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INTEGRATED ADVISORS NETWORK LLC
CRD 171991File 801-96203
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 7, 2026
Feed vintage Aug 17, 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
87
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- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.