Concentric
24yrs
Top advisor by experience at Concentric
Concentric
Walnut Creek, CA. Legal name: Advisor Partners II, LLC
About the firm
A registered investment advisory firm based in Walnut Creek, California, with about 3 offices. It manages about $13.9 billion for roughly 5,142 individual clients. Services include investment management for individuals and small businesses, investment management for businesses and institutions, other services.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$2.38 million
Assets under management ?$13.9 billion
Individual clients5,142
Median years of experience7
FoundedNot stated
Services
Investment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Advisors at Concentric
9Advisors
7Median years of experience
3States with offices
3Offices
Also known as
Advisor Partners · Advisor Partners II, LLC
About Concentric
How do I contact Concentric?
Call the main office at (888) 265-2257. The main office is at 1333 N. California Blvd Suite 680, Walnut Creek, CA 94596.
How is Concentric paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Concentric offer?
Investment management for individuals and small businesses, Investment management for businesses and institutions, Other services.
How many advisors work at Concentric?
We list 9 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.