Advisory Services Network

Overview

Advisory Services Network is an SEC registered investment adviser based in Atlanta, GA, registered since 2010. It reports $10.6B in assets under management across 29,663 accounts, with 268 employees. It has 249 investment adviser representatives.

Reported AUM

$10.6B

Discretionary

99%

Accounts

29,663

Average account

$357K

Employees

268

Advisory reps

249

Registered since

2010

Jurisdictions

49

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Thomas Cleveland Prescott Managing Member CRD 1053372
• Cynthia Wolin-Halpern Chief Operating Officer CRD 6793382
• Laura Anne Tedball Chief Compliance Officer CRD 4815741

Advisory reps 3 of 249

• Ken Robert Adams Insurance Agent · Investment Adviser Rep CRD 4850947
• Richard A Albert Insurance Agent · Investment Adviser Rep CRD 3028544
• Charles Thomas Anglin Investment Adviser Rep CRD 5714502

246 more advisory reps, with emails, phones and branch locations

Location

Headquarters

900 Ashwood Pkwy Ste 500
Atlanta, GA 30338

County

DeKalb

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 49 jurisdictions
• Website: advservnet.com

Every state, with registration dates

Similar firms near Atlanta

• Invesco Advisers, Inc.Atlanta, GA$75B AUM
• Truist Advisory Services, Inc.Atlanta, GA$77.4B AUM
• Earnest Partners, LLCAtlanta, GA$42.6B AUM
• Roark Capital Management, LLCAtlanta, GA$34.2B AUM
• HB WealthAtlanta, GA$30.2B AUM