ADVISOR PARTNERS II, LLC
Legal name: ADVISOR PARTNERS
CRD #321633 SEC #801-125744 WALNUT CREEK, CA 888-265-2257
SEC Registered
Total AUM
$7.7B
Discretionary
$7.7B
Employees
16
Clients
--
Accounts
3,552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $7.7B | $7.7B | $0 | 16 | 3 |
| Mar 2025 | $7.7B | $7.7B | $0 | 16 | 3 |
| Mar 2024 | $3.4B | $3.4B | $0 | 12 | 0 |
| Sep 2023 | $1.9B | $1.9B | $0 | 9 | 0 |
| Feb 2023 | $1.9B | $1.9B | $0 | 9 | 0 |
| Jul 2022 | $1.7B | $1.7B | $0 | 10 | 0 |
DateAug 2025
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees16
Clients3
DateMar 2025
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees16
Clients3
DateMar 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients0
DateFeb 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients0
DateJul 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees10
Clients0