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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-30-2009
- Office Locations
- 175
Office Locations
About Advisory Services Network
Advisory Services Network provides a turnkey independence platform for small to mid-sized advisors, bundling technology, operations, and administrative support plus ongoing training so firms can focus on clients and growth. Investment programs skew toward ETFs and public funds. Emphasis on keeping the advisor’s brand/data independent and portable, with institutional pricing leverage and multi-custodial support (e.g., Schwab, Fidelity/NFS).
Reported data analysis
What the numbers show
Between December 8, 2025 and August 31, 2026, reported AUM increased 22.9%, from $8.6B to $10.6B.
Across 5 reported observations, AUM increased 86.3% between November 30, 2022 and August 31, 2026, from $5.7B to $10.6B.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 247 advisory representatives and 12,968 clients, or 52.5 clients per representative. That equates to $817.1K in reported AUM per client.
The profile lists 175 reported office locations and 16 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Advisory Services Network record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS CLEVELAND PRESCOTT
Advisor, Managing Member
- CRD
- --
- Ownership
- Less than 5%
LAURA ANNE TEDBALL
Chief Compliance Officer
- CRD
- #4815741
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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KEN ROBERT ADAMS
--
- CRD
- #4850947
RICHARD ANTHONY ALBERT
Chief Investment Officer
- CRD
- #3028544
Showing 2 of 251 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,489,432,128 | $356,735 |
| Non-Discretionary | $106,281,909 | $410,355 |
| Total | $10,595,714,037 | $357,203 |
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Separately Managed Accounts
SMA allocation detail is available
Advisory Services Network has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Advisory Services Network's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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