ADVISOR PARTNERS II, LLC

WALNUT CREEK, CA · CIK 1954015 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$13.9bn
Staff26 · 16 in investment roles
Main clients (by assets)High net worth individuals 84%, Companies 9%, Individuals 4%
Websiteconcentricinnovation.com
Form ADV · 2026-03-31SEC adviser record

Kindwealth
Others nearbyWalnut Creek, CA, Englewood, NJ, Newtown Square, PA, Boston, MA, New York, NY
FamilyPathstone Holdings, LLC · 2 related pages · largest: Pathstone Holdings, LLC

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Walnut Creek, CA (main office)United States	United States	about 6
Newtown Square, PAUnited States	United States	5
Boston, MAUnited States	United States	3
New York, NYUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.