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INTEGRATED ADVISORS NETWORK LLC

Advisory

N·DALLAS, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$5.5B

1-Year AUM Growth

+8.8%

3-Year CAGR

+10.2%

Employees

81

Assets Under Management

Total AUM$5.5B

Discretionary AUM$5.3B

Non-Discretionary AUM$236M

Discretionary %95.7%

Total Clients7,433

Team

Total Employees81

Investment Advisers87

Employee Growth (1Y)+1.2%

Filing History

Total Filings on Record106

First FilingJul 30, 2014

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 106 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INTEGRATED ADVISORS NETWORK LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.