Thrive Portfolios
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,866,588
Clients
16
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$179,162
About
Thrive Portfolios serves individual investors and other registered investment advisers with discretionary asset management, financial planning, and consulting services. The firm also provides sub‑advisory services to non‑affiliated advisers and offers fee‑based seminars and workshops for the public.
Portfolios are managed under discretionary authority and are tailored to each client’s goals, time horizon, and risk tolerance, with financial plans delivered on a defined timeline. Thrive describes a multi‑method approach to analysis — including fundamental and quantitative techniques as well as technical, cyclical, and charting analysis — and may employ strategies ranging from long‑term holdings to trading and options.
What distinguishes the firm from many peers is its combination of boutique scale and institutional‑style work: it acts as a sub‑advisor to other RIAs while also publishing educational content (the principal is listed as the author of The Investment Management Handbook and has worked as an investment journalist) and running public seminars. The firm manages a relatively small asset base and does not impose an account minimum, reflecting a small‑scale, education‑focused practice that also supports other advisers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Tax-loss harvesting
ESG / Sustainable investing
Fee options
$0 - $50,000: 1.75% annually $50,000.01 - $100,000: 1.50% annually $100,000.01 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01+: 1.00% annually
$150 per hour for financial planning
Main office location
Thrive Portfolios
1650 Garnet Ave., #1137
San Diego CA 92109, United States
Number of offices
1
Most active in
Thrive Portfolios has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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