Thrive Capital Management, LLC

Thrive Capital Management, LLC (CRD# 281347) is a financial advisory firm headquartered in Fort Washington, PA. They manage $244,686,500 in 1,346 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    245
    MILLION
  • Total Number of Accounts
    1,346
    ACCOUNTS
  • Average Account Value
    $181,788
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, DE, FL, MA, MD, NC, NJ, PA, SC, TN, TX, VA

Financial Advisors at Thrive Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Christopher J. Bak
CRD#: 6278208
1015 Virginia Drive, Suite 210, Fort Washington, PA 19034

Christopher Bak (CRD# 6278208) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 8 years of experience in the finance industry.

2
David Bezar
CRD#: 2153836
500 W Office Center Drive, Suite 300, Fort Washington, PA 19034

David Bezar (CRD# 2153836) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 32 years of experience in the finance industry.

3
Jordan E. Cohen
CRD#: 4952588
500 W Office Center Drive, Suite 300, Fort Washington, PA 19034

Jordan Cohen (CRD# 4952588) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 18 years of experience in the finance industry.

4
Bret T. Elam
CRD#: 3258973
500 W Office Center Drive, Suite 300, Fort Washington, PA 19034

Bret Elam (CRD# 3258973) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 24 years of experience in the finance industry.

5
Andrew M. Stephens
CRD#: 6610789
500 W Office Center Drive, Suite 300, Fort Washington, PA 19034

Andrew Stephens (CRD# 6610789) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 7 years of experience in the finance industry.

6
Jeffrey R. Walker
CRD#: 4556832
500 W Office Center Drive, Suite 300, Fort Washington, PA 19034

Jeffrey Walker (CRD# 4556832) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 21 years of experience in the finance industry.

7
David Badecki
CRD#: 7383443
500 W Office Center Drive, Suite 300, Fort Washington, PA 19034

David Badecki (CRD# 7383443) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 2 years of experience in the finance industry.

8
Matthew Harrison
CRD#: 5891543
500 W Office Center Drive, Suite 300, Fort Washington, PA 19034

Matthew Harrison (CRD# 5891543) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.