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| Advisory Services Network LLC
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| CRD # | 146051 |
| SEC # | 801-71112 |
| CIK # | 0001573876 |
| AUM | 10.60 B (2026-06-24) |
| Employees | 268 (92% Investors, 7% Brokers) |
| Phone | 770-352-0449 |
| Address | 900 Ashwood Parkway Atlanta, GA 30338 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Wal Mart Stores Inc | 0.2 | ||
| Quanta Services Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Lilly Eli & Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,305 | 6.5 |
| (b) Individuals (high net worth individuals) | 1,121 | 3.8 |
| (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 | 49 | 0.0 |
| (h) Charitable organizations | 30 | 0.0 |
| (i) State or municipal government entities | 4 | 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 | 410 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 29,663 | 10.6 |
| By Discretionary | ||
| Discretionary | 29,404 | 10.5 |
| Non-Discretionary | 259 | 0.1 |
| Total | 29,663 | 10.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.6 | |
| Total | 29,663 | 10.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001573876] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 49 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
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OH | 10.92 B |
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James Hambro & Partners LLP
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|
Callan Family Office LLC
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|
PA | 10.21 B |
|
Valmark Advisers Inc
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OH | 10.17 B |
|
Shepherd Kaplan LLC
✚
|
MA | 10.16 B |