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Thrivos Consulting

Whitestone, New York, United Statesthrivosconsulting.com1expert edge

Practice management consulting and coaching firm specializing in helping financial advisors and RIA firms navigate industry change through leadership coaching, strategic consulting, and behavioral transformation.

Why interesting to a deal team

Critical business services provider to advisor community with deep operational expertise; valuable for understanding advisor challenges and best practices across consolidation platforms.

Experts connected to this company

PP

Penny Phillips

Founder and Strategic Consultant

Thrivos Consulting; Co-Founder and President of Journey Strategic Wealth

AdvisorNew York

Built and sold a $5B RIA rollup to Hightower in 2026; now shapes advisor strategy for a $25B+ platform and sees RIA M&A deal flow firsthand.

Sources

Strongest evidencePage title2 public sourcesHow the grades work