ADVISORNET FINANCIAL, INC.
Legal name: ADVISORNET WEALTH PARTNERS
CRD #113074 SEC #801-77035 MINNETONKA, MN 612-347-8600
SEC Registered Disclosures
Total AUM
$2.3B
Discretionary
$2.3B
Employees
114
Clients
--
Accounts
7,091
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $2.3B | $2.3B | $5.5M | 114 | 220 |
| Jun 2025 | $2.3B | $2.3B | $5.5M | 114 | 220 |
| Mar 2025 | $2.3B | $2.3B | $5.5M | 114 | 220 |
| Jan 2025 | $2.3B | $2.3B | $1.5M | 120 | 190 |
| Dec 2024 | $2.3B | $2.3B | $1.5M | 120 | 190 |
| Apr 2024 | $2.3B | $2.3B | $1.5M | 120 | 190 |
| Mar 2024 | $2.3B | $2.3B | $1.5M | 120 | 190 |
| Mar 2024 | $2.3B | $2.3B | $1.5M | 120 | 190 |
| Jan 2024 | $2.6B | $2.6B | $3.8M | 123 | 199 |
| Dec 2023 | $2.6B | $2.6B | $3.8M | 123 | 199 |
| Mar 2023 | $2.6B | $2.6B | $3.8M | 123 | 199 |
| Nov 2022 | $3.9B | $3.9B | $20.7M | 139 | 149 |
| Nov 2022 | $3.9B | $3.9B | $20.7M | 139 | 149 |
| Oct 2022 | $3.9B | $3.9B | $20.7M | 139 | 149 |
| Jul 2022 | $3.9B | $3.9B | $20.7M | 139 | 149 |
| Jun 2022 | $3.9B | $3.9B | $20.7M | 139 | 149 |
| Apr 2022 | $3.9B | $3.9B | $20.7M | 139 | 149 |
| Mar 2022 | $3.9B | $3.9B | $20.7M | 139 | 149 |
| Dec 2021 | $3.6B | $3.5B | $41.6M | 142 | 196 |
| Sep 2021 | $3.6B | $3.5B | $41.6M | 142 | 196 |
| Aug 2021 | $3.6B | $3.5B | $41.6M | 142 | 196 |
| Jul 2021 | $3.6B | $3.5B | $41.6M | 142 | 196 |
| Apr 2021 | $3.6B | $3.5B | $41.6M | 142 | 196 |
| Apr 2021 | $3.6B | $3.5B | $41.6M | 142 | 196 |
| Mar 2021 | $3.6B | $3.5B | $41.6M | 142 | 196 |
| Jan 2021 | $3.4B | $3.4B | $26M | 164 | 155 |
| Dec 2020 | $3.4B | $3.4B | $26M | 164 | 155 |
| Jun 2020 | $3.4B | $3.4B | $26M | 164 | 155 |
| Jun 2020 | $3.4B | $3.4B | $26M | 164 | 155 |
| May 2020 | $3.4B | $3.4B | $26M | 164 | 155 |
| Feb 2020 | $2B | $2B | $21.5M | 135 | 0 |
| Feb 2020 | $2B | $2B | $21.5M | 135 | 0 |
| Nov 2019 | $2B | $2B | $21.5M | 135 | 0 |
| Oct 2019 | $2B | $2B | $21.5M | 135 | 0 |
| Jul 2019 | $2B | $2B | $21.5M | 135 | 0 |
| Mar 2019 | $2B | $2B | $21.5M | 135 | 0 |
| Jan 2019 | $1.3B | $1.3B | $20.9M | 135 | 0 |
| May 2018 | $1.3B | $1.3B | $20.9M | 135 | 0 |
| Mar 2018 | $1.3B | $1.3B | $20.9M | 135 | 0 |
| Sep 2017 | $973.4M | $955.6M | $17.8M | 130 | 2,400 |
| Mar 2017 | $973.4M | $955.6M | $17.8M | 130 | 2,400 |
| Mar 2016 | $608M | $590.8M | $17.2M | 100 | 1,800 |
| Nov 2015 | $485.9M | $459.4M | $26.5M | 100 | 1,500 |
| Sep 2015 | $485.9M | $459.4M | $26.5M | 100 | 1,500 |
| Jun 2015 | $485.9M | $459.4M | $26.5M | 100 | 1,500 |
| Mar 2015 | $485.9M | $459.4M | $26.5M | 100 | 1,500 |
| Jan 2015 | $490.1M | $462.8M | $27.3M | 100 | 2,300 |
| Sep 2014 | $490.1M | $462.8M | $27.3M | 100 | 2,300 |
| Jun 2014 | $490.1M | $462.8M | $27.3M | 100 | 2,300 |
| Mar 2014 | $490.1M | $462.8M | $27.3M | 100 | 2,300 |
| Jan 2014 | $339.3M | $328.4M | $10.9M | 100 | 1,400 |
| Nov 2013 | $339.3M | $328.4M | $10.9M | 100 | 1,400 |
| Nov 2013 | $339.3M | $328.4M | $10.9M | 100 | 1,400 |
| Sep 2013 | $339.3M | $328.4M | $10.9M | 100 | 1,400 |
| Aug 2013 | $339.3M | $328.4M | $10.9M | 100 | 1,400 |
| May 2013 | $339.3M | $328.4M | $10.9M | 100 | 1,400 |
| Apr 2013 | $339.3M | $328.4M | $10.9M | 100 | 1,400 |
| Mar 2013 | $312.8M | $305.8M | $6.9M | 100 | 1,400 |
| Feb 2013 | $258.1M | $253.3M | $4.8M | 95 | 500 |
| Jan 2013 | $258.1M | $253.3M | $4.8M | 95 | 500 |
