A
$3.1B Total AUM
$3.1B Disc. AUM
-6.5% 3Y CAGR
131 Employees
3,736 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-1999
- Office Locations
- 25
Office Locations
10435 Commerce Drive, Suite 140 Carmel IN
10831 OLD Mill Road, Suite 200c Omaha NE
110 Cheshire Lane Suite 200 Minnetonka MN
About Advisornet Wealth Partners
Advisornet Wealth Partners is a Minnetonka-based RIA with 25 offices. The firm has been operating for 26 years. Managing $3.1B in total assets under management, with 68 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
46 AVG AGE
$46.3M AVG AUM / ADVISOR
$843.0K AVG AUM / CLIENT
7 yrs AVG TENURE
131 Employees
68 Advisory Reps
68 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DANIEL JOHN MAY
Advisor
- CRD
- #1185577
- Ownership
- 25% but less than 50%
Available
Available
Available
JARED SCOTT PRICE
Financial Advisor, General Partner
- CRD
- #6348005
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 5 owners & executives
Unlock allContacts
Sean Patrick Barrett
Investment Advisor
- CRD
- #6100226
Available
Available
Available
E
Eric V Bennett
--
- CRD
- #6451162
Available
Available
Available
Showing 2 of 61 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,143,415,615 | $338,584 |
| Non-Discretionary | $6,083,174 | $675,908 |
| Total | $3,149,498,789 | $338,911 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing