This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Cibc Mellon
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-12-2021
- Office Locations
- 2
Office Locations
About Nilsine Partners, LLC
Nilsine Partners is an independent, owner-operated RIA serving retail and institutional clients, with a planning-led wealth management approach for business owners and entrepreneurs. The team combines financial planning (tax, estate and insurance) with portfolio construction and discretionary asset management, using ETFs and public funds alongside select alternatives and fixed income. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between September 29, 2025 and March 24, 2026, reported AUM increased 10.0%, from $1.7B to $1.9B.
Across 5 reported observations, AUM increased 86.4% between March 29, 2022 and March 24, 2026, from $1.0B to $1.9B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 12 advisory representatives and 559 clients, or 46.6 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Nilsine Partners, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Nilsine Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRETT ROBERT BILLS
Chief Investment Officer, Partner
- CRD
- #4529125
- Ownership
- Less than 5%
R SCOTT BILLS
Chief Executive Officer, Investment Advisor Representative
- CRD
- #5079992
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
JENNIFER LYNN BOYLE
Associate Advisor
- CRD
- #7688021
Carter Samuel Hall
Investment Analyst
- CRD
- #7999339
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,878,790,798 | $1,213,689 |
| Non-Discretionary | $2,914,054 | $728,514 |
| Total | $1,881,704,852 | $1,212,439 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Nilsine Partners, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nilsine Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.