A complete list of active advisors currently associated with Twin Rivers Advisors, LLC

Warmer can help you find a great advisor at Twin Rivers Advisors, LLC or one who fits your needs even better.

Twin Rivers Advisors provides discretionary investment management and related financial planning to individuals, high net worth clients, and business entities. The firm advises on equities, mutual funds, ETFs, variable annuities and options, and includes financial planning consulting at no additional cost to investment management clients. The firm tailors strategies to each client and may use technical, fundamental, and quantitative analysis, deploying model portfolios available through AssetMark while monitoring and rebalancing portfolios on an ongoing basis. Twin Rivers manages accounts under discretionary authority and may utilize margin, option strategies, and short‑term trading as appropriate. Noteworthy features include a small adviser team (two advisors) serving a limited client base of roughly 25 households and a practice that routinely requires clients to direct custody and trade execution through specific custodians (for example, AssetMark Trust or Interactive Brokers). The firm also arranges third‑party insurance consulting through a platform at no charge, has access to multiple custodial and model platforms, and discloses principal ownership of private investments that are not solicited to clients.

To learn more about the advisors currently working at Twin Rivers Advisors, 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.