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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-30-2009
- Office Locations
- 174
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).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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 247 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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 |
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