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CONCENTRIC

WALNUT CREEK, CA · CRD 321633 · IAPD ↗ · concentricinnovation.com · 888-265-2257

$13.91BRegulatory AUM
16Advisory reps
26Employees
3Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CONCENTRIC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — CONCENTRIC notice-filed in HI, IA, KS, KY, MO, MT, ND, OK, PR, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — CONCENTRIC reported RAUM up 81% ($7.67B -> $13.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2026 — CONCENTRIC grew from 9 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
December 2025 — CONCENTRIC changed its website from advisorpartners.com to concentricinnovation.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
December 2025 — CONCENTRIC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
December 2025 — ADVISOR PARTNERS is now doing business as CONCENTRIC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
April 2025 — ADVISOR PARTNERS notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — ADVISOR PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2025 — ADVISOR PARTNERS grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — ADVISOR PARTNERS reported RAUM up 127% ($3.38B -> $7.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — ADVISOR PARTNERS notice-filed in AK, DC, DE, ID, ME, MS, OR, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
April 2024 — ADVISOR PARTNERS reported RAUM up 74% ($1.94B -> $3.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2024 — ADVISOR PARTNERS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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