A complete list of active advisors currently associated with Three Rivers Executive Consulting, LLC
Warmer can help you find a great advisor at Three Rivers Executive Consulting, LLC or one who fits your needs even better.
Three Rivers Executive Consulting, LLC serves a mix of individual clients — including high-net-worth and non‑HNW households — and institutional clients such as pension and profit‑sharing plans, managing roughly $86.5 million across 123 client relationships with a single advisory team. The firm provides discretionary and non‑discretionary portfolio management, financial planning, and pension consulting services, and may recommend or use third‑party money managers and sub‑advisers. The firm relies on model portfolios and a mix of analytical approaches (including technical and fundamental analysis and principles of modern portfolio theory) and employs both long‑ and short‑term trading strategies when deemed suitable. It can exercise full discretionary trading authority for clients who grant it, may delegate portions of accounts to sub‑advisers or TPMMs, and advises across a wide range of instruments — equities, fixed income, options, futures, private placements, structured products, REITs, and more — while allowing clients to impose written restrictions on investments. Distinctive features relative to many peers include its combination of a small, single‑advisor structure with substantial AUM and an explicit pension consulting offering that can include participant education and plan‑level services. The adviser also has affiliated brokerage and insurance activities (registered representative with PKS Investments and licensed insurance agent) and receives solicitor fees from recommended TPMMs and economic benefits from custodians (e.g., Schwab, AssetMark), arrangements the firm discloses as potential conflicts of interest and addresses in its client agreements.
To learn more about the advisors currently working at Three Rivers Executive Consulting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wexford, PA
| 14
|
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)