PHILADELPHIA, PACRD 130458Latest ADV March 13, 2026
Financial Integrity Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 13, 2026, reports $4.0B in regulatory assets under management, 2 employees, 2 offices, and 13 accounts.
Assets Under Management
$4.0B
Employees
2
Offices
2 offices
Total Clients
7
Primary office
PHILADELPHIA, PA
1800 JFK BOULEVARD, SUITE 300, PHILADELPHIA, PA, United States
Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
4
2
Pension Plans
28.6%
2
3
HNWI
14.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.0Bas of March 13, 2026
Discretionary100.0%
$4.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.0B
Total Accounts13
10Y AUM Change$-8.5B (-68.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee4:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.