Firm profile

ADVISORY SERVICES NETWORK

ATLANTA, GACRD 146051Latest ADV March 23, 2026

Advisory Services Network is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 23, 2026, reports $10.6B in regulatory assets under management, 268 employees, 117 offices, and 29,663 accounts.

Assets Under Management
$10.6B
Employees
268
Offices
117 offices
Total Clients
12,919
Primary office
ATLANTA, GA
900 ASHWOOD PARKWAY, SUITE 500, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(770) 352-0449
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOLaura A. Tedball
COOWOLIN-HALPERN, CYNTHIA

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 87.5% of total clients.
Top client categories% of clientsClients
1
Individuals
87.5%
11,305
2
HNWI
8.7%
1,121
3
Corporations
3.2%
410
4
Pension Plans
0.4%
49
5
Charitable
0.2%
30
Additional categories (<0.1%)
Government<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$10.6Bas of March 23, 2026
Discretionary99.0%
$10.5B
99% of total RAUM99.0%
Non-discretionary1.0%
$106M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$10.6B
Total Accounts29,663
10Y AUM Change+$9.5B (+863.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees268
Clients per Employee48:1
10Y Employee Change+181 (+208.0%)

* 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.