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| Financial Advisors Network Inc
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| CRD # | 152083 |
| SEC # | 801-74613 |
| CIK # | 0001697856 |
| AUM | 1,106.0 M (2026-03-30) |
| Employees | 22 (55% Investors, 0% Brokers) |
| Phone | 714-597-6510 |
| Address | 1432 Edinger Avenue Tustin, CA 92780 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Gilead Sciences Inc | 21.7 | ||
| Apple Inc | 13.8 | ||
| Nvidia Corp | 11.0 | ||
| Airbnb Inc | 6.7 | ||
| Autodesk Inc | 5.8 | ||
| Expedia Inc | 5.8 | ||
| Altria Group Inc | 5.6 | ||
| Adobe Systems Inc | 5.1 | ||
| McKesson Corp | 5.0 | ||
| Fortinet Inc | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 488 | 175.1 |
| (b) Individuals (high net worth individuals) | 328 | 925.5 |
| (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 | 7 | 5.4 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,992 | 1,106.0 |
| By Discretionary | ||
| Discretionary | 3,725 | 1,045.1 |
| Non-Discretionary | 267 | 61.0 |
| Total | 3,992 | 1,106.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 1,101.3 | |
| Total | 3,992 | 1,106.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697856] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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RI | 1,137.1 M |
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Oak Harvest Investment Services LLC
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NY | 1,131.2 M |
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CO | 1,125.7 M |
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PA | 1,111.9 M |
|
Navellier & Associates Inc
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NV | 1,101.9 M |
|
The Financial Consulate Inc
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|
MD | 1,095.9 M |
|
One Charles Private Wealth Services LLC
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|
MA | 1,094.6 M |
|
The Joseph Group LLC
✚
|
OH | 1,089.7 M |
|
Lineweaver Wealth Advisors LLC
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|
OH | 1,084.2 M |