Advisor Partners

Advisor Partners (CRD# 321633) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $3,382,642,421 in 1,929 accounts and serve the financial needs of clients across 41 states (or territories).

Current Firm Details
2185 North California Blvd, Suite 290, Walnut Creek, CA 94596
http://www.advisorpartners.com
By the Numbers
  • Total Assets Under Management
    3,383
    MILLION
  • Total Number of Accounts
    1,929
    ACCOUNTS
  • Average Account Value
    $1,753,573
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Advisor Partners
No Advisor Found.

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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