River'S Edge is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beaver, PA. Its latest Form ADV filing, dated April 27, 2026, reports $157M in regulatory assets under management, 5 employees, and 961 accounts.
Assets Under Management
$157M
Employees
5
Offices
--
Total Clients
236
Primary office
BEAVER, PA
525 3RD STREET, SUITE 200, BEAVER, PA, United States
Top client segmentIndividuals represent 68.2% of total clients.
Top client categories% of clientsClients
1
Individuals
68.2%
161
2
HNWI
23.7%
56
3
Charitable
4.7%
11
4
Pension Plans
3.0%
7
5
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$157Mas of April 27, 2026
Discretionary96.9%
$152M
97% of total RAUM96.9%
Non-discretionary3.1%
$5M
3% of total RAUM3.1%
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$157M
Total Accounts961
10Y AUM Change+$157M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee47:1
10Y Employee Change+1 (+25.0%)
* 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.