We are a partner to
INDEPENDENT
ADVISORS
We help alleviate the worry of day-to-day business operations so our advisors have the freedom to focus on growing their business and servicing their clients.
Integrate
Solutions for every aspect
of your business as an
independent financial
advisor are available.
Facilitate
Alleviating day-today
worry with seasoned
support in a competitive
advisory market.
Cultivate
We give our advisors
the freedom to focus on
growing their business as
they see fit.
Our independent advisors want to grow their business. Their way.
And we’re driven to support them in that endeavor. We offer solutions for every aspect of an independent investment advisor’s business — from custodian support to compliance experience and technology platforms.
We’ll customize the services that advisors need to fit the way they want to do business. And if we don’t have the answer, know that we will focus on finding it. We want our client partners to soundly succeed.
You’re up front, and the
INTEGRATED TEAM
HAS YOUR BACK
The Integrated Advisors Network team is compromised of seasoned, competent and knowledgeable professionals with a breadth and depth of varied experience — all essential and relevant to the success of our advisors, behind the scenes.
We take growing your practice seriously, and we take great joy in what we do. Integrated is big on kindness and respect, and it shows. We like to work with nice people, and we all believe in our team — that’s why our process works so well.
Our shared mission: bringing to life financial advice delivery however it is defined by each individual financial advisor.
Seasoned sources for resources.
Our proprietary Alliance program is just that — an alliance. It is a library of tools and resources from providers, brought together to offer robust solutions to our independent financial advisors.
The Alliance Program provides our independent investment advisors with exclusive access to enterprise-level products, platforms and solutions to support their business. Our advisors can compete in the marketplace because they have the same tools and access to operate as any big firm. And, with the resources of Integrated Advisors Network behind them, scaling up and branching out is assured.
As an independent business owner, you can benefit from leveraging these economies of scale, by being a part of our network. And, if we don’t have what you’re looking for, let us know so we can work to find a solution that meets your advisory practice’s needs. This resource is behind a member log-in and allows our network to see the full spectrum of benefits that we offer to support their growing business.