$685.7M Total AUM
$438.5M Disc. AUM
-- 3Y CAGR
11 Employees
373 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2018
- Office Locations
- 6
Office Locations
308 Maxwell RD STE 300 Alpharetta GA
625 Massachusetts Ave. Cambridge MA
-- Dedham MA
About Thayer Partners LLC
Thayer Partners LLC is a Wyndmoor-based RIA with 6 offices. The firm has been operating for 8 years. Managing $685.7M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
62 AVG AGE
$98.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
3.6 yrs AVG TENURE
11 Employees
7 Advisory Reps
7 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN CHRISTOPHER WILMERDING
Partner, President
- CRD
- #1944701
- Ownership
- 75% or more
Available
Available
Available
A
ANDY JOHN ARMSTRONG
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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Joseph FRANCIS Ciliberti JR.
Lead Wealth Manager
- CRD
- #3274867
Available
Available
Available
DEBORAH ANN DECKMAN
Advisor
- CRD
- #5421483
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $438,543,414 | $1,260,182 |
| Non-Discretionary | $247,166,882 | $9,886,675 |
| Total | $685,710,296 | $1,838,365 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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