ADVISOR PARTNERS

2185 North California Blvd
Suite 290
Walnut Creek, California 94596
Tel: 888-265-2257

About ADVISOR PARTNERS

ADVISOR PARTNERS, formally registered with the SEC as ADVISOR PARTNERS. The firm was established in 05/25/2022. They have over 1 offices throughout the country.

ADVISOR PARTNERS is a Walnut Creek, California based Financial Planning firm with nearly $3,382,642,421 assets under management, offering retirement planning & investment advisory services to 1929 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321633
SEC#	801-125744
Assets Managed by Firm	$3,382,642,421
No. of Clients	1929
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1929	$3,382,642,421
Individuals (other than high net worth individuals)	530	$305,694,904
High net worth individuals	1378	$3,029,972,148
Other investment advisers	4	$9,518,386
Corporations or other businesses	17	$37,456,983

More Retirement Planning firms in Walnut Creek, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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