Integrated Advisors Network provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year. The firm advises 2 private funds.
Integrated Advisors Network reports 7,612 clients. They include 6,711 individual clients, 652 high-net-worth individuals, and 153 corporations and other businesses. Of its assets, 95.7% ($5.29B across 12,420 accounts) are managed with discretion; $236M across 537 accounts are not. A wrap fee program the firm both sponsors and manages holds $420M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 42% |
| High-net-worth individuals | 9% | 56% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6,711 | $2.33B | 42.3% | $348K |
| High-net-worth individuals | 652 | $3.11B | 56.3% | $4.77M |
| Pension and profit-sharing plans | 33 | $6.5M | 0.1% | $197K |
| Charitable organizations | 63 | $17.2M | 0.3% | $274K |
| Corporations and other businesses | 153 | $54.6M | 1.0% | $357K |
| Total | 7,612 | $5.52B | 100% | $726K |
- Clients
- 6,711
- Regulatory AUM
- $2.33B
- AUM share
- 42.3%
- Avg. per client
- $348K
- Clients
- 652
- Regulatory AUM
- $3.11B
- AUM share
- 56.3%
- Avg. per client
- $4.77M
- Clients
- 33
- Regulatory AUM
- $6.5M
- AUM share
- 0.1%
- Avg. per client
- $197K
- Clients
- 63
- Regulatory AUM
- $17.2M
- AUM share
- 0.3%
- Avg. per client
- $274K
- Clients
- 153
- Regulatory AUM
- $54.6M
- AUM share
- 1.0%
- Avg. per client
- $357K
Total
- Clients
- 7,612
- Regulatory AUM
- $5.52B
- AUM share
- 100%
- Avg. per client
- $726K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 51–100
Integrated Advisors Network charges up to 2.95% a year for its Investment Management & Supervisory Services. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a flat fee set in each Financial Planning Agreement, with a minimum annual flat-rate fee of $500 ($125 a quarter if paid quarterly).
- Hourly and Fixed Fee Consulting
- Consulting is a flat project fee or a negotiable hourly fee of $500, set in each consulting agreement.
TX-Hi, LLC owns 75% or more of Integrated Advisors Network. The leadership team of Integrated Advisors Network includes President Michael Young and Chief Compliance Officer Danielle Tyler. It has 86 employees, 80 of them in advisory roles.
Leadership
Michael YoungPresident and Managing Partner
Danielle TylerChief Compliance Officer
Jeffrey GrovesCo-Founder
Linda PixCo-Founder and Chief Relationship Officer
Investment adviser representatives
79 representatives listed in the SEC register as of 9 October 2026.
- Peter Christian Andersen
- Thomas Andrews
- Jessica Bartle
- Phillip Lee Bell
- William Francis Berner
- Justin P Bernier
- Grace Ann Bertsche
- Todd David Blackburn
- Joshua D Bradley
- Charles David Brown
- Michael William Brown
- James Joseph Burdett
- Duane Neil Burghard
- Curtis Scott Burns
- Terri Ziegle Campbell
- Michael Shannon Coleman
- Brenda Sue Cox
- Marc Crone
- John Melville Davis Jr
- Guerdon Tisdale Ely
- Blake Feldmann
- Vincent J Florentino
- David Alan Foster
- Janet Colleen Galloway
- Nicole Marie Garza
- Jason Woodrow Heming
- Wendie Caprice Hohman
- Maxwell Kincade Holland
- Mitchell Horst
- Mark Gottlieb Huber JR
- Susan Katz
- Patrick M Kennedy
- Peter James Kennedy
- Thomas Allen King
- Amanda Jean Klug
- Arnell Land
- Lance Damion Lienart
- Scott Lipka
- Mark Bernard Lublin
- Christopher B Lynn
- Melissa Mae
- Audra Lynn Mallow
- James Timothy Mathis
- Eric Christopher Meushaw
- Anna Militello
- Rick Joseph Militello
- Leslie Hull Miller
- John Moreno
- Anna Christina Nelson
- Michael J Norris II
- Nathan Douglas O'Steen
- Eric John Olney
- Dwight Lloyd Ower
- Adam Joseph Perlaky
- David Michael Polson
- Cheyanne Natalia Powell
- Kerstin Elizabeth Ramstrom
- Christopher John Richard
- Michael Patrick Ross
- Nicole Marie Rukstalis
- Allyson Conway Sacratini
- Thomas Randall Samuelson
- Thomas Haywood Sarkes
- Donald A. Sawyer
- Douglas Wellington Shultz
- Thomas Adam Smith
- Jeffrey Wayne Stephenson
- Michael Connor Stephenson
- Hugh Gibson Stout JR
- Alex Kingsley Suggs
- James Ray Tindall JR
- Mason Scott Tucker
- Kenneth Ray Webb II
- Patrick Edward White
- Charles Hensley Bruce Woodward
- William George Yocius JR
- Gregory Scott Young
- Geoffrey Mitchell Zimmerman
Staff
- 86 employees
- 80 in advisory functions
- 82 state-registered reps
- 13 broker-dealer reps
- 22 insurance agents
- 4 soliciting firms
- Owns 75% or more of Integrated Advisors Network LLC
TX-Hi, LLC
Control person · since March 2023
Integrated Advisors Network’s regulatory assets grew 2.0× from $2.72B (July 2021) to $5.52B (September 2026); clients were 7,612 in both filings and employees were 86 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $5.52B | 7,612 | 86 | 48 |
| March 2025 | $4.59B | 7,433 | 88 | 46 |
| July 2024 | $4.21B | 12,008 | 90 | 40 |
| March 2023 | $3.55B | 11,258 | 81 | 40 |
| June 2022 | $3.43B | 9,948 | 80 | 34 |
| July 2021 | $2.72B | 7,440 | 85 | 34 |
Besides its headquarters, Integrated Advisors Network has 47 offices (8 private residences, listed without an address), with 40 listed addresses across 16 states.
