RIA Intel›Advisers›Massachusetts›THOMASPARTNERS, INC.

THOMASPARTNERS, INC.

Advisory

N·BOSTON, MA

Data as of Feb 15, 2018 · Source: SEC Form ADV

Total AUM

$14.6B

1-Year AUM Growth

+43.3%

3-Year CAGR

+50.9%

Employees

18

Assets Under Management

Total AUM$14.6B

Discretionary AUM$14.6B

Non-Discretionary AUM$15M

Discretionary %99.9%

Total Clients—

Team

Total Employees18

Investment Advisers33

Employee Growth (1Y)—

Filing History

Total Filings on Record58

First FilingJan 30, 2001

Latest FilingFeb 15, 2018

🔒 Full AUM trend chart and 58 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THOMASPARTNERS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.