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- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-24-2022
- Office Locations
- 2
Office Locations
About Twin Rivers Advisors, LLC
Twin Rivers Advisors is an independent, Virginia-based RIA providing fiduciary wealth management and financial planning for individuals and employers, with a focus on retirement readiness and 401(k) plan optimization. Portfolios commonly use ETF and fixed-income building blocks within broader asset-allocation plans. The firm uses Nitrogen (Riskalyze) risk profiling to align investments with client comfort levels.
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Investment Themes
Investment Vehicles
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Owner & Executives
HUNTER H IRBY
Chief Compliance Officer, PRINCIPAL
- CRD
- #2963173
- Ownership
- 75% or more
BENJAMIN DOUGLAS BRETZ
Managing Member, Managing Partner
- CRD
- #4517439
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,499,391 | -- |
| Non-Discretionary | $1,760,410 | -- |
| Total | $17,259,801 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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