California · 12 listed addresses
- 84 W Santa Clara St Suite 734, San Jose
- 42158 Sand Dune Drive, Palm Desert
- 5330 Carroll Canyon RD, Suite 100, San Diego
- 2950 Buskirk Avenue, Suite 300, Walnut Creek
- 5401 Business Park South, Suite 208, Bakersfield
- 201 Spear St, Suite 100, San Francisco
- 80 Sir Francis Drake BLVD, Suite 3a, Larkspur
- 2100 Palomar Airport Road, Suite 214-11, Carlsbad
- 16935 W Bernardo DR, Suite 170, San Diego
- 40 Philadelphia Drive, Suite 101, Chico
- 885 Oak Grove Ave, Suite 208, Menlo Park
- 2121 Avenue of the Stars, Suite 1400, Los Angeles
South Carolina · 5 listed addresses
- 124 Verdae BLVD, Suite 403, Greenville
- 710 Johnnie Dodds BLVD, Suite 202, Mount Pleasant
- 6208 Garners Ferry Road, Suite A, Columbia
- 1200 Ridgefield BLVD, Asheville
- 250 Berryhill Road, Suite 510, Columbia
Massachusetts · 4 listed addresses
- 10 Proctor Street, Manchester by the Sea
- 106 Fordham Road, West Newton
- 198 Main Street, Suite 7, Great Barrington
- 75 Arlington Street, 5th Floor, Boston
Texas · 3 listed addresses
- 8150 N Central Expressway, Suite 1255, DallasHQ
- 990 Stevens Lane, McGregor
- 408 W Colorado St #103, Dallas
Colorado · 2 listed addresses
- 2231 Leyden St, Denver
- 67 Garfield St, Denver
Florida · 2 listed addresses
- 5150 Tamiami Trails, Suite 200, Naples
- 1990 Main Street, Suite 750, Sarasota
Illinois · 2 listed addresses
- 650-B Pierce BLVD., Ofallon
- 1100 Lake Street, Suite 210 G, Oak Park
North Carolina · 2 listed addresses
- 1200 Ridgefield BLVD, Suite 261, Asheville
- 1010 Old US Hwy 1 South, Southern Pines
Arizona · 1 listed address
- 8117 N Circulo El Palmito, Tucson
Maryland · 1 listed address
- 602 Center Street, Suite 105, Mount Airy
Nevada · 1 listed address
- 2200 Paseo Verde Parkway, Suite 310, Henderson
Oklahoma · 1 listed address
- 1900 E 15th Street, BLDG 800a, Edmond
Oregon · 1 listed address
- P.o. Box 2240, Bend
Tennessee · 1 listed address
- 6075 Poplar Ave, Ste 406, Memphis
Virginia · 1 listed address
- 1320 Central Park BLVD, Suite 200, Fredricksburg
Washington · 1 listed address
- 13619 62nd Ave Ne, Kirkland
Other business names
Integrated Advisors Network has reported 39 other business names to the SEC.
- Abundantia Capital Corp
- All Source Investment Management
- Andersen Capital Management, LLC
- Archer Bay Capital, LLC
- Auctum Wealth Management, LLC
- B&B Strategic Management
- Burns-Blackburn Grpoup, LLC
- Candid Financial, LLC
- Capital City Financial Partners
- Cedarleaf Financial
- Copper Crest Advisors, LLC
- Echelon Investment Management LLC
Show all 39 names
- Ely Prudent Portfolios, LLC
- Evoque Investments, Inc.
- Family First Wealth Management
- Financial Foundations Inc.
