Thurston Springer Advisors logo

Thurston Springer Advisors

Updated today

Client AUM

$5,409,295,007

Clients

4,429

Advisors

93

across 28 offices

About

Thurston Springer serves individual and high‑net‑worth clients as well as corporations, foundations, estates and employer‑sponsored retirement plans. It provides comprehensive financial planning, portfolio management, fee‑based consulting and wrap‑program options (including the Compass Account), and offers ERISA 3(21) and 3(38) fiduciary services for plan sponsors.

Advisory services are tailored to client goals and may be managed discretionarily through firm programs, with IARs setting account restrictions and conducting periodic reviews. Investment analysis combines charting, fundamental, technical and cyclical methods and supports both buy‑and‑hold allocation approaches and more active strategies such as the Tactical Momentum and Earnings Momentum models, which involve higher turnover.

Noteworthy distinctions include the firm’s integration with affiliated entities: many IARs are registered representatives of affiliated broker‑dealer Thurston Springer Financial and are licensed insurance agents who may effect commissionable brokerage and insurance transactions through affiliated agencies (Thurston Springer Insurance and Top Advisors Group). The firm also works with institutional plan sponsors (including banking or thrift clients), is affiliated with truEdge and related private‑fund arrangements, and discloses custodial sweep, platform support and placement‑fee relationships and supervisory controls intended to address the resulting conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning, consulting and employer-sponsored plan services, agreed in writing before services start.

Percentage

0.25% to 2.50% annually depending on program, services, account size and negotiated rate

Commissions

Advisory firm’s affiliated broker-dealer receives commissions on brokerage and insurance products separate from advisory fees.

Project-based

Up to $250 per hour for financial planning, consulting and employer-sponsored plan services.

Other

Account minimum: $7,500 to $25,000 depending on the program; PIM, CustomChoice and PAN have no program minimum; other services have no minimum. Exceptions possible at firm's discretion. Fee-only: Financial planning and consulting fees charged at hourly rate up to $250 or fixed fee, agreed in writing before services start.

Main office

See office

9000 Keystone Crossing, Seventh Floor

Indianapolis IN 46240

Advisors at this office

23

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Michigan · Mississippi · Missouri · Montana · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

Adams County Financial Resources · Alpha Pointe Capital · American Pension Advisors · Ann A. Moore Financial Management · Ap Capital Management · Ascend Wealth · Badders & Moore Wealth Management Of Trinity Capital · Bct Financial · Buchanan Wealth Management Of Trinity Capital Management · Cerulean Capital Management, LLC · Chiddister Financial Associates · Cohen Capital Management Group · Conservation Wealth Management · Damer Wealth Management · Elias Financial Network LLC · Fratarcangeli Wealth Management · G & M Investment Group · Hns Advisors · Holcomb Wealth Management · Integrity Wealth Solutions · Investment Strategies · J. Simon & Company · Jks Investment Group · John Kerr Financial · Landmark Financial Services · Lavelle Financial · Moran Wealth Management · North Star Financial · Ontrack Capital Management · Principia Private Wealth · Retirement And Estate Planning Services · Smith Wealth · Sprawls Financial · T.S. Phillips Investments · Targeted Retirement Strategies · The Baldassari Group · The Barthel Agency · The Patzer Group Wealth Management · Thorson Tax & Financial · Thurston Springer Advisors · Thurston Springer Advisors, LLC · Thurston Springer Financial · Thurston Springer Retirement Services · Trinity Capital Management · Vantage Wealth Management · Walker Investments · Wesley Bates Wealth Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Antonio P

Series 66

Rio Rancho, NM

Thurston Springer Advisors

Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Phillips Capital Advisors, UBS Financial Services, and Ameriprise. Pacheco also operates AP Capital Management, Inc., a personal branding investment-related business. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client objectives.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Sara M

Series 63, Series 65

Indianapolis, IN

Thurston Springer Advisors

Sara Murans is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with eight years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Thurston Springer Financial since 2017. Outside of her advisory work, she is a 50% partner in RCR Development 238, LLC. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to more active tactical models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

