Insights

Independent platform ASN operates as an SEC-registered investment adviser platform enabling independent advisory firms to launch operate and scale within a structured infrastructure. This suggests an opportunity to position additional compliance tech and practice management solutions to expanding independent practices seeking efficiency and growth.

Tech stack leverage Current technology components include WordPress Salesforce Google Cloud KnowBe4 and marketing and hosting tools. Sales opportunities exist to upsell add-on security training data analytics client portals or CRM optimizations to deepen technology integration for advisory firms.

Asset allocation bets ASN has invested in a diversified set of asset stakes across both traditional and growth-oriented sectors (Party City Fortuna Silver Mines Horizon Therapeutics Baker Hughes Lattice Semiconductor Waste Connections). This indicates a risk-tolerant, opportunity-seeking profile that may align with custodial or advisory services targeting similar asset classes.

Growth potential Revenue range indicates mid-market scale with substantial headroom for expanding services to member firms. Approach could focus on scalable enterprise solutions such as enhanced compliance support, marketing platform enhancements, and centralized operations to support rapid client onboarding and growth.

Leadership signals Recent leadership change with a CEO appointment signals strategic realignment. This creates a window to offer strategic advisory services and governance/oversight enhancements that align with a new leadership direction and growth plan.

Similar companies to Advisory Services Network

Advisory Services Network Tech Stack

Advisory Services Network uses 8 technology products and services including WordPress, Salesforce, Mailgun, and more. Explore Advisory Services Network's tech stack below.

Media & News

Advisory Services Network's Email Address Formats

Advisory Services Network uses at least 4 email formats:
Advisory Services Network Email FormatsExamplePercentage
FLast@advservnet.comJDoe@advservnet.com
58%
First@advservnet.comJohn@advservnet.com
25%
FirstL@advservnet.comJohnD@advservnet.com
9%
First.Last@advservnet.comJohn.Doe@advservnet.com
8%

Frequently Asked Questions

What is Advisory Services Network's phone number?

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You can contact Advisory Services Network's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advisory Services Network's official website and social media links?

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Advisory Services Network's official website is advservnet.com and has social profiles on LinkedIn.

How much revenue does Advisory Services Network generate?

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As of October 2026, Advisory Services Network's annual revenue is estimated to be $25M - $50M.

What is Advisory Services Network's NAICS code?

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Advisory Services Network's NAICS code is 52 - Finance and Insurance.

How many employees does Advisory Services Network have currently?

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As of October 2026, Advisory Services Network has approximately 26 employees across 1 continents, including North America. Key team members include Wealth Advisor: B. T. and Service Team Specialist: J. D. Explore Advisory Services Network's employee directory with LeadIQ.

What industry does Advisory Services Network belong to?

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Advisory Services Network operates in the Financial Services industry.

What technology does Advisory Services Network use?

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Advisory Services Network's tech stack includes WordPress, Salesforce, Mailgun, Google Cloud, Really Simple Discovery, WP Engine, KnowBe4 and Draftpress HFCM.

What is Advisory Services Network's email format?

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Advisory Services Network's email format typically follows the pattern of FLast@advservnet.com. Find more Advisory Services Network email formats with LeadIQ.

When was Advisory Services Network founded?

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Advisory Services Network was founded in 2008.
Advisory Services Network logo

Advisory Services Network

Financial ServicesGeorgia, United States11-50 Employees

Advisory Services Network acts as a platform for investment advisers, delivering essential systems, guidance, and support to independent firms across the United States. It was established to help advisers pursue independence by enabling them to launch, operate, and scale their businesses within a structured environment that addresses the administrative challenges of wealth management. The organization operates within the financial services arena as a facilitator for independent practices, offering a unified framework that covers multiple functional areas.

The platform combines oversight of regulatory compliance, relationships with custodians, marketing support, and day-to-day operations into a cohesive service model that allows advisers to concentrate on client relationships and long-term growth. ASN supports a nationwide network of independent advisory practices serving clients across varied markets and investment approaches. The firm is based in the Atlanta area, Georgia, and maintains a relatively small team; a notable development in 2022 was the appointment of Bongani Mageba as chief executive officer.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Advisory Services Network's revenue is estimated to be in the range of $25M - $50M

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