# ADVISOR PARTNERS, LLC

ADVISOR PARTNERS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 114536
- Type: SEC-registered investment adviser
- SEC file number: 801-60495
- Location: 2185 NORTH CALIFORNIA BLVD, SUITE 290, WALNUT CREEK, CA, 94596-7103
- Phone: 888-265-2257
- Latest filing: 2022-03-29
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Clients: 10
- Accounts: 1,092

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| GEMMER DAVID LEROY | MEMBER | — |
| OSWAL VIKAS | CEO AND CHIEF INVESTMENT OFFICER | — |
| RUDD ANDREW THOMAS | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE; CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE, CHIEF COMPLIANCE OFFICER; CHAIRMAN (+2 more) | — |
| CLARK DENNIS PATRICK | CEO; PRESIDENT | — |
| BLACHMAN JAMES EDWARD | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | — |
| BORKOWITZ JODI LYNN | DIRECTOR OF SALES AND MARKETING; MEMBER | — |
| JONES LESLEY LYNN | CHIEF COMPLIANCE OFFICER | — |
| STEELE ALBERT GERALD | CEO; SOLE MEMBER/MANAGER AND CEO | — |
| RUDD VIRGINIA ANNE | TRUSTEE | — |
| COWEN LARRY | CHIEF COMPLIANCE OFFICER | — |
| COWEN LAWRENCE NMN | CHIEF COMPLIANCE OFFICER | — |
| FARMER MICHELLE LYN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| KERN DANIEL STEVEN | PRESIDENT; PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| AGRAWAL ABEER NMN | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| AGRAWAL RAHUL | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER | — |
| SIDEBOTHAM STEPHANIE CHERYL | CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114536/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114536/similar
- Related entities: https://search.stillhousedata.com/firm/114536/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114536

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.