DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Thrivent Advisor Network, LLC
Latest filing Jun 25, 2026
First filing on the tape Jun 24, 2019 · 72 filings
SEC status approved since Jul 24, 2019
RAUM
$6.8B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
98%
$6.7B individuals and HNW
Advisors
120
registered through the firm on IAPD
RAUM per advisor
$57.0M
derived; firm RAUM over IAPD count
Employees
119
119 advisory (5.B.1)
Offices
27
beyond the principal office
Private funds
0
reported on Schedule D
History
72 filings and snapshots on the tape
RAUM$6.8B as of Jun 25, 2026
Mar 30, 2020$442M then
HNW client RAUM$3.0B as of Jun 25, 2026
Mar 30, 2020$138M then
State-registered IARs (5.B.3)119 as of Jun 25, 2026
Mar 30, 202017 then
Employees (5.A)119 as of Jun 25, 2026
Mar 30, 202043 then
Private funds: no history
RAUM +2.8% over the last fiscal year+11% a year over threeIARs 139 to 119offices 35 to 27
Practice profile
derived from the filing of Jun 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $57.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 122derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $268,943derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.3derived28 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- -14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +36%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Financial planning clients
- 2,000reportedItem 5.H
- Wrap fee program
- $2.9BreportedItem 5.I
- Custody
- $1.2B, 2,341 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$3.7B55%
- High-net-worth individuals$3.0B43%
- Charitable organizations$93.7M1.4%
- Corporations and businesses$39.9M0.6%
- Pension and profit-sharing plans$10.3M0.2%
- Individual clients
- 13,130reported
- HNW clients
- 1,481reported
- Pension plan clients
- n/areported
- Charitable clients
- 62reported
- Accounts
- 25,415reported
- Financial planning clients
- 2,000reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $1.2B for 2,341 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=true bd_reps=84.0derived
Advisors registered through the firm
113 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michelle Anne ClaryCertified Financial Planner, Chartered Financial Consultant | Kennewick, Wa | Feb 24, 2020 | 25 y | 1 |
| Nicholas Andrew MercerCertified Financial Planner | West Richland, Wa | Feb 24, 2020 | 10 y | 1 |
| David Belotte | Minneapolis, Mn | Mar 2, 2020 | 24 y | 4 |
| Robert Osgood | Ontario, Ca | May 18, 2020 | 13 y | 1 |
| Kevin Dale Webb | Ontario, Ca | May 19, 2020 | 16 y | 1 |
| Lauren Bruce AlthausCertified Financial Planner, Chartered Financial Consultant | Minneapolis, Mn | May 19, 2020 | 34 y | 1 |
| Nicholas Taylor | Minneapolis, Mn | May 21, 2020 | 18 y | 1 |
| Darren Thomas Vanhevel | Minneapolis, Mn | May 22, 2020 | 14 y | 1 |
| Catherine Lynn Vanhevel | Ann Arbor, Mi | May 22, 2020 | 24 y | 1 |
| Luke Kemmett SchneiderCertified Financial Planner | Minneapolis, Mn | May 28, 2020 | 27 y | 1 |
| James Andrew Dunlop | Gettysburg, Pa | Jun 2, 2020 | 27 y | 1 |
| Keith Ryan Berg | North Oaks, Mn | Jun 3, 2020 | 25 y | 1 |
| Karen Beth Strickler | Minneapolis, Mn | Jun 11, 2020 | 17 y | 1 |
| Keith Ward Hubble | Minneapolis, Mn | Jun 19, 2020 | 31 y | 1 |
| Matthew Evan Rupert | Peoria Heights, Il | Jun 23, 2020 | 17 y | 1 |
| Kelly Marie HollowayCertified Financial Planner, Chartered Financial Consultant | Minneapolis, Mn | Jun 29, 2020 | 20 y | 0 |
| Bruce Andrew Ensrud | Minneapolis, Mn | Jul 2, 2020 | 34 y | 1 |
| Patricia Ann Keehr | Minneapolis, Mn | Jul 2, 2020 | 19 y | 1 |
| Benjamin Reynolds | Edina, Mn | Jul 6, 2020 | 13 y | 1 |
| Melissa Webb | North Oaks, Mn | Jul 6, 2020 | 21 y | 1 |
| Tyler Cook | Edina, Mn | Jul 6, 2020 | 12 y | 1 |
| Theodore Ernst Contag | Edina, Mn | Jul 7, 2020 | 32 y | 1 |
| Nathaniel Wisely | Minneapolis, Mn | Jul 9, 2020 | 10 y | 1 |
| Christopher Mongeon | Edina, Mn | Jul 14, 2020 | 23 y | 1 |
| David Rains | Edina, Mn | Jul 14, 2020 | 22 y | 2 |
| Matthew Stockman | Edina, Mn | Jul 15, 2020 | 12 y | 1 |
| Elizabeth S ThayerCertified Financial Planner | Minneapolis, Mn | Jul 17, 2020 | 24 y | 1 |
| James Dean ElvestromCertified Financial Planner | Minneapolis, Mn | Jul 17, 2020 | 33 y | 1 |
| David BeiseChartered Financial Consultant | Minnetonka, Mn | Jul 21, 2020 | 30 y | 1 |
| Brent Henkelman | Minneapolis, Mn | Jul 21, 2020 | 11 y | 1 |
| Timothy John JennekeCertified Financial Planner | Minneapolis, Mn | Jul 23, 2020 | 28 y | 1 |
| Paul Nycklemoe ChristopherCertified Financial Planner | Minneapolis, Mn | Jul 23, 2020 | 14 y | 2 |
| Kyle MolinCertified Financial Planner | Minnetonka, Mn | Jul 24, 2020 | 28 y | 1 |
| Andrew Douglas Walker | Minneapolis, Mn | Jul 28, 2020 | 11 y | 1 |
| Davon Bultemeier | Minneapolis, Mn | Jul 28, 2020 | 24 y | 1 |
| Zachary Scott Anderson | Minneapolis, Mn | Jul 29, 2020 | 19 y | 1 |
| Anthony Leonard Vece | Minneapolis, Mn | Jul 29, 2020 | 22 y | 1 |
| Jason Michael Drews | Minneapolis, Mn | Jul 29, 2020 | 22 y | 1 |
| Cindy Lou HouserChartered Financial Consultant | Hoagland, In | Jul 29, 2020 | 31 y | 1 |
| Charles Kelly OwenCertified Financial Planner | Corvallis, Or | Jul 29, 2020 | 20 y | 1 |
Advisor movement
20 left, 11 joined in 12 months
net -9 in 12 months2 left in 90 days1 joined in 90 daysdeparture rate 17% of current headcount77 left over 36 months
Left, latest
- Olivia M Lupfer to Ameritas Advisory Services, LLCJul 15, 2026 · Affiliated broker-dealer or bank to another
- Gregory Paul Bickhart to Awaken Wealth Partners LLCJun 22, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Jack Joseph Ayotte to Intentgen Financial PartnersJun 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Michael William Mathey to Intentgen Financial PartnersJun 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Andrew Gregory Abel to Intentgen Financial PartnersJun 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Patrick James Morris to Intentgen Financial PartnersJun 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Carl Dalsgaard Christiansen to Intentgen Financial PartnersJun 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Corey James Schmidt to Intentgen Financial PartnersJun 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Zachary Anders Larson to Intentgen Financial PartnersJun 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Joseph Thomas Schmitt to Intentgen Financial PartnersJun 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Cole Allen Vickrey to Intentgen Financial PartnersJun 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Jonathan Paul Hoyme to Awaken Wealth Partners LLCJun 16, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Matthew Morris Miller to Awaken Wealth Partners LLCJun 16, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Blair Greenwood to Awaken Wealth Partners LLCJun 16, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Ryan David Christensen to Awaken Wealth Partners LLCJun 16, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
Joined, latest
- Ryan Frederic Disselhorst from Ameriprise Financial Services, LLCAug 18, 2026 · Affiliated broker-dealer or bank to another
- Nathan Weber from UBS Financial Services Inc.Jun 5, 2026 · Wirehouse to affiliated broker-dealer or bank
- Angela Susan Branham from Securian Financial Services, Inc.May 11, 2026 · Affiliated broker-dealer or bank to another
