CRD: 18387
Thrivent Investment Management Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-18-1987
- Office Locations
- 1,109
Office Locations
About Thrivent Investment Management Inc.
Thrivent Investment Management Inc. provides financial advice through Thrivent financial advisors, including comprehensive financial planning, tax planning strategies, and investment guidance. Clients can start with no-cost initial meetings, then choose fee-based Dedicated Planning Services or a Managed Accounts Program to pursue investment goals, with a $25,000 minimum. The firm emphasizes values-driven planning and community impact.
Reported data analysis
What the numbers show
Between December 12, 2025 and April 22, 2026, reported AUM increased 18.7%, from $17.5B to $20.8B.
Across 5 reported observations, AUM increased 53.9% between December 9, 2022 and April 22, 2026, from $13.5B to $20.8B.
Of the latest reported AUM, 45.6% is discretionary and 54.4% is non-discretionary.
The firm reports 2,963 advisory representatives and 209,854 clients, or 70.8 clients per representative. That equates to $99.0K in reported AUM per client.
The profile lists 1,109 reported office locations and 39 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Thrivent Investment Management Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Thrivent Investment Management Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS JOHN BIRR
Director, VICE PRESIDENT
- CRD
- #4148092
- Ownership
- Less than 5%
CALEB ANTHONY BOUSU
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
Unlock allContacts
CHAD DENNIS AABERG
Owner, Wealth Advisor
- CRD
- #4618120
Erik David Aanonson
Broker
- CRD
- #6935071
Showing 2 of 3857 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,475,993,531 | $361,859 |
| Non-Discretionary | $11,293,873,479 | $398,851 |
| Total | $20,769,867,010 | $381,078 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Thrivent Investment Management Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Thrivent Investment Management Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing