Atlanta, GA Ashwood Parkway logo

Atlanta, GA Ashwood Parkway Office

Team
Updated today
Advisory Services Network logo

Advisory Services Network

Multi-team

Firm-wide stats for Advisory Services Network

Total advisors

254

Across 171 offices

Clients per advisor

49 Typical

Avg AUM per client

$826,033 High

HNW client ratio

9% Low

About

Advisory Services Network provides investment advisory and planning services to individuals and families (including trusts, estates, and retirement accounts), as well as corporations and employer‑sponsored retirement plans, through a network of independent investment adviser representatives (IARs) who may operate under the ASN name or other branded business names. Services include discretionary and non‑discretionary portfolio management, financial planning, investment consulting, third‑party manager selection, wrap fee programs, and retirement plan consulting.

IARs develop strategies based on clients’ stated objectives and risk tolerances, employing asset allocation, periodic rebalancing, and a mix of securities such as stocks, bonds, mutual funds, ETFs, options, and alternative investments; they may also allocate client assets to unaffiliated third‑party managers and monitor those managers’ holdings and performance. The firm offers flexible engagement types—standalone planning or consulting, subscription‑based advice, and both discretionary and non‑discretionary management—and relies on custodians for account valuation and fee billing.

Noteworthy aspects of the firm include its large platform model (more than two hundred IARs and over $10 billion in discretionary assets) in which IARs may be dually registered with broker‑dealers or licensed to sell insurance, potentially receiving transaction‑based or commission compensation in addition to advisory fees, and where ASN may share compensation arrangements with third‑party asset managers. ASN also typically charges management fees in advance and has an affiliated compliance consulting business, both of which are disclosed as potential conflicts of interest.

Based on Advisory Services Network

Expertise

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy

Based on Advisory Services Network

Occupation focus

Founder/Business Owner Executive

Based on Advisory Services Network

Location

900 Ashwood Parkway, Suite 500

Atlanta GA 30338

Advisors at this office

13

Advisors at this office

user avatar

Clifford H

CFP®, Series 63, Series 66

Atlanta, GA

Advisory Services Network

Clifford Harrell is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Advisory Services Network, where he has worked since 2024, following over a decade at E*TRADE Capital Management and a brief tenure at Morgan Stanley. Outside of his advisory role, he receives residual commissions from real estate transactions through a brokerage affiliation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services with flexible engagement models, employing diversified investment strategies and third-party manager oversight.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Matthew G

CFP®, Series 66

Atlanta, GA

Advisory Services Network

Matthew Gladbach is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Advisory Services Network. His prior roles include positions at Donaldson Capital Management, TD Ameritrade, and Scottrade. He also acts as a FINRA arbitrator on an as-selected basis. Advisory Services Network supports individuals, families, corporations, and retirement plans through a network of independent advisors, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies across various asset classes and manages approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

David C

CFP®, Series 63, Series 65

Atlanta, GA

Advisory Services Network

David Cross is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Advisory Services Network since 2016. He previously worked at Calton & Associates, Inc. for one year. Outside of his advisory role, he is an independent insurance agent specializing in the sales and service of annuities, life, long-term care, and disability insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing various securities and asset allocation strategies.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Roger B

Series 63

Atlanta, GA

Advisory Services Network

Roger Baloucoune is a financial advisor with Advisory Services Network, LLC, holding a Series 63 designation and 22 years of industry experience. He has been with Advisory Services Network since 2011. Outside of his advisory role, he is involved in tax preparation through Intelliplan Advisors and serves as an owner and officer of Intelliplan, Corp., a service corporation for tax purposes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across a variety of investment types.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Laurence M

CFP®, ChFC®, Series 63, Series 65

Atlanta, GA

Advisory Services Network

Laurence Martin Jr. is a CFP® and ChFC® with 21 years of experience in the financial advisory industry. He is currently with Advisory Services Network, where he has worked since 2022, following prior roles at Roswell Asset Advisors, Financial Engines Advisor Center, and several other firms. Martin also owns and operates an insurance agency. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm offers strategies tailored to client objectives and risk tolerances, utilizing a variety of securities and third-party managers, supported by a large platform of over 200 advisors and more than $10 billion in discretionary assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Matthew S

Series 65

Atlanta, GA

Advisory Services Network

Matthew Snellings is a financial advisor at Advisory Services Network with three years of industry experience. He holds a Series 65 designation and has previously worked at Pierson Wealth Management, Raymond James & Associates, and Capstone Financial. He is also a licensed insurance agent involved in life, health, disability, and long-term care insurance sales. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of strategies that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Laura T

Series 63, Series 66

Atlanta, GA

Advisory Services Network

Laura Tedball is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 66 registrations and with 20 years of industry experience. She has worked at Advisory Services Network and Mainstay Capital Markets Consultants since 2014, following prior positions at Resource Horizons Investment Advisory and Wellstone Securities. Advisory Services Network supports individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a flexible approach tailored to clients’ objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

David P

Series 65

Atlanta, GA

Advisory Services Network

David Paulukaitis is a financial advisor with Advisory Services Network who holds a Series 65 designation and has 16 years of industry experience. He has been with Advisory Services Network since 2007 and is also the owner and consultant of Mainstay Capital Markets Consultants, Inc., a role he has held since 2005. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Stephen C

Series 66

Atlanta, GA

Advisory Services Network

Stephen Crocker is a financial advisor at Advisory Services Network with 23 years of industry experience. He holds the Series 66 designation and has worked at Advisory Services Network since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Jaylon E

CFP®, Series 63, Series 66

Atlanta, GA

Advisory Services Network

Jaylon Ellison is a CFP® professional with 23 years of experience in the financial industry. He has worked at Advisory Services Network since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Atlanta, GA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and risk tolerances, utilizing a variety of investment strategies and flexible engagement models.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Michael C

Series 63, Series 65

Atlanta, GA

Advisory Services Network

Michael Curran Jr. is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at Advocacy Wealth Management, Wells Fargo Advisors, and Wells Fargo Clearing. Advisory Services Network supports a large network of independent investment adviser representatives serving individuals, families, corporations, and retirement plans with a range of advisory and financial planning services. The firm employs diverse investment strategies tailored to client objectives and risk tolerances, offering flexible engagement models and access to third-party managers.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Joe P

Series 66

Atlanta, GA

Advisory Services Network

Joe Patrick is a financial advisor with Advisory Services Network, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Fidelity Investments. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Charles A

CFP®, CFA®, Series 66

Atlanta, GA

Advisory Services Network

Charles Anglin is a CFP® and CFA® with 15 years of experience in the financial industry. He currently works at Advisory Services Network and previously held roles at Pierson Wealth Management, Arcus Capital Partners, Cahaba Wealth Management, Raymond James & Associates, and Morgan Keegan & Company. Outside of advising, he owns and operates Anglin Partners, a service company for business income and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services with flexible engagement models and utilizes a large platform of advisors managing over $10 billion in assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)