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Wealth manager, independent · Dallas, TX

Integrity Advisory Solutions

Integrity Advisory Solutions, LLC · SEC-registered investment adviser · CRD 288817 · SEC 801-123090

At a glance

Integrity Advisory Solutions is an SEC-registered investment adviser based in Dallas, Texas, with $1.1B in regulatory assets under management as of its Form ADV filed June 11, 2026. It reports 2,387 individual clients, 250 of them high-net-worth, holding an average of about $0.4 million each, and 113 employees. That ranks it 1000th among the nation’s 5,657 independent wealth management RIAs and 64th of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.

Main office 214-919-2165integritywealthsolutions.comAs filed on Form ADV

Regulatory AUM
$1.1B
Rank among independent wealth managers
#1,000 of 5,657
Rank among all SEC RIAs
#5,082 of 17,210
Rank in Texas
#64 of 367
Individual clients
2,387
High-net-worth clients
250
Accounts
4,143
Discretionary
100% of AUM
Employees
113
Advisory staff
108
Offices
101

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. Charles Schwab$870M83%
  2. Fidelity$183M17%

Other RIAs using Charles SchwabOther multi-custodian RIAs

Broker-dealer

Hybrid RIA

Integrity Advisory Solutions is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Integrity Alliance, LLC and Integrity Capital, LLC.

Its Form ADV brochure (filed March 2026) names Integrity Alliance as the broker-dealer its advisers are registered with.

Certain investment Advisor(s) of Integrity Advisory Solutions are also registered representative(s) of Integrity Alliance, an affiliated broker-dealers.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals250$637M58%
Individuals2,137$435M39%
Corporations or other businesses24$25M2%
Pension and profit sharing plans17$6M<1%
State or municipal government entities–$0M<1%
Charitable organizations–$0M<1%

Disciplinary disclosures

Integrity Advisory Solutions reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗integritywealthsolutions.com ↗

AtlasMembers

The full record on Integrity Advisory Solutions

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 3 years of filings
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Growth over one, three and five years
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Rank against 3,298 peers of its type and size
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Owners and executives, with titles and stakes
5 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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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 →
FirmRegulatory AUMClients
Oak Harvest Investment ServicesHouston$1.1B968
Insight Wealth PartnersPlano$1.1B959
The Clarus GroupHouston$1.1B613
Coppell Advisory Solutions LLCDallas$1.1B8,848
Austin Wealth Management, LLCAustin$1.1B580
Uptick Partners, LLCNacogdoches$1.1B1,135

Background

Questions

How much does Integrity Advisory Solutions manage?

Integrity Advisory Solutions reports $1.1B in regulatory assets under management across 4,143 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 11, 2026.

How many clients does Integrity Advisory Solutions have?

It reports 2,387 individual clients: 250 high-net-worth individuals and 2,137 other individuals. Individuals account for about 97% of its regulatory assets.

Where is Integrity Advisory Solutions headquartered?

Its main office is in Dallas, Texas. It reports 101 offices in total and 113 employees, 108 of whom perform investment advisory functions.

How does Integrity Advisory Solutions charge clients?

On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.

What custodian does Integrity Advisory Solutions use?

It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed June 11, 2026, it reports these amounts held: Charles Schwab ($870M); Fidelity ($183M). Form ADV lists only custodians holding 10% or more of separately managed account assets.

Is Integrity Advisory Solutions a hybrid RIA with a broker-dealer?

Integrity Advisory Solutions is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Integrity Alliance, LLC and Integrity Capital, LLC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.

Is Integrity Advisory Solutions a fiduciary?

As an SEC-registered investment adviser, Integrity Advisory Solutions owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 4 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 Integrity Advisory Solutions’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 (2026-06-11), 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 →