Integrity Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woburn, MA. Its latest Form ADV filing, dated March 26, 2026, reports $135M in regulatory assets under management, 9 employees, 5 offices, and 495 accounts.
Assets Under Management
$135M
Employees
9
Offices
5 offices
Total Clients
240
Primary office
WOBURN, MA
400 TRADECENTER, SUITE 3990, WOBURN, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.7% of total clients.
Top client categories% of clientsClients
1
Individuals
86.7%
208
2
HNWI
9.2%
22
3
Pension Plans
2.1%
5
4
Corporations
2.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of March 26, 2026
Discretionary85.4%
$115M
85% of total RAUM85.4%
Non-discretionary14.6%
$20M
15% of total RAUM14.6%
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$135M
Total Accounts495
10Y AUM Change+$135M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee27:1
10Y Employee Change+6 (+200.0%)
* 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.