Advisor Partners Revenue and Competitors

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Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Advisor Partners's estimated annual revenue is currently $5.9M per year.(i)
  • Advisor Partners's estimated revenue per employee is $168,000

Employee Data

  • Advisor Partners has 35 Employees.(i)
  • Advisor Partners grew their employee count by 9% last year.

Advisor Partners's People

NameTitleEmail/Phone
1
President, Chief Investment OfficerReveal Email/Phone
2
Senior Portfolio ManagerReveal Email/Phone
3
Research AnalystReveal Email/Phone
4
Operations AnalystReveal Email/Phone
5
Finance AssociateReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$51.7M22921%N/AN/A
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What Is Advisor Partners?

Advisor Partners' professionals are committed to helping independent advisors and financial institutions deliver superior investment solutions to the high net worth client. Our professionals are capable of working with sophisticated client cases and meeting the demands for knowledgeable and informed decision-making. We utilize the collective experience of our principals. The average tenure of our principals exceeds two decades, contributing to our depth of investment judgment and expertise.

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Total Funding

35

Number of Employees

$5.9M

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Advisor Partners News

2022-04-20 - Why financial advisors remain critical to expanding reverse mortgage business

Not just the loan originators, but the partners themselves. The value of a reverse mortgage referral partnership. As a financial advisor himself...

2022-04-19 - Snowden Lane Partners Adds New Advisor Team to Chicago ...

CHICAGO--(BUSINESS WIRE)--Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused...

2022-04-13 - Steward Partners Global Advisory Applauds the 15 Advisor ...

WASHINGTON, April 13, 2022 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service wealth management firm...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.1M35-8%N/A
#2
$4.2M36-5%N/A
#3
$2.9M36-5%N/A
#4
$6.5M376%N/A
#5
$8.6M376%N/A