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ADVISORY SOLUTIONS GROUP

PLYMOUTH, MN · CRD 339919 · IAPD ↗ · meridianwealthalliance.com · 763-417-1700

$408.4MRegulatory AUM
33Advisory reps
50Employees
0Clients
0Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
October 2026 — ADVISORY SOLUTIONS GROUP changed its website from oakandvinewm.com to meridianwealthalliance.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
October 2026 — ADVISORY SOLUTIONS GROUP added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
September 2026 — ADVISORY SOLUTIONS GROUP changed its website from advisorysolutions.com to oakandvinewm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
August 2026 — ADVISORY SOLUTIONS GROUP added office(s): 0 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
June 2026 — ADVISORY SOLUTIONS GROUP notice-filed in AK, AL, AR, CT, DC, DE, GA, HI, IA, ID, IN, KY, LA, MD, ME, MI, MO, MS, MT, ND, NH, NM, NV, OK, PA, RI, SD, TN, UT, VA, VT, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
June 2026 — ADVISORY SOLUTIONS GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
83
June 2026 — ADVISORY SOLUTIONS GROUP grew from 4 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
May 2026 — ADVISORY SOLUTIONS GROUP notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2026 — ADVISORY SOLUTIONS GROUP notice-filed in AZ, CO, IL, KS, NC, NE, OH, OR, SC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2026 — ADVISORY SOLUTIONS GROUP (PLYMOUTH, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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