Adero Partners, LLC
Adero Partners, LLC (CRD# 297808) is a financial advisory firm headquartered in Pleasanton, CA. They manage $4,035,668,036 in 3,511 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management4,036MILLION
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Total Number of Accounts3,511ACCOUNTS
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Average Account Value$1,149,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, HI, IL, LA, MI, MT, NC, NE, NH, NJ, NV, NY, OR, TN, TX, UT, WA
Regan Smith (CRD# 6359875) is an Investment Advisor Representative working at Adero Partners, LLC in Denver, CO and has over 9 years of experience in the finance industry.
Alina Sohng (CRD# 5696695) is an Investment Advisor Representative working at Adero Partners, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
Michael Spector (CRD# 4343391) is an Investment Advisor Representative working at Adero Partners, LLC in Austin, TX and has over 24 years of experience in the finance industry.
Eric Swensen (CRD# 4906053) is an Investment Advisor Representative working at Adero Partners, LLC in Rocklin, CA and has over 19 years of experience in the finance industry.
Gregory Warner (CRD# 4130305) is an Investment Advisor Representative working at Adero Partners, LLC in Whitefish, MT and has over 20 years of experience in the finance industry.
Aaron White (CRD# 5668453) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has over 14 years of experience in the finance industry.
Christopher Boudreaux (CRD# 7802139) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has 1 year of experience in the finance industry.
Spencer Carlson (CRD# 7212460) is an Investment Advisor Representative working at Adero Partners, LLC in Costa Mesa, CA and has over 2 years of experience in the finance industry.
Nina Doehrman (CRD# 7288696) is an Investment Advisor Representative working at Adero Partners, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
Konrad Kern (CRD# 7147949) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has over 4 years of experience in the finance industry.