Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Mary R
Series 63, Series 65
Petaluma, CA
Five Mile River Investment Management, LLC
Mary Robbins is a financial advisor with Five Mile River Investment Management, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Her previous roles include positions at Fifth Third Wealth Advisors, Brannan Management Company, and Franklin Street Advisors. Outside of finance, she is involved in athletic coaching and sponsorship through her ownership of Spalding Endurance LLC, which focuses on equestrian activities. Five Mile River Investment Management provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and retirement accounts. The firm employs a long-term, bottom-up, fundamental value investment approach with concentrated portfolios and emphasizes direct research with company management and industry experts.
Lee G
CFA®
Scottsdale, AZ
Five Mile River Investment Management, LLC
Lee Garcia is a CFA® charterholder with 22 years of industry experience. He has been with Five Mile River Investment Management, LLC since 2003. Five Mile River Investment Management provides discretionary portfolio management for families, high-net-worth individuals, and individual accounts, managing approximately $82 million across about 95 accounts. The firm employs a bottom-up, fundamentally driven value approach with concentrated portfolios and emphasizes conflict-avoidance practices and multi-generational family relationships.
Thayer R
Series 63, Series 65
Okatie, SC
Five Mile River Investment Management, LLC
Thayer Robbins is a financial advisor at Five Mile River Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Five Mile River Investment Management since 2003. Five Mile River Investment Management provides discretionary portfolio management for families, high-net-worth individuals, and trusts, overseeing approximately $82 million across about 95 accounts. The firm employs a bottom-up, fundamentally driven value approach focused on concentrated portfolios and emphasizes conflict-avoidance practices and multi-generational family relationships.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters