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River's Edge Wealth Partners
Anthony Frigoletto's multi-family office in Red Bank concentrates on retirement planning, tax strategy and CDFA counsel for New Jersey families.
River's Edge Wealth Partners
River's Edge Wealth Partners operates from a single office in Red Bank, New Jersey, positioning itself more as a close-proximity family advisory than a distant allocator. The firm, led by CEO and Owner Anthony Frigoletto alongside his wife Nicole Adler-Frigoletto as Director of Planning, builds its client relationships around the concepts of guidance through life transitions and the preservation of family wealth across generations. The firm's investment strategy is rooted in client-by-client planning rather than top-down asset-allocation mandates. Its stated services include retirement planning, estate planning, tax planning, investment management, and specialized divorce financial planning through its CDFA offering. While it does not publicize specific portfolio companies, the firm confirms a sector focus on Healthcare Services and maintains a geographic footprint centered on the United States, with leadership active in the Ocean County Business Association. Known asset-class exposure is executed primarily through liquid public markets and managed accounts rather than direct private-market deals. Anthony Frigoletto was recognized as a member of the LPL Financial Summit Club in 2024 and the LPL Financial Executive Council in 2023, reflecting production-based benchmarks within the LPL broker-dealer ecosystem where the firm's advisors are likely registered. The advisory team deepened in 2022 with the addition of Adam Hutchinson and Robert Gibbs from Morgan Stanley. The firm maintains a physical footprint at 65 Mechanic Street, controls the commercial property at that address, and also holds a residential property in Milanville, Pennsylvania. The structural differentiator for River's Edge Wealth Partners is its reliance on a broker-dealer platform (LPL Financial) while presenting itself independently as a multi-family office — a configuration that provides institutional backing without a proprietary-wealth origin story. Its governance is family-centric, with Frigoletto ownership and spousal involvement in planning functions, placing succession and client-continuity squarely on internal family dynamics rather than external partnership voting structures.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Red Bank
Corporate office
65 Mechanic St, Suite 107, Red Bank, NJ 07701
Principals
Anthony Frigoletto
CEO and Owner
Nicole Adler-Frigoletto
Director of Planning
Altss tracks 4 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who makes the final investment and planning decisions at River's Edge Wealth Partners?
Anthony Frigoletto serves as CEO and Owner and is the principal decision-maker for the firm's overall strategy and client relationships. Nicole Adler-Frigoletto leads the planning function as Director of Planning, and the advisory team — including Tara McCarten as COO and advisors like Adam Hutchinson and Robert Gibbs — executes on client service and implementation. However, as a practice operating on the LPL Financial platform, individual portfolio construction and product selection may also be influenced by the broker-dealer's research, compliance, and platform availability.
How is River's Edge Wealth Partners structured — as an independent RIA or under a broker-dealer?
The firm markets itself as a multi-family office but operates through LPL Financial, confirmed by Anthony Frigoletto's recognition in LPL's Summit Club (2024) and Executive Council (2023). LPL functions as the broker-dealer and registered investment advisor platform. This hybrid setup means River's Edge advisors can act as fiduciaries in certain advisory accounts while also maintaining a brokerage capability — a common architecture for practices that pivoted from wirehouses to independent platforms.
Does River's Edge Wealth Partners make direct private investments or commit to private-market funds?
Available intelligence points almost entirely toward liquid public-market investment management and traditional wealth-planning services. The firm's listed services — retirement planning, estate planning, tax planning, investment management and divorce financial planning — are indicative of a publicly traded securities and cash-flow planning orientation, not an alternative-asset allocator. There is no public evidence of direct private company investment, venture capital, or private equity fund commitments.
What is the firm's geographic footprint and where do its clients reside?
River's Edge Wealth Partners maintains a single office at 65 Mechanic Street in Red Bank, New Jersey. Its marketing language and association memberships — notably with the Ocean County Business Association — focus exclusively on the New Jersey region. The firm owns a residential property in Milanville, Pennsylvania, but there are no additional offices or declared client presence outside the United States, reinforcing a deliberately concentrated geographic boundary.
How does the firm handle intergenerational wealth transfer for its clients?
The firm frames its offering as a 'Family Focused Office' and highlights legacy planning across its marketing materials and service list. The planning process — led by Nicole Adler-Frigoletto as Director of Planning — incorporates estate planning as a core service. However, specific tools such as family governance entities, private trust company oversight, or next-generation education programs are not publicly detailed, suggesting the intergenerational work is delivered through estate document coordination and tax planning rather than standalone family-governance structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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