Integrity Advisory Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, IA. Its latest Form ADV filing, dated April 28, 2026, reports $1.1B in regulatory assets under management, 113 employees, 100 offices, and 4,143 accounts.
Top client segmentIndividuals represent 88.0% of total clients.
Top client categories% of clientsClients
1
Individuals
88.0%
2,137
2
HNWI
10.3%
250
3
Corporations
1.0%
24
4
Pension Plans
0.7%
17
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 28, 2026
Discretionary100.0%
$1.1B
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.
Total AUM$1.1B
Total Accounts4,143
10Y AUM Change+$983M (+818.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees113
Clients per Employee21:1
10Y Employee Change+108 (+2160.0%)
* 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.