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ADVISORNET WEALTH PARTNERS

MINNETONKA, MN · CRD 113074 · IAPD ↗ · fsaadvisors.com · 612-347-8600

$3.15BRegulatory AUM
68Advisory reps
131Employees
222Clients
More than 500Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ADVISORNET WEALTH PARTNERS shrank from 74 to 68 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — ADVISORNET WEALTH PARTNERS added office(s): 36 -> 37 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2026 — ADVISORNET WEALTH PARTNERS reported RAUM up 35% ($2.34B -> $3.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
February 2026 — ADVISORNET WEALTH PARTNERS notice-filed in ID, ME, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — ADVISORNET WEALTH PARTNERS notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — ADVISORNET WEALTH PARTNERS shrank from 85 to 74 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — ADVISORNET WEALTH PARTNERS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
February 2025 — ADVISORNET WEALTH PARTNERS notice-filed in AL, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — ADVISORNET WEALTH PARTNERS shrank from 102 to 85 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — ADVISORNET WEALTH PARTNERS notice-filed in DE, ID, ME, NH, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — ADVISORNET WEALTH PARTNERS now reports custody of client assets ($1.58B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
February 2024 — ADVISORNET WEALTH PARTNERS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.