River's Edge
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$151,020,665
Clients
217
Advisors
4
of 5 employees
About
River’s Edge Wealth Management serves individual and high‑net‑worth clients, with a stated emphasis on physicians and owners of closely held businesses, managing roughly $157 million across about 217 client relationships. The firm provides discretionary portfolio management, comprehensive financial planning, retirement‑rollover guidance, direct indexing strategies, and periodic educational seminars, and it also offers contract review services for physician employment agreements.
The firm’s investment approach is evidence‑based and goal‑driven, favoring diversified, passive‑tilted allocations with attention to tax efficiency and long‑term risk management; client accounts are typically managed on a discretionary basis and may include client‑imposed restrictions. River’s Edge uses direct indexing as a tax‑loss harvesting tool and employs technology—such as AI-assisted real‑time note‑taking on web calls with an opt‑out option—to support client communication and recordkeeping.
What is uncommon for a firm of this size is that River’s Edge sponsors a wrap fee program that consolidates advisory, custody and trading services, and it regularly offers educational seminars or workshops for clients and professionals. The combination of a small, four‑advisor team, a focus on physician clients (including contract review), and the firm’s direct indexing and seminar offerings distinguishes it from many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fees range from $2,500 to $7,500 per engagement, with a $2,500 minimum, negotiable
$0 - $500,000: 1.4% $500,001 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%
Account minimum: $100,000 Minimum fee: Typically a minimum of $6,000 in annual fees (negotiable)
Main office
525 3rd Street, Suite 200
Beaver PA 15009
Advisors at this office
4
Most active in
Indiana · Ohio · Pennsylvania · Texas
Also doing business as
River's Edge · River's Edge Wealth Management LLC
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.
Quick links
Advisors at this firm
Trevor Y
CFP®, ChFC®, Series 66
Beaver, PA
River's Edge
Trevor York is a CFP® and ChFC® with nine years of industry experience. He has worked at River’s Edge Wealth Management since 2021 and previously held roles at EWA, LLC, Northwestern Mutual, and Jake McCracken. Outside of his financial career, he was affiliated with the Reformed Presbyterian Church for three years. River’s Edge Wealth Management serves individual and high-net-worth clients, with an emphasis on physicians and owners of closely held businesses. The firm employs an evidence-based, goal-driven investment approach with a focus on tax efficiency, direct indexing, and client education.
Jacob M
CFP®, Series 66
Beaver, PA
River's Edge
Jacob Mc Connell is a CFP® professional with five years of industry experience currently advising clients at River's Edge Wealth Management. His prior experience includes roles at O. N. Equity Sales Company and Hummel Wealth Management, among others. Outside of finance, he is involved with Life Family Church in Beaver, Pennsylvania. River's Edge Wealth Management serves individual and high-net-worth clients, particularly physicians and owners of closely held businesses, managing approximately $157 million across 217 client relationships. The firm employs an evidence-based, goal-driven investment approach with an emphasis on tax efficiency and long-term risk management, and it offers services such as discretionary portfolio management, direct indexing, and physician contract review.
Jake M
CFP®, Series 66
Beaver, PA
River's Edge
Jake Mccracken is a CFP® professional with 13 years of experience in the financial services industry. He has worked at River's Edge Wealth Management since 2021 and previously held roles at Northwestern Mutual from 2011 to 2020. His credentials also include the Series 66 designation. River’s Edge Wealth Management serves individual and high-net-worth clients, with a focus on physicians and owners of closely held businesses. The firm manages approximately $157 million across about 217 client relationships, employing an evidence-based, goal-driven investment approach that includes discretionary portfolio management, direct indexing strategies, and educational seminars.
Quinn M
CFP®, Series 65
Beaver, PA
River's Edge
Quinn Mc Cracken is a CFP® professional at River’s Edge Wealth Management with five years of industry experience. Prior to joining River’s Edge in 2021, he held roles at EWA, LLC, Ken Mixter, Inc., Dunn & Associates, and other firms. Outside of advisory work, he has worked as a rideshare driver. River’s Edge Wealth Management serves individual and high-net-worth clients, emphasizing physicians and owners of closely held businesses. The firm manages approximately $157 million across 217 client relationships and employs an evidence-based, goal-driven investment approach with a focus on tax efficiency, direct indexing, and client communication supported by technology.
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