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Co-employment · HR consulting · Hiring strategy — for financial advisors only

People operations infrastructure for financial advisory firms

tHRive handles co-employment, Aetna benefits, payroll, and HR so your firm runs the way a much larger firm runs — without building it yourself.

Making your first hire? Start here

Referred by another advisor? The call is the fastest way in.

200+
Advisors supported
$14.4B
AUM supported
15+
States supported
40+
Hours saved per hire, yearly
The most common misunderstanding

We are not a payroll company

A payroll provider moves money on the 15th and the 30th. That's a task. What actually limits your practice is everything around the task — what to pay, who to hire, how to keep them, and whether any of it is compliant.

A payroll provider
Processes the checks
Everything else stays on your desk.
Payroll processing
Fortune 500-level benefits
A dedicated HR Business Partner
Telling you what to pay the role
Performance management systems
Retaining staff through a transition or M&A
Any idea how an advisory firm works
~
Solo 401(k) eligibility retained — depends
✦ What NOL does
Carries the whole function
Payroll is the smallest part of it.
Payroll processing
Aetna benefits
A dedicated HR Business Partner
Compensation & incentive design
Performance management systems
Advisor transition & M&A HR support
Founded by a former advisor
Solo 401(k) eligibility retained — under our EIN

Put plainly: a payroll provider is a vendor you manage. We are the HR department you never had to hire.

Advisors already building with us

$50M to $300M. Four states. Same answer.

“Takes the entire payroll process off my plate so I can concentrate on what I do best — and it works.”

Mike LaPorte
Mike LaPorte
$190M · Florida

“Allowed me to build a dream team without spending a fortune on HR.”

Josh Strange
Josh Strange
$300M · Virginia

“Extremely timely on their HR responses and extremely professional.”

Wilde Paule
Wilde Paule
$50M · Pennsylvania

“They make everything very clear: benefits, eligibility, 401(k), employee cost, employer cost.”

Ryan Templeton
Ryan Templeton
$110M · South Carolina
Most advisors find us here

You're about to make your first real hire

And the questions come in a rush. Admin or paraplanner? Employee or contractor? What's the market rate in your state? What do you legally owe them on day one?

Get those wrong and you spend two years unwinding it. Our hiring assessment answers them in about ten minutes — mapping your next three hires against your AUM stage.

Get your hiring plan — free →

No account, no credit card. Results on screen when you finish.

Also common
“My team structure is breaking.”

Benefits, compliance, and payroll can’t stay on your plate.

“Am I doing this correctly?”

One missed filing creates real exposure. Multi-state compounds it.

“I hired the wrong person.”

Candidates compare you to bigger firms. Weak benefits lose them.

“How do I retain key staff?”

Acquiring or transitioning out? HR is where it gets ugly.

How we help

Start with the foundation. Add what you need.

Nearly every firm starts with tHRive, because employment is the part you can't do halfway. The rest layers on when the need is real.

The foundation

tHRive

Co-employment for advisory firms. Your team is employed alongside you, so they get benefits a 200-person company would envy — and you get an HR partner instead of a portal.

Payroll & tax administration
Fortune 500-level benefits
Workers’ comp coverage
A dedicated HR Business Partner
You keep owner-only retirement eligibility
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Consulting & advisory

NOL Hiring Intelligence

Comp design, org structure, recruiting, M&A HR integration, and hiring strategy. On retainer or one project at a time. Not sure where to start? Try the free Hiring Roadmap.

Some firms run on both. We'll tell you if that's you.

Bryan Rocks, founder of NOL Solutions
Why us and not a national PEO

Built by someone who sat in your chair

A national PEO will learn your business on your dime. NOL was founded by a former advisor — so revenue-share comp, the paraplanner-versus-admin question, and retaining staff through an acquisition are familiar ground, not a discovery call.

You also get a person, not a ticket queue. Most of our clients came from another advisor telling them to call.

Meet the team

Ready to stop guessing your way through HR?

Start with a plan or start with a conversation — either one is free.

Get your hiring plan — free