DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Integrated Advisors Network LLC
Latest filing Aug 21, 2026
First filing on the tape Jul 30, 2014 · 121 filings
SEC status approved since May 11, 2015
RAUM
$5.5B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
99%
$5.4B individuals and HNW
Advisors
80
registered through the firm on IAPD
RAUM per advisor
$69.0M
derived; firm RAUM over IAPD count
Employees
87
81 advisory (5.B.1)
Offices
47
beyond the principal office
Private funds
2
reported on Schedule D
History
121 filings and snapshots on the tape
RAUM$5.5B as of Aug 21, 2026
Mar 31, 2016$219M then
HNW client RAUM$3.1B as of Aug 21, 2026
Mar 31, 2018$340M then
State-registered IARs (5.B.3)82 as of Aug 21, 2026
Mar 31, 201614 then
Employees (5.A)87 as of Aug 21, 2026
Mar 31, 201620 then
Private funds2 as of Aug 21, 2026
Mar 31, 20251 then
RAUM +20% over the last fiscal year+16% a year over threeIARs 83 to 82offices 45 to 47
Practice profile
derived from the filing of Aug 21, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $69.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 92derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.8MderivedHNW RAUM over HNW clients
- Average account
- $426,222derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 1.7derived48 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- -1.2%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.6%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- $420MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.1B56%
- Individuals$2.3B42%
- Corporations and businesses$54.6M1.0%
- Charitable organizations$17.2M0.3%
- Pension and profit-sharing plans$6.5M0.1%
- Individual clients
- 6,711reported
- HNW clients
- 652reported
- Pension plan clients
- 33reported
- Charitable clients
- 63reported
- Accounts
- 12,957reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=13.0derived
Advisors registered through the firm
80 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Allen Young | Dallas, Tx | May 19, 2015 | 32 y | 4 |
| Christopher John Richard | Cardiff By The Sea, Ca | Sep 17, 2015 | 34 y | 4 |
| Thomas Randall SamuelsonChartered Financial Analyst | Dallas, Tx | Sep 17, 2015 | 21 y | 4 |
| Audra Lynn Mallow | Los Angeles, Ca | Apr 7, 2016 | 28 y | 4 |
| James Ray Tindall | Dallas, Tx | Jun 10, 2016 | 42 y | 6 |
| James Timothy Mathis | Dallas, Tx | Jul 28, 2016 | 41 y | 2 |
| Hugh Gibson Stout | Macgregor, Tx | Oct 28, 2016 | 17 y | 2 |
| Mark Bernard Lublin | Dallas, Tx | Nov 17, 2016 | 33 y | 1 |
| Douglas Wellington Shultz | Dallas, Tx | Dec 16, 2016 | 14 y | 2 |
| Phillip Lee Bell | Dallas, Tx | Jan 5, 2017 | 27 y | 2 |
| Eric Christopher MeushawCertified Financial Planner | Dallas, Tx | Apr 11, 2017 | 28 y | 3 |
| Guerdon Tisdale ElyCertified Financial Planner, Chartered Financial Consultant | Dallas, Tx | Jul 5, 2017 | 24 y | 2 |
| Anna Christina Nelson | Chico, Ca | Jul 6, 2017 | 20 y | 2 |
| Patrick Edward White | Menlo Park, Ca | Aug 15, 2017 | 43 y | 2 |
| Michael Sztrom | Dallas, Tx | Mar 13, 2018 | 27 y | 7 |
| Jason Woodrow Heming | Dallas, Tx | May 24, 2018 | 19 y | 0 |
| Curtis Scott Burns | Dallas, Tx | Jun 19, 2018 | 34 y | 4 |
| Todd David Blackburn | Carlsbad, Ca | Jun 19, 2018 | 26 y | 4 |
| Michael J Norris | Columbia, Sc | Jul 6, 2018 | 12 y | 1 |
| William George Yocius | Dallas, Tx | Aug 2, 2018 | 22 y | 3 |
| Joshua D Bradley | Dallas, Tx | Aug 13, 2018 | 19 y | 3 |
| Peter Christian AndersenChartered Financial Analyst | Dallas, Tx | Sep 12, 2018 | 14 y | 2 |
| Terri Ziegle CampbellChartered Financial Analyst | Sarasota, Fl | Oct 4, 2018 | 34 y | 1 |
| Geoffrey Mitchell ZimmermanCertified Financial Planner | Walnut Creek, Ca | Dec 17, 2018 | 32 y | 3 |
