Wealth manager, independent · Dallas, TX
Integrated Advisors Network LLC
SEC-registered investment adviser · CRD 171991 · SEC 801-96203
At a glance
Integrated Advisors Network LLC is an SEC-registered investment adviser based in Dallas, Texas, with $5.5B in regulatory assets under management as of its Form ADV filed September 23, 2026. It reports 7,363 individual clients, 652 of them high-net-worth, holding an average of about $0.7 million each, and 86 employees. That ranks it 190th among the nation’s 5,657 independent wealth management RIAs and 8th of 367 in Texas. It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, Fidelity and Raymond James.
Main office 855-729-4222integratedadvisorsnetwork.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.5B
- Rank among independent wealth managers
- #190 of 5,657
- Rank among all SEC RIAs
- #1,954 of 17,210
- Rank in Texas
- #8 of 367
- Individual clients
- 7,363
- High-net-worth clients
- 652
- Accounts
- 12,957
- Discretionary
- 96% of AUM
- Employees
- 86
- Advisory staff
- 80
- Offices
- 48
Owners and executives on its Form ADV
- Jeffrey J. GrovesCo-Founder
- Linda M. PixCo-Founder and Chief Relationship Officer
- Michael A. YoungPresident and Managing Partner
- Danielle L. TylerChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Integrated Advisors Network LLC is a hybrid RIA: 13 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 652 | $3.1B | 56% |
| Individuals | 6,711 | $2.3B | 42% |
| Corporations or other businesses | 153 | $55M | <1% |
| Charitable organizations | 63 | $17M | <1% |
| Pension and profit sharing plans | 33 | $7M | <1% |
Private funds
Integrated Advisors Network LLC reports 2 private funds with $38M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Integrated Advisors Network LLC answers yes to 7 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗integratedadvisorsnetwork.com ↗
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Hub Investment Partners, LLCAustin | $12B | 5,446 |
| Americana Partners, LLCHouston | $9.1B | 1,627 |
| Sendero Wealth Management, LLCSAN Antonio | $6.5B | 331 |
| Bluespring Wealth Management, LLCAustin | $5.4B | 3,167 |
| True North Advisors, LLCDallas | $5.4B | 1,022 |
| Linscomb Wealth, Inc.Houston | $5.2B | 1,640 |
Background
Questions
How much does Integrated Advisors Network LLC manage?
Integrated Advisors Network LLC reports $5.5B in regulatory assets under management across 12,957 accounts, 96% of it on a discretionary basis, on its Form ADV filed September 23, 2026.
How many clients does Integrated Advisors Network LLC have?
It reports 7,363 individual clients: 652 high-net-worth individuals and 6,711 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Integrated Advisors Network LLC headquartered?
Its main office is in Dallas, Texas. It reports 48 offices in total and 86 employees, 80 of whom perform investment advisory functions.
How does Integrated Advisors Network LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Integrated Advisors Network LLC use?
It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, Fidelity and Raymond James. On Schedule D of its Form ADV filed September 23, 2026, it reports these amounts held: Charles Schwab ($3.2B); Fidelity ($1.6B); Raymond James ($52M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Integrated Advisors Network LLC a hybrid RIA with a broker-dealer?
Integrated Advisors Network LLC is a hybrid RIA: 13 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Integrated Advisors Network LLC a fiduciary?
As an SEC-registered investment adviser, Integrated Advisors Network LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 13 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Integrated Advisors Network LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →