River's Edge
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$122,681,641
Total clients
197
25% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
49
Average account size
$622,749
About
River’s Edge Wealth Management serves individuals, high‑net‑worth clients, physicians and owners of closely held businesses with discretionary portfolio management, financial planning, retirement‑rollover guidance and related services. The firm operates as a small team of four advisors and manages roughly $122.7 million in client assets across its client base.
The firm’s investment approach emphasizes evidence‑based, goal‑driven asset allocation that balances tax efficiency, cost control and long‑term risk management, with ongoing client communication and the ability to accept reasonable client restrictions. For taxable accounts it uses tax‑aware techniques including direct indexing (generally with a $250,000 minimum) and tax‑loss harvesting, and implements a passive‑tilted, cost‑efficient strategy in portfolio construction.
Compared with many peers, River’s Edge sponsors a wrap fee program that bundles advisory, custody and certain trading costs into a single fee, and it periodically offers paid educational seminars and workshops for clients, prospects and professionals. The firm also discloses several operational practices that distinguish it from peers of similar size, including AI‑assisted real‑time note‑taking during web calls and providing contract‑review services for physician clients who engage the firm for investment management.
Client services
Fee options
Financial planning fees generally range from $2,500 to $7,500 per engagement; minimum charge $2,500; educational seminars fee between $500 and $2,500
$0 - $500,000: 1.4% $500,001 - $1,000,000: 1.0% $1,000,001 - $3,000,000: .80% $3,000,001 - $10,000,000: .60% $10,000,001 - $20,000,000: .50% $20,000,001 - $50,000,000: .40% $50,000,001+: .30%
Account minimum: $250,000 for direct indexing program; general minimum of $5,000 in annual fees (asset management and/or financial planning) negotiable Minimum fee: Typically $5,000 in annual fees (asset management and/or financial planning), negotiable
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
River's Edge
525 3 Rd Street, Suite 200
Beaver PA 15009, United States
Number of offices
1
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