| Jan 2013 | $258.1M | $253.3M | $4.8M | 95 | 500 |
| Jan 2013 | $258.1M | $253.3M | $4.8M | 95 | 500 |
| Nov 2012 | $258.1M | $253.3M | $4.8M | 95 | 500 |
| Nov 2012 | $258.1M | $253.3M | $4.8M | 95 | 500 |
| Nov 2012 | $258.1M | $253.3M | $4.8M | 95 | 500 |
| Oct 2012 | $258.1M | $253.3M | $4.8M | 51 | 500 |
| Sep 2012 | $102.5M | $99.3M | $3.2M | 51 | 500 |
| Aug 2012 | $102.5M | $99.3M | $3.2M | 51 | 500 |
DateJul 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$5.5M
Employees114
Clients220
DateJun 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$5.5M
Employees114
Clients220
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$5.5M
Employees114
Clients220
DateJan 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$1.5M
Employees120
Clients190
DateDec 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$1.5M
Employees120
Clients190
DateApr 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$1.5M
Employees120
Clients190
DateMar 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$1.5M
Employees120
Clients190
DateMar 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$1.5M
Employees120
Clients190
DateJan 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$3.8M
Employees123
Clients199
DateDec 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$3.8M
Employees123
Clients199
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$3.8M
Employees123
Clients199
DateNov 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$20.7M
Employees139
Clients149
DateNov 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$20.7M
Employees139
Clients149
DateOct 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$20.7M
Employees139
Clients149
DateJul 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$20.7M
Employees139
Clients149
DateJun 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$20.7M
Employees139
Clients149
DateApr 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$20.7M
Employees139
Clients149
DateMar 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$20.7M
Employees139
Clients149
DateDec 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$41.6M
Employees142
Clients196
DateSep 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$41.6M
Employees142
Clients196
DateAug 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$41.6M
Employees142
Clients196
DateJul 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$41.6M
Employees142
Clients196
DateApr 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$41.6M
Employees142
Clients196
DateApr 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$41.6M
Employees142
Clients196
DateMar 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$41.6M
Employees142
Clients196
DateJan 2021
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$26M
Employees164
Clients155
DateDec 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$26M
Employees164
Clients155
DateJun 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$26M
Employees164
Clients155
DateJun 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$26M
Employees164
Clients155
DateMay 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$26M
Employees164
Clients155
DateFeb 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$21.5M
Employees135
Clients0
DateFeb 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$21.5M
