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| AdvisorNet Financial Inc
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|
|---|---|
| CRD # | 113074 |
| SEC # | 801-77035 |
| CIK # | 0001409362 |
| AUM | $3.1 B (2026-03-25) |
| Employees | 131 (52% Investors, 36% Brokers) |
| Phone | 612-347-8600 |
| Address | 110 Cheshire Lane Minnetonka, MN 55305 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001409362 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.0 | ||
| SPDR Gold Trust | 26.0 | ||
| Microsoft Corp | 23.0 | ||
| Nvidia Corp | 22.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Monograph Wealth Advisors LLC
✚
|
CA | 3.2 |
|
Cumberland Advisors LLC
✚
|
FL | 3.2 |
|
M Holdings Securities Inc
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|
OR | 3.2 |
|
EPG Incorporated
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|
MA | 3.2 |
|
The Prosperity Consulting Group LLC
✚
|
MD | 3.2 |
|
Faircourt Partners LLC
✚
|
IL | 3.1 |
|
Earned Wealth Advisors LLC
✚
|
CA | 3.1 |
|
SVB Wealth LLC
✚
|
MA | 3.1 |
|
Truwealth Advisors LLC
✚
|
LA | 3.1 |
|
Certified Advisory Corp
✚
|
FL | 3.0 |