretionary0.4%
$4M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$928M
Total Accounts1,515
10Y AUM Change+$928M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee24:1
10Y Employee Change+16 (+533.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.