RIA Intel›Advisers›Florida›INTEGRATED RETIREMENT ADVISORS, LLC

INTEGRATED RETIREMENT ADVISORS, LLC

Advisory

WEST PALM BEACH, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL

#2,040

of 2,610 advisers by AUM

Average account

$897K

across 19 accounts

AUM per adviser

$17M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$17M

Discretionary %

0%

Clients

19

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$17M

Discretionary AUM$0

Non-Discretionary AUM$17M

Discretionary %0%

Total Clients19

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, FL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

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

RELIANCE WEALTH & TRUST PARTNERS, LLC

TAMPA, FL

$17M

-55.1% 1Y

PRUDENT FINANCIAL PLANNING LLC

NAPLES, FL

$17M

ETERNAL CAPITAL, LLC

MIAMI, FL

$17M

DAVID LURCH LLC

$17M

LANG ASSET MANAGEMENT, INC.

$17M

0.0% 1Y

OAK BROOK ADVISORS, LLC

LAKEWOOD RANCH, FL

$17M

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