Data / Investment advisers / Michigan / Thrive Retirement Specialists
Thrive Retirement Specialists, Royal Oak, MI: $304 million AUM, SEC registered investment adviser
Thrive Retirement Specialists is an SEC registered investment adviser with its main office in Royal Oak, Michigan and reports $304 million in regulatory assets under management in its Form ADV filed March 22, 2026. Its clients include high net worth individuals. It is paid through fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 310289
- SEC file number
- 801-129197
- SEC status
- Approved, effective December 8, 2023
- Legal name
- Thrive Retirement Specialists L.L.C.
- Main office
- 220 S. Main St., Suite 321, Royal Oak, MI 48067
- Phone
- (833) 217-9613
- Website
- thriveretire.com
- Regulatory AUM
- $303,880,397 in the Form ADV filed March 22, 2026
- Discretionary AUM
- $303,880,397
- Accounts
- 411
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $303.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $303.9 million | March 22, 2026 |
| December 1, 2025 | $209.5 million | February 18, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bernard Wealth Management Corp. | Royal Oak | $314.2 million | Not listed | adviserinfo.sec.gov |
| Melone Private Wealth, LLC | Auburn Hills | $313.2 million | Not listed | adviserinfo.sec.gov |
| Miller Capital | Troy | $311.6 million | Not listed | adviserinfo.sec.gov |
| TRP Capital Advisors VI, LLC | Birmingham | $310.8 million | 5 | adviserinfo.sec.gov |
| Marnell Management LLC | Farmington Hills | $306.1 million | 1 | adviserinfo.sec.gov |
| Fai Advisors, Inc. | Farmington Hills | $302 million | Not listed | adviserinfo.sec.gov |
| Security First Financial | Swartz Creek | $299.5 million | Not listed | adviserinfo.sec.gov |
| Maner Wealth | Lansing | $299.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Thrive Retirement Specialists on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.