FARMINGDALE, NYCRD 125537Latest ADV February 16, 2026
Financial Advisor Network, Inc. is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Farmingdale, NY. Its latest Form ADV filing, dated February 16, 2026, reports $135M in regulatory assets under management, 4 employees, and 315 accounts.
Assets Under Management
$135M
Employees
4
Offices
--
Total Clients
158
Primary office
FARMINGDALE, NY
1111 ROUTE 110, SUITE 359, FARMINGDALE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.3% of total clients.
Top client categories% of clientsClients
1
Individuals
70.3%
111
2
HNWI
29.7%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of February 16, 2026
Discretionary100.0%
$135M
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$135M
Total Accounts315
10Y AUM Change+$79M (+140.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee40:1
10Y Employee Change-1 (-20.0%)
* 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.