- Candace M Turanzas from Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2, 2026 · Wirehouse to affiliated broker-dealer or bank
- Rasheedah Basmah El-Amin from Equitable Advisors, LLCApr 1, 2026 · Affiliated broker-dealer or bank to another
- Jeffrey Dennis Mcginley from Cetera Investment Advisers LLCDec 26, 2025 · Affiliated broker-dealer or bank to another
- Keegan Menning from Cetera Investment Advisers LLCDec 23, 2025 · Affiliated broker-dealer or bank to another
- Jack Joseph Ayotte from Cetera Investment Advisers LLCOct 8, 2025 · Affiliated broker-dealer or bank to another
- Kenneth Richard Ferrone from Northeastern Star Asset Management, Inc.Oct 1, 2025 · RIA to affiliated broker-dealer or bank
- Lillian Mae Crusan from Northeastern Star Asset Management, Inc.Oct 1, 2025 · RIA to affiliated broker-dealer or bank
- Paul Seth Dubendorf from Northeastern Star Asset Management, Inc.Oct 1, 2025 · RIA to affiliated broker-dealer or bank
- Jenna Wolff from Ameriprise Financial Services, LLCApr 11, 2024 · Affiliated broker-dealer or bank to another
- Timothy Faig from Fidelity Personal And Workplace AdvisorsApr 2, 2024 · Affiliated broker-dealer or bank to another
- Bryan Paul Farney from 49 FinancialJan 31, 2024 · RIA to affiliated broker-dealer or bank
- Case Eichenberger from Orion Portfolio Solutions, LLCOct 24, 2023 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Intentgen Financial PartnersJun 17, 2026 · Naperville, Il
- 7 left for Intentgen Financial PartnersJun 17, 2026 · Minneapolis, Mn
- 4 left for Awaken Wealth Partners LLCJun 16, 2026 · Kingwood, Tx
- 4 left for Alongside, LLCDec 23, 2025 · Minneapolis, Mn
- 9 left for Cedar Cove Wealth PartnersSep 10, 2025 · Minneapolis, Mn
- 3 left for Alongside, LLCJul 7, 2025 · Mill Creek, Wa
- 6 left for Alongside, LLCJul 7, 2025 · Minneapolis, Mn
- 2 left for Concurrent Investment Advisors, LLCDec 24, 2024 · Minneapolis, Mn
- 3 joined from Northeastern Star Asset Management, Inc.Nov 14, 2025 · Wormleysburg, Pa · Firm absorbed
- 7 joined from Thrivent Investment Management Inc.Jun 14, 2023 · Omaha, Ne
- 6 joined from Perspective Financial Services LLCApr 4, 2023 · Phoenix, Az · Firm absorbed
- 3 joined from Thrivent Investment Management Inc.Mar 30, 2022 · Camp Hill, Pa
- 2 joined from Thrivent Investment Management Inc.Jun 9, 2021 · Golden Valley, Mn
- 2 joined from Thrivent Investment Management Inc.Mar 17, 2021 · Bend, Or
- 4 joined from Thrivent Investment Management Inc.Feb 3, 2021 · Farmington, Mn
- 7 joined from Thrivent Investment Management Inc.Oct 28, 2020 · Elkhorn, Ne
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- James Matthew Armstrong · Associate Vice Presidentcontrolsince 01/2026 · owns less than 5%
- Dean Rodney Bacon · Assistant Treasurercontrolsince 01/2026 · owns less than 5%
- David Belotte · Chief Compliance Officercontrolsince 01/2020 · owns less than 5%
- M Nicholas Cecere · Elected Managercontrolsince 10/2022 · owns less than 5%
- Nicole James Tonia Gilchrist · Chief Legal Officer & Secretarycontrolsince 05/2019 · owns less than 5%
- Eugene Douglas Grove · Vice Presidentcontrolsince 07/2023 · owns less than 5%
- Roberts Paul Johnston · Elected Managercontrolsince 10/2019 · owns less than 5%
- K Kari Marsch · Treasurer And Presidentcontrolsince 09/2024 · owns less than 5%
- Scott David Royal · Elected Managercontrolsince 01/2024 · owns less than 5%
- Juli Wilder · Vice Presidentcontrolsince 07/2023 · owns less than 5%
Entity owners
- Thrivent Financial Holdings, Inc. · Ownerdirect · owns 75% or more
- Thrivent Financial For Lutherans · Shareholderindirect · owns 75% or more of Thrivent Financial Holdings, Inc.
