Advisor Partners, LLC is a large advisory firm based in Walnut Creek. It manages $711.92 million of regulatory assets for 693 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Connecticut, and 16 other states.
Advisor Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and construction of model securities portfolios. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Advisor Partners, LLC is $711.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2407% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Advisor Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, other investment advisers, high net worth individuals, and corporations or other businesses. The largest group of clients of Andrew Thomas Rudd is high net worth individuals with 496 clients and $639.46 million of assets under management. Among the 11 most similar advisory firms, Advisor Partners has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $711.92 million for 693 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Advisor Partners doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Andrew Thomas Rudd has been acting as President since 1 Jan 2002. James Edward Blachman has served as the Chief Investment Officer since 1 Mar 2003. Lesley Lynn Jones joined the executive team most recently as the Chief Compliance Officer.
The principal office where Advisor Partners, LLC performs its advisory services is located at 2175 North California Blvd, Walnut Creek, CA 94596 7103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-477-9977 or by fax 415-989-0632. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at advisorpartners.com.