ADVISOR PARTNERS, LLC
CRD #114536 SEC #801-60495 WALNUT CREEK, CA 888-265-2257
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
10
Clients
--
Accounts
1,092
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $1.9B | $1.9B | $0 | 10 | 0 |
| Aug 2021 | $1.5B | $1.5B | $0 | 10 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 10 | 0 |
| Jan 2021 | $1.1B | $1.1B | $0 | 9 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 9 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 9 | 0 |
| Jan 2020 | $711.9M | $711.9M | $0 | 8 | 693 |
| Dec 2019 | $711.9M | $711.9M | $0 | 8 | 693 |
| Aug 2019 | $711.9M | $711.9M | $0 | 8 | 693 |
| May 2019 | $711.9M | $711.9M | $0 | 8 | 693 |
| Mar 2019 | $711.9M | $711.9M | $0 | 8 | 693 |
| Aug 2018 | $611.8M | $611.8M | $0 | 9 | 4 |
| Mar 2018 | $611.8M | $611.8M | $0 | 9 | 4 |
| Sep 2017 | $485M | $485M | $0 | 9 | 350 |
| Mar 2017 | $485M | $485M | $0 | 9 | 350 |
| Mar 2016 | $415M | $415M | $0 | 9 | 350 |
| Mar 2015 | $300M | $300M | $0 | 8 | 150 |
| Dec 2014 | $240M | $240M | $0 | 7 | 120 |
| Mar 2014 | $240M | $240M | $0 | 7 | 120 |
| Mar 2014 | $240M | $240M | $0 | 7 | 120 |
| Sep 2013 | $143M | $143M | $0 | 7 | 115 |
| Feb 2013 | $143M | $143M | $0 | 7 | 115 |
| Dec 2012 | $143M | $143M | $0 | 8 | 115 |
| Mar 2012 | $143M | $143M | $0 | 6 | 115 |
| Mar 2009 | $237.6M | $237.6M | $0 | 5 | -- |
| Mar 2007 | $271.5M | $250.3M | $21.2M | 5 | -- |
| Feb 2006 | $132.7M | $109.5M | $23.2M | 5 | -- |
| Aug 2004 | $34.5M | $28.9M | $5.5M | 5 | -- |
| Mar 2004 | $34.5M | $28.9M | $5.5M | 5 | -- |
| Mar 2002 | $32.1M | $32.1M | $0 | 5 | -- |
| Oct 2001 | $0 | $0 | $0 | 5 | -- |
| Aug 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees10
Clients0
DateAug 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateJan 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$711.9M
Discretionary$711.9M
Non-Disc.$0
Employees8
Clients693
DateDec 2019
Total AUM$711.9M
Discretionary$711.9M
Non-Disc.$0
Employees8
Clients693
DateAug 2019
Total AUM$711.9M
Discretionary$711.9M
Non-Disc.$0
Employees8
Clients693
DateMay 2019
Total AUM$711.9M
Discretionary$711.9M
Non-Disc.$0
Employees8
Clients693
DateMar 2019
Total AUM$711.9M
Discretionary$711.9M
Non-Disc.$0
Employees8
Clients693
DateAug 2018
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees9
Clients4
DateMar 2018
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees9
Clients4
DateSep 2017
Total AUM$485M
Discretionary$485M
Non-Disc.$0
Employees9
Clients350
DateMar 2017
Total AUM$485M
Discretionary$485M
Non-Disc.$0
Employees9
Clients350
DateMar 2016
Total AUM$415M
Discretionary$415M
Non-Disc.$0
Employees9
Clients350
DateMar 2015
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees8
Clients150
DateDec 2014
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees7
Clients120
DateMar 2014
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees7
Clients120
DateMar 2014
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees7
Clients120
DateSep 2013
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees7
Clients115
DateFeb 2013
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees7
Clients115
DateDec 2012
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees8
Clients115
DateMar 2012
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees6
Clients115
DateMar 2009
Total AUM$237.6M
Discretionary$237.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$271.5M
Discretionary$250.3M
Non-Disc.$21.2M
Employees5
Clients--
DateFeb 2006
Total AUM$132.7M
Discretionary$109.5M
Non-Disc.$23.2M
Employees5
Clients--
DateAug 2004
Total AUM$34.5M
Discretionary$28.9M
Non-Disc.$5.5M
Employees5
Clients--
DateMar 2004
Total AUM$34.5M
Discretionary$28.9M
Non-Disc.$5.5M
Employees5
Clients--
DateMar 2002
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--