THRIVENT INVESTMENT MANAGEMENT INC.

RIASEC RegisteredEst. 1987

Total AUM

$20.8B

Discretionary

$9.5B

46% of AUM

Avg account

$381K

Accounts

54,503

Employees

3,901

Advisory reps

3,829

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 18387
Registered since: May 18, 1987
Website: www.thrivent.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI54.88%
Individuals42.82%
Corporations / Businesses1.8%
Other0.47%
Pension & Profit Sharing Plans0.03%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Thrivent Investment Management Inc. is a corporate, SEC-registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm operates with a broker-dealer component and offers advisory services under both percentage-of-AUM and fixed-fee arrangements. Thrivent reports active ESG investing activity and maintains relationships across a range of financial services firms — including banking, trust, insurance and pooled-vehicle sponsors — which suggests an integrated distribution and product platform. The firm’s regulatory history goes back to 1987, and its business mix blends advisory work with broker-dealer activities. Client segments explicitly include both individual & family clients and institutional relationships. Thrivent is not characterized as a capital allocator in the provided data, and it reports using outside managers for certain alternative exposure.