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INTEGRITY ADVISORS LLC

Advisory

BURLINGTON, MA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in MA

#1,412

of 1,590 advisers by AUM

Average account

$524K

across 26 accounts

AUM per adviser

$14M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$14M

Discretionary %

100%

Clients

23

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$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, FL, MA, TX

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

23 clients

1 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 MA

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

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NEW SHORE FINANCIAL LLC

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ESTUARY FINANCIAL LLC

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033 ASSET MANAGEMENT LLC

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$14M

-79.3% 1Y

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