Related persons
Schedule D 7.A
- Newman Financial Services LLCreal estaten
- Thrivent Asset Management, LLCinvestment adviserbanknRAUM $48B
- Thrivent Distributors, LLCbroker-dealern
- Thrivent Financial For Lutheransinvestment adviserbankpooled vehicle sponsorreal estateyRAUM $129B
- Thrivent Insurance Agency Inc.real estaten
- Thrivent Investment Management Inc.broker-dealerinvestment advisernRAUM $21B
- Thrivent Trust Companyn
- Thrivent White Rose Endurance Gp II, LLCpooled vehicle sponsorn
- Thrivent White Rose Endurance Gp III, LLCpooled vehicle sponsorn
- Thrivent White Rose Endurance Gp, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp II, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp III, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp IV, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp Ix, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp V, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp Vi, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp Vii, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp Viii, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp X, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp Xi, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp Xii, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp Xiii, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp Xiv, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp Xv Equity Direct, LLCpooled vehicle sponsorn
- Thrivent White Rose Gp Xv Fund Of Funds, LLCpooled vehicle sponsorn
- Thrivent White Rose Opportunity Fund, Gp, Llppooled vehicle sponsorn
- Thrivent White Rose Real Estate Gp I, LLCpooled vehicle sponsorn
- Thrivent White Rose Real Estate Gp II, LLCpooled vehicle sponsorn
- Thrivent White Rose Real Estate Gp III, LLCpooled vehicle sponsorn
- Thrivent White Rose Real Estate Gp IV, LLCpooled vehicle sponsorn
Advisers that list Thrivent Advisor Network, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Minneapolis, Mn · principal | 118 | 25 | 13 | 2 | |
| Edina, Mn | 15 | 1 | 0 | ||
| Omaha, Ne | 13 | 3 | 0 | ||
| Minnetonka, Mn | 9 | 0 | 0 | ||
| Fremont, Ne | 7 | 2 | 0 | ||
| Denver, Co | 6 | 1 | 0 | ||
| Camp Hill, Pa | 6 | 2 | 0 | ||
| Hoagland, In | 5 | 0 | 0 | ||
| North Oaks, Mn | 5 | 1 | 0 | ||
| Ontario, Ca | 4 | 0 | 0 | ||
| Peoria Heights, Il | 4 | 1 | 0 | ||
| Salem, Or | 3 | 0 | 0 | ||
| Kennewick, Wa | 2 | 0 | 0 | ||
| Wahoo, Ne | 2 | 0 | 0 | ||
| Gettysburg, Pa | 2 | 0 | 0 | ||
| Orland Park, Il | 2 | 0 | 0 | ||
| Ann Arbor, Mi | 2 | 0 | 0 | ||
| Ofallon, Mo | 0 | 0 | 1 | ||
| Beverly, Ma | 0 | 0 | 0 | ||
| Bloomington, In | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Edina, MN13 employees
- Naperville, IL10 employees
- Omaha, NE9 employees
- Minnetonka, MN9 employees
- Bloomington, MN8 employees
- Fremont, NE8 employees
- Denver, CO8 employees
- Peoria Heights, IL7 employees
- Phoenix, AZ7 employees
- Hoagland, IN6 employees
- Lincoln, NE6 employees
- Houston, TX5 employees
- Plainview, NY4 employees
- Mill Creek, WA4 employees
- North Oaks, MN4 employees
- Ontario, CA4 employees
- Salem, OR4 employees
