Advisor Partners, LLC

Advisor Partners, LLC (CRD# 114536) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $415,000,000 in 326 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    415
    MILLION
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $1,273,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, MA, MD, MI, NE, NH, NJ, NY, PA, TX

Financial Advisors at Advisor Partners, LLC
No Advisor Found.
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