← Tributary

ADVISORY SERVICES NETWORK

ATLANTA, GA · CRD 146051 · IAPD ↗ · 770-352-0449

$10.60BRegulatory AUM
247Advisory reps
268Employees
49Clients
51-100Planning clients
0Private funds
49States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ADVISORY SERVICES NETWORK added office(s): 84 -> 117 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — ADVISORY SERVICES NETWORK grew from 208 to 247 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — ADVISORY SERVICES NETWORK reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — ADVISORY SERVICES NETWORK reported RAUM up 26% ($6.82B -> $8.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2024 — ADVISORY SERVICES NETWORK notice-filed in WV.
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.