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INTEGRATED ADVISORS NETWORK LLC
CRD 171991File 801-96203
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.52B
Top 25% of cohort (national)
Discretionary AUM
$5.29B
Non-discretionary $235.7M
Clients
7,612
12,957 accounts
Employees
86
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 11, 2015
- Principal office
- 8150 N CENTRAL EXPRESSWAY, SUITE 1255, DALLAS, TX, 75206
- Phone
- 855-729-4222
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.52B
- Discretionary AUM
- $5.29B
- Non-discretionary AUM
- $235.7M
- Discretionary accounts
- 12,420
- Non-discretionary accounts
- 537
- Total accounts
- 12,957
- AUM per client
- $726K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 153 | $54.6M |
| Charitable organizations | 63 | $17.2M |
| High net worth individuals | 652 | $3.11B |
| Pension and profit sharing plans | 33 | $6.5M |
| Individuals (other than high net worth individuals) | 6,711 | $2.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11G
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 88 | 87 | decreased by1 |
| Apr 1, 2026 | Clients | 7,433 | 7,612 | increased by179 |
| Apr 1, 2026 | AUM | $4,585,500,174 | $5,522,561,843 | increased by$937,061,669 |
| Apr 1, 2026 | Accounts | 12,619 | 12,957 | increased by338 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 80 | 88 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9,948 | 7,433 | decreased by2,515 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,427,770,174 | $4,585,500,174 | increased by$1,157,730,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9,960 | 12,619 | increased by2,659 |
| Apr 1, 2022 | Employees | 85 | 80 | decreased by5 |
| Apr 1, 2022 | Clients | 7,440 | 9,948 | increased by2,508 |
| Apr 1, 2022 | AUM | $2,720,749,208 | $3,427,770,174 | increased by$707,020,966 |
| Apr 1, 2022 | Accounts | 7,440 | 9,960 | increased by2,520 |
| Jun 1, 2021 | Disclosures | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTEGRATED ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRATED ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.