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The Network of Integrated Advisors

"Ownership without being on your own"

Jeff Groves, Co-Founder, Managing Partner – Integrated 

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!

$3.4 billion

 

Advisory Practice Assets Under Management   (as of 12/31/2021)


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 since 2015


Over 35+ 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, CO, CT, 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

We Are Integrated

We believe the advisor-owned registered investment advisor model is the present and future of financial advice delivery  and we work tirelessly on behalf of network advisors to further our shared mission.

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Jeff Groves 

Co-Founder, Managing Partner
jeff@IntegratedAdvisorsNetwork.com

Jeff Groves co-founded Integrated Advisors Network and serves as a Managing Partner.  Jeff is a true champion of entrepreneurship. He is committed to helping financial advisors build the business that they envision … on their terms. His passion for providing people with the support necessary to be successful and independent has been on display for years while Jeff was building CWI Inc, a successful regulatory compliance consulting firm.  

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Linda Pix

Co-Founder, Chief Relationship Officer
linda@IntegratedAdvisorsNetwork.com

 Linda Pix co-founded Integrated Advisors Network and serves as Chief Relationship Officer. Linda is responsible for providing network advisors with business development support, best practices insights, marketing guidance and value-added consulting support with an emphasis on building advisor’s practices, deepening relationships with Integrated, as well as promoting overall advisor connectivity to Integrated’s Advisor Solutions Platform. Linda created and heads the Integrated Alliance Program and works closely with the firm’s strategic partners to foster partner relationship development and partner resource incorporation. 

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Michael Young 

President, Managing Partner
michael@IntegratedAdvisorsNetwork.com

Michael Young serves as President and Managing Partner of Integrated Advisors Network. Michael is responsible for driving the effective strategic corporate implementation of the firm’s offerings and providing operational leadership.  Michael heads the day-to-day management and oversight of all core operational functions including business administration, technology integration, strategic partner negotiations, network advisor practice administration, custodian relations, and investment operations. 

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Danielle Tyler

Chief Compliance Officer
danielle@IntegratedAdvisorsNetwork.com

Danielle Tyler serves as Chief Compliance Officer of Integrated Advisors Network. Danielle is responsible for the compliance and risk management for Integrated.  Danielle heads the compliance department, creating policies and processes designed to achieve compliance with regulations and establish best practices. Danielle is an accomplished compliance executive with over 14-years’ experience assessing and advising on potential risks to the business. 


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Gilinda Mioduszewski

Director of Advisor Operations
gilinda@IntegratedAdvisorsNetwork.com

Gilinda Mioduszewski serves as Director of Advisor Operations of Integrated Advisors Network. Gilinda is responsible for overseeing daily operations which include network advisor operational support, custodian and technology management, statement production, account billing and reconciliation, and implementation of Integrated’s Advisor Solutions Platform. 


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Nicole Garza

Director of Advisor Services
nicole@IntegratedAdvisorsNetwork.com

Nicole Garza serves as Director of Advisor Services of Integrated Advisors Network. In her role Nicole works closely with network advisors and also assists with the transition of new advisors by integrating advisors into the Integrated Advisor Solutions Platform.  Nicole is an essential resource for existing and new advisors in the use of Riskalyze, Tamarac, and the various custodian platforms.  She also is experienced with end-client relations and service.  Nicole has been an integral part of several successful advisor practices – including a 6-time Barron’s Top Advisor team.  Nicole has experience in financial planning, investments, and client service and she is licensed for advisory business and insurance product sales.

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Stephanie Clouatre

Advisor Services Specialist

Stephanie Clouatre serves as an Advisor Services Specialist  for Integrated Advisors Network. Stephanie assists our network advisors with platform requests and end-client relations and service.  She is also responsible for working closely with the Integrated executive team to execute the firm’s multi-faceted marketing and communication strategies.  


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Don Sawyer

Trading Services Specialist

Don Sawyer serves as a Trading Services Specialist for Integrated Advisors Network.   Don is a resource for trading coverage for our advisors as well providing expertise on the new Unified Trading Solution in Tamarac.

Integrated Advisors Network

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

855.729.4222 | info@IntegratedAdvisorsNetwork.com

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

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