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- Custodian
- Fidelity/NFS · Matrix Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2004
- Office Locations
- 285
Office Locations
About GWN Securities Inc.
GWN Securities provides a full-service advisor affiliation platform for financial advisors and planners, supporting solo practices through larger agencies. The firm emphasizes transition management, back-office and business development support, and an expanding technology stack, alongside access to a broad menu of investment solutions (mutual funds, ETFs, fixed income and annuities). Advisors can custody through Fidelity/NFS or Pershing.
Reported data analysis
What the numbers show
Between April 11, 2025 and April 13, 2026, reported AUM increased 30.2%, from $3.7B to $4.8B.
Across 5 reported observations, AUM increased 51.2% between May 3, 2022 and April 13, 2026, from $3.1B to $4.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 448 advisory representatives and 37,847 clients, or 84.5 clients per representative. That equates to $125.6K in reported AUM per client.
The profile lists 285 reported office locations and 22 years in operation. The source data was last updated on April 13, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full GWN Securities Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LAURA JEANETTE BORNHEIMER
Chief Compliance Officer, Senior Vice President, VICE PRESIDENT
- CRD
- #1769643
- Ownership
- Less than 5%
BRAD JEFFREY CORBIN
Principal
- CRD
- #1754065
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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BRIAN D ADDIS
Founder
- CRD
- #5838052
MIKELL VINCENT ADMIRE
--
- CRD
- #7614950
Showing 2 of 701 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,753,625,856 | $71,997 |
| Non-Discretionary | $0 | -- |
| Total | $4,753,625,856 | $71,997 |
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Separately Managed Accounts
SMA allocation detail is available
GWN Securities Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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GWN Securities Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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