- Integrated Advisors Network
- JC Investment Management
- Lattice Wealth Management Group
- Lienart Family Asset Management
- Long Course Capital LLC
- Longview Investment Advisors
- Menlo Oaks Capital Group, LLC
- Militello Wealth Management, LLC
- Miller Pacific Financial Advisors LLC
- Mosaic Financial Services
- Nspire Wealth LLC
- Olivet Financial
- Open Network Financial Consulting
- Rama Financial, LLC
- SF-Ian
- Sand Creek Investment Partners, Inc.
- Sawyer Capital Investment Advisors
- Select Wealth Advisers
- Shields Capital Advisors
- Vineyard Global Advisors
- Vineyard Wealth Advisors LLC
- Yorkshire Wealth Management, Inc
- Zimmerman Wealth Advisory Group, LLC
Contact and registration details
- Legal name
- Integrated Advisors Network LLC
- Headquarters
- 8150 N Central Expressway, Suite 1255, Dallas, TX 75206
- Phone
- 855-729-4222
- @integrated-advisors-network
- SEC file
- 801-96203
- Structure
- Delaware LLC
- Fiscal year end
- December
Integrated Advisors Network uses Charles Schwab ($3.21B, 66%), Fidelity ($1.62B, 33%) and Raymond James ($52M, 1%) as custodians for its separately managed accounts. Integrated Advisors Network has custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $1.62B33%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $3.21B66%
- Raymond JamesRaymond James & Associates, Inc. · St Petersburg, FL · $52M1%
At year end, Integrated Advisors Network’s separately managed accounts were mostly in stocks (62%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.18B across 679 positions; the largest are iShares TR (5.4%), State Str SPDR S&P 500 ETF T (3.2%) and Apple Inc. (3.2%).
What the accounts hold
- Stocks62%
- Funds20%
- Registered funds12%
- Pooled vehicles8%
- Bonds5%
- U.S. government and agency bonds2%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash8%
- Other5%
- Structured notes, other alternatives not pooled5%
Reported 13F holdings
- $2.18B
- Reported 13F value
- 679
- Positions
- 24.0%
- In the 10 largest
- +14.2%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF5.4%
- State Str SPDR S&P 500 ETF T · TR Unit3.2%
- Apple Inc.3.2%
- Nvidia Corporation2.2%
- Caterpillar Inc.2.0%
- Invesco Qqq TR · Unit Ser 11.6%
- Alphabet Inc. · Cap Stk CL A1.6%
- iShares TR · MSCI Acwi EX US1.6%
- Amazon Com Inc.1.6%
- SPDR Series Trust · ST Str Blo 1 ETF1.5%
Together, the ten largest are 24.0% of reported value.
How many clients does Integrated Advisors Network have?
Integrated Advisors Network has 7,612 clients and manages $5.52 billion for them, as of September 2026. They include 6,711 individual clients, 652 high-net-worth individuals, and 153 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026
What services does Integrated Advisors Network offer?
Integrated Advisors Network provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Integrated Advisors Network charge?
Integrated Advisors Network charges up to 2.95% a year for its Investment Management & Supervisory Services.
Source: INTEGRATED ADVISORS NETWORK - ADV PART 2A BROCHURE, filed 31 March 2026
Which custodians does Integrated Advisors Network use?
Integrated Advisors Network’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $3.21B, National Financial Services LLC (Boston, MA), with $1.62B and Raymond James & Associates, Inc. (St Petersburg, FL), with $52M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026
How many financial advisors does Integrated Advisors Network have?
Integrated Advisors Network has 82 investment adviser representatives registered with state securities authorities, out of 86 employees, and 80 perform investment advisory functions. 13 employees are registered representatives of a broker-dealer and 22 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrated Advisors Network invest in?
At the end of its last fiscal year, Integrated Advisors Network’s separately managed accounts held 62% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 8% pooled vehicles (private funds and similar), 8% cash and equivalents, 5% other, 2% U.S. government and agency bonds, 2% state and local bonds and 1% investment grade corporate bonds. The 5% other category is described as: Structured Notes, Other Alternatives Not Pooled. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Integrated Advisors Network?
Integrated Advisors Network’s direct owner is TX-Hi, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 September 2026
How does Integrated Advisors Network get paid?
Integrated Advisors Network is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Integrated Advisors Network registered with the SEC?
Yes, Integrated Advisors Network has been registered with the SEC as an investment adviser since 11 May 2015. Its CRD number is 171991 and its SEC file number is 801-96203.
Source: Form ADV Part 1A, Item 1, filed 23 September 2026; IAPD firm record
How do I contact Integrated Advisors Network?
Integrated Advisors Network’s main office is at 8150 N Central Expressway, Suite 1255, Dallas, TX 75206. Its phone number is 855-729-4222. Its website is integratedadvisorsnetwork.com.