INTEGRATED ADVISORS

Overview

Integrated Advisors is an independent, owner-operated RIA organized as a limited liability company that serves individual and family clients. The firm blends financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Its advisory model is heavily equity-focused, preferring exchange-traded instruments for portfolio construction, and it runs a fee mix that includes a percentage of AUM, hourly charges and fixed fees. Integrated Advisors was recognized on Barron’s Top 100 RIA Firms list in 2024, an indicator of visibility among peers. A notable operational characteristic is that all reported client assets are held on a non-discretionary basis, meaning the firm typically provides advice and implements strategies with client approval rather than exercising full trading authority. The firm does not position itself as an active ESG investor and is not flagged as a multi-state adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices