ADVICEONE ADVISORY SERVICES, LLC
CRD #111614 SEC #801-62125 GLASTONBURY, CT 860-659-4900
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
55
Clients
--
Accounts
4,511
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $0 | 55 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 46 | 0 |
| Nov 2023 | $1.1B | $1.1B | $0 | 44 | 0 |
| May 2023 | $1.1B | $1.1B | $0 | 44 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 44 | 0 |
| Sep 2022 | $1.3B | $1.3B | $0 | 44 | 0 |
| Jul 2022 | $1.3B | $1.3B | $0 | 44 | 0 |
| Apr 2022 | $1.3B | $1.3B | $0 | 44 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 44 | 0 |
| Sep 2021 | $1.1B | $1.1B | $0 | 36 | 0 |
| Jul 2021 | $1.1B | $1.1B | $0 | 36 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 36 | 0 |
| Oct 2020 | $887M | $887M | $0 | 36 | 0 |
| Jul 2020 | $887M | $887M | $0 | 36 | 0 |
| Jun 2020 | $887M | $887M | $0 | 36 | 0 |
| Mar 2020 | $887M | $887M | $0 | 36 | 0 |
| Nov 2019 | $673.6M | $673.6M | $0 | 39 | 0 |
| Nov 2019 | $673.6M | $673.6M | $0 | 39 | 0 |
| Mar 2019 | $673.6M | $673.6M | $0 | 39 | 0 |
| Dec 2018 | $766.6M | $766.6M | $0 | 47 | 66 |
| Nov 2018 | $766.6M | $766.6M | $0 | 47 | 66 |
| May 2018 | $766.6M | $766.6M | $0 | 47 | 66 |
| Apr 2018 | $766.6M | $766.6M | $0 | 47 | 66 |
| Mar 2018 | $766.6M | $766.6M | $0 | 47 | 66 |
| Nov 2017 | $613.4M | $613.4M | $0 | 44 | 55 |
| Aug 2017 | $613.4M | $613.4M | $0 | 44 | 1,200 |
| Mar 2017 | $613.4M | $613.4M | $0 | 44 | 1,200 |
| Mar 2016 | $593.3M | $593.3M | $0 | 42 | 1,200 |
| Dec 2015 | $608.3M | $608.3M | $0 | 33 | 1,200 |
| Mar 2015 | $608.3M | $608.3M | $0 | 33 | 1,200 |
| Dec 2014 | $558.6M | $558.6M | $0 | 28 | 1,200 |
| Aug 2014 | $558.6M | $558.6M | $0 | 28 | 1,200 |
| Jul 2014 | $558.6M | $558.6M | $0 | 28 | 1,200 |
| Mar 2014 | $558.6M | $558.6M | $0 | 28 | 1,200 |
| Dec 2013 | $513.7M | $513.7M | $0 | 24 | 1,277 |
| Nov 2013 | $513.7M | $513.7M | $0 | 24 | 1,277 |
| Sep 2013 | $423.4M | $423.4M | $0 | 24 | 1,100 |
| Aug 2013 | $423.4M | $423.4M | $0 | 24 | 1,100 |
| Mar 2013 | $423.4M | $423.4M | $0 | 24 | 1,100 |
| May 2012 | $345.9M | $345.9M | $0 | 11 | 1,000 |
| Mar 2012 | $345.9M | $345.9M | $0 | 11 | 1,000 |
| May 2011 | $323.7M | $323.7M | $0 | -- | -- |
| Apr 2011 | $323.7M | $323.7M | $0 | -- | -- |
| Apr 2011 | $323.7M | $323.7M | $0 | -- | -- |
| Apr 2011 | $323.7M | $323.7M | $0 | -- | -- |
| Nov 2010 | $262.4M | $262.4M | $0 | -- | -- |
| Jan 2008 | $209.8M | $200.5M | $9.3M | -- | -- |
| Apr 2007 | $209.8M | $200.5M | $9.3M | -- | -- |
| Feb 2007 | $209.8M | $200.5M | $9.3M | -- | -- |
| Mar 2006 | $157.6M | $152.9M | $4.7M | -- | -- |
| Jan 2006 | $95.5M | $57.3M | $38.2M | 10 | -- |
| Jan 2005 | $95.5M | $57.3M | $38.2M | 10 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees55
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees46
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients0
DateMay 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients0
DateSep 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees44
Clients0
DateJul 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees44
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees44
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees44
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees36
Clients0
DateJul 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees36
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees36
