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).

Current Firm Details
5000 Hopyard Road, Suite 460, Pleasanton, CA 94588
https://www.facebook.com/aderopartners
By the Numbers
  • Total Assets Under Management
    4,036
    MILLION
  • Total Number of Accounts
    3,511
    ACCOUNTS
  • Average Account Value
    $1,149,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, IL, LA, MI, MT, NC, NE, NH, NJ, NV, NY, OR, TN, TX, UT, WA

Financial Advisors at Adero Partners, LLC
Showing 21 - 22 of 22 top financial advisors.
21
Steven Peterson, financial advisor Pleasanton CA
Steven M. Peterson
CRD#: 7067287
5000 Hopyard Road, Suite 460, Pleasanton, CA 94588

Steven Peterson (CRD# 7067287) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has 1 year of experience in the finance industry.

22
Jennifer Yacoube, financial advisor Walnut Creek CA
Jennifer L. Yacoube
CRD#: 5214958
Walnut Creek, CA

Jennifer Yacoube (CRD# 5214958) is an Investment Advisor Representative working at Adero Partners, LLC in Walnut Creek, CA and has over 14 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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