Wilmington, DE Office
TeamData 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
600 N King St, Suite 200
Wilmington DE 19801
Advisors at this office
10
Advisors at this office
Katherine D
Series 65, Series 66
Wilmington, DE
Riversedge Advisors
Katherine Davis is a financial advisor at RiversEdge Advisors with nine years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including Beacon Financial Services, LPL Financial, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and emphasizes strategic asset allocations primarily using ETFs, with technology integrations and third-party managers as appropriate.
Lauren M
CFA®, Series 63
Wilmington, DE
Riversedge Advisors
Lauren Mance is a CFA® charterholder with one year of industry experience, currently serving as an advisor at RiversEdge Advisors. Her prior roles include positions at Great Gray Trust Company and Wilmington Trust. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and primarily implements strategic asset allocations with ETFs, supported by technology and platform integrations to monitor client strategies.
Jarrett M
CFP®, ChFC®, Series 63, Series 65
Wilmington, DE
Riversedge Advisors
Jarrett Morris is a financial advisor at RiversEdge Advisors with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Purshe Kaplan Sterling Investments and Blue Rock Financial Group. He is a co-founder and Chief Compliance Officer of RiversEdge Advisors and a partner at RiversEdge Business Solutions dba RiversEdge Tax & Advisory. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a modern portfolio theory approach, primarily implementing ETF-based strategic asset allocations with rebalancing and may recommend independent managers for client portfolios.
Steven H
Series 65
Wilmington, DE
Riversedge Advisors
Steven Hutchison is a financial advisor at RiversEdge Advisors with a Series 65 credential and three years of industry experience. Prior to joining RiversEdge, he spent 11 years at The Siegfried Group. He is also a partner at RiversEdge Business Services, a public accounting firm. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory and utilizes ETFs, independent managers, and technology integrations to manage client strategies.
Jaime C
Series 66
Wilmington, DE
Riversedge Advisors
Jaime Cutter is a financial advisor at RiversEdge Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for seven years and Discover Financial Services for two years. Jaime is based in Wilmington, Delaware. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach, primarily using ETFs and strategic asset allocations tailored to client goals and risk tolerances.
Brian C
CFP®, ChFC®, Series 63, Series 65
Wilmington, DE
Riversedge Advisors
Brian Carney is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently a partner at Riversedge Advisors and RiversEdge Business Solutions, with prior roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he is involved in a public accounting firm affiliated with RiversEdge and owns an independent insurance agency. RiversEdge Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a modern portfolio theory approach with primarily ETF-based strategic allocations, complemented by third-party manager recommendations and integrated technology platforms.
Marisa F
Series 66
Wilmington, DE
Riversedge Advisors
Marisa Facciolo is a Series 66-licensed financial advisor with five years of industry experience, currently with RiversEdge Advisors. She previously worked at Truist Investment Services, Hawthorn/PNC Family Watch, and BNY Mellon. Outside of her advisory role, she owns Present Best with Marisa, a business focused on coaching and mentoring women in career and personal development. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory, primarily utilizing ETFs and integrated wealth management tailored to clients' goals and risk tolerances.
Erin E
Series 65
Wilmington, DE
Riversedge Advisors
Erin Eliason is a financial advisor at RiversEdge Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at RiversEdge Advisors since 2020. Prior to that, she was employed at M HOLDINGS SECURITIES, Inc. and Newton One Advisors. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach relies on modern portfolio theory, employing strategic asset allocations primarily with ETFs, along with rebalancing and selective shorter-term trades.
Kay K
CFP®, Series 66
Wilmington, DE
Riversedge Advisors
Kay Kidwell is a CFP® professional at RiversEdge Advisors with 18 years of industry experience. Prior to joining RiversEdge Advisors, Kidwell worked at Fidelity Investments and The Haverford Trust Company. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and primarily utilizes ETFs, rebalancing, and independent managers, supported by technology platforms and custodial relationships.
Mark E
CFP®, Series 65
Wilmington, DE
Riversedge Advisors
Mark Eggleston is a CFP® certificant with six years of industry experience, currently with RiversEdge Advisors since 2024. He previously worked at myCIO Wealth Partners for six years and held positions at JP Morgan Bank and the University of Delaware. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an investment approach based on modern portfolio theory, utilizing ETFs and strategic asset allocations tailored to client goals and risk tolerances.
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