Integrated Advisors Network LLC

RIASEC RegisteredEst. 2015

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 that operates as a capital allocator for both individual/family and institutional clients. SEC-registered in 2015, the firm offers a mix of fee arrangements—including percentage of AUM, hourly, fixed, and performance-based fees—and provides comprehensive advisory services such as financial planning, portfolio management across individuals, pooled vehicles and institutions, manager selection, and educational workshops. The firm reports being an active ESG investor. Financial Times included the firm in its Top 300 RIA Firms list in 2020.