Investment adviser · CRD 146051
ADVISORY SERVICES NETWORK
Investment adviser filing (IA)
ADVISORY SERVICES NETWORK, LLC
ATLANTA, GA, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $10.6B Form ADV · Item 5.F
- Client accounts
- 29,663 Accounts, not individual clients
- Employees
- 268 Reported in this filing
- Advisory professionals
- 247 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 11,305 | $6,461,642,168 | 61.0% |
| High-net-worth individuals | 1,121 | $3,802,643,188 | 35.9% |
| Corporations & businesses | 410 | $258,407,988 | 2.4% |
| Retirement plans | 49 | $44,093,491 | 0.4% |
| Government entities | 4 | $16,035,611 | 0.2% |
| Charities | 30 | $12,891,591 | 0.1% |
Filing source
Form ADV 2131277 · Sep 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
900 ASHWOOD PARKWAY, SUITE 500ATLANTA, GA, 30338, United States
CRD 146051
Filing source
Form ADV 2131277 · Sep 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.