Wealth manager, independent · Walnut Creek, CA
Concentric
Advisor Partners II, LLC · SEC-registered investment adviser · CRD 321633 · SEC 801-125744
At a glance
Concentric is an SEC-registered investment adviser based in Walnut Creek, California, with $13.9 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 5,142 individual clients. By Form ADV it is a wealth manager, ranked 123rd of 8,915 wealth managers and 1,101st of 17,210 SEC-registered advisers by assets.
Main office 888-265-2257concentricinnovation.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $14B
- Rank among wealth managers
- #123 of 8,915
- Rank among all SEC RIAs
- #1,101 of 17,210
- Rank in California
- #114 of 1,873
- Individual clients
- 5,142
- High-net-worth clients
- 4,380
- Accounts
- 5,371
- Discretionary
- 100% of AUM
- Employees
- 26
- Advisory staff
- 16
- Offices
- 4
Owners and executives on its Form ADV
- Rahul N. AgrawalPresident/chief Investment Officer
- James D. McCallChief Compliance Officer
- Charles P. KeatesGeneral Counsel
- Ralph M. StudleyChief Revenue Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 4,380 | $12B | 84% |
| Corporations or other businesses | 131 | $1.3B | 9% |
| Individuals | 762 | $555M | 4% |
| Charitable organizations | 91 | $353M | 3% |
| Pension and profit sharing plans | 3 | $22M | <1% |
| Other investment advisers | 4 | $12M | <1% |
Disciplinary disclosures
Concentric reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗concentricinnovation.com ↗
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The full record on Concentric
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 311 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Concentric manage?
Concentric reports $13.9 billion in regulatory assets under management across 5,371 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Concentric?
Concentric is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Concentric’s clients?
By assets, its largest client types are high-net-worth individuals ($11.7 billion, 4,380 clients); corporations or other businesses ($1.3 billion, 131 clients); individuals ($555 million, 762 clients).
Does Concentric have any disciplinary history?
Concentric reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Concentric’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →