GLASTONBURY, CTCRD 111614Latest ADV March 23, 2026
Adviceone Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glastonbury, CT. Its latest Form ADV filing, dated March 23, 2026, reports $2.0B in regulatory assets under management, 56 employees, 3 offices, and 4,781 accounts.
Assets Under Management
$2.0B
Employees
56
Offices
3 offices
Total Clients
1,449
Primary office
GLASTONBURY, CT
100 WESTERN BOULEVARD, GLASTONBURY, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.0% of total clients.
Top client categories% of clientsClients
1
HNWI
54.0%
783
2
Individuals
46.0%
666
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 23, 2026
Discretionary100.0%
$2.0B
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$2.0B
Total Accounts4,781
10Y AUM Change+$1.4B (+233.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees56
Clients per Employee26:1
10Y Employee Change+12 (+27.3%)
* 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.