A complete list of active advisors currently associated with Thrivealike LLC

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

Thrivealike provides investment advisory and financial planning services to individuals and high‑net‑worth individuals, offering ongoing portfolio management, 401(k) management, and tiered subscription financial planning bundles. The firm prepares individualized Investment Policy Statements and supports clients with virtual onboarding, encrypted document storage, and periodic portfolio monitoring. The firm’s investment approach combines modern portfolio theory, quantitative and technical/charting analysis, and both long‑ and short‑term trading, using mutual funds, ETFs (including precious‑metal ETFs), fixed income, and insurance products such as annuities. Advisors typically manage accounts on a discretionary basis by default, but non‑discretionary arrangements are available, and clients receive quarterly custodial reporting and simulation‑based planning (including 1,000 simulated market scenarios). A notable aspect of Thrivealike is that a supervised person is a licensed insurance agent who accepts compensation for the sale of insurance products, a conflict the brochure discloses and describes how it is managed. The firm also requires clients to use Altruist as custodian, integrates Certified Fund Specialist (CFS)‑led services (including 401(k) fund fee analysis) into its subscription offerings, and reported no assets under management as of October 2025.

To learn more about the advisors currently working at Thrivealike 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.

Name	Location	Years of experience
Sean Sullivan	Monroe, CT	21

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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