A complete list of active advisors currently associated with Riversedge Advisors

Warmer can help you find a great advisor at Riversedge Advisors or one who fits your needs even better.

RiversEdge Advisors provides investment management, financial planning, and retirement‑plan advisory services to individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans. It also offers related consulting and implementation services, including ERISA 3(21) and 3(38) plan fiduciary work and referrals for specialized tax and accounting support. The firm operates as a fiduciary and bases portfolio construction on strategic asset allocation informed by modern portfolio theory, implementing portfolios primarily with ETFs and passive mutual fund share classes when appropriate. RiversEdge may use and oversee unaffiliated Independent Managers for portions of client portfolios, provides held‑away account management via order‑management platforms, and aggregates household assets for fee calculations while treating accounts custodied at Fidelity separately. What is distinctive about RiversEdge is its affiliation with RiversEdge Tax & Advisory, an accounting and tax practice under common ownership that the firm may recommend to clients — a relationship that creates potential conflicts of interest. The firm’s advisory team also includes insurance‑licensed professionals and offers access to third‑party lending and cash‑management solutions (through platforms such as UPTIQ), and it manages roughly $928 million in client assets across a multi‑advisor team.

To learn more about the advisors currently working at Riversedge Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Brian Carney profile photo Brian Carney
Wilmington, DE
24
Jaime Cutter profile photo Jaime Cutter
Wilmington, DE
4
Bryan Dalesandro profile photo Bryan Dalesandro
Wilmington, DE
14
Katherine Davis profile photo Katherine Davis
Wilmington, DE
9
Mark Eggleston profile photo Mark Eggleston
Wilmington, DE
6
Erin Eliason profile photo Erin Eliason
Wilmington, DE
11
Steven Hutchison profile photo Steven Hutchison
Wilmington, DE
3
Kay Kidwell profile photo Kay Kidwell
Wilmington, DE
17
Lauren Mance profile photo Lauren Mance
Wilmington, DE
0
Jarrett Morris profile photo Jarrett Morris
Wilmington, DE
19
Khristopher Torres profile photo Khristopher Torres
San Antonio, TX
9
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