FIVE RIVERS FINANCIAL ADVISORS, LLC

Overview

Five Rivers Financial Advisors, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates as a limited liability company under individual ownership and charges clients using a mix of percentage-of-AUM, hourly and fixed fees. Its practice emphasizes managed portfolios built around public mutual funds as the primary building blocks, supplemented with corporate fixed income for income and liquidity needs and third‑party real estate allocations for diversification and return enhancement. Investment activity is centered on discretionary management, where the firm implements asset allocation and manager selection rather than direct trading of concentrated single-stock positions. Five Rivers does not position itself as an ESG-focused manager and is not organized as a multi-state adviser or pension consultant. The advisory scope is compact and execution-driven: financial planning paired with ongoing portfolio oversight and rebalancing consistent with client objectives.

Assets & Accounts

Public Holdings

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Location & Offices