FOr advisors

Unlock Your Potential

Technology. Tools. Product selection. Compliance. Serving clients is only getting more complex, time consuming, and expensive. At RiversEdge Advisors, we dedicate ourselves to giving our advisors what they need so they can focus on serving their clients.

We've walked in your shoes.

We've walked in your shoes.

We started as an insurance broker-dealer, moved to an independent broker-dealer, and eventually became a leading RIA. This diverse background allows us to intimately understand the challenges and opportunities that smaller financial advisors face.

Helping you see further and grow faster.

Helping you see further and grow faster.

If you’ve realized that your firm is holding you back, we’re a team that can help you move forward. Our experience uniquely suits us to help you plan for and envision your practice’s future and forge a brighter path ahead for you and your clients.

Capabilities that give you – and your clients – confidence.

Capabilities that give you – and your clients – confidence.

Our unique makeup as a firm serving high-net-worth clients, business owners,  and  corporate retirement plan sponsors means that you get access to unique capabilities and insights that expand your client base and service offering.

"We're on the lookout for advisory firms ready to shake things up in wealth management. Our RIA platform isn't just a service; it's a community where great minds and top-notch tech meet. We're all about giving our partners the best tools to grow and succeed. Together, we'll bring amazing value to our clients and set new industry standards."

"We're on the lookout for advisory firms ready to shake things up in wealth management. Our RIA platform isn't just a service; it's a community where great minds and top-notch tech meet. We're all about giving our partners the best tools to grow and succeed. Together, we'll bring amazing value to our clients and set new industry standards."

Brian Carney, CEO, RiversEdge Advisors

Your clients deserve more.
Reach out to discuss how we can help your practice move forward — faster.

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