| Thomas Adam SmithCertified Financial Planner | Columbia, Sc | Mar 25, 2019 | 13 y | 1 |
| Janet Colleen GallowayCertified Financial Planner | Dallas, Tx | May 29, 2019 | 13 y | 5 |
| Amanda Jean Klug | Kirkland, Wa | Jul 1, 2019 | 12 y | 1 |
| Susan Katz | Kirkland, Wa | Jul 9, 2019 | 22 y | 2 |
| Rick Joseph Militello | Dallas, Tx | Aug 2, 2019 | 35 y | 4 |
| Nicole Marie Garza | Dallas, Tx | Sep 10, 2019 | 17 y | 2 |
| Lance Damion Lienart | Palm Desert, Ca | Sep 12, 2019 | 31 y | 3 |
| Wendie Caprice Hohman | Dallas, Tx | Oct 11, 2019 | 29 y | 2 |
| William Francis Berner | Dallas, Tx | Oct 11, 2019 | 46 y | 2 |
| Jeffrey Wayne Stephenson | San Diego, Ca | Oct 15, 2019 | 41 y | 1 |
| Mason Scott Tucker | Dallas, Tx | Oct 15, 2019 | 14 y | 0 |
| Michael Connor Stephenson | San Diego, Ca | Oct 15, 2019 | 14 y | 0 |
| Jessica Bartle | Dallas, Tx | Oct 24, 2019 | 13 y | 3 |
| Donald A. Sawyer | Denver, Co | Nov 15, 2019 | 22 y | 4 |
| Nathan Douglas O'Steen | Asheville, Nc | Jan 15, 2020 | 11 y | 3 |
| Melissa Mae | Dallas, Tx | Feb 7, 2020 | 15 y | 2 |
Advisor movement
10 left, 5 joined in 12 months
net -5 in 12 months4 left in 90 days1 joined in 90 daysdeparture rate 13% of current headcount14 left over 36 months
Left, latest
- Jennifer Hope Newhouse to Diversify Wealth Management, LLCAug 21, 2026 · RIA to RIA
- Stephen Scott Hall to Diversify Wealth Management, LLCAug 21, 2026 · RIA to RIA
- John Peter Newhouse to Diversify Wealth Management, LLCAug 21, 2026 · RIA to RIA
- Benjamin Thomas Newhouse to Diversify Wealth Management, LLCAug 21, 2026 · RIA to RIA
- Aaron C Blaine to LPL Financial LLCJun 1, 2026 · RIA to affiliated broker-dealer or bank
- Everett Cole Franks to Coppell Advisory Solutions LLCMar 20, 2026 · RIA to RIA
- Wesley Campbell Britt to Ameriprise Financial Services, LLCMar 13, 2026 · RIA to affiliated broker-dealer or bank
- Christopher George Kalafatis to Mercer Global Advisors Inc.Dec 31, 2025 · RIA to RIA
- Paul Edward Meyer to Mercer Global Advisors Inc.Dec 31, 2025 · RIA to RIA
- Jaimi Lee Dennehy to Mercer Global Advisors Inc.Dec 31, 2025 · RIA to RIA
- Johnny C Fowler to Advisors Capital Management, LLCJun 13, 2025 · RIA to RIA
- Mark Isagani Bailey to Osaic Wealth, Inc.Apr 8, 2025 · RIA to affiliated broker-dealer or bank
- Alex Kingsley Suggs to Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 16, 2024 · RIA to wirehouse
- Steven Peake to Apex Quantitative Group, LLCJul 9, 2024 · RIA to a state-registered adviser
- Taylor Dean Lee to Coppell Advisory Solutions LLCMay 9, 2023 · RIA to RIA
Joined, latest
- Kenneth Ray Webb from Edward JonesJul 23, 2026 · Affiliated broker-dealer or bank to independent RIA
- Marc Crone from Independent Financial Group, LLCApr 21, 2026 · Affiliated broker-dealer or bank to independent RIA
- Vincent J Florentino from Equitable Advisors, LLCApr 13, 2026 · Affiliated broker-dealer or bank to independent RIA
- John Melville Davis from Sowell ManagementJan 2, 2026 · RIA to RIA
- Thomas Andrews from Strategic Advisers LLCDec 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Dwight Lloyd Ower from Mitchell Vaught & Taylor IncJul 7, 2025 · RIA to RIA
- Aaron C Blaine from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 8, 2025 · Wirehouse to independent RIA
- Blake Feldmann from Ameriprise Financial Services, LLCMay 16, 2025 · Affiliated broker-dealer or bank to independent RIA
- Alex Kingsley Suggs from Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 4, 2025 · Wirehouse to independent RIA
- Johnny C Fowler from Hub Investment Partners, LLCMar 3, 2025 · RIA to RIA
- Leslie Hull Miller from Morgan StanleyJan 10, 2025 · Wirehouse to independent RIA
- Gregory Scott Young from Hayden RoyalJan 1, 2025 · RIA to RIA
- Thomas Haywood Sarkes from Wells Fargo AdvisorsDec 26, 2024 · Wirehouse to independent RIA
- Duane Neil Burghard from Stifel, Nicolaus & Company, IncorporatedApr 4, 2024 · Affiliated broker-dealer or bank to independent RIA
- Everett Cole Franks from Cetera Investment Advisers LLCFeb 27, 2024 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 4 left for Diversify Wealth Management, LLCAug 21, 2026 · Dallas, Tx
- 2 left for Mercer Global Advisors Inc.Dec 31, 2025 · Dallas, Tx
- 3 left for Ria AdvisorsJan 2, 2020 · Dallas, Tx
- 2 joined from OnesevenApr 14, 2022 · San Jose, Ca
- 2 joined from Cambridge Investment Research Advisors, Inc.Mar 3, 2021 · Henderson, Nv
- 2 joined from Morgan StanleyJan 13, 2021 · West Hartford, Ct
- 3 joined from Cresset Asset Management, LLCJun 8, 2020 · Chicago, Il
- 2 joined from UBS Financial Services Inc.Oct 22, 2019 · Bend, Or
- 2 joined from Vintage West Capital ManagementAug 17, 2018 · San Diego, Ca
- 3 joined from Hayden RoyalJul 10, 2018 · Charlotte, Nc
- 2 joined from First Allied Advisory Services, Inc.Jul 16, 2015 · Round Rock, Tx
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Weather Mark Strategic Long Short LLC | $20.2M | 1 | Aug 21, 2026 | |
| Proteus Series Feeder Fund I, LLC - Integrated Opportunities Fund | $17.9M | 20 | Aug 21, 2026 |
Owners and control persons
Schedule A and B, latest filing
- James Jeffrey Groves · Co-Founder Relationship Officercontrolsince 05/2014 · owns less than 5%
- Michelle Linda Pix · Co-Founder And Chief Relationship Officercontrolsince 12/2014 · owns less than 5%
- Allen Michael Young · President And Managing Partnercontrolsince 06/2015 · owns less than 5%
- Lynne Danielle Tyler · Chief Compliance Officersince 08/2021 · owns less than 5%
Entity owners
- Tx-Hi, LLC · Ownerdirect · owns 75% or more
- Mixed Colors LLC · Direct Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Advisers that list Integrated Advisors Network LLC as a related person
- 289935 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dallas, Tx · principal | 78 | 11 | 7 | 2 | |
| Columbia, Sc | 16 | 5 | 1 | ||
| San Diego, Ca | 8 | 2 | 0 | ||
| Greenville, Sc | 3 | 1 | 0 | ||
| Ofallon, Il | 3 | 0 | 0 | ||
| Mount Airy, Md | 3 | 0 | 0 | ||
| Memphis, Tn | 3 | 0 | 1 | ||
| Hartford, Ct | 3 | 2 | 0 | ||
| Henderson, Nv | 2 | 0 | 0 | ||
| Kirkland, Wa | 2 | 0 | 0 | ||
| Mt Pleasant, Sc | 2 | 1 | 0 | ||
| Asheville, Nc | 2 | 0 | 0 | ||
| Bakersfield, Ca | 2 | 0 | 0 | ||
| Bend, Or | 2 | 0 | 0 | ||
| Boston, Ma | 2 | 0 | 0 | ||
| Carlsbad, Ca | 2 | 0 | 0 | ||
| Chico, Ca | 2 | 0 | 0 | ||
| Denver, Co | 2 | 0 | 0 | ||
| Great Barrington, Ma | 2 | 0 | 0 | ||
| Chicago, Il | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Columbia, SC8 employees
- San Diego, CA4 employees
- Springfield, MO3 employees
- Seattle, WA3 employees
- Mount Airy, MD3 employees
- Bend, OR2 employees
- Great Barrington, MA2 employees
- Dallas, TX2 employees
- Del Mar, CA2 employees
- Ofallon, IL2 employees
- Kirkland, WA2 employees
- Henderson, NV2 employees
- Boston, MA2 employees
- Carlsbad, CA2 employees
- San Diego, CA2 employees
- San Jose, CA2 employees
- Pacific Palisades, CA1 employees
- Palm Desert, CA1 employees
- Pueblo, CO1 employees
- San Diego, CA1 employees
- Sarasota, FL1 employees
- Sharpburg, GA1 employees
- Southern Pines, NC1 employees
- Spotsylvania, VA1 employees
- Tuscon, AZ1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 21, 2026PIX, LINDA, MICHELLE (CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER) left Schedule A between the filings of 2024-03-30 and 2026-08-21peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Private funds · 1 to 2Mar 31, 2026 to Jun 15, 2026
- Accounts · 12,619 to 12,957Dec 23, 2025 to Mar 31, 2026
- Advisory employees · 83 to 81Dec 23, 2025 to Mar 31, 2026
- BD registered reps · 12 to 13Dec 23, 2025 to Mar 31, 2026