- , 4 employees
- Camp Hill, PA4 employees
- Kennewick, WA3 employees
- New Berlin, WI3 employees
- Gettysburg, PA3 employees
- Racine, WI3 employees
- Seward, NE2 employees
- Kingwood, TX2 employees
ADV anomalies
6 against comparable advisers; where to look, not conclusions
- large related person networkStatic outlier · filing Jun 25, 2026related persons on Schedule D 7.A of 34.0 against a peer median of 7.0 (33 comparable advisers, 100.0th percentile, 6.1 robust deviations)peers: affiliated wealth managers, $5B to $20B (33) · 100% percentile
- control person changedChange between filings · filing Jun 25, 2026Armstrong, Matthew, James (ASSOCIATE VICE PRESIDENT) appeared on Schedule A between the filings of 2024-10-03 and 2026-06-25peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Jun 25, 2026Bacon, Rodney, Dean (ASSISTANT TREASURER) appeared on Schedule A between the filings of 2024-10-03 and 2026-06-25peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Jun 25, 2026Cecere, Nicholas, M (ELECTED MANAGER) left Schedule A between the filings of 2024-10-03 and 2026-06-25peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Jun 25, 2026JOHNSTON, PAUL, ROBERTS (ELECTED MANAGER) left Schedule A between the filings of 2024-10-03 and 2026-06-25peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Jun 25, 2026ROYAL, DAVID, SCOTT (ELECTED MANAGER) left Schedule A between the filings of 2024-10-03 and 2026-06-25peers: affiliated wealth managers, $5B to $20B (53)
What changed
consecutive filings, newest first
- Accounts · 28,545 to 25,415Jan 9, 2026 to Mar 30, 2026
- Advisory employees · 139 to 119Jan 9, 2026 to Mar 30, 2026
- BD registered reps · 102 to 84Jan 9, 2026 to Mar 30, 2026
- Charity clients · 32 to 62Jan 9, 2026 to Mar 30, 2026
- Corporate clients · 65 to 59Jan 9, 2026 to Mar 30, 2026
- HNW clients · 1,429 to 1,481Jan 9, 2026 to Mar 30, 2026
- Individual clients · 9,295 to 13,130Jan 9, 2026 to Mar 30, 2026
- Assets in custody · $1.1B to $1.2BJan 9, 2026 to Mar 30, 2026
- Employees · 139 to 119Jan 9, 2026 to Mar 30, 2026
- State-registered IARs · 139 to 119Jan 9, 2026 to Mar 30, 2026
- Other offices · 35 to 27Jan 9, 2026 to Mar 30, 2026
- Discretionary RAUM · $6.6B to $6.8BJan 9, 2026 to Mar 30, 2026
- HNW RAUM · $3.3B to $3.0BJan 9, 2026 to Mar 30, 2026
- Individual RAUM · $3.3B to $3.7BJan 9, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $48.9M to $47.0MJan 9, 2026 to Mar 30, 2026
- Pension RAUM · $7.7M to $10.3MJan 9, 2026 to Mar 30, 2026
- RAUM · $6.6B to $6.8BJan 9, 2026 to Mar 30, 2026
- Financial planning clients · More than 500 to More than 500Apr 30, 2025 to Jun 30, 2025
- Accounts · 28,513 to 28,545Jan 9, 2025 to Apr 30, 2025
- Advisory employees · 164 to 139Jan 9, 2025 to Apr 30, 2025
- BD registered reps · 96 to 102Jan 9, 2025 to Apr 30, 2025
- Charity clients · 18 to 32Jan 9, 2025 to Apr 30, 2025
- Corporate clients · 108 to 65Jan 9, 2025 to Apr 30, 2025
- HNW clients · 1,628 to 1,429Jan 9, 2025 to Apr 30, 2025
- Individual clients · 9,521 to 9,295Jan 9, 2025 to Apr 30, 2025
- Pension plan clients · 26.0 to unsetJan 9, 2025 to Apr 30, 2025
- Assets in custody · $1.1B to $1.1BJan 9, 2025 to Apr 30, 2025
- Employees · 164 to 139Jan 9, 2025 to Apr 30, 2025
- Insurance-licensed employees · 0 to 3Jan 9, 2025 to Apr 30, 2025
- State-registered IARs · 164 to 139Jan 9, 2025 to Apr 30, 2025
- Other offices · 37 to 35Jan 9, 2025 to Apr 30, 2025
- Discretionary RAUM · $6.1B to $6.6BJan 9, 2025 to Apr 30, 2025
- HNW RAUM · $3.2B to $3.3BJan 9, 2025 to Apr 30, 2025
- Individual RAUM · $2.9B to $3.3BJan 9, 2025 to Apr 30, 2025
- Non-discretionary RAUM · $69.5M to $48.9MJan 9, 2025 to Apr 30, 2025
- Pension RAUM · $11.4M to $7.7MJan 9, 2025 to Apr 30, 2025
- RAUM · $6.2B to $6.6BJan 9, 2025 to Apr 30, 2025
- Accounts · 26,501 to 28,513Mar 28, 2024 to Mar 28, 2024
- Advisory employees · 134 to 164Mar 28, 2024 to Mar 28, 2024
- BD registered reps · 73 to 96Mar 28, 2024 to Mar 28, 2024
Signals
60 dated events
- Joy Nicole Bridson no longer holds an investment adviser registration (last listed at Thrivent Advisor Network, Llc on the 2026-09-16 feed)Sep 16, 2026 · Advisor registration ended · derived
- Olivia M Lupfer left Thrivent Advisor Network, Llc for Ameritas Advisory Services, Llc (registered 2026-07-14)Jul 15, 2026 · Advisor changed firm · fact
- Gregory Paul Bickhart left Thrivent Advisor Network, Llc for Awaken Wealth Partners Llc (registered 2026-05-17)Jun 22, 2026 · Advisor changed firm · fact
- 7 advisors left Thrivent Advisor Network, LLC (Minneapolis, MN) for Intentgen Financial Partners on the same dayJun 17, 2026 · Team lift-out · derived
- Andrew Gregory Abel left Thrivent Advisor Network, Llc for Intentgen Financial Partners (registered 2026-05-18)Jun 17, 2026 · Advisor changed firm · fact
- 2 advisors left Thrivent Advisor Network, LLC (Naperville, IL) for Intentgen Financial Partners on the same dayJun 17, 2026 · Team lift-out · derived
- Jack Joseph Ayotte left Thrivent Advisor Network, Llc for Intentgen Financial Partners (registered 2026-05-18)Jun 17, 2026 · Advisor changed firm · fact
- Zachary Anders Larson left Thrivent Advisor Network, Llc for Intentgen Financial Partners (registered 2026-05-20)Jun 17, 2026 · Advisor changed firm · fact
- Patrick James Morris left Thrivent Advisor Network, Llc for Intentgen Financial Partners (registered 2026-05-18)Jun 17, 2026 · Advisor changed firm · fact
- Joseph Thomas Schmitt left Thrivent Advisor Network, Llc for Intentgen Financial Partners (registered 2026-05-18)Jun 17, 2026 · Advisor changed firm · fact
- Michael William Mathey left Thrivent Advisor Network, Llc for Intentgen Financial Partners (registered 2026-05-18)Jun 17, 2026 · Advisor changed firm · fact
- Corey James Schmidt left Thrivent Advisor Network, Llc for Intentgen Financial Partners (registered 2026-05-20)Jun 17, 2026 · Advisor changed firm · fact
- Cole Allen Vickrey left Thrivent Advisor Network, Llc for Intentgen Financial Partners (registered 2026-05-18)Jun 17, 2026 · Advisor changed firm · fact
- Carl Dalsgaard Christiansen left Thrivent Advisor Network, Llc for Intentgen Financial Partners (registered 2026-05-27)Jun 17, 2026 · Advisor changed firm · fact
