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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Advisory Services Network LLC
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| CRD # | 146051 |
| SEC # | 801-71112 |
| CIK # | 0001573876 |
| AUM | $8.6 B (2025-07-30) |
| Employees | 215 (97% Investors, 7% Brokers) |
| Phone | 770-352-0449 |
| Address | 6600 Peachtree Dunwoody Rd Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,920 | 4.8 |
| (b) Individuals (high net worth individuals) | 1,683 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 81 | 0.1 |
| (h) Charitable organizations | 26 | 0.0 |
| (i) State or municipal government entities | 4 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 138 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 27,513 | 8.6 |
| By Discretionary | ||
| Discretionary | 27,239 | 8.5 |
| Non-Discretionary | 274 | 0.1 |
| Total | 27,513 | 8.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.6 | |
| Total | 27,513 | 8.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001573876] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ferguson Wellman Capital Management Inc
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|
OR | 9.0 |
|
Parallel Advisors LLC
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|
CA | 8.7 |
|
Perigon Wealth Management LLC
✚
|
CA | 8.7 |
|
Capital Analysts LLC
✚
|
PA | 8.7 |
|
DF Dent and Company Inc
✚
|
MD | 8.6 |
|
Crawford Investment Counsel Inc
✚
|
GA | 8.5 |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 8.5 |
|
Saturna Capital Corporation
✚
|
WA | 8.4 |
|
Valmark Advisers Inc
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|
OH | 8.4 |
|
CornerStone Advisors Asset Management LLC
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|
PA | 8.3 |