Adero Partners, LLC

Adero Partners, LLC (CRD# 297808) is a financial advisory firm headquartered in Pleasanton, CA. They manage $3,376,501,663 in 3,570 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,377
    MILLION
  • Total Number of Accounts
    3,570
    ACCOUNTS
  • Average Account Value
    $945,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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 1 - 10 of 22 top financial advisors.
1
Brady J. Ball
CRD#: 6527489
1500 Sw First Avenue, #990, Portland, OR 97201

Brady Ball (CRD# 6527489) is an Investment Advisor Representative working at Adero Partners, LLC in Portland, OR and has over 6 years of experience in the finance industry.

2
Mark M. Bates
CRD#: 6412414
Orinda, CA

Mark Bates (CRD# 6412414) is an Investment Advisor Representative working at Adero Partners, LLC in Orinda, CA and has 1 year of experience in the finance industry.

3
Brian G. Frazier
CRD#: 1508930
Lafayette, CA

Brian Frazier (CRD# 1508930) is an Investment Advisor Representative working at Adero Partners, LLC in Lafayette, CA and has over 19 years of experience in the finance industry.

4
Alvis E. Hines
CRD#: 5367123
5000 Hopyard Road, Suite 460, Pleasanton, CA 94588

Alvis Hines (CRD# 5367123) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has over 16 years of experience in the finance industry.

5
Warren G. Jackson
CRD#: 5282788
Palo Alto, CA

Warren Jackson (CRD# 5282788) is an Investment Advisor Representative working at Adero Partners, LLC in Palo Alto, CA and has over 16 years of experience in the finance industry.

6
James M. Knight
CRD#: 2838440
5000 Hopyard Road, Suite 460, Pleasanton, CA 94588

James Knight (CRD# 2838440) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has over 21 years of experience in the finance industry.

7
Minou K. Rhoades
CRD#: 6617761
Frisco, TX

Minou Rhoades (CRD# 6617761) is an Investment Advisor Representative working at Adero Partners, LLC in Frisco, TX and has over 7 years of experience in the finance industry.

8
Sarah E. Robinson
CRD#: 6529985
1500 Sw First Avenue, #990, Portland, OR 97201

Sarah Robinson (CRD# 6529985) is an Investment Advisor Representative working at Adero Partners, LLC in Portland, OR and has over 8 years of experience in the finance industry.

9
Evan D. Rothschild
CRD#: 4177492
5000 Hopyard Road, Suite 460, Pleasanton, CA 94588

Evan Rothschild (CRD# 4177492) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has over 6 years of experience in the finance industry.

10
Jayne L. Smith
CRD#: 2123282
5000 Hopyard Road, Suite 460, Pleasanton, CA 94588

Jayne Smith (CRD# 2123282) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has 1 year of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.