- Charity clients · 43 to 63Dec 23, 2025 to Mar 31, 2026
- Corporate clients · 188 to 153Dec 23, 2025 to Mar 31, 2026
- HNW clients · 622 to 652Dec 23, 2025 to Mar 31, 2026
- Individual clients · 6,552 to 6,711Dec 23, 2025 to Mar 31, 2026
- Pension plan clients · 28 to 33Dec 23, 2025 to Mar 31, 2026
- Employees · 88 to 87Dec 23, 2025 to Mar 31, 2026
- Insurance-licensed employees · 0 to 5Dec 23, 2025 to Mar 31, 2026
- State-registered IARs · 83 to 82Dec 23, 2025 to Mar 31, 2026
- Other offices · 45 to 47Dec 23, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.3B to $5.3BDec 23, 2025 to Mar 31, 2026
- HNW RAUM · $2.5B to $3.1BDec 23, 2025 to Mar 31, 2026
- Individual RAUM · $1.8B to $2.3BDec 23, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $251M to $236MDec 23, 2025 to Mar 31, 2026
- Pension RAUM · $19.1M to $6.5MDec 23, 2025 to Mar 31, 2026
- RAUM · $4.6B to $5.5BDec 23, 2025 to Mar 31, 2026
- Accounts · 11,998 to 12,619Sep 18, 2024 to Mar 31, 2025
- Advisory employees · 82 to 83Sep 18, 2024 to Mar 31, 2025
- Corporate clients · 170 to 188Sep 18, 2024 to Mar 31, 2025
- HNW clients · 698 to 622Sep 18, 2024 to Mar 31, 2025
- Individual clients · 11,085 to 6,552Sep 18, 2024 to Mar 31, 2025
- Pension plan clients · 12 to 28Sep 18, 2024 to Mar 31, 2025
- Employees · 90 to 88Sep 18, 2024 to Mar 31, 2025
- Financial planning clients · 51-100 to 51-100Sep 18, 2024 to Mar 31, 2025
- State-registered IARs · 84 to 83Sep 18, 2024 to Mar 31, 2025
- Other offices · 39 to 45Sep 18, 2024 to Mar 31, 2025
- Private funds · unset to 1Sep 18, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.9B to $4.3BSep 18, 2024 to Mar 31, 2025
- HNW RAUM · $2.3B to $2.5BSep 18, 2024 to Mar 31, 2025
- Individual RAUM · $1.7B to $1.8BSep 18, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $267M to $251MSep 18, 2024 to Mar 31, 2025
- Pension RAUM · $5.8M to $19.1MSep 18, 2024 to Mar 31, 2025
- RAUM · $4.2B to $4.6BSep 18, 2024 to Mar 31, 2025
- Accounts · 11,258 to 11,998Oct 23, 2023 to Mar 30, 2024
- Advisory employees · 76 to 82Oct 23, 2023 to Mar 30, 2024
- Advisory activities · 4 to 6Oct 23, 2023 to Mar 30, 2024
- Charity clients · 40 to 43Oct 23, 2023 to Mar 30, 2024
Signals
39 dated events
- Michael William Brown added a AZ registration at Integrated Advisors Network LlcSep 16, 2026 · New state registration · fact
- Douglas Wellington Shultz added a AZ registration at Integrated Advisors Network LlcSep 16, 2026 · New state registration · fact
- Michael William Brown added a IN registration at Integrated Advisors Network LlcSep 10, 2026 · New state registration · fact
- Benjamin Thomas Newhouse left Integrated Advisors Network Llc for Diversify Wealth Management, Llc (registered 2025-10-01)Aug 21, 2026 · Advisor changed firm · fact
- Stephen Scott Hall left Integrated Advisors Network Llc for Diversify Wealth Management, Llc (registered 2025-10-24)Aug 21, 2026 · Advisor changed firm · fact
- John Peter Newhouse left Integrated Advisors Network Llc for Diversify Wealth Management, Llc (registered 2025-10-01)Aug 21, 2026 · Advisor changed firm · fact
- Jennifer Hope Newhouse left Integrated Advisors Network Llc for Diversify Wealth Management, Llc (registered 2025-10-30)Aug 21, 2026 · Advisor changed firm · fact
- 4 advisors left Integrated Advisors Network LLC (Dallas, TX) for Diversify Wealth Management, LLC on the same dayAug 21, 2026 · Team lift-out · derived
- Aaron C Blaine left Integrated Advisors Network Llc for Lpl Financial Llc (registered 2026-06-17)Jun 1, 2026 · Advisor changed firm · fact
- Everett Cole Franks left Integrated Advisors Network Llc for Coppell Advisory Solutions Llc (registered 2026-04-10)Mar 20, 2026 · Advisor changed firm · fact
