Brian Carney
RiversEdge Advisors · Wilmington, Delaware
Brian Carney is a fee-only financial advisor at RiversEdge Advisors in Wilmington, Delaware, who holds the CFP and ChFC credentials. Brian focuses on estate & legacy planning, tax planning and retirement planning. RiversEdge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brian →
Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | RiversEdge Advisors |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $928.4M across 1,515 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in DE · CRD 4447761 |
| Exams passed | Series 63 (2001) · Series 65 (2002) |
| Firm size | 19 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.riversedgeadvisors.com |
| Profile |
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian Carney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and RiversEdge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, RiversEdge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Carney based?
Brian Carney is based in Wilmington, Delaware.
What does Brian specialize in?
Brian's specialties include estate & legacy planning, tax planning, retirement planning, small business owners, founders (pre-exit) and family wealth transfer. Brian works with founders, ultra high net worth and multi-generational families.
What credentials does Brian Carney hold?
Brian Carney holds the CFP and ChFC credentials.
Is Brian Carney registered with the SEC?
Yes. Brian Carney is registered as an investment adviser representative in DE (CRD 4447761), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does RiversEdge Advisors manage?
RiversEdge Advisors reports $928.4M across 1,515 accounts in assets under management.
How do I contact Brian Carney?
Through Brian's website, www.riversedgeadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- RiversEdge Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.