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Advisory Services Network

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Assets Under Management

$8.6B

Number of Clients

11,852

Number of Advisors

232

Average Client AUM

$727K

AUM per Advisor

$37.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Advisory Services Network (ASN) provides investment advisory services through a network of independent Investment Adviser Representatives (IARs). IARs offer portfolio management, recommend third-party managers, and provide investment consulting and financial planning services. ASN manages discretionary and non-discretionary accounts, tailoring strategies to client objectives and risk tolerances.

Fee Structure

Minimum Investment:$25K
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Location

6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA, 30328

232 Advisors at this firm

Wendolyn Forbes
WF
CFP
Wendolyn Forbes
AM
CFA
Adam James Makkai
AH
Adam Martin Heckman
AR
Adam M. Runyan
AG
Adam Peter Gross
AM
Alan Grant Morris
AC
CFA · CFP
Alan K. Chuang
AR
PFS
Alan Miles Rothstein
AE
Alexander Christian Engen
AM
Alexander Mihajlov
AT
CFP
Alfred Eugene Townsend
AT
Alfred Eugene Townsend
AD
Amy Caroline David
AC
Andrew Thomas Carrier
AH
Angela Lee Haydusky
AD
Anne Bruce Driscoll
AP
CFP
Ashley Marie Preston
AF
Austin James Ferlita
BR
Billy Ray Reider
BP
Blake Lawrence Paro
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