I

Integrity Advisory Partners LLC

Updated today

Client assets under management

$46,107,943

Clients

40

38% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

20

Low

Average account size

$1,152,699

About

Integrity Advisory Partners is a small SEC‑registered investment adviser that provides ongoing investment management and separate financial planning and consulting primarily to individual and high‑net‑worth clients. The firm manages roughly $46 million for about 40 clients and generally requires a $1,000,000 minimum for investment management engagements, with exceptions allowed.

Integrity develops client‑specific investment policy statements and employs fundamental analysis, charting and a mix of long‑ and short‑term strategies (including options) to implement portfolios, with accounts available on either a discretionary or non‑discretionary basis. Notably, the brochure reports that the majority of assets are managed non‑discretionarily (approximately $37,038,729 non‑discretionary versus $9,069,214 discretionary), and accounts are reviewed at least monthly.

A partner in the firm is a Certified Public Accountant and the brochure discloses that accounting‑related advice may be offered alongside advisory services, a relationship the firm identifies as a potential conflict of interest. The firm also discloses several operational features that distinguish it from peers: it does not offer wrap programs or performance‑based fees, it recommends Schwab Advisor Services as custodian (and receives related custodial benefits), and it leaves proxy voting to clients.

Client services

Financial planning Portfolio management

Expertise

General retirement planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Typically ranges from $5,000 to $50,000, depending on complexity

Percentage

$0 - $100,000: 2.00% annually $100,001 - $1,000,000: 1.50% annually $1,000,001+: 1.00% annually

Project-based

$200 to $300 per hour

Other

Account minimum: $1,000,000 Fee-only: Investment advisory fees only; no commissions or other compensation accepted

Main office location

Integrity Advisory Partners LLC

11 Broadway, Suite 615

New York NY 10004, United States

Number of offices

3

Most active in

Maryland · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Adam L

PFS™, Series 66

New York, NY

Integrity Advisory Partners LLC

Adam Lazarus is a financial advisor at Integrity Advisory Partners LLC in New York, NY, holding the PFS™ and Series 66 designations with 13 years of industry experience. He has been self-employed since 2012 and has worked with Integrity Financial Partners, Inc. since 2005. In addition to his advisory work, Mr. Lazarus provides tax preparation, tax planning, and accounting services in his self-employed capacity. Integrity Advisory Partners LLC offers investment management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental analysis and charting. The firm employs a mix of long-term, short-term, and trading strategies and typically works with clients maintaining a minimum investment of $1,000,000.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Ryan C

Series 66

New York, NY

Integrity Advisory Partners LLC

Ryan Cole is a financial advisor with Integrity Advisory Partners LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Integrity Advisory Partners since 2012 and has a longer tenure with affiliated entities including Integrity Financial Partners and Liberty Mutual. Outside of advising, he is involved in tax preparation and accounting as a partner at Integrity Financial Partners and provides insurance placement and business consulting through Liberty Mutual. Integrity Advisory Partners LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm employs a mix of long-term, short-term, and trading strategies with an emphasis on client involvement, managing portfolios primarily on a non-discretionary basis.

General retirement planning College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")