# Advisory Services Network

> Advisory Services Network is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 146051
- Filed as: ADVISORY SERVICES NETWORK
- Legal name: Advisory Services Network, LLC
- Also doing business as: 4P WEALTH TRUST, 5TH WORLD FINANCIAL ADVISORS, ACTUS CAPITAL MANAGEMENT, ACUITY WEALTH ADVISORS, ADVANCED INVESTMENT MANAGEMENT, ALKEMI CAPITAL, ALPEN WEALTH ADVISORY GROUP, ALPINE PEAKS ADVISORS, ANALYTICAL CAPITAL, ANCHOR PRIVATE PLANNING, ANGLIN INVESTMENT PARTNERS, APEX CAPITAL WEALTH MANAGEMENT, APG CAPITAL ASSET MANAGEMENT, APIS FINANCIAL PLANNING, APPLEBY YUDENFREUN WEALTH MANAGEMENT & CONSULTING, ARELLANO FINANCIAL PARTNERS, ARGENTORA WEALTH MANAGEMENT, ARN WEALTH MANAGEMENT, ASN, ASSOCIATED CAPITAL ADVISORS, AVANTIS CAPITAL MANAGEMENT, BALANCED WEALTH ADVISORS, BARRINGTON FINANCIAL ADVISORS, BAY REEF CAPITAL, BAYSWATER CAPITAL, BECKLEY, WHITENER & WETMORE WEALTH ADVISORS, BELLE VIEW WEALTH, BLACKWOOD WEALTH MANAGEMENT, BLUEWATER INVESTMENT STRATEGIES, BOGAR LK ADVISORY SERVICES, BRANCHES+ROOTS INVESTMENT MANAGEMENT, BRUCE WEALTH GROUP, CAMPBELL HARNESS CAPITAL WEALTH MANAGEMENT, CLEAR PATH FINANCIAL SERVICES, COURTNEY WEALTH ADVISORS, CROSSWIND INVESTMENTS, CROWN WEALTH MANAGEMENT, CZ ADVISORY & CONSULTING, DAHLIA FINANCIAL, DAKOTA WEALTH, DALTON WEALTH MANAGEMENT, DARWIN, DEER CREEK CAPITAL, DKP WEALTH, DREW CAPITAL MANAGEMENT, DSP WEALTH STRATEGIES, DUET WEALTH MANAGEMENT, ENHANCE WEALTH, EQUABLE PORTFOLIO MANAGEMENT, EVERGREEN WEALTH MANAGEMENT, EVERSTRONG ADVISORS, FALLOWBREAK FINANCIAL PLANNING, FANNO CAPITAL MANAGEMENT, FIDUCIARY PRIVATE WEALTH, FIVE POINTS ADVISORY, FLEMING INVESTMENT MANAGEMENT, FND WEALTH MANAGEMENT, FOOTHILLS CAPITAL MANAGEMENT, GARRARD WEALTH MANAGEMENT, GOLDEN LEGACY WEALTH ADVISORS, GOTTHOLD WEALTH MANAGEMENT, GRAYSTONE PLANNING, GREENBERG WEALTH MANAGEMENT, GREER CAPITAL, HARRELL CAPITAL MANAGEMENT, HARRIS WEALTH MANAGEMENT, HIGH POINT PRIVATE, HLK ASSET MANAGEMENT, HOWARD FINANCIAL SERVICES, IHS CAPITAL MANAGEMENT, INFLECTION POINT WEALTH ADVICE, INTELLIPLAN ADVISORS, INTUITIVE WEALTH ADVISORS, IRONWOOD WEALTH MANAGEMENT, JOHNSON LANE ADVISORY PARTNERS, JOYCE WEALTH ADVISORY, JUDGE ASSET MANAGEMENT, JUNIPER INVESTMENT & FINANCIAL PLANNING, KARP ASSET MANAGEMENT, KNOX & DOWNING ADVISORS, KORADE WEALTH MANAGEMENT, KUHN WEALTH ADVISORS, LANDERS ADVISORY SERVICES, LEGACY CAPITAL, LICHTMAN INVESTMENT ADVISORS, LIFSG WEALTH MANAGEMENT, LIGHTHOUSE INVESTMENTS, LONE PINE ADVISORY SERVICES, M6 WEALTH, MAKKAI CAPITAL GROUP, MALLOCH WEALTH MANAGEMENT, MAP STRATEGIC WEALTH ADVISORS, MARKET TRENDS ADVISORY, MCCLELLAN WEALTH MANAGEMENT, MCLAUGHLIN WEALTH MANAGEMENT, MHM CAPITAL MANAGEMENT, MILLER FINANCIAL, MMX WEALTH PARTNERS, NOBLECREST WEALTH MANAGEMENT, NORTHSHORE WEALTH ADVISORS, OAKMONT FINANCIAL PARTNERS, OHANA FINANCIAL PLANNING, OHIO VALLEY WEALTH MANAGEMENT, PALMETTO PRIVATE WEALTH, PARO WEALTH MANAGEMENT, PFLEGER FINANCIAL SERVICES, PIPER WEALTH MANAGEMENT, PLATINUM WEALTH ADVISORS, POINT BREAK PLANNING, PRIVATE CLIENT GROUP, PRIVATE RIDGE WEALTH MANAGEMENT, PROVIDENCE WEALTH MANAGEMENT, PRS INVESTMENT ADVISORS, PRUMO WEALTH MANAGEMENT, QUEEN CITY CAPITAL, REAGAN WEALTH, REDSTONE PRIVATE WEALTH, REIDER CAPITAL MANAGEMENT, RETIRE ORLANDO, RICHTER WEALTH ADVISORY, ROBERTS PRIVATE WEALTH, ROCK HARBOR WEALTH MANAGEMENT, ROSWELL ASSET MANAGEMENT, RUNYAN WEALTH MANAGEMENT, SAMRA WEALTH MANAGEMENT, SENTRY ADVISERS, SIENA PRIVATE WEALTH, SIERRA PRIVATE WEALTH, SIMON & SIMON WEALTH MANAGEMENT, SMARTE INVESTMENTS, SMG FINANCIAL, SONG WEALTH MANAGEMENT, SONTERRA WEALTH MANAGEMENT, SOUND ADVICE FINANCIAL, SPRINGER FINANCIAL SERVICES, ST. MATTHEWS INVESTORS, STOMATA CAPITAL PRIVATE WEALTH MANAGEMENT, STONEVALE WEALTH ADVISORS, STRATEGIC WEALTH MANAGEMENT, SWM, SYCAMORE WEALTH MANAGEMENT, TENET WEALTH MANAGEMENT, TERRA STONE WEALTH MANAGEMENT, THE FINANCE PLANNER, THE WEALTH TENDERS, THORVEST INVESTMENT MANAGEMENT, TK ADVISORY, TOWNSEND FINANCIAL LIFE MANAGEMENT, TQL WEALTH MANAGEMENT, TWIN LIGHTS INVESTMENT ADVISORS, TWO TALENTS CAPITAL MANAGEMENT, U.S. ASSET MANAGEMENT, VALOREN ADVISORS, VALOREN SMARTE WEALTH ADVISORS, VERACITY CAPITAL MANAGEMENT, VH WEALTH ADVISORS, WATER STREET FINANCIAL, WAY CAPITAL MANAGEMENT, WEALTH TRANSITION FINANCE, WEALTHPATH FINANCIAL PLANNING, WEST STREET FINANCIAL, WILLIAMS WEALTH ADVISORS, WILLIAMS WEALTH MANAGEMENT, WOODWARD AVE WEALTH ADVISORS, WR CAPITAL, WTF, WTIFS, YOUR RIA, ZHU WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146051
- AdvisorCensus page: https://advisorcensus.com/firm/advisory-services-network-atlanta-ga-146051

