Financial Advisors Network, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tustin, CA. Its latest Form ADV filing, dated March 30, 2026, reports $1.1B in regulatory assets under management, 22 employees, 1 office, and 3,992 accounts.
Assets Under Management
$1.1B
Employees
22
Offices
1 office
Total Clients
823
Primary office
TUSTIN, CA
1432 EDINGER AVENUE, SUITE 200, TUSTIN, CA, United States
Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
488
2
HNWI
39.9%
328
3
Pension Plans
0.9%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 30, 2026
Discretionary94.5%
$1.0B
94% of total RAUM94.5%
Non-discretionary5.5%
$61M
6% of total RAUM5.5%
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.
Total AUM$1.1B
Total Accounts3,992
10Y AUM Change+$903M (+444.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee37:1
10Y Employee Change+16 (+266.7%)
* 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.