Adviceone Advisory Services, LLC
● SEC registered since 2003CRD 111614SEC# 801-62125Glastonbury, CT
Reg. AUM
$2.05B
Employees
56
Accounts
4,781
Location
Glastonbury, CT
Adviceone Advisory Services, LLC assets under management
Adviceone Advisory Services, LLC operates as an SEC-registered investment adviser based in Glastonbury, CT. The firm has been registered since 2003. It reports $2 billion in regulatory assets under management and employs 56 people.
Adviceone Advisory Services, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adviceone LLC Control | Owner | Over 75% | 2021 |
| Janna L. Drake Control | Director Of Finance | Under 5% | 2022 |
| Michael Paul Grossman Control | Chief Compliance Officer | Under 5% | 1998 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Adviceone Advisory Services, LLC manage?
Adviceone Advisory Services, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Adviceone Advisory Services, LLC have?
Adviceone Advisory Services, LLC reports 56 employees.
Where is Adviceone Advisory Services, LLC located?
Adviceone Advisory Services, LLC is based in Glastonbury, CT and has been SEC-registered since 2003.
Does Adviceone Advisory Services, LLC disclose fund performance?
Adviceone Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Western Boulevard, Glastonbury, CT 06033 |
| Phone | 860-659-4900 |
| Fax | 860-659-4909 |
| Office hours | 8:30a.m.-5:00p.m. (Monday To Thursday) & 8:30a.m.-4p.m. (Friday) |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1998980 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.05B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$2.05Bregulatory AUM
Discretionary $2.05B