## Quick answers

**How is Advisory Services Network compensated?**
On its Form ADV (Item 5.E, October 2026), Advisory Services Network reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Advisory Services Network located?**
Advisory Services Network's principal office is in Atlanta, GA, according to its Form ADV; the October 2026 filing also lists 24 other offices (Schedule D, Section 1.F).

**Is Advisory Services Network registered with the SEC or a state?**
Advisory Services Network is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 146051.

**How much does Advisory Services Network manage?**
Advisory Services Network reports $10,595,714,037 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (99% discretionary).

**How have Advisory Services Network's assets and staff changed since 2021?**
In the Form ADV data for Advisory Services Network: Regulatory assets under management: $4,433,167,193 in the October 2021 data and $10,595,714,037 in the October 2026 data, up 139%. Total employees: 172 in October 2021 and 268 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advisory Services Network serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11,305); high net worth individuals (1,121); corporations or other businesses not listed above (410).

**Does Advisory Services Network report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146051

**Does Advisory Services Network state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "As a condition for starting and maintaining an advisory relationship with us, we generally require that you have a minimum investment account of $25,000." "We, at our sole discretion, may allow you to engage our services if you have a smaller account."

**What changed in Advisory Services Network's recent Form ADV filings?**
In the October 2026 filing data: Added the business name Point Break Planning.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> As a condition for starting and maintaining an advisory relationship with us, we generally require that you have a minimum investment account of $25,000.

