Advisor Partners

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Last updated: February 23rd, 2020. Data source: SEC filings.

Advisor Partners, federally registered in 2001, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 4 advisors. Advisor Partners manages $711.9 million and provides investment advisory services for 693 clients (1:174 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 7
Percentage of Advisors Trusted Less than 1%
Minimum Investment $500,000
Average Client Balance $1,027,299
Total AUM $711.9 million
Advisor / Client Ratio 1:174
Headquarters Walnut Creek, CA
SEC Filings View SEC IAPD CRD #114536
State(s) Registered CA, CO, CT, FL, GA, IN, MD, MA, MI, NV, NJ, NY, NC, OH, PA, SC, TN, TX, VA

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.