Clients0
DateOct 2020
Total AUM$887M
Discretionary$887M
Non-Disc.$0
Employees36
Clients0
DateJul 2020
Total AUM$887M
Discretionary$887M
Non-Disc.$0
Employees36
Clients0
DateJun 2020
Total AUM$887M
Discretionary$887M
Non-Disc.$0
Employees36
Clients0
DateMar 2020
Total AUM$887M
Discretionary$887M
Non-Disc.$0
Employees36
Clients0
DateNov 2019
Total AUM$673.6M
Discretionary$673.6M
Non-Disc.$0
Employees39
Clients0
DateNov 2019
Total AUM$673.6M
Discretionary$673.6M
Non-Disc.$0
Employees39
Clients0
DateMar 2019
Total AUM$673.6M
Discretionary$673.6M
Non-Disc.$0
Employees39
Clients0
DateDec 2018
Total AUM$766.6M
Discretionary$766.6M
Non-Disc.$0
Employees47
Clients66
DateNov 2018
Total AUM$766.6M
Discretionary$766.6M
Non-Disc.$0
Employees47
Clients66
DateMay 2018
Total AUM$766.6M
Discretionary$766.6M
Non-Disc.$0
Employees47
Clients66
DateApr 2018
Total AUM$766.6M
Discretionary$766.6M
Non-Disc.$0
Employees47
Clients66
DateMar 2018
Total AUM$766.6M
Discretionary$766.6M
Non-Disc.$0
Employees47
Clients66
DateNov 2017
Total AUM$613.4M
Discretionary$613.4M
Non-Disc.$0
Employees44
Clients55
DateAug 2017
Total AUM$613.4M
Discretionary$613.4M
Non-Disc.$0
Employees44
Clients1,200
DateMar 2017
Total AUM$613.4M
Discretionary$613.4M
Non-Disc.$0
Employees44
Clients1,200
DateMar 2016
Total AUM$593.3M
Discretionary$593.3M
Non-Disc.$0
Employees42
Clients1,200
DateDec 2015
Total AUM$608.3M
Discretionary$608.3M
Non-Disc.$0
Employees33
Clients1,200
DateMar 2015
Total AUM$608.3M
Discretionary$608.3M
Non-Disc.$0
Employees33
Clients1,200
DateDec 2014
Total AUM$558.6M
Discretionary$558.6M
Non-Disc.$0
Employees28
Clients1,200
DateAug 2014
Total AUM$558.6M
Discretionary$558.6M
Non-Disc.$0
Employees28
Clients1,200
DateJul 2014
Total AUM$558.6M
Discretionary$558.6M
Non-Disc.$0
Employees28
Clients1,200
DateMar 2014
Total AUM$558.6M
Discretionary$558.6M
Non-Disc.$0
Employees28
Clients1,200
DateDec 2013
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees24
Clients1,277
DateNov 2013
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees24
Clients1,277
DateSep 2013
Total AUM$423.4M
Discretionary$423.4M
Non-Disc.$0
Employees24
Clients1,100
DateAug 2013
Total AUM$423.4M
Discretionary$423.4M
Non-Disc.$0
Employees24
Clients1,100
DateMar 2013
Total AUM$423.4M
Discretionary$423.4M
Non-Disc.$0
Employees24
Clients1,100
DateMay 2012
Total AUM$345.9M
Discretionary$345.9M
Non-Disc.$0
Employees11
Clients1,000
DateMar 2012
Total AUM$345.9M
Discretionary$345.9M
Non-Disc.$0
Employees11
Clients1,000
DateMay 2011
Total AUM$323.7M
Discretionary$323.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$323.7M
Discretionary$323.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$323.7M
Discretionary$323.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$323.7M
Discretionary$323.7M
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$262.4M
Discretionary$262.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$209.8M
Discretionary$200.5M
Non-Disc.$9.3M
Employees--
Clients--
DateApr 2007
Total AUM$209.8M
Discretionary$200.5M
Non-Disc.$9.3M
Employees--
Clients--
DateFeb 2007
Total AUM$209.8M
Discretionary$200.5M
Non-Disc.$9.3M
Employees--
Clients--
DateMar 2006
Total AUM$157.6M
Discretionary$152.9M
Non-Disc.$4.7M
Employees--
Clients--
DateJan 2006
Total AUM$95.5M
Discretionary$57.3M
Non-Disc.$38.2M
Employees10
Clients--
DateJan 2005
Total AUM$95.5M
Discretionary$57.3M
Non-Disc.$38.2M
Employees10
Clients--