ADERO PARTNERS, LLC
Latest filing: Apr 11, 2025 (121 days ago)
AUM
$4,382,594,653
9% change vs. 1 year ago
13% change vs. 3 years ago
81% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
50
-2% change vs. 1 year ago
2% change vs. 3 years ago
28% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WALNUT CREEK, CA
1646 N. CALIFORNIA BLVD., WALNUT CREEK, CA, UNITED STATES, 94596
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.4 |
| Non-Discretionary | $0.0 |
| Total | $4.4 |
| Client | AUM |
|---|---|
| Retail | $4.3 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $4.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 318 | $0.3 |
| Average Individual AUM | $903,002 | |
| HNW | 568 | $4.0 |
| Average HNW AUM | $7,114,606 | |
| Retail Total | 886 | $4.3 |
| Average Retail AUM | $4,885,159 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $3.3 |
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.4 |
| Retail SMA AUM | $4.3 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 14% | $0.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 4% | $0.2 |
| Municipal | 4% | $0.2 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 60% | $2.6 |
| Other Pools | 14% | $0.6 |
| Cash | 4% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $4.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | $43.1 | 122258 | |
| ORIGIN CREDIT ADVISERS, LLC | $0.6 | 324839 | |
| MEDIA WEALTH, LLC | $0.1 | 308446 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
26 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| REGAN SMITH | PLEASANTON | CA | S66|2015-03-23 | CERTIFIED FINANCIAL PLANNER | |||||
| SARAH ROBINSON | PLEASANTON | CA | S65|2015-08-09 | CERTIFIED FINANCIAL PLANNER | |||||
| NINA DOEHRMAN | PLEASANTON | CA | S63|2020-11-13|S65|2023-10-18 | ||||||
| MEHUL KHIVESARA | PLEASANTON | CA | S66|2017-11-30 | ||||||
| REBEKAH MULL | PLEASANTON | CA | S65|2016-11-19 | CERTIFIED FINANCIAL PLANNER | |||||
| MARK BATES | PLEASANTON | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| JAMES KNIGHT | PLEASANTON | CA | S63|2011-06-27|S65|2002-11-14 | ||||||
| CONNOR MCMAHON | PLEASANTON | CA | S66|2020-07-31 | CERTIFIED FINANCIAL PLANNER | |||||
| GREGORY WARNER | PLEASANTON | CA | S63|2004-04-09|S65|2007-10-09 | CERTIFIED FINANCIAL PLANNER | |||||
| AARON WHITE | PLEASANTON | CA | S65|2009-09-03 | CERTIFIED FINANCIAL PLANNER | |||||
| LEILAH BUKER | PLEASANTON | CA | S65|2023-06-29 | ||||||
| BRIAN FRAZIER | PLEASANTON | CA | S63|2004-04-05 | ||||||
| MICHAEL SPECTOR | PLEASANTON | CA | S65|2000-01-24 | ||||||
| MINOU RHOADES | PLEASANTON | CA | S65|2016-04-14 | ||||||
| KONRAD KERN | PLEASANTON | CA | S65|2019-05-29 | ||||||
| ALINA SOHNG | PLEASANTON | CA | S63|2010-03-18 | CERTIFIED FINANCIAL PLANNER | |||||
| EVAN ROTHSCHILD | PLEASANTON | CA | S66|2017-05-17 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| ALVIS HINES | PLEASANTON | CA | S63|2007-07-31|S65|2007-08-02 | ||||||
| BRADY BALL | PLEASANTON | CA | S65|2017-12-30 | ||||||
| STEVEN PETERSON | PLEASANTON | CA | S65|2022-09-19 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-07/24/2018, CA-07/24/2018, CO-11/05/2019, FL-07/24/2018, HI-03/29/2022, IL-11/08/2019, LA-11/21/2019, MA-10/31/2024, MI-06/28/2023, MT-06/28/2023, NC-05/12/2020, NE-05/09/2022, NH-01/29/2019, NJ-11/18/2019, NV-07/18/2022, NY-07/24/2018, OH-10/29/2024, OR-07/01/2019, TN-06/22/2020, TX-07/24/2018, UT-11/05/2019, WA-07/24/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV