San Antonio, TX Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Riversedge Advisors
Team
Firm-wide stats for Riversedge Advisors
About
RiversEdge Advisors serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans, providing discretionary and non‑discretionary investment management, financial planning, and retirement‑plan advisory (including ERISA 3(21) and 3(38) services). The firm offers standalone planning or consulting modules as well as integrated wealth management tailored to client goals and risk tolerances.
The firm’s investment approach is anchored in modern portfolio theory and typically implements strategic asset allocations built primarily with ETFs, with rebalancing and occasional shorter‑term trades as needed; RiversEdge may also recommend unaffiliated independent managers for portions of client portfolios. RiversEdge intentionally supports held‑away retirement accounts through a third‑party access provider (Pontera TAP) and uses technology and platform integrations (Orion/UPTIQ) alongside custodial relationships (Schwab, SEI) to implement and monitor client strategies.
Noteworthy disclosures in the brochure include an affiliation with an affiliated tax and accounting practice (RiversEdge Tax & Advisory), which the firm may recommend to clients and which the ADV identifies as a potential conflict of interest. The brochure also details platform and vendor arrangements — such as participation in institutional custodian programs and a revenue share under Orion’s Cash & Credit program — and explains the economic benefits the firm receives and the steps it takes to disclose or mitigate those conflicts.
Based on Riversedge Advisors
Location
San Antonio TX
Advisors at this office
1
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