Fee-only adviser · Wexford, PA
Three Rivers Executive Consulting, LLC
Three Rivers Executive Consulting, LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Wexford, Pennsylvania. On its latest Form ADV, filed March 24, 2026, it reports $86M in regulatory assets under management, 123 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 311549 · SEC file 801-123205 |
| Office | 3000 Stonewood DR Suite 330 Wexford, PA 15090 |
| Phone | (412) 293-4500 |
| Website | www.tr-ec.com |
| Regulatory assets under management | $86M ($70M discretionary) |
| Individual clients | 111 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Wexford
- Gibson Capital, LLC $3.0B
- Aspire Wealth Architects $290M
- Wexford Wealth Advisors LLC $69M
- Eamon Capital Management, LLC $15M
- Keystone Investment Advisors, LLC $66M
- Gridiron Partners, LLC $286M
See all 7 fee-only advisers in Wexford →
Nearby
- Warrendale 2 firms
- Sewickley 6 firms
- Cranberry Township 1 firm
- Cranberry TWP 1 firm
- Pittsburgh 38 firms
- Oakmont 1 firm
- Harmony 1 firm
- Beaver 1 firm
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