AdvisorNet Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,132,437,887
Clients
3,499
Advisors
58
across 15 offices
About
AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals (including both non‑HNW and high‑net‑worth clients), trusts, corporations and qualified plans. The firm offers both discretionary and non‑discretionary management, including wrap‑fee and non‑wrap arrangements, and commonly charges percentage‑of‑AUM and fixed fees while managing accounts at the household level.
The firm constructs diversified portfolios using equities, fixed income, mutual funds and ETFs and may allocate to sub‑advisors, independent managers or internal model portfolios (Portfolio Partners) to implement client objectives. AdvisorNet also uses certain funds that require adviser approval (e.g., Dimensional Fund Advisors) and can manage held‑away qualified plan participant accounts via a third‑party platform; it provides standalone financial planning and periodic consulting in addition to ongoing management.
Compared with many peers, AdvisorNet’s business mix includes a substantial number of management persons who are registered representatives of Cetera Advisor Networks and the firm operates as a licensed insurance agency, meaning some representatives can implement recommendations on a commission basis and participate in Cetera loan/bonus programs disclosed in the brochure. The firm is owned by a network of roughly 50 individuals, operates under numerous trade names, and discloses receipt of technology, service and other economic benefits from recommended custodians (Schwab, Fidelity, Betterment and Pershing), which it identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning fixed fees range generally from $400 to $10,000, sometimes up to $100,000; periodic financial planning $150 to $4,000; consulting fees fixed or hourly; attendance at workshops or seminars may be fixed fee.
Up to 2.50%, negotiable
Brokerage commissions charged by Cetera Advisor Networks when purchased on commission basis; commissions vary by product.
Financial planning hourly rates up to $300/hour.
Main office
See office110 Cheshire Lane, Suite 200
Minnetonka MN 55305
Advisors at this office
33
Offices (15)
Minnetonka, MN 110 Cheshire Lane
110 Cheshire Lane Suite 200, Minnetonka, MN 55305
33 advisors
Mokena, IL
9480 Enterprise Dr. Suite 1, Mokena, IL 60448
6 advisors
Extlon, PA
717 Constitution Dr, Suite 202, Extlon, PA 19341
4 advisors
Carmel, IN
10435 Commerce Drive, Suite 140, Carmel, IN 46032
2 advisors
Rapid City, SD W Fulton Street
1830 W Fulton Street, Suite 100, Rapid City, SD 57702
2 advisors
Most active in
Alabama · Arizona · California · Colorado · Delaware · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington · Wisconsin · Wyoming
Also doing business as
Advanced Retirement Resources · Advanced Wealth Management Group · Advantage Financial Planning · Advisornet Financial · Advisornet Financial Partners · Advisornet Financial, Inc. · Advisornet Wealth Management · Advisornet Wealth Partners · Affiance Financial · Agm Financial Group · Ajw Financial · Aligned Wealth Planning Group · Alpha Wealth Advisors · Apex Wealth Services · Bergerson Resource Group · Bond And Devick Financial Network · Box Financial · Brightline Group · Brumbaugh Wealth Management · Calculated Wealth Partners · Capital Partners Investment Group · Carson Choice Retirement Solutions · Clearpath Wealth Advisors · Contego Capital · Cornerstone Advisors · Coulter, Schmidt & Klein Private Wealth Advisors · Coyote Financial · Crown Capital Advisory · Dorval & Chorne Financial Advisors · Drach Financial · Dunncreek Advisors · Eagle Creek Financial Advisors · Empire Asset Management Group · Ensemble Planning · Ensemble Planning, LLC · Epoch Financial Group · Ewealthpartners · Executive Financial Services Inc · Executive Financial Services, Inc. (Efsi) · Fetsch, Snyder & Associates · Financial Consultants Of Rapid City · Financial Planning Partners · Financially Fluent Advisors · Freedom Financial Partners · Gray Pines Wealth Management · Great Waters Financial · Hemme Wealth Management · Hutchinson Financial Advisors, LLC · Hutchison Financial Advisors · Insight Financial Group · Josh Webskowski · Jra Financial · Kadence Wealth · Keshemberg Advisory · Klb Financial · Kristi L. Andersen Financial Partners · Kristi L. Anderson Financial Partners, LLC · Kuitu Financial Services · Lewis Financial Advisors · Lewis Financial Advisors, LLC · Lifelong Wealth Advisors · Lurie Wealth Advisors · Mastertech Financial · Mattson Wealth Management · May Financial Planning · Mccabe & Associates · Meath Financial Group · Michael D. Petersen · My Financial Guardian · Nutter Financial Group · One Life Financial Group · Peak Advisory Group · Peak Portfolio Management · Pine Grove Financial Group · Planviser Financial · Retirement Advisory Services · Rice Creek Wealth Management · Robert J. Mchattie · Rosholt Financial Advisors · Sbi Financial Services · Sbi Wealth Management · Shockman Financial · Sterling Retirement Resources · Sterling Retirement Resources, Inc · Still Waters Planning · Stonebridge Wealth Partners · Strong Tower Wealth Management · Swenson Anderson Associates, Inc. · Swenson Anderson Financial Group · Swenson Anderson Financial Group, Inc. · The Cunningham Group · The Moshier Group · Tufford Hughes & Associates · Walter R. Bomgren · Wealth Management International Ltd · Webskowski Financial Network · Weinbach Investment Management, LLC · Wold Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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