RIA Intel›Advisers›Pennsylvania›THRIFT FINANCIAL, INC.

THRIFT FINANCIAL, INC.

Advisory

NEWTOWN, PA

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in PA
#1,079
of 1,528 advisers by AUM
Average account
$737K
across 57 accounts
AUM per adviser
$42M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$42M
Discretionary %
97.6%
Clients
57
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$42M
Discretionary AUM$41M
Non-Discretionary AUM$1M
Discretionary %97.6%
Total Clients57
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

ACADIA INVESTMENT ADVISORS LLC
$42M
THE DELANCEY CAPITAL GROUP, LP
PHILADELPHIA, PA
$42M
-11.0% 1Y
DIMATTEO FINANCIAL GROUP, INC.
CHADDS FORD, PA
$42M
VASS FINANCIAL STRATEGIES, LLC
LAFAYETTE HILL, PA
$42M
CARNE CAPITAL, LLC
RADNOR, PA
$42M
-23.0% 1Y
PHILADELPHIA BROKERAGE CORPORATION
RADNOR, PA
$42M
-0.9% 1Y

Get the full picture on THRIFT FINANCIAL, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track THRIFT FINANCIAL, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans