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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RIVERSEDGE ADVISORS

RIVERSEDGE ADVISORS, LLC, CRD 298390

WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2107bb59-7453-a191-2d68-b1bae4f13e98

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 12
On other graphs: 0
Observed: Aug 13, 2018 to Jul 16, 2026
60 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $928MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $924M
Private client RAUM: $827MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $84.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,515
Individual clients: 215
High net worth clients: 167
Custody, client assets: $196M
SEC number: 801-113978
CRD: 298390
Filings on the tape: 60
First filed: Aug 13, 2018
Latest filed: Jul 16, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JARRETT FRANKLIN MORRIS	Certified Financial Planner\|Chartered Financial Consultant	WILMINGTON, DE	7	20	2	no
BRIAN JASON CARNEY	Certified Financial Planner\|Chartered Financial Consultant	WILMINGTON, DE	7	24	3	no
ERIN PERIALAS ELIASON	n/a	WILMINGTON, DE	5	14	n/a	no
Steven Hutchison	n/a	WILMINGTON, DE	3	15	n/a	no
KHRISTOPHER PATRICK TORRES	n/a	San Antonio, TX \| WILMINGTON, DE	2	10	n/a	no
Mark Henry Eggleston	Certified Financial Planner	WILMINGTON, DE	1	12	1	no
Jaime Suzanne Cutter	n/a	WILMINGTON, DE	1	10	1	no
KAY ELLEN KIDWELL	Certified Financial Planner	WILMINGTON, DE	1	19	3	no
Lauren Anne Mance	Chartered Financial Analyst	WILMINGTON, DE	1	20	n/a	no
KATHERINE ELIZABETH F DAVIS	n/a	WILMINGTON, DE	0	10	3	no
MARISA ANN FACCIOLO	n/a	WILMINGTON, DE	0	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARNEY, BRIAN, JASON	PARTNER & FOUNDER	D	yes	08/2018	Aug 13, 2018	Dec 19, 2024
MIHOK, TIMOTHY, JOHN	CHIEF EXECUTIVE OFFICER	Na	yes	06/2022	Oct 25, 2022	Dec 19, 2024
MORRIS, JARRETT, FRANKLIN	PARTNER & FOUNDER AND CCO	D	yes	08/2018	Aug 13, 2018	Dec 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RIVERSEDGE BUSINESS SERVICES LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$928M	$924M	19	9	1	n/a	n/a
2024	Apr 25, 2025	$708M	$703M	14	9	1	n/a	n/a
2023	Feb 29, 2024	$594M	$593M	19	14	0	n/a	n/a
2022	Mar 15, 2023	$453M	$453M	14	9	0	n/a	n/a
2021	Mar 27, 2022	$424M	$382M	13	13	0	n/a	n/a
2020	Mar 23, 2021	$282M	$245M	9	5	0	n/a	n/a
2019	Mar 17, 2020	$195M	$170M	8	5	0	n/a	n/a
2018	Feb 11, 2019	$210M	$145M	7	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	9.1%	0	1	0	7	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$928M	$708M	31.0%	$453M	27.0%	19	14	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2	Oct 10, 2018	Oct 9, 2018	WILMINGTON, DE	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (18)

← MARISA ANN FACCIOLOAdvisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← KATHERINE ELIZABETH F DAVISAdvisorregistration: current employment
Jan 26, 2026 to presentfactForm ADV
← Lauren Anne ManceAdvisorregistration: current employment
Aug 21, 2025 to presentfactForm ADV
← KAY ELLEN KIDWELLAdvisorregistration: current employment
Jun 18, 2025 to presentfactForm ADV
← Jaime Suzanne CutterAdvisorregistration: current employment
Jun 10, 2025 to presentfactForm ADV
← Mark Henry EgglestonAdvisorregistration: current employment
Apr 27, 2025 to presentfactForm ADV
← KHRISTOPHER PATRICK TORRESAdvisorregistration: current employment
Oct 9, 2023 to presentfactForm ADV
← Steven HutchisonAdvisorregistration: current employment
Dec 20, 2022 to presentfactForm ADV
← ERIN PERIALAS ELIASONAdvisorregistration: current employment
Sep 29, 2020 to presentfactForm ADV
← BRIAN JASON CARNEYAdvisorregistration: current employment
Oct 9, 2018 to presentfactForm ADV
← JARRETT FRANKLIN MORRISAdvisorregistration: current employment
Oct 1, 2018 to presentfactForm ADV
← BRYAN DANIEL DALESANDROAdvisorregistration: previous registration
Jan 2, 2024 to Jul 16, 2026factForm ADV
← Mark Andrew RossiAdvisorregistration: previous registration
May 5, 2023 to Apr 25, 2025factForm ADV
← Jason Ryan SalmonAdvisorregistration: previous registration
Jun 4, 2024 to Feb 28, 2025factForm ADV
← Gary Paul DiegertAdvisorregistration: previous registration
Feb 4, 2022 to Dec 23, 2024factForm ADV
← Sean DeBarberieAdvisorregistration: previous registration
Oct 18, 2021 to Jul 8, 2024factForm ADV
← Gregory Roy JohnsonAdvisorregistration: previous registration
Mar 23, 2023 to Apr 15, 2024factForm ADV
← MICHAEL A LEVYAdvisorregistration: previous registration
Jul 24, 2020 to Aug 4, 2023factForm ADV

Controls (3)

