Overview
Assets Under Management: $2.3 billion
Headquarters: MINNETONKA, MN
High-Net-Worth Clients: 840
Average Client Assets: $2 million
Frequently Asked Questions
ADVISORNET FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113074), ADVISORNET FINANCIAL, INC. is subject to fiduciary duty under federal law.
ADVISORNET FINANCIAL, INC. is headquartered in MINNETONKA, MN.
ADVISORNET FINANCIAL, INC. serves 840 high-net-worth clients according to their SEC filing dated July 22, 2025. View client details ↓
According to their SEC Form ADV, ADVISORNET FINANCIAL, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ADVISORNET FINANCIAL, INC. manages $2.3 billion in client assets according to their SEC filing dated July 22, 2025.
According to their SEC Form ADV, ADVISORNET FINANCIAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 840
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 7,091
Discretionary Accounts: 7,081
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 113074
Filing ID: 2005173
Last Filing Date: 2025-07-22 13:46:00
Website: https://advisornet.com