Advisory Services Network, LLC
Advisory Services Network, LLC (ASN) is an SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 2010, ASN offers asset management, financial planning, investment consulting, and wrap fee programs primarily to retail investors through a national network of independent investment adviser representatives. ASN specializes in providing a turnkey platform enabling small and mid-sized financial advisors to operate independently while leveraging institutional technology, operational support, and compliance resources. The firm serves individuals, high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. As of 2025, ASN employs approximately 215 professionals.
Investment Strategy
ASN delivers a broad array of investment advisory services structured around empowering independent advisors to serve retail and institutional clients. Investment offerings include discretionary and non-discretionary asset management, financial planning, and wrap fee programs. The firm emphasizes individualized investment plans, ongoing account monitoring (for ongoing relationships), and the flexibility to refer clients to external asset managers where appropriate. ASN’s philosophy centers on supporting advisors’ independence, providing cost-effective access to institutional-level pricing and technology, and maintaining a client-centric, conflict-minimized advisory environment.
Top Holdings
Equity Positions (1,688)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.63% | $225.8M | 1,269,375 | $37.14 | $157.99 | +$95.0M |
A AAPL | APPLE INC | 2.95% | $183.5M | 883,828 | $97.22 | $205.17 | -$6.6M |
M MSFT | MICROSOFT CORP | 2.38% | $147.7M | 276,784 | $229.77 | $497.41 | +$53.7M |
W WMT | WALMART INC | 2.02% | $125.5M | 1,280,829 | $87.94 | $97.78 | +$104.2M |
A AMZN | AMAZON COM INC | 1.93% | $119.9M | 512,204 | $109.90 | $219.39 | +$22.6M |