RIA Intel›Advisers›Connecticut›ADVICEONE ADVISORY SERVICES, LLC

ADVICEONE ADVISORY SERVICES, LLC

Advisory

N·GLASTONBURY, CT

Data as of Jul 17, 2026 · Source: SEC Form ADV

Total AUM
$2.0B
1-Year AUM Growth
+19.5%
3-Year CAGR
+8.4%
Employees
14
Assets Under Management
Total AUM$2.0B
Discretionary AUM$2.0B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,345
Team
Total Employees14
Investment Advisers56
Employee Growth (1Y)-13.3%
Filing History
Total Filings on Record59
First FilingJun 4, 2003
Latest FilingJul 17, 2026
🔒 Full AUM trend chart and 59 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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