Adam
Farid
Adero Partners, LLC
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About this Advisor
Adam Farid is a certified financial planner operating in Solana Beach, California. Farid currently works for Adero Partners, LLC. Their career trajectory has included roles at Adero Partners, Mariner Wealth Advisors, Pure Financial Advisors, Inc, Emoney Advisors, Bjs Restaurant & Brewhouse, In-N-Out Burger, Sunglass Hut and Sprouts Farmers Market. Farid is registered to serve investors in California. Adero Partners, LLC is a company that has its headquarters in Palo Alto, CA. The company has offices in five locations and a total of 53 employees. It has $3 billion in assets among its 3,570 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 3,570 accounts, 66% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Adero Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely depend on which services the firm provides the client. Fee types charged by Adero Partners, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adero Partners, LLC Brokerage Details
$3,376,501,663
53
3,570
$945,799
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Adam Farid Work History
Adam has been registered as a financial advisor for 0 years.*
Adero Partners
Mariner Wealth Advisors
Pure Financial Advisors, Inc
Emoney Advisors
Bjs Restaurant & Brewhouse
In-N-Out Burger
Sunglass Hut
Sprouts Farmers Market
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Farid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Adero Partners, LLC
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
Solana Beach, CA
Palo Alto, CA
Portland, OR
Palo Alto, CA
Palo Alto, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
