Integrated Advisors Network LLC

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Total assets under management

$4,585,500,174

Total clients

7,174

9% high-net worth

Total advisors

of 88 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$639,183

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Integrated Advisors Network LLC

4514 Cole Ave, Suite 600

Dallas TX 75205, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 855-729-4222

Advisors at this firm

Thomas A

CFP®, Series 63, Series 66

Greenville, SC

Integrated Advisors Network LLC

William B

Series 63, Series 65

Bend, OR

Integrated Advisors Network LLC

Scott L

Series 63, Series 65

Memphis, TN

Integrated Advisors Network LLC

Gregory Y

Series 63, Series 66

Columbia, SC

Integrated Advisors Network LLC

Allyson S

Series 63, Series 65

Belmont, NC

Integrated Advisors Network LLC

John D

Series 66

Little Rock, AR

Integrated Advisors Network LLC

Michael S

Series 66

Rancho Santa Fe, CA

Integrated Advisors Network LLC

Phillip B

Series 63, Series 65

San Diego, CA

Integrated Advisors Network LLC

Michael Y

Series 63, Series 65

Dallas, TX

Integrated Advisors Network LLC

Maxwell H

Series 63, Series 65

Columbia, SC

Integrated Advisors Network LLC

Michael B

Series 65

San Diego, CA

Integrated Advisors Network LLC

Amanda K

Series 65

Kirkland, WA

Integrated Advisors Network LLC

Michael C

Series 66

Columbia, SC

Integrated Advisors Network LLC

Jason H

Series 63, Series 66

Columbia, SC

Integrated Advisors Network LLC

Kerstin R

CFP®, CFA®, Series 63

Delray Beach, FL

Integrated Advisors Network LLC

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