AdvisorOS Directory
Claim Profile
Unclaimed Profile
JK

James Michael Knight

ADERO PARTNERS, LLC·WALNUT CREEK, California
Clean recordADERO PARTNERS, LLC
1646 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596CRD# 2838440Firm CRD# 297808

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Knight · WALNUT CREEK, CA
Registration
CRD #2838440 · ADERO PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Michael Knight is a registered financial advisor based in WALNUT CREEK, California, affiliated with ADERO PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ADERO PARTNERS, LLC
ADERO PARTNERS, LLC
AUM
$4.0B
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at ADERO PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Regulatory
SEC/IARD CRD# 2838440
Firm CRD# 297808
View on FINRA BrokerCheck →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Michael Knight offer?
James Michael Knight specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are James Michael Knight's credentials?
James Michael Knight is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Knight located?
James Michael Knight is based in WALNUT CREEK, California, working with ADERO PARTNERS, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does James Michael Knight charge for services?
James Michael Knight's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with our affiliate, focus risk solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADERO PARTNERS, LLC?
ADERO PARTNERS, LLC has approximately 51 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ADERO PARTNERS, LLC

Gregory Todd Warner
WALNUT CREEK, CA
Michael Edward Spector
WALNUT CREEK, CA
Brian Glenn Frazier
PLEASANTON, CA

More Advisors in WALNUT CREEK, California

George Kung Wai Chin
DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, CA
Alexis Brinck Stice
DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, CA
Michael Allen Yoshikami
DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, CA
Scott Nicolas Horton
J.P. KING ADVISORS, INC.·WALNUT CREEK, CA
Damien Saul Couture
JBC FINANCIAL GROUP, INC.·WALNUT CREEK, CA
John Ross Millie
MILLIE CAPITAL MANAGEMENT LLC·WALNUT CREEK, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3695)LOS ANGELES (1993)MENLO PARK (764)SAN DIEGO (718)PALO ALTO (693)NEWPORT BEACH (618)SANTA MONICA (459)IRVINE (447)SAN MATEO (327)LA JOLLA (252)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile