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.
Teams that left Thrivent Advisor Network, LLC
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, and who all registered next through the same other firm. The rule reads registration dates on IAPD and nothing else: no press, no name matching, no judgment about why. When the cluster carried half or more of the firm it left, or the destination filed a succession naming it, it is typed firm absorbed rather than lift-out. When the two CRDs are one enterprise (the same business name, as with the two Wells Fargo Advisors channels, the same 75%+ owner on both Schedule As around the move, or one name the other with a word added) it is a channel change, listed only when asked for and never counted as a team in or out. Corporate re-registrations (hundreds of people moved to a new CRD in one month) are excluded before teams are formed.
| Advisors | From | To | Branch | Type | Left |
|---|---|---|---|---|---|
| 7 | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Minneapolis, Mn | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 |
| 2 | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Naperville, Il | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 |
| 4 | Thrivent Advisor Network, LLC BD affiliated | Awaken Wealth Partners LLC no RAUM | Kingwood, Tx +1 | Affiliated broker-dealer or bank to a newly registered adviser | Jun 16, 2026 |
| 4 | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Minneapolis, Mn | Other | Dec 23, 2025 over 8 d |
| 9 | Thrivent Advisor Network, LLC BD affiliated | Cedar Cove Wealth Partners no RAUM | Minneapolis, Mn +1 | Affiliated broker-dealer or bank to a newly registered adviser | Sep 10, 2025 |
| 6 | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Minneapolis, Mn | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 |
| 3 | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Mill Creek, Wa | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 |
| 2 | Thrivent Advisor Network, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Minneapolis, Mn | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2024 |
| 2 | Thrivent Advisor Network, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Plainview, Ny | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2024 |
| 3 | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Phoenix, Az | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 |
| 3 | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Minneapolis, Mn | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 |
| 3 | Thrivent Advisor Network, LLC BD affiliated | LPL Financial LLC BD affiliated | Lincoln, Ne | Affiliated broker-dealer or bank to another | Jul 30, 2024 |
| 2 | Thrivent Advisor Network, LLC BD affiliated | LPL Financial LLC BD affiliated | Minneapolis, Mn | Affiliated broker-dealer or bank to another | Jul 30, 2024 |
| 2 | Thrivent Advisor Network, LLC BD affiliated | Prairieview Wealth & Tax Advisors no RAUM | Minneapolis, Mn | Affiliated broker-dealer or bank to a newly registered adviser | Nov 9, 2023 |
| 2 | Thrivent Advisor Network, LLC BD affiliated | Evexia Wealth, LLC no RAUM | Minneapolis, Mn | Affiliated broker-dealer or bank to a newly registered adviser | Feb 3, 2023 |
| 8 | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Minneapolis, Mn +1 | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 |
| 2 | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | San Jose, Ca | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 |
| 2 | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Hudson, Wi | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 |
| 2 | Thrivent Advisor Network, LLC BD affiliated | Hillcrest Financial Group no RAUM | Thousand Oaks, Ca | Affiliated broker-dealer or bank to a newly registered adviser | Mar 3, 2022 |
| 3 | Thrivent Advisor Network, LLC BD affiliated | Vantage Financial Partners, LLC no RAUM | Minneapolis, Mn | Affiliated broker-dealer or bank to a newly registered adviser | Aug 19, 2021 |
| 2 | Thrivent Advisor Network, LLC BD affiliated | Vantage Financial Partners, LLC no RAUM | Elm Grove, Wi | Affiliated broker-dealer or bank to a newly registered adviser | Aug 19, 2021 |