Integrated Advisors Network LLC

RIASEC Registered

Total AUM

$5.5B

Discretionary

$5.3B

96% of AUM

Avg account

$426K

Accounts

12,957

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 171991
Registered since: May 11, 2015
Website: integratedadvisorsnetwork.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI56.31%
Individuals42.27%
Corporations / Businesses0.99%
Charitable Organizations0.31%
Pension & Profit Sharing Plans0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrated Advisors Network LLC is an independent registered investment adviser structured as an LLC and active since 2015. The firm serves both individual/family and institutional clients and functions as a capital allocator, blending discretionary portfolio management with financial planning and advisor selection services. Its fee arrangements are flexible, spanning AUM-based fees, hourly and fixed fees, and performance-based arrangements. The firm also runs educational seminars and flags itself as an active ESG investor. Integrated Advisors Network distributes advisory services across pooled vehicles, separate accounts, and business or institutional mandates. The firm’s platform supports selection of third‑party managers, and it appears to incorporate both traditional portfolio management and a private funds program.