Progress Investment Management

Investment Managementprogressinvestment.com

Progress Investment Management is a privately-held registered investment adviser based in San Francisco, founded in 1990. The firm provides securities and SEC-related advisory services under founder and CEO Thurman White.

Company typePrivate
Founded1990
HeadquartersSan Francisco, United States
Headcount1–10
GTM typeB2B
OfferingServices

What Progress Investment Management does

Progress Investment Management is a privately-held registered investment adviser headquartered in San Francisco, California, founded in 1990 and operating under the leadership of founder and CEO Thurman White. The firm specializes in securities and Securities and Exchange Commission (SEC) related advisory services, operating within the U.S. regulatory framework applicable to registered investment advisers. With a headcount of 1-10 employees and more than three decades of continuous operation under its founder-CEO, Progress Investment Management functions as a small, long-tenured boutique advisory practice. The firm maintains a web presence at progressinvestment.com but no detailed product offerings, pricing structure, client roster, or technology stack are disclosed in the available source material.

The firm's business model centers on its RIA registration and its focus on securities and SEC compliance-adjacent services, the standard revenue mechanic for U.S. registered advisers being fees on assets under management or related advisory engagements. The source data does not disclose AUM, fee schedules, client segments, distribution channels, partnerships, geographic footprint, or any M&A, funding, or product-launch activity. The firm is for-profit, privately held, with no subsidiaries, parent company, or ownership structure disclosed. As a result, the strategic posture of the firm cannot be characterized beyond its foundational positioning as a small, founder-led, SEC-registered advisory practice; the absence of growth signals, technology disclosures, and revenue data limits further analytical resolution.

Progress Investment Management firmographics

Firmographics

Name: Progress Investment Management
Website: https://progressinvestment.com
Company type: Private
Founded year: 1990
Headcount range: 1–10 employees
Short description: Progress Investment Management is a privately-held registered investment adviser based in San Francisco, founded in 1990. The firm provides securities and SEC-related advisory services under founder and CEO Thurman White.
Ownership category
akta.pro rank

Where Progress Investment Management is headquartered

Location

Headquarters

HQ city: San Francisco
HQ country: United States
HQ region: North America

Markets served

Progress Investment Management business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D

Progress Investment Management product offering

Product offering

Core offering

Progress Investment Management is a registered investment adviser that provides securities and exchange commission advisory services to clients. The firm operates as a boutique investment advisory practice based in San Francisco, founded in 1990, offering investment counsel and securities-related services.

Differentiator

Problem solved

Functional benefit

Products and services

Registered Investment Advisory Services Registered investment advisory services focused on securities and exchange commission matters, delivered to clients by a San Francisco-based boutique advisory firm.

Companies that use Progress Investment Management

Customer profile

Ideal customer profiles1 record

Progress Investment Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Progress Investment Management competitors and assessment

Company assessment

Direct peers

Hightower Advisors: Hightower is a national RIA partnership platform serving high-net-worth and institutional clients through locally branded advisory firms. Comparable as a registered investment adviser with a similar fiduciary business model serving individual and institutional investors.
Focus Financial Partners: Focus is a partnership of independent RIAs, providing a platform for founder-led advisory firms. Directly comparable given its model of consolidating independent registered investment advisers of varying sizes, including small founder-led firms.
Mariner Wealth Advisors: Mariner is a large national RIA offering wealth advisory, investment management, and financial planning. Comparable as a registered investment adviser providing portfolio management and investment advisory services to individuals and families.
Creative Planning: Creative Planning is a large registered investment adviser providing wealth management, investment advisory, and financial planning services. Comparable as an RIA serving high-net-worth clients under a similar fiduciary model.
Sanctuary Wealth: Sanctuary is a partnership platform for high-net-worth advisors and RIAs. Comparable as a registered investment adviser network supporting founder-led advisory firms serving sophisticated clients.
Edelman Financial Engines: Edelman Financial Engines is a large independent RIA providing investment advisory and financial planning services. Comparable as a registered investment adviser serving individual investors with a fiduciary model.
Cetera Financial Group: Cetera is a network of independent RIAs and broker-dealer firms supporting financial advisors. Comparable as an investment advisory platform serving individual investors through affiliated advisory firms.
Cambridge Investment Research: Cambridge is an independent broker-dealer and RIA supporting thousands of independent financial advisors. Comparable as a registered investment adviser platform, though it operates as an infrastructure provider for independent advisors.

Broad incumbents

Fisher Investments: Fisher Investments is a large, well-known registered investment adviser specializing in portfolio management for private clients and institutions. Comparable as an RIA but at substantially greater scale with a more institutional focus.
LPL Financial: LPL Financial is the largest independent broker-dealer and RIA in the U.S., supporting thousands of financial advisors. Comparable in serving investment advisory clients but at far greater scale and as a custodian/platform rather than a directly competing advisory firm.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

Progress Investment Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Progress Investment Management leadership team

Management profile

Number of profiles

Profiles1 record

Progress Investment Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Progress Investment Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Progress Investment Management

What does Progress Investment Management do?

When was Progress Investment Management founded?

Progress Investment Management was founded in 1990. It employs 1 to 10 people.

Where is Progress Investment Management based?

Progress Investment Management is headquartered in San Francisco, United States, in the North America region.

Who are Progress Investment Management's main competitors?

Direct peers on record are Hightower Advisors, Focus Financial Partners, Mariner Wealth Advisors, Creative Planning, Sanctuary Wealth, Edelman Financial Engines, Cetera Financial Group and Cambridge Investment Research. Broad incumbents are Fisher Investments and LPL Financial.

Does Progress Investment Management have an API?

No public API is recorded for Progress Investment Management.