← CARNEY, BRIAN, JASONOwnerPARTNER & FOUNDER, ownership code D, individual
Aug 13, 2018 to Dec 19, 2024factForm ADV
← MORRIS, JARRETT, FRANKLINOwnerPARTNER & FOUNDER AND CCO, ownership code D, individual
Aug 13, 2018 to Dec 19, 2024factForm ADV
← MIHOK, TIMOTHY, JOHNOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Oct 25, 2022 to Dec 19, 2024factForm ADV

Moved with (1)

← CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviser2 advisors, team lift out
Oct 10, 2018 to Oct 9, 2018factForm ADV

Dated events

Occurred
Jul 16, 2026
Advisor changed firm
Bryan Daniel Dalesandro left Riversedge Advisors for Verdence Capital Advisors, Llc (registered 2026-07-18)
Form ADVobserved 5 days ago
Occurred
Feb 19, 2026
Regulatory AUM changed
Riversedge Advisors reported RAUM $928.4M, up 31% from $708.4M (2025-10-23 to 2026-02-19)
Form ADVobserved 5 days ago
$220M
Occurred
Apr 25, 2025
Advisor changed firm
Mark Andrew Rossi left Riversedge Advisors for Focus Partners Wealth, Llc (registered 2025-04-29)
Form ADVobserved 5 days ago
Occurred
Feb 28, 2025
Advisor changed firm
Jason Ryan Salmon left Riversedge Advisors for Haverford Financial Services, Inc. (registered 2025-02-27)
Form ADVobserved 5 days ago
Occurred
Dec 23, 2024
Advisor changed firm
Gary Paul Diegert left Riversedge Advisors for Rossby Financial, Llc (registered 2024-12-11)
Form ADVobserved 5 days ago
Occurred
Jul 8, 2024
Advisor changed firm
Sean Debarberie left Riversedge Advisors for Thrive Capital Management, Llc (registered 2024-08-07)
Form ADVobserved 5 days ago
Occurred
Apr 15, 2024
Advisor changed firm
Gregory Roy Johnson left Riversedge Advisors for Commonwealth Financial Network (registered 2024-05-02)
Form ADVobserved 5 days ago
Occurred
Feb 29, 2024
Regulatory AUM changed
Riversedge Advisors reported RAUM $594.4M, up 31% from $452.7M (2024-01-16 to 2024-02-29)
Form ADVobserved 5 days ago
$142M
Occurred
Aug 4, 2023
Advisor changed firm
Michael A Levy left Riversedge Advisors for Clark Asset Management, Llc (registered 2023-08-28)
Form ADVobserved 5 days ago
Occurred
Oct 25, 2022
Control person joined
John Timothy Mihok (Chief Financial Officer) appeared on Schedule A of Riversedge Advisors
Form ADVobserved 5 days ago
Occurred
Mar 27, 2022
Regulatory AUM changed
Riversedge Advisors reported RAUM $424.0M, up 50% from $282.0M (2022-02-24 to 2022-03-27)
Form ADVobserved 5 days ago
$142M
Occurred
Aug 13, 2018
First Form ADV filing
Blue Rock Financial Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2107bb59-7453-a191-2d68-b1bae4f13e98
First observed: Aug 13, 2018
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RIVERSEDGE ADVISORS

RIVERSEDGE ADVISORS, LLC, CRD 298390

WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2107bb59-7453-a191-2d68-b1bae4f13e98

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JARRETT FRANKLIN MORRIS

Certified Financial Planner|Chartered Financial Consultant

WILMINGTON, DE

BRIAN JASON CARNEY

Certified Financial Planner|Chartered Financial Consultant

WILMINGTON, DE

ERIN PERIALAS ELIASON

n/a

WILMINGTON, DE

n/a

Steven Hutchison

n/a

WILMINGTON, DE

n/a

KHRISTOPHER PATRICK TORRES

n/a

San Antonio, TX | WILMINGTON, DE

n/a

Mark Henry Eggleston

Certified Financial Planner

WILMINGTON, DE

Jaime Suzanne Cutter

n/a

WILMINGTON, DE

KAY ELLEN KIDWELL

Certified Financial Planner

WILMINGTON, DE

Lauren Anne Mance

Chartered Financial Analyst

WILMINGTON, DE

n/a

KATHERINE ELIZABETH F DAVIS

n/a

WILMINGTON, DE

MARISA ANN FACCIOLO

n/a

WILMINGTON, DE

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARNEY, BRIAN, JASON

PARTNER & FOUNDER

yes

08/2018

Aug 13, 2018

Dec 19, 2024

MIHOK, TIMOTHY, JOHN

CHIEF EXECUTIVE OFFICER

yes

06/2022

Oct 25, 2022

Dec 19, 2024

MORRIS, JARRETT, FRANKLIN

PARTNER & FOUNDER AND CCO

yes

08/2018

Aug 13, 2018

Dec 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RIVERSEDGE BUSINESS SERVICES LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$928M

$924M

n/a

2024

Apr 25, 2025

$708M

$703M

n/a

2023

Feb 29, 2024

$594M

$593M

n/a

2022

Mar 15, 2023

$453M

n/a

2021

Mar 27, 2022

$424M

$382M

n/a

2020

Mar 23, 2021

$282M

$245M

n/a

2019

Mar 17, 2020

$195M

$170M

n/a

2018

Feb 11, 2019

$210M

$145M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$928M

$708M

31.0%

$453M

27.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 10, 2018

Oct 9, 2018

WILMINGTON, DE

Team lift out

Ibd to new firm

0.1%