A complete list of active advisors currently associated with Thryve Wealth Management

Warmer can help you find a great advisor at Thryve Wealth Management or one who fits your needs even better.

Thryve Wealth Management provides wealth management, financial planning, and discretionary investment management to individuals, high‑net‑worth clients, retirement plans, endowments, foundations, charitable organizations, corporations and other businesses. The firm also offers retirement plan advisory services and generally expects a minimum relationship size of $500,000 (which it may waive), with client assets held at qualified custodians. The firm follows a Core and Satellite investment framework built on fundamental analysis, systematic rebalancing, and tax‑efficient management, including the use of direct indexing via third‑party SMA platforms for systematic tax‑loss harvesting. Thryve emphasizes U.S. markets, de‑emphasizes small/micro‑cap public equities in favor of private market exposure, and allocates to alternatives such as private equity, private credit, real assets, venture capital and digital assets as satellite positions. Thryve was recently formed and reorganized in 2025 and operates as a four‑advisor team managing approximately $304 million for roughly 84 clients, a scale and structure that may differ from many peers. The firm discloses an explicit proxy‑voting stance that prioritizes shareholder value over social or political agendas and participates in an institutional relationship with Schwab that provides software and other economic benefits, while implementing direct‑indexing through third‑party platform providers—operational arrangements and potential conflicts the firm identifies in its disclosures.

To learn more about the advisors currently working at Thryve Wealth Management, 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.