Riversedge Advisors

Overview

Riversedge Advisors is an SEC registered investment adviser based in Wilmington, DE, registered since 2018. It reports $928M in assets under management across 1,515 accounts, with 19 employees. It has 11 investment adviser representatives.

Reported AUM

$928M

Discretionary

100%

Accounts

1,515

Average account

$613K

Employees

19

Advisory reps

11

Registered since

2018

Jurisdictions

12

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Timothy John Mihok Chief Executive Officer CRD 7651081
• Brian Jason Carney Partner, Founder CRD 4447761
• Jarrett Franklin Morris Partner, Founder, Chief Compliance Officer CRD 5146654

Advisory reps 3 of 11

• Brian Jason Carney Insurance Agent · Investment Adviser Rep CRD 4447761
• Jaime Suzanne Cutter Investment Adviser Rep CRD 6894682
• Katherine Elizabeth F Davis Investment Adviser Rep CRD 6464456

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

600 N King St Ste 200
Wilmington, DE 19801

County

New Castle

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

South

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: riversedgeadvisors.com

Every state, with registration dates

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