William S

Series 66

Tyler, TX

Thurston Springer Advisors

William Smith is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 credential and one year of industry experience. He previously worked at Wells Fargo Advisors and spent several years as an insurance contractor with Texas and Southern Farm Bureau Insurance. He currently receives passive income from prior insurance business activities that concluded in 2024. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include both buy-and-hold and active management approaches.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

James T

Series 63, Series 65, Series 66

Flower Mound, TX

Thurston Springer Advisors

James Turco is a financial advisor with Thurston Springer Advisors in Flower Mound, TX, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank, with earlier work at North Pier Fiduciary Management and Lockton Investment Advisors. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including both buy-and-hold and active models, and works with institutional clients while integrating affiliated broker-dealer and insurance services.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Michael R

Series 66

Fort Lauderdale, FL

Thurston Springer Advisors

Michael Riolo is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds the Series 66 designation. His prior roles include positions at Fratarcangeli Wealth Management, MVR Holdings Group, and Raymond James. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing investment approaches that range from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Terry D

Series 63, Series 66

Brodheadsville, PA

Thurston Springer Advisors

Terry Danish is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Thurston Springer Miller Herd & Titak, Inc. since 2015, following a three-year tenure at JHS Capital Advisors, LLC. He also operates under the name OnTrack Capital Management for purposes of name recognition. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active management strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Jason G

Series 66

Tyler, TX

Thurston Springer Advisors

Jason Grigsby is a financial advisor at Thurston Springer Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Southside Investment Services, Southside Bank, Raymond James Financial Services, and RBC Capital Markets. Outside of his advisory role, he operates a business under the name Trinity Capital Management. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, and retirement plans, offering comprehensive financial planning and portfolio management with a range of discretionary and non-discretionary investment strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

David N

Series 63, Series 65

Richmond, VA

Thurston Springer Advisors

David Nystrom is a financial advisor with Thurston Springer Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked at Burgess Partners, LLC and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as treasurer for the Longwood University Trust and is a board member of the Brookfield Foundation. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing investment analysis methods that support both buy-and-hold and more active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Brian S

Series 63, Series 66

Mishawaka, IN

Thurston Springer Advisors

Brian Sullivan is a financial advisor at Thurston Springer Advisors with 18 years of industry experience. He previously worked for nine years at Wells Fargo Advisors before joining Thurston Springer Financial in 2024. He holds the Series 63 and Series 66 designations. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment strategies ranging from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Jeannette A

Series 63, Series 65

Itasca, IL

Thurston Springer Advisors

Jeannette Adcock is a financial advisor at Thurston Springer Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at David A. Noyes & Company, Wayne Hummer Investments, Wells Fargo Clearing, and Prudential Equity Group. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Gabriele A

Series 63

Indianapolis, IN

Thurston Springer Advisors

Gabriele Allen is a financial advisor at Thurston Springer Advisors with 32 years of industry experience. She has been with the firm and its predecessor entities since 1989. Outside of advisory work, she serves as a sales executive for Green Organics International. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services with a range of investment approaches including both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Gavin B

Series 66

Fort Lauderdale, FL

Thurston Springer Advisors

Gavin Banta II is a financial advisor at Thurston Springer Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Fratarcangeli Wealth Management and has spent five years at Florida State University and five years at Pine Crest School. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Dane T

Series 66

Indianapolis, IN

Thurston Springer Advisors

Dane Trainor is a financial advisor at Thurston Springer Advisors with a Series 66 designation and no prior industry experience. Before joining Thurston Springer Financial in 2024, he worked at Clifton Larson Allen and Best Buy, and has a background in education with Hamilton Southeastern Schools and Indiana University. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing various investment strategies that range from buy-and-hold to more active models such as Tactical Momentum and Earnings Momentum.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Dylan T

Series 66

Bloomfield Hills, MI

Thurston Springer Advisors

Dylan Truancelewis is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and DELRAY Systems LLC. Outside of advising, he has a teaching background at Oakland University. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Christopher L

Series 63, Series 66

Indianapolis, IN

Thurston Springer Advisors

Christopher Lavelle is a financial advisor with Thurston Springer Advisors based in Indianapolis, IN. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Thurston Springer Advisors, he spent ten years at Charles Schwab & Co., Inc. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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