FRANKLIN ADVISORY SERVICES, LLC
CRD #111361 SEC #801-51967 SAN MATEO, CA (650) 312-3000
SEC Registered Disclosures
Total AUM
$14.1B
Discretionary
$14.1B
Employees
2
Clients
--
Accounts
66
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $14.1B | $14.1B | $0 | 2 | 0 |
| Jun 2025 | $9.2B | $9.2B | $0 | 2 | 0 |
| Dec 2024 | $9.2B | $9.2B | $0 | 2 | 0 |
| Dec 2024 | $9.2B | $9.2B | $0 | 2 | 0 |
| Dec 2023 | $7.7B | $7.7B | $0 | 3 | 0 |
| Aug 2023 | $4.6B | $4.6B | $0 | 4 | 0 |
| Jul 2023 | $4.6B | $4.6B | $0 | 4 | 0 |
| Dec 2022 | $4.6B | $4.6B | $0 | 4 | 0 |
| Dec 2021 | $4.7B | $4.7B | $0 | 4 | 0 |
| Sep 2021 | $3.5B | $3.5B | $0 | 5 | 0 |
| Jul 2021 | $3.5B | $3.5B | $0 | 5 | 0 |
| Jul 2021 | $3.5B | $3.5B | $0 | 5 | 0 |
| Dec 2020 | $3.5B | $3.5B | $0 | 5 | 0 |
| Apr 2020 | $3B | $3B | $0 | 5 | 0 |
| Jan 2020 | $3B | $3B | $0 | 5 | 0 |
| Dec 2019 | $3B | $3B | $0 | 5 | 0 |
| Feb 2019 | $5.9B | $5.9B | $0 | 5 | 0 |
| Dec 2018 | $5.9B | $5.9B | $0 | 5 | 0 |
| Mar 2018 | $28B | $28B | $0 | 13 | 0 |
| Dec 2017 | $28B | $28B | $0 | 13 | 0 |
| Dec 2016 | $26B | $26B | $0 | 16 | 11 |
| Jul 2016 | $23.6B | $23.6B | $0 | 19 | 11 |
| May 2016 | $23.6B | $23.6B | $0 | 19 | 11 |
| Dec 2015 | $23.6B | $23.6B | $0 | 19 | 11 |
| Mar 2015 | $27.4B | $27.4B | $0 | 18 | 11 |
| Feb 2015 | $27.4B | $27.4B | $0 | 18 | 11 |
| Dec 2014 | $27.4B | $27.4B | $0 | 18 | 11 |
| Oct 2014 | $23.9B | $23.9B | $0 | 16 | 11 |
| Dec 2013 | $23.9B | $23.9B | $0 | 16 | 11 |
| Dec 2012 | $17.6B | $17.6B | $0 | 15 | 11 |
| Mar 2012 | $15.3B | $15.3B | $0 | 11 | 1 |
| Dec 2011 | $12.9B | $12.9B | $0 | 11 | 11 |
| Dec 2010 | $11.9B | $11.9B | $0 | -- | -- |
| Oct 2010 | $10.2B | $10.2B | $0 | -- | -- |
| Dec 2007 | $16.2B | $16.2B | $0 | 10 | -- |
| Mar 2007 | $13.8B | $13.8B | $0 | 10 | -- |
| Jan 2007 | $13.8B | $13.8B | $0 | 10 | -- |
| Dec 2006 | $13.8B | $13.8B | $0 | 10 | -- |
| Dec 2005 | $12.1B | $12.1B | $0 | 10 | -- |
| May 2005 | $8.9B | $8.9B | $0 | 10 | -- |
| Dec 2004 | $8.9B | $8.9B | $0 | 10 | -- |
| Jun 2004 | $5.9B | $5.9B | $0 | 10 | -- |
| Dec 2003 | $5.9B | $5.9B | $0 | 10 | -- |
| Aug 2001 | $1.9B | $1.9B | $0 | 10 | -- |
| May 2001 | $1.9B | $1.9B | $0 | 10 | -- |
DateDec 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees2
Clients0
DateJun 2025
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$28B
Discretionary$28B
Non-Disc.$0
Employees13
Clients0
DateDec 2017
Total AUM$28B
Discretionary$28B
Non-Disc.$0
Employees13
Clients0
DateDec 2016
Total AUM$26B
Discretionary$26B
Non-Disc.$0
Employees16
Clients11
DateJul 2016
Total AUM$23.6B
Discretionary$23.6B
Non-Disc.$0
Employees19
Clients11
DateMay 2016
Total AUM$23.6B
Discretionary$23.6B
Non-Disc.$0
Employees19
Clients11
DateDec 2015
Total AUM$23.6B
Discretionary$23.6B
Non-Disc.$0
Employees19
Clients11
DateMar 2015
Total AUM$27.4B
Discretionary$27.4B
Non-Disc.$0
Employees18
Clients11
DateFeb 2015
Total AUM$27.4B
Discretionary$27.4B
Non-Disc.$0
Employees18
Clients11
DateDec 2014
Total AUM$27.4B
Discretionary$27.4B
Non-Disc.$0
Employees18
Clients11
DateOct 2014
Total AUM$23.9B
Discretionary$23.9B
Non-Disc.$0
Employees16
Clients11
DateDec 2013
Total AUM$23.9B
Discretionary$23.9B
Non-Disc.$0
Employees16
Clients11
DateDec 2012
Total AUM$17.6B
Discretionary$17.6B
Non-Disc.$0
Employees15
Clients11
DateMar 2012
Total AUM$15.3B
Discretionary$15.3B
Non-Disc.$0
Employees11
Clients1
DateDec 2011
Total AUM$12.9B
Discretionary$12.9B
Non-Disc.$0
Employees11
Clients11
DateDec 2010
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$16.2B
Discretionary$16.2B
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$13.8B
Discretionary$13.8B
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$13.8B
Discretionary$13.8B
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$13.8B
Discretionary$13.8B
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$12.1B
Discretionary$12.1B
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees10
Clients--