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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.
Latest 13F Filing Activity
Advisory Services Network, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,688 equity positions with a total 13F market value of $6B. The fund increased holdings in Walmart Inc., Nvidia Corporation, Microsoft Corp. among other positions. Advisory Services Network, LLC reduced exposure to First TR Nasdaq 100 Tech Ind, Ishares TR, SPDR Series Trust among others.
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 |
Industry Allocation
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