DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THAYER PARTNERS LLC

CRD 290734

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:69c6b8db-6209-e31d-0165-fb6d0ab87972

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 8
On other graphs: 0
Observed: Mar 6, 2020 to Apr 2, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.64 fund_share=0.0 institutional_share=0.36 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $686MItem 5.F on the latest filing (2026-04-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $439M
Private client RAUM: $437MderivedItem 5.D individuals plus high net worth individuals
Private client share: 64%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $85.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 7
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 373
Individual clients: 212
High net worth clients: 140
Custody, client assets: $63.5M
SEC number: 801-118392
CIK: 2010185
CRD: 290734
Filings on the tape: 23
First filed: Mar 6, 2020
Latest filed: Apr 2, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEBORAH ANN DECKMAN	n/a	WYNDMOOR, PA \| Saint Marys, GA	6	18	3	no
JOHN CHRISTOPHER WILMERDING	n/a	Wyndmoor, PA	6	20	2	no
DAVID STANLEY BECKWITH	Chartered Financial Analyst	WYNDMOOR, PA \| DEDHAM, MA	4	29	2	no
David Miller	n/a	Cambridge, MA \| WYNDMOOR, PA \| Miami Beach, FL	3	11	n/a	no
Joseph FRANCIS Ciliberti	Certified Financial Planner	WYNDMOOR, PA \| St. Augustine, FL	2	27	4	no
Lori Morell	n/a	WYNDMOOR, PA \| Alpharetta, GA	0	42	1	no
MARCI GALE SILVERMAN	n/a	Alpharetta, GA \| WYNDMOOR, PA	0	29	1	no
Timothy Paul Kriegel	n/a	WYNDMOOR, PA \| Alpharetta, GA	0	29	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BECKWITH, DAVID, STANLEY	CHIEF INVESTMENT OFFICER	Na	yes	04/2022	Jun 6, 2022	Mar 18, 2024
WILMERDING, JOHN, CHRISTOPHER	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	11/2017	Mar 6, 2020	Mar 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ALTUS CORPORATE RISK	n/a	n/a	n/a	N	yes	n/a
MILLER THAYER	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Cambridge	Ma	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 2026	$686M	$439M	11	7	5	n/a	n/a
2024	Mar 31, 2025	$401M	$179M	12	7	5	n/a	n/a
2023	Feb 16, 2024	$295M	$109M	7	4	4	n/a	n/a
2022	Mar 15, 2023	$400M	$91.0M	4	4	2	n/a	n/a
2021	Mar 15, 2022	$262M	$74.1M	5	3	3	n/a	n/a
2020	Feb 26, 2021	$253M	$60.3M	5	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	1	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$686M	$401M	70.9%	$400M	19.7%	11	12	5	5

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LINDER FINANCIAL SERVICES, INC.	2	Oct 29, 2025	Oct 14, 2025	ALPHARETTA, GA	Team lift out	RIA to RIA	66.7%

Relationships

Registered with (8)

← Timothy Paul KriegelAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← MARCI GALE SILVERMANAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← Lori MorellAdvisorregistration: current employment
Oct 9, 2025 to presentfactForm ADV
← Joseph FRANCIS CilibertiAdvisorregistration: current employment
Jun 11, 2024 to presentfactForm ADV
← David MillerAdvisorregistration: current employment
Jul 10, 2023 to presentfactForm ADV
← DAVID STANLEY BECKWITHAdvisorregistration: current employment
Jul 11, 2022 to presentfactForm ADV
← JOHN CHRISTOPHER WILMERDINGAdvisorregistration: current employment
Jun 9, 2020 to presentfactForm ADV
← DEBORAH ANN DECKMANAdvisorregistration: current employment
Oct 28, 2019 to presentfactForm ADV

Moved with (1)

← LINDER FINANCIAL SERVICES, INC.Registered adviser2 advisors, team lift out, same day
Oct 29, 2025 to Oct 14, 2025factForm ADV

Controls (2)

← WILMERDING, JOHN, CHRISTOPHEROwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 6, 2020 to Mar 18, 2024factForm ADV
← BECKWITH, DAVID, STANLEYOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jun 6, 2022 to Mar 18, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Thayer Partners Llc reported RAUM $685.7M, up 71% from $401.3M (2025-05-30 to 2026-03-30)
Form ADVobserved 4 days ago
$284M
Occurred
Oct 29, 2025
Team lift-out
2 advisors left Linder Financial Services, Inc. (Alpharetta, GA) for Thayer Partners LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 31, 2025
Regulatory AUM changed
Thayer Partners Llc reported RAUM $401.3M, up 36% from $294.8M (2025-03-03 to 2025-03-31)
Form ADVobserved 4 days ago
$106M
Occurred
Mar 15, 2024
Succession filed (Item 4)
Thayer Partners Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Feb 16, 2024
Regulatory AUM changed
Thayer Partners Llc reported RAUM $294.8M, down 26% from $400.3M (2023-07-19 to 2024-02-16)
Form ADVobserved 4 days ago
$-105M
Occurred
Jun 6, 2022
Regulatory AUM changed
Thayer Partners Llc reported RAUM $408.7M, up 56% from $261.7M (2022-03-15 to 2022-06-06)
Form ADVobserved 4 days ago
$147M
Occurred
Jun 6, 2022
Control person joined
Stanley David Beckwith (Chief Investment Officer) appeared on Schedule A of Thayer Partners Llc
Form ADVobserved 4 days ago
Occurred
Mar 6, 2020
First Form ADV filing
Thayer Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69c6b8db-6209-e31d-0165-fb6d0ab87972
First observed: Mar 6, 2020
Last observed: Apr 2, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THAYER PARTNERS LLC

CRD 290734

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:69c6b8db-6209-e31d-0165-fb6d0ab87972

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEBORAH ANN DECKMAN

n/a

WYNDMOOR, PA | Saint Marys, GA

JOHN CHRISTOPHER WILMERDING

n/a

Wyndmoor, PA

DAVID STANLEY BECKWITH

Chartered Financial Analyst

WYNDMOOR, PA | DEDHAM, MA

David Miller

n/a

Cambridge, MA | WYNDMOOR, PA | Miami Beach, FL

n/a

Joseph FRANCIS Ciliberti

Certified Financial Planner

WYNDMOOR, PA | St. Augustine, FL

Lori Morell

n/a

WYNDMOOR, PA | Alpharetta, GA

MARCI GALE SILVERMAN

n/a

Alpharetta, GA | WYNDMOOR, PA

Timothy Paul Kriegel

n/a

WYNDMOOR, PA | Alpharetta, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BECKWITH, DAVID, STANLEY

CHIEF INVESTMENT OFFICER

yes

04/2022

Jun 6, 2022

Mar 18, 2024

WILMERDING, JOHN, CHRISTOPHER

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

11/2017

Mar 6, 2020

Mar 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ALTUS CORPORATE RISK

n/a

yes

n/a

MILLER THAYER

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Cambridge

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 2, 2026

$686M

$439M

n/a

2024

Mar 31, 2025

$401M

$179M

n/a

2023

Feb 16, 2024

$295M

$109M

n/a

2022

Mar 15, 2023

$400M

$91.0M

n/a

2021

Mar 15, 2022

$262M

$74.1M

n/a

2020

Feb 26, 2021

$253M

$60.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$686M

$401M

70.9%

$400M

19.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LINDER FINANCIAL SERVICES, INC.

Oct 29, 2025

Oct 14, 2025

ALPHARETTA, GA

Team lift out

RIA to RIA

66.7%