A complete list of active advisors currently associated with Thrive Investments, LLC

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

Thrive Investments primarily serves high‑net‑worth individuals and charitable organizations rather than typical non‑HNW retail individual clients, managing roughly $10.8 million across a very small number of client relationships. The firm offers ongoing discretionary investment management alongside a customizable online financial planning portal that aggregates client accounts and stores documents. The firm’s investment process is quantitative and ETF‑centric, with model allocations that span U.S. market‑cap weighted strategies, behavioral‑factor weighted ETFs, and a U.S. lower‑volatility individual‑equity strategy; it also implements tax‑loss harvesting for taxable accounts. Portfolio construction is tailored to client goals and restrictions, and Thrive generally operates under discretionary authority to select and trade securities on behalf of clients. What is distinctive about Thrive is its combination of solo‑advisor scale (one advisor, four clients) with digital planning tools that include transaction‑level spending analysis and integrated document storage — functionality often associated with larger or digital firms. The brochure also emphasizes an explicit behavioral‑finance rationale for its factor‑based ETF strategies and a custodial relationship through Schwab Institutional, which shapes its operational and research access.

To learn more about the advisors currently working at Thrive Investments, 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.