AdvisorNet Financial Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
AdvisorNet Financial Inc
CRD #113074
SEC #801-77035
CIK #0001409362
AUM 3,149.5 M (2026-03-25)
Employees 131 (52% Investors, 36% Brokers)
Phone612-347-8600
Address110 Cheshire Lane
Minnetonka, MN 55305
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
4.03.22.41.60.80.02010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 30.0
SPDR Gold Trust 26.0
Microsoft Corp 23.0
Nvidia Corp 22.8
 
 
 
 
 
 
 
Holdings by Sector ($M)
20001600120080040002018202120242027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 2,576 0.9
(b) Individuals (high net worth individuals) 923 2.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 9 0.0
(n) Other 0 0.0
Total 9,293 3.1
By Discretionary
Discretionary 9,284 3.1
Non-Discretionary 9 0.0
Total 9,293 3.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.1
Total 9,293 3.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001409362]
D [0001409362]
Firm Profile (Form ADV)
Discretionary AUM$0.3B
Clients222
ServesInstitutional, Retail, Research
Comparable Firms State AUM
Monograph Wealth Advisors LLC
CA 3,247.9 M
Cumberland Advisors LLC
FL 3,217.1 M
M Holdings Securities Inc
OR 3,206.3 M
EPG Incorporated
MA 3,203.8 M
The Prosperity Consulting Group LLC
MD 3,195.9 M
Faircourt Partners LLC
IL 3,120.6 M
Earned Wealth Advisors LLC
CA 3,105.9 M
SVB Wealth LLC
MA 3,095.2 M
Truwealth Advisors LLC
LA 3,050.5 M
Certified Advisory Corp
FL 3,044.5 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com