Adero Partners, LLC
CRD 297808SEC# 801-113671Walnut Creek, CA
No longer SEC-registered. Adero Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.38B
Employees
50
Accounts
3,664
Location
Walnut Creek, CA
Adero Partners, LLC assets under management
Adero Partners, LLC is an SEC-registered investment adviser based in Walnut Creek, CA. It reports $4.4 billion in regulatory assets under management and employs 50 people.
Adero Partners, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Focus Operating, LLC Control | Member | Over 75% | 2018 |
| Gregory Todd Warner Control | Chief Investment Officer | Under 5% | 2024 |
| James Michael Knight Control | Cco And Coo | Under 5% | 2018 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Adero Partners, LLC manage?
Adero Partners, LLC reports $4.4 billion in regulatory assets under management on its Form ADV.
How many employees does Adero Partners, LLC have?
Adero Partners, LLC reports 50 employees.
Where is Adero Partners, LLC located?
Adero Partners, LLC is based in Walnut Creek, CA.
Does Adero Partners, LLC disclose fund performance?
Adero Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1646 N. California Blvd., Suite 320, Walnut Creek, CA 94596 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$4.38BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$4.38Bregulatory AUM
Discretionary $4.35BNon-discretionary $27.8M