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Integrated Facts & Stats

Integrated supports and empowers collaboration among our Network Advisors.  New advisors can even offer their specialties and expertise to the other advisors within the network.  Ownership without being on your own!

 

$2.1 billion

 

Advisory Practice Assets Under Management   (as of 12/31/2020)


Top 300

 

Financial Times Magazine ranked Integrated among the Top 300 Registered Investment Advisors in 2019 and 2020 


Since 2015  


Integrated has been supporting advisor independence and ownership for many advisors that have joined the Network


Over 30+ Offices

 

Network Advisors are found throughout the United States, from individual practitioners to large practices


16 States

 

Integrated Advisors Network has advisory practices in CA, CN, CO, GA, IL, MA, MD, MO, NC, NV, OK, OR, SC, TN, TX, and WA


CFP, CFA, ChFC, CPA, CIMA, CMT, CSPG, EA, CCFS, CExP, CWS

 

Network Advisors have numerous and prestigious industry accreditations

* No one advisor has all of these accreditations and some advisors have none of these accreditations

Integrated Advisors Network

75 Malaga Cove Plaza, Suite 11, Palos Verdes Estates, CA 90274

855.729.4222 | info@IntegratedAdvisorsNetwork.com

Investment Advisory Services are offered through Integrated Advisors Network, LLC.


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