FINANCIAL ADVISORS NETWORK, INC.
CRD #152083 SEC #801-74613 TUSTIN, CA 714-597-6510
SEC Registered
Total AUM
$954M
Discretionary
$885.2M
Employees
13
Clients
0
Accounts
3,984
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $954M | $885.2M | $68.8M | 13 | 0 |
| Mar 2024 | $799.1M | $730.7M | $68.4M | 13 | 0 |
| Mar 2023 | $613.9M | $490.1M | $123.8M | 13 | 0 |
| Feb 2022 | $657.7M | $609.8M | $47.9M | 12 | 0 |
| Aug 2021 | $408.6M | $365.5M | $43.2M | 12 | 0 |
| Mar 2021 | $408.6M | $365.5M | $43.2M | 12 | 0 |
| Jul 2020 | $375.1M | $357M | $18.1M | 13 | 0 |
| Jun 2020 | $375.1M | $357M | $18.1M | 13 | 0 |
| Apr 2020 | $375.1M | $357M | $18.1M | 13 | 0 |
| Mar 2020 | $375.1M | $357M | $18.1M | 13 | 0 |
| Mar 2020 | $375.1M | $357M | $18.1M | 13 | 0 |
| Mar 2019 | $286.2M | $272.6M | $13.6M | 8 | 0 |
| Sep 2018 | $267.9M | $261.3M | $6.6M | 8 | 10 |
| Apr 2018 | $267.9M | $261.3M | $6.6M | 8 | 10 |
| Mar 2018 | $267.9M | $261.3M | $6.6M | 8 | 10 |
| Mar 2017 | $203M | $203M | $0 | 6 | 405 |
| Jul 2016 | $168.6M | $168.6M | $0 | 5 | 334 |
| Jul 2016 | $168.6M | $168.6M | $0 | 5 | 334 |
| Jun 2016 | $168.6M | $168.6M | $0 | 5 | 334 |
| Mar 2016 | $168.6M | $168.6M | $0 | 5 | 334 |
| Feb 2016 | $168.6M | $168.6M | $0 | 5 | 334 |
| Jan 2016 | $168.6M | $168.6M | $0 | 5 | 334 |
| Jan 2016 | $168.6M | $168.6M | $0 | 5 | 334 |
| Dec 2015 | $166.5M | $166.5M | $0 | 3 | 317 |
| Jun 2015 | $166.5M | $166.5M | $0 | 3 | 317 |
| Apr 2015 | $166.5M | $166.5M | $0 | 3 | 317 |
| Feb 2015 | $166.5M | $166.5M | $0 | 3 | 317 |
| Feb 2015 | $166.5M | $166.5M | $0 | 3 | 345 |
| Nov 2014 | $141.1M | $141.1M | $0 | 5 | 300 |
| Oct 2014 | $141.1M | $141.1M | $0 | 5 | 300 |
| Sep 2014 | $141.1M | $141.1M | $0 | 5 | 300 |
| Jul 2014 | $141.1M | $141.1M | $0 | 5 | 300 |
| Apr 2014 | $141.1M | $141.1M | $0 | 5 | 300 |
| Feb 2014 | $141.1M | $141.1M | $0 | 5 | 300 |
| Feb 2014 | $141.1M | $141.1M | $0 | 5 | 300 |
| Feb 2014 | $133M | $133M | $0 | 5 | 300 |
| Jun 2013 | $133M | $133M | $0 | 8 | 300 |
| Mar 2013 | $133M | $133M | $0 | 8 | 300 |
| Mar 2013 | $133M | $133M | $0 | 8 | 300 |
| Mar 2012 | $103M | $103M | $0 | 1 | 250 |
DateMar 2025
Total AUM$954M
Discretionary$885.2M
Non-Disc.$68.8M
Employees13
Clients0
DateMar 2024
Total AUM$799.1M
Discretionary$730.7M
Non-Disc.$68.4M
Employees13
Clients0
DateMar 2023
Total AUM$613.9M
Discretionary$490.1M
Non-Disc.$123.8M
Employees13
Clients0
DateFeb 2022
Total AUM$657.7M
Discretionary$609.8M
Non-Disc.$47.9M
Employees12
Clients0
DateAug 2021
Total AUM$408.6M
Discretionary$365.5M
Non-Disc.$43.2M
Employees12
Clients0
DateMar 2021
Total AUM$408.6M
Discretionary$365.5M
Non-Disc.$43.2M
Employees12
Clients0
DateJul 2020
Total AUM$375.1M
Discretionary$357M
Non-Disc.$18.1M
Employees13
Clients0
DateJun 2020
Total AUM$375.1M
Discretionary$357M
Non-Disc.$18.1M
Employees13
Clients0
DateApr 2020
Total AUM$375.1M
Discretionary$357M
Non-Disc.$18.1M
Employees13
Clients0
DateMar 2020
Total AUM$375.1M
Discretionary$357M
Non-Disc.$18.1M
Employees13
Clients0
DateMar 2020
Total AUM$375.1M
Discretionary$357M
Non-Disc.$18.1M
Employees13
Clients0
DateMar 2019
Total AUM$286.2M
Discretionary$272.6M
Non-Disc.$13.6M
Employees8
Clients0
DateSep 2018
Total AUM$267.9M
Discretionary$261.3M
Non-Disc.$6.6M
Employees8
Clients10
DateApr 2018
Total AUM$267.9M
Discretionary$261.3M
Non-Disc.$6.6M
Employees8
Clients10
DateMar 2018
Total AUM$267.9M
Discretionary$261.3M
Non-Disc.$6.6M
Employees8
Clients10
DateMar 2017
Total AUM$203M
Discretionary$203M
Non-Disc.$0
Employees6
Clients405
DateJul 2016
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees5
Clients334
DateJul 2016
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees5
Clients334
DateJun 2016
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees5
Clients334
DateMar 2016
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees5
Clients334
DateFeb 2016
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees5
Clients334
DateJan 2016
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees5
Clients334
DateJan 2016
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees5
Clients334
DateDec 2015
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees3
Clients317
DateJun 2015
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees3
Clients317
DateApr 2015
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees3
Clients317
DateFeb 2015
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees3
Clients317
DateFeb 2015
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees3
Clients345
DateNov 2014
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees5
Clients300
DateOct 2014
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees5
Clients300
DateSep 2014
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees5
Clients300
DateJul 2014
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees5
Clients300
DateApr 2014
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees5
Clients300
DateFeb 2014
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees5
Clients300
DateFeb 2014
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees5
Clients300
DateFeb 2014
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees5
Clients300
DateJun 2013
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees8
Clients300
DateMar 2013
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees8
Clients300
DateMar 2013
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees8
Clients300
DateMar 2012
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees1
Clients250