SAN MATEO, CACRD 111361Latest ADV December 19, 2025
Franklin Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated December 19, 2025, reports $14.1B in regulatory assets under management, 2 employees, and 66 accounts.
Assets Under Management
$14.1B
Employees
2
Offices
--
Total Clients
66
Primary office
SAN MATEO, CA
ONE FRANKLIN PARKWAY, SAN MATEO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 54.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
54.5%
36
2
Investment Cos.
45.5%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.1Bas of December 19, 2025
Discretionary100.0%
$14.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$14.1B
Total Accounts66
10Y AUM Change$-9.6B (-40.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee33:1
10Y Employee Change-17 (-89.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.