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ADVISORY SERVICES NETWORK
Legal name: ADVISORY SERVICES NETWORK, LLC
CRD 146051File 801-71112
APPROVED
Retail clients
Disclosure events
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.60B
Top 10% of cohort (national)
Discretionary AUM
$10.49B
Non-discretionary $106.3M
Clients
12,919
29,663 accounts
Employees
268
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 16, 2010
- Principal office
- 900 ASHWOOD PARKWAY, SUITE 500, ATLANTA, GA, 30338
- Phone
- 770-352-0449
- Website
- HTTP://WWW.ADVSERVNET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.60B
- Discretionary AUM
- $10.49B
- Non-discretionary AUM
- $106.3M
- Discretionary accounts
- 29,404
- Non-discretionary accounts
- 259
- Total accounts
- 29,663
- AUM per client
- $820K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 410 | $258.4M |
| Charitable organizations | 30 | $12.9M |
| High net worth individuals | 1,121 | $3.80B |
| Pension and profit sharing plans | 49 | $44.1M |
| State or municipal government entities | 4 | $16.0M |
| Individuals (other than high net worth individuals) | 11,305 | $6.46B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 215 | 268 | increased by53 |
| Apr 1, 2026 | Clients | 11,852 | 12,919 | increased by1,067 |
| Apr 1, 2026 | AUM | $8,619,812,562 | $10,595,714,037 | increased by$1,975,901,475 |
| Apr 1, 2026 | Accounts | 27,513 | 29,663 | increased by2,150 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 212 | 215 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7,974 | 11,852 | increased by3,878 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,686,160,573 | $8,619,812,562 | increased by$2,933,651,989 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19,585 | 27,513 | increased by7,928 |
| Sep 1, 2022 | Clients | 2,016 | 7,974 | increased by5,958 |
| Apr 1, 2022 | Employees | 172 | 212 | increased by40 |
| Apr 1, 2022 | Clients | 7,749 | 2,016 | decreased by5,733 |
| Apr 1, 2022 | AUM | $4,433,167,193 | $5,686,160,573 | increased by$1,252,993,380 |
| Apr 1, 2022 | Accounts | 16,385 | 19,585 | increased by3,200 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVISORY SERVICES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVISORY SERVICES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.