Data / Investment advisers / California / Concentric
Concentric, Walnut Creek, CA: $13.9 billion AUM, SEC registered investment adviser
Concentric is an SEC registered investment adviser with its main office in Walnut Creek, California and reports $13.9 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 321633
- SEC file number
- 801-125744
- SEC status
- Approved, effective May 25, 2022
- Legal name
- Advisor Partners II, LLC
- Main office
- 1333 N. California Blvd Suite 680, Walnut Creek, CA 94596
- Phone
- (888) 265-2257
- Website
- concentricinnovation.com
- Regulatory AUM
- $13,910,765,668 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $13,910,765,668
- Accounts
- 5,371
- Employees
- 26, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4,380 | $11.68 billion |
| Corporations or other businesses | 131 | $1.29 billion |
| Individuals (other than high net worth individuals) | 762 | $554.8 million |
| Charitable organizations | 91 | $352.5 million |
| Pension and profit sharing plans | 3 | $21.6 million |
| Other investment advisers | 4 | $12.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $13.91 billion | March 31, 2026 |
| December 1, 2025 | $7.67 billion | August 1, 2025 |
Other advisers in Walnut Creek
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sierra Investment Partners, Inc. | Walnut Creek | $5.50 billion | Not listed | adviserinfo.sec.gov |
| Destination Wealth Management | Walnut Creek | $4.95 billion | Not listed | adviserinfo.sec.gov |
| Earned Wealth Advisors, LLC | Walnut Creek | $3.11 billion | Not listed | adviserinfo.sec.gov |
| Gemmer Asset Management LLC | Walnut Creek | $2.36 billion | Not listed | adviserinfo.sec.gov |
| Burton Enright Welch | Walnut Creek | $1.55 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Walnut Creek, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Concentric on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.