Employees135
Clients0
DateNov 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$21.5M
Employees135
Clients0
DateOct 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$21.5M
Employees135
Clients0
DateJul 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$21.5M
Employees135
Clients0
DateMar 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$21.5M
Employees135
Clients0
DateJan 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$20.9M
Employees135
Clients0
DateMay 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$20.9M
Employees135
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$20.9M
Employees135
Clients0
DateSep 2017
Total AUM$973.4M
Discretionary$955.6M
Non-Disc.$17.8M
Employees130
Clients2,400
DateMar 2017
Total AUM$973.4M
Discretionary$955.6M
Non-Disc.$17.8M
Employees130
Clients2,400
DateMar 2016
Total AUM$608M
Discretionary$590.8M
Non-Disc.$17.2M
Employees100
Clients1,800
DateNov 2015
Total AUM$485.9M
Discretionary$459.4M
Non-Disc.$26.5M
Employees100
Clients1,500
DateSep 2015
Total AUM$485.9M
Discretionary$459.4M
Non-Disc.$26.5M
Employees100
Clients1,500
DateJun 2015
Total AUM$485.9M
Discretionary$459.4M
Non-Disc.$26.5M
Employees100
Clients1,500
DateMar 2015
Total AUM$485.9M
Discretionary$459.4M
Non-Disc.$26.5M
Employees100
Clients1,500
DateJan 2015
Total AUM$490.1M
Discretionary$462.8M
Non-Disc.$27.3M
Employees100
Clients2,300
DateSep 2014
Total AUM$490.1M
Discretionary$462.8M
Non-Disc.$27.3M
Employees100
Clients2,300
DateJun 2014
Total AUM$490.1M
Discretionary$462.8M
Non-Disc.$27.3M
Employees100
Clients2,300
DateMar 2014
Total AUM$490.1M
Discretionary$462.8M
Non-Disc.$27.3M
Employees100
Clients2,300
DateJan 2014
Total AUM$339.3M
Discretionary$328.4M
Non-Disc.$10.9M
Employees100
Clients1,400
DateNov 2013
Total AUM$339.3M
Discretionary$328.4M
Non-Disc.$10.9M
Employees100
Clients1,400
DateNov 2013
Total AUM$339.3M
Discretionary$328.4M
Non-Disc.$10.9M
Employees100
Clients1,400
DateSep 2013
Total AUM$339.3M
Discretionary$328.4M
Non-Disc.$10.9M
Employees100
Clients1,400
DateAug 2013
Total AUM$339.3M
Discretionary$328.4M
Non-Disc.$10.9M
Employees100
Clients1,400
DateMay 2013
Total AUM$339.3M
Discretionary$328.4M
Non-Disc.$10.9M
Employees100
Clients1,400
DateApr 2013
Total AUM$339.3M
Discretionary$328.4M
Non-Disc.$10.9M
Employees100
Clients1,400
DateMar 2013
Total AUM$312.8M
Discretionary$305.8M
Non-Disc.$6.9M
Employees100
Clients1,400
DateFeb 2013
Total AUM$258.1M
Discretionary$253.3M
Non-Disc.$4.8M
Employees95
Clients500
DateJan 2013
Total AUM$258.1M
Discretionary$253.3M
Non-Disc.$4.8M
Employees95
Clients500
DateJan 2013
Total AUM$258.1M
Discretionary$253.3M
Non-Disc.$4.8M
Employees95
Clients500
DateJan 2013
Total AUM$258.1M
Discretionary$253.3M
Non-Disc.$4.8M
Employees95
Clients500
DateNov 2012
Total AUM$258.1M
Discretionary$253.3M
Non-Disc.$4.8M
Employees95
Clients500
DateNov 2012
Total AUM$258.1M
Discretionary$253.3M
Non-Disc.$4.8M
Employees95
Clients500
DateNov 2012
Total AUM$258.1M
Discretionary$253.3M
Non-Disc.$4.8M
Employees95
Clients500
DateOct 2012
Total AUM$258.1M
Discretionary$253.3M
Non-Disc.$4.8M
Employees51
Clients500
DateSep 2012
Total AUM$102.5M
Discretionary$99.3M
Non-Disc.$3.2M
Employees51
Clients500
DateAug 2012
Total AUM$102.5M
Discretionary$99.3M
Non-Disc.$3.2M
Employees51
Clients500