RIA IntelAdvisersTexasINTEGRA ASSET ADVISORS, L.C.

INTEGRA ASSET ADVISORS, L.C.

Advisory

TX

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in TX
#1,495
of 2,813 advisers by AUM
Average account
$224K
across 389 accounts
AUM per adviser
$87M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$87M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$87M
Discretionary AUM$87M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients100
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

PRESIDIO ADVISORS, INC.
SAN ANTONIO, TX
$87M
+2.1% 1Y
CANDOR WEALTH MANAGEMENT, LLC
DALLAS, TX
$87M
DAVIS FINANCIAL ADVISORS, LLC
DALLAS, TX
$86M
MUTUALS.COM, INC.
DALLAS, TX
$86M
-56.6% 1Y
FRIEDBERG INVESTMENT MANAGEMENT, INC.
HOUSTON, TX
$88M
-67.2% 1Y
J.P. WEALTH MANAGEMENT, LLC
$86M

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