- Wesley Campbell Britt left Integrated Advisors Network Llc for Ameriprise Financial Services, Llc (registered 2026-03-16)Mar 13, 2026 · Advisor changed firm · fact
- Christopher George Kalafatis left Integrated Advisors Network Llc for Mercer Global Advisors Inc. (registered 2024-04-26)Dec 31, 2025 · Advisor changed firm · fact
- Paul Edward Meyer left Integrated Advisors Network Llc for Mercer Global Advisors Inc. (registered 2024-04-03)Dec 31, 2025 · Advisor changed firm · fact
- Jaimi Lee Dennehy left Integrated Advisors Network Llc for Mercer Global Advisors Inc. (registered 2024-05-04)Dec 31, 2025 · Advisor changed firm · fact
- 3 advisors left Integrated Advisors Network LLC (Dallas, TX) for Mercer Global Advisors Inc. on the same dayDec 31, 2025 · Team lift-out · derived
- Johnny C Fowler left Integrated Advisors Network Llc for Advisors Capital Management, Llc (registered 2025-05-30)Jun 13, 2025 · Advisor changed firm · fact
- Mark Isagani Bailey left Integrated Advisors Network Llc for Osaic Wealth, Inc. (registered 2025-03-28)Apr 8, 2025 · Advisor changed firm · fact
- Integrated Advisors Network Llc reported 45 offices beyond its principal office, up from 39 (2024-09-18 to 2025-03-31)Mar 31, 2025 · Office count change · derived
- Alex Kingsley Suggs left Integrated Advisors Network Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-08-08)Jul 16, 2024 · Advisor changed firm · fact
- Steven Peake left Integrated Advisors Network Llc for Apex Quantitative Group, Llc (registered 2025-11-10)Jul 9, 2024 · Advisor changed firm · fact
- Taylor Dean Lee left Integrated Advisors Network Llc for Coppell Advisory Solutions Llc (registered 2023-05-22)May 9, 2023 · Advisor changed firm · fact
- Integrated Advisors Network Llc reported 39 offices beyond its principal office, up from 33 (2022-11-21 to 2023-03-31)Mar 31, 2023 · Office count change · derived
- Cynthia Elizabeth Besek no longer registered at Integrated Advisors Network Llc; no later IA registration on IAPDNov 30, 2022 · Advisor departure · fact
- Daniel Clifton Dooley no longer registered at Integrated Advisors Network Llc; no later IA registration on IAPDNov 30, 2022 · Advisor departure · fact
- Yonrico Scott left Integrated Advisors Network Llc for Edward Jones (registered 2022-06-17)Jun 6, 2022 · Advisor changed firm · fact
- 2 advisors left Oneseven (San Jose, CA) for Integrated Advisors Network LLC on the same dayApr 14, 2022 · Team lift-out · derived
- Integrated Advisors Network Llc reported RAUM $3.4B, up 26% from $2.7B (2021-12-21 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Sothara Chin (Chief Compliance Officer) no longer on Schedule A of Integrated Advisors Network Llc (listed 2021-09-15, absent 2021-09-23)Sep 23, 2021 · Control person left · inference
- Integrated Advisors Network Llc reported RAUM $2.7B, up 84% from $1.5B (2021-02-15 to 2021-04-01)Apr 1, 2021 · RAUM change · derived
- Integrated Advisors Network Llc reported 79 state-registered advisory representatives, up from 64 (2020-08-19 to 2020-11-11)Nov 11, 2020 · Advisor headcount change · derived
Across DFX
shared identifiers only, never a name match
- Integrated Advisors Network LLC · Independent Sponsorsshared crd · capital_provider
- Integrated Advisors Network LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 855-729-4222reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/nspire-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/mosaic-financialreportedpublic record, Form ADV, Sep 17, 2026
- Website
- integratedadvisorsnetwork.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 855-729-4222reportedpublic record, Form ADV, Aug 21, 2026
- Contact form
- integratedadvisorsnetwork.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $69.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026