- 4 advisors left Thrivent Advisor Network, LLC (Kingwood, TX) for Awaken Wealth Partners LLC on the same dayJun 16, 2026 · Team lift-out · derived
- Blair Greenwood left Thrivent Advisor Network, Llc for Awaken Wealth Partners Llc (registered 2026-05-17)Jun 16, 2026 · Advisor changed firm · fact
- Jonathan Paul Hoyme left Thrivent Advisor Network, Llc for Awaken Wealth Partners Llc (registered 2026-05-17)Jun 16, 2026 · Advisor changed firm · fact
- Matthew Morris Miller left Thrivent Advisor Network, Llc for Awaken Wealth Partners Llc (registered 2026-05-17)Jun 16, 2026 · Advisor changed firm · fact
- Ryan David Christensen left Thrivent Advisor Network, Llc for Awaken Wealth Partners Llc (registered 2026-05-17)Jun 16, 2026 · Advisor changed firm · fact
- Thrivent Advisor Network, Llc reported 27 offices beyond its principal office, down from 35 (2026-01-09 to 2026-03-30)Mar 30, 2026 · Office count change · derived
- Timothy James Demuth left Thrivent Advisor Network, Llc for Alongside, Llc (registered 2025-12-01)Dec 31, 2025 · Advisor changed firm · fact
- Daniel Stephen Sinnen left Thrivent Advisor Network, Llc for Alongside, Llc (registered 2025-12-01)Dec 31, 2025 · Advisor changed firm · fact
- Kevin Jeffrey Christensen left Thrivent Advisor Network, Llc for Alongside, Llc (registered 2025-12-01)Dec 31, 2025 · Advisor changed firm · fact
- 4 advisors left Thrivent Advisor Network, LLC (Minneapolis, MN) for Alongside, LLC within 8 daysDec 23, 2025 · Team lift-out · derived
- Noel Patrick Soderblom left Thrivent Advisor Network, Llc for Alongside, Llc (registered 2025-06-04)Dec 23, 2025 · Advisor changed firm · fact
- Northeastern Star Asset Management, Inc.'s advisors moved to Thrivent Advisor Network, LLC (Wormleysburg, PA): 3 of 3 registered, on the same dayNov 14, 2025 · Firm absorbed (people side) · derived
- Jeremy David Reed left Thrivent Advisor Network, Llc for Carroll Advisory Group (registered 2025-10-13)Oct 16, 2025 · Advisor changed firm · fact
- Samuel John Broback left Thrivent Advisor Network, Llc for Cedar Cove Wealth Partners (registered 2025-08-11)Sep 10, 2025 · Advisor changed firm · fact
- Nathan Vincent Knoll left Thrivent Advisor Network, Llc for Cedar Cove Wealth Partners (registered 2025-08-11)Sep 10, 2025 · Advisor changed firm · fact
- Keith Larayne Sapp left Thrivent Advisor Network, Llc for Cedar Cove Wealth Partners (registered 2025-08-11)Sep 10, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 612-844-4197reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 612-844-8444reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-847-4836reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/thriventadvisornetworkreportedpublic record, Form ADV, Sep 17, 2026
- Website
- thriventadvisornetwork.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (612) 844-8444reportedpublic record, Form ADV, Jun 25, 2026
- Contact form
- thriventadvisornetwork.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- thriventadvisornetwork.com/leadership-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $57.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026