← Back to searchVisit website
INTEGRATED ADVISORS NETWORK LLC
CRD 171991 · SEC 801-96203
4514 COLE AVE, SUITE 600, DALLAS, TX, 75205, United States
Phone
855-729-4222
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.52B
Discretionary AUM
$5.29B
Team
87 total employees; 81 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6711 | $2.33B |
| High net worth individuals | 652 | $3.11B |
| Pension/profit sharing plans | 33 | $6.5M |
| Charitable organizations | 63 | $17.2M |
| Corporations/business entities | 153 | $54.6M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.facebook.com/yorkshirewealth
- https://www.youtube.com/@financialfoundationsinc.6067
- https://www.youtube.com/@capitalcityfinancialpartne8493
- https://www.linkedin.com/company/evoque-investments/
- https://www.facebook.com/evoque.investments
- https://www.linkedin.com/company/yorkshire-wealth-management/
- http://www.zimwags.com
- https://www.linkedin.com/company/select-wealth-advisers-llc/
- https://www.facebook.com/FFIMt.AiryMD
- https://ramafinancialllc.com/
- https://www.facebook.com/selectwealthadvisers
- https://www.linkedin.com/company/vineyard-asset-management/
- https://www.linkedin.com/company/redefinewealthmanagement/
- https://www.linkedin.com/company/lattice-wealth-management-group-inc/
- https://www.youtube.com/@LatticeWealth
- https://www.linkedin.com/company/longview-investment-advisors-boston/
- https://www.linkedin.com/company/miller-pacific-financial-advisors/
- https://www.linkedin.com/company/nspire-wealth/
- https://paragonwealth.net/
- https://www.linkedin.com/company/mosaic-financial/
- https://www.linkedin.com/company/vineyard-global-advisors/
- https://sf-ian.com/
- http://www.auctumwealth.com/
- http://www.evoque-investments.com/
- https://www.linkedin.com/company/auctum-wealth-management/
- http://www.bbstrategic.com/
- http://www.sawyercia.com/
- https://www.linkedin.com/company/b-b-strategic-llc/
- https://x.com/BnBSManagement
- http://www.mdkpwm.com/
- http://www.mosaicfinancialsolutions.com/
- http://www.jcinvests.com/
- https://www.linkedin.com/company/all-source-investment-management/
- http://www.vineyardasset.com
- http://elyportfolios.com/
- https://www.linkedin.com/company/ely-prudent-portfolios-llc/
- https://www.linkedin.com/company/andersen-capital-management-llc/
- https://www.linkedin.com/company/integrated-advisors-network/
- https://mylatticewealth.com/
- https://longviewinvestments.com/
- https://www.facebook.com/bbstrategic
- https://www.menlooakscapitalgroupllc.com/
- http://echelonim.com/
- https://integratedadvisorsnetwork.com/
- http://www.shieldscap.com
- http://www.milwm.com/
- http://www.vineyardglobaladvisors.com
- https://www.allsourceinvest.com/
- http://www.capitalcityfinancialpartners.com/
- http://www.yorkshirewealthmanagement.com
- http://www.coppercrestcapital.com/
- https://archerbaycapital.com
- http://www.nspire-wealth.net
- http://www.sandcreekinvestmentpartners.com/
- https://www.linkedin.com/company/financial-foundations-incorporated/
- http://selectwealthadvisers.com
- http://www.vineyardwealthadvisors.com
- http://www.candidfinancial.com/
- http://www.andersencapitalmanagement.com/
- http://www.financialfoundations.com
- https://www.linkedin.com/company/archer-bay-capital/
- https://www.linkedin.com/company/candid-financial-llc/
- https://www.linkedin.com/company/capital-city-financial-partners/
- https://www.facebook.com/capitalcityfinancialpartners
- http://www.millerpacadvisors.com/
- https://www.youtube.com/@AndersenCapitalManagement
Official SEC filing: View on IAPD