Integrity Alliance, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Urbandale, IA. Its latest Form ADV filing, dated April 30, 2026, reports $5.4B in regulatory assets under management, 400 employees, 128 offices, and 20,448 accounts.
Assets Under Management
$5.4B
Employees
400
Offices
128 offices
Total Clients
10,885
Primary office
URBANDALE, IA
4135 NW URBANDALE DR, URBANDALE, IA, United States
Top client segmentIndividuals represent 88.0% of total clients.
Top client categories% of clientsClients
1
Individuals
88.0%
9,578
2
HNWI
9.9%
1,082
3
Pension Plans
1.1%
125
4
Corporations
0.9%
95
Additional categories (<0.1%)
Charitable5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.4Bas of April 30, 2026
Discretionary82.3%
$4.5B
82% of total RAUM82.3%
Non-discretionary17.7%
$957M
18% of total RAUM17.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.4B
Total Accounts20,448
10Y AUM Change+$5.2B (+2084.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees400
Clients per Employee27:1
10Y Employee Change+287 (+254.0%)
* 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.