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 organized as an LLC and registered with the SEC in 2015. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator, blending discretionary portfolio management, financial planning, and selection of third‑party managers. Its fee model is flexible and includes percentage‑of‑AUM fees alongside hourly, fixed, and performance‑based arrangements. Service offerings extend to portfolio management for individuals, small businesses and pooled vehicles, selection of other advisers, and educational seminars and workshops. The firm reports being an active ESG investor and was named among the Financial Times’ Top 300 RIA Firms in 2020.