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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 Aug 13, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.