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Integrated Advisors Network Monthly Newsletter: Jan 2020
Linda Pix
/ Categories: Announcements

Integrated Advisors Network Monthly Newsletter: Jan 2020

Issue 6: Volume 1

Integrated Advisors Network Named to 2019 RIA Channel Top 100 Wealth Managers List

We are pleased to share the news published in Forbes that Integrated Advisors Network was named to the 2019 RIA Channel Top 100 Wealth Managers.

The list was produced by RIA Channel. This unique ranking showcases wealth management firms based on their size and growth in assets. RIA Channel has been ranking RIA Wealth Managers for Forbes for over 10 years.

RIA Channel methodology ranked the Top 100 RIA firms of 2019 based on a proprietary set of criteria and data. The ranking is based on both size and growth in assets. RIA Database ( was used for regulatory data, organic research, and advisor surveys. RIA Channel recognize these firms as leaders in their field and congratulate them on their success.

This is our second industry accolade this year. In June, we were named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers.

The full article and listing can be read in Forbes here.

We will be sending more details on how you can leverage this in your marketing and communication.


Upcoming Integrated Alliance Partner 'Spotlight' Conference Calls


Check out our newest addition to the Integrated Alliance Program


Custodian Provided Service/Product Discount Offers

As an extension of the Integrated Alliance Program, we pass along the custodian alliance program partner discounts that your firm can take advantage of as being part of the network. For more details, contact Linda Pix at 949-735-5430 or


New Advisor Announcements

We are thrilled to welcome, Copper Crest Capital based in San Diego, California and Sawyer Capital Investment Advisors based in Denver, Colorado. To learn more about these firms, read their New Advisor Announcement blog posts:


Industry Events Calendar

We’ve updated with 2020 InvestmentNews Women Adviser Summit schedule:

  • Chicago, IL – April 22
  • Boston, MA – June 30
  • Denver, CO – October 1
  • San Francisco, CA – October 20

Reminder: Save the Date for Advisor Summit 2020

Our 3rd annual Advisor Summit will be held in Dallas, Texas on May 6-8 at the Hilton Dallas Park Cities.  We’ll be opening up registration on February 1. We look forward to seeing you there!


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Palos Verdes Estates, CA 90274

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