Fee-only adviser · Blackstone, VA

Twin Rivers Advisors, LLC

Twin Rivers Advisors, LLC is a fee-only investment adviser registered with the securities regulator of Virginia, with its main office in Blackstone, Virginia. On its latest Form ADV, filed March 25, 2026, it reports $17M in regulatory assets under management, 25 individual clients and 2 employees who give 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

RegistrationState-registered: Virginia
Firm CRD number310916
Office101 E Broad Street
Blackstone, VA 23824
Phone(434) 264-3006
Websitewww.trtig.com
Regulatory assets under management$17M ($15M discretionary)
Individual clients15 non-high-net-worth, 10 high-net-worth
Financial planning clientsNot reported
How it chargesPercentage of assets
ServicesPortfolio management
Employees3
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 25, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • 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.

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