> We, at our sole discretion, may allow you to engage our services if you have a smaller account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $10,595,714,037
- Discretionary: $10,489,432,128
- Non-discretionary: $106,281,909

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11,305 | $6,461,642,168 |
| High net worth individuals | 1,121 | $3,802,643,188 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 49 | $44,093,491 |
| Charitable organizations | 30 | $12,891,591 |
| State or municipal government entities (including government pension plans) | 4 | $16,035,611 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 410 | $258,407,988 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 268 total, 247 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146051

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Alexandria, VA
- Atlanta, GA
- Bartlesville, OK
- Brentwood, TN
- Camden, SC
- Castle Rock, CO
- Columbia, SC
- Covington, LA
- Dakota Dunes, SD
- Greenville, SC
- Hickory, NC
- Jackson, MS
- Landrum, SC
- Lansdale, PA
- Lexington, KY
- Los Angeles, CA
- Moorestown, NJ
- North Richland Hills, TX
- Overland Park, KS
- Pasadena, CA
- Springdale, AR
- Weatherford, TX
- West Hartford, CT
- Wheeling, WV

### Websites listed on Form ADV (Item 1.I)
- advservnet.com
- Instagram @advisoryservicesnetwork
- LinkedIn @3512976
- X @ASNCOMPLIANCE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,433,167,193 | 172 | September 17, 2021 |
| October 2022 | $5,686,160,573 | 212 | August 15, 2022 |
| October 2023 | $5,772,354,974 | 212 | September 12, 2023 |
| October 2024 | $6,818,718,908 | 215 | September 27, 2024 |
| October 2025 | $8,619,812,562 | 215 | July 30, 2025 |
| October 2026 | $10,595,714,037 | 268 | October 1, 2026 |

Regulatory assets under management: $4,433,167,193 in the October 2021 data and $10,595,714,037 in the October 2026 data, up 139%.
Total employees: 172 in October 2021 and 268 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added the business name Point Break Planning.

### September 2026
- No longer lists the business name Intentional Wealth Planning.
- Added the business name Stomata Capital Private Wealth Management.
- Added the business name Prumo Wealth Management.
- Added the business name Palmetto Private Wealth.
- Added the business name Noblecrest Wealth Management.
- Added the business name Lifsg Wealth Management.
- Added the business name Dakota Wealth.
- Added the business name Dahlia Financial.
- Added the business name Avantis Capital Management.
- Added the business name 5th World Financial Advisors.
- Added an office in Atlanta, GA.
- Added an office in Dakota Dunes, SD.
- No longer lists an office in Fort Atkinson, WI.
- No longer lists an office in Raleigh, NC.

### August 2026
- No longer lists the business name R. Meier Wealth Management.
- No longer lists the business name Olde Raleigh Financial Group.
- No longer lists the business name Kenetex Wealth Management.
- Added the business name Roberts Private Wealth.
- Added the business name Fallowbreak Financial Planning.
- Added the business name Apis Financial Planning.

### July 2026
- No longer lists the business name Ascentis Family Wealth.
- Added the business name TK Advisory.
- Added the business name Sierra Private Wealth.
- Added the business name Belle View Wealth.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $8,619,812,562 to $10,595,714,037 (+23%).
- Employees performing advisory functions went from 208 to 247.
- Changed its office addresses in Landrum, SC.
- Changed its office addresses in Moorestown, NJ.
- Changed its office addresses in Wheeling, WV.
- Added an office in Jackson, MS.
- Added an office in Lexington, KY.
- Added an office in North Richland Hills, TX.
- Added an office in Pasadena, CA.
- Added an office in Springdale, AR.
- Added an office in West Hartford, CT.
- No longer lists an office in Gainesville, GA.
- No longer lists an office in Hickory, NC.
- No longer lists an office in Kinderhook, NY.
- No longer lists an office in North Hampton, NH.
- No longer lists an office in Southlake, TX.
- No longer lists an office in West Palm Beach, FL.

### March 2026
- Added the business name ARN Wealth Management.
- Added the business name Golden Legacy Wealth Advisors.
- No longer lists the business name Dakota Wealth.
- Added an office in Lansdale, PA.
- No longer lists an office in Souderton, PA.

### February 2026
- Added the business name Dakota Wealth.
- Added the business name Redstone Private Wealth.
- No longer lists the business name Baytrust Wealth Management.
- No longer lists the business name Bell Capital Group.
- No longer lists the business name Hilltop Wealth Management.
- No longer lists the business name Investment Planning Solutions.

### January 2026
- Added the business name Dalton Wealth Management.
- Added the business name Your RIA.

### December 2025
- Added the business name Queen City Capital.

### November 2025
- Added the business name Ascentis Family Wealth.
- No longer lists the business name Kline Private Wealth.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisory Services Network (CRD 146051): Form ADV filing data as of October 2026.