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ADERO PARTNERS, LLC

WALNUT CREEK, CA · CRD 297808 · IAPD ↗ · 650-252-0550

$4.38BRegulatory AUM
24Advisory reps
50Employees
0Clients
More than 500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2025 — ADERO PARTNERS, LLC (WALNUT CREEK, CA) left the SEC roster (was $4.38B RAUM, 24 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2025 — ADERO PARTNERS, LLC added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
November 2024 — ADERO PARTNERS, LLC notice-filed in MA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
November 2024 — ADERO PARTNERS, LLC moved its main office from PLEASANTON, CA to WALNUT CREEK, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — ADERO PARTNERS, LLC added office(s): 22 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.