Integrated Advisors Network LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $5.5B in regulatory assets under management, 87 employees, 47 offices, and 12,957 accounts.
Assets Under Management
$5.5B
Employees
87
Offices
47 offices
Total Clients
7,612
Primary office
DALLAS, TX
4514 COLE AVE, SUITE 600, DALLAS, TX, United States
Top client segmentIndividuals represent 88.2% of total clients.
Top client categories% of clientsClients
1
Individuals
88.2%
6,711
2
HNWI
8.6%
652
3
Corporations
2.0%
153
4
Charitable
0.8%
63
5
Pension Plans
0.4%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of March 31, 2026
Discretionary95.7%
$5.3B
96% of total RAUM95.7%
Non-discretionary4.3%
$236M
4% of total RAUM4.3%
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.
Total AUM$5.5B
Total Accounts12,957
10Y AUM Change+$5.1B (+1379.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees87
Clients per Employee87:1
10Y Employee Change+38 (+77.6%)
* 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.