What Integrity Wealth Advisors does

Integrity Wealth Advisors is a Colorado-based, privately-held wealth management firm operating as a trust company and Registered Investment Advisor. Headquartered in Colorado Springs with a second office in Greenwood Village, the firm was established prior to 2007 and serves high-net-worth and ultra-high-net-worth individuals, families, business owners, physicians, executives, non-profit organizations, and generational-wealth clients across the United States, with a primary concentration in Colorado. Randy Rush, a co-founder of sister company Integrity Bank & Trust, serves as Executive Chairman; Eric Davis leads the firm as President and Chief Investment Officer, with Wendy Fisher as Chief Operating Officer.

The firm's core offerings span Comprehensive Financial Planning, Investment Management, Business Advisory Services (including exit planning and M&A advisory), Charitable Planning, Private Investments, Tax Planning, Trust Services, and Self-Directed IRA administration. Service is delivered through a high-touch, relationship-driven model under the fiduciary standard, with a team of roughly 18 advisors and operations staff holding multiple designations including CFP, CIMA, CWS, CKA, ATFA, CTOP, and CFIRS. Marketing is content-led, emphasizing educational webinars (Integrity University), newsletters, and referrals coordinated with estate attorneys and CPAs. Technology is described as standard financial planning and portfolio management software with no proprietary platform or AI capabilities.

Revenue is generated primarily through recurring Assets Under Management (AUM) fees (a set percentage of total market value, billed annually) for clients with $600,000 or more in investable assets, complemented by an hourly financial planning offering for clients below that threshold. The firm has deployed over $250 million in private investments for clients and benefits from an integrated banking and lending ecosystem through its sister company, Integrity Bank & Trust. No revenue figure is publicly disclosed and no external funding rounds have been reported.

Name

Integrity Wealth Advisors

Legal name

Integrity Wealth Advisors

Website

https://integritywealthgroup.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Integrity Wealth Advisors is a Colorado-based trust company and registered investment advisor offering integrated financial planning, investment management, tax planning, trust services, and private investments to high-net-worth individuals, families, business owners, and non-profit organizations.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Corporate & Institutional Trust Services (FSAAANAB), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Fee-Only Advisory (FSAEAAAL)

Keywords

• Wealth management services
• Investment advisory services
• Financial planning advisory
• Trust and estate services
• Tax planning advisory

Headquarters

HQ city

Colorado Springs

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: Primary revenue source through annual percentage fees calculated on total market value of client assets under management. Revenue aligns with client portfolio growth and market performance. No sales commissions on investments; fiduciary standard ensures client-first positioning.
2. Hourly Financial Planning: Hourly rate fees for financial planning services provided to clients with less than $600,000 in investable assets, offering planning without full AUM management.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Integrity Wealth Advisors is a Colorado-based trust company and registered investment advisor that delivers integrated wealth management services, including comprehensive financial planning, investment management, business advisory, charitable planning, private investments, tax planning, trust services, and self-directed IRA administration. Fees are primarily structured as an annual percentage of Assets Under Management (AUM), supplemented by hourly financial planning fees for clients with less than $600,000 in investable assets. Services are provided under a fiduciary standard through dedicated advisors in a high-touch, relationship-driven model.

Product overview

Integrity Wealth Advisors is a trust company and registered investment advisor offering an integrated suite of wealth management services. The firm provides Comprehensive Financial Planning, Investment Management, Business Advisory Services, Charitable Planning, Private Investments, Tax Planning, Trust Services, and Self-Directed IRA as its core offerings. Services are delivered through a high-touch, relationship-based model under the fiduciary standard, with fees primarily based on assets under management (AUM). The firm serves high-net-worth individuals, business owners, non-profit organizations, and family offices, with specialized expertise for physicians and corporate executives.

Differentiator

Problem solved

Functional benefit

Brands

• Integrity University: An educational platform offering archived presentations on financial topics including cyber security, charitable legacy planning, market management, and trust planning.

Products and services

• Comprehensive Financial Planning Holistic financial planning service addressing retirement, social security, estate design, charitable planning, insurance strategy, and tax planning. Helps clients define and achieve their financial vision through a coordinated, step-by-step plan delivered by a fiduciary advisor.
• Investment Management Professional asset management under the fiduciary standard, providing portfolio design, asset allocation, security selection, and ongoing management for stocks, bonds, ETFs, and alternative investments. Targeted at HNW/UHNW clients and institutional portfolios.
• Business Advisory Services Advisory services for business owners, covering exit planning, succession planning, business valuation, and merger and acquisition (M&A) consulting delivered under a fiduciary standard. Intended for owners of closely held businesses preparing for sale, transition, or generational transfer.
• Charitable Planning Strategies to maximize charitable giving including donor-advised funds, gifting of appreciated securities, qualified charitable distributions from IRAs, and business interest donations. Designed for clients seeking tax-efficient philanthropy and legacy giving.
• Private Investments Alternative investment opportunities including private equity, real assets, and private credit offered to qualified clients with at least $1 million in investable assets. The firm has deployed over $250 million in private investments on behalf of clients, establishing significant due diligence expertise.
• Tax Planning Tax efficiency strategies covering asset location, tax-loss harvesting, strategic gifting, and coordination with clients' CPAs across investments, income, retirement accounts, and gifting. Targeted at clients with complex tax situations.
• Trust Services Corporate trustee services administering a range of trust types including charitable remainder trusts (CRAT/CRUT), living trusts, irrevocable trusts, special needs trusts, ILITs, A/B marital trusts, and generation-skipping trusts. Offered under the firm's trust company status.
• Self-Directed IRA Self-directed IRA administration platform allowing investment in non-traditional assets including real estate, promissory notes, private placements, closely held businesses, and precious metals. For clients seeking broader asset class exposure inside retirement accounts.

Named customers4 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Integrity Bank & TrustcoreOthersIntegrity Wealth Advisors is a trust company with a close relationship with its sister company, Integrity Bank & Trust. This relationship provides benefits to Integrity Wealth Advisor clients in the areas of securities-based lending, commercial loans, mortgages, and traditional banking services. The bank relationship complements the advisory services offered by the wealth management firm.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Edelman Financial Engines: Large national RIA combining advisor-led financial planning with a digital advice platform, serving HNW households and corporate 401(k) participants. Comparable fiduciary advisory positioning; much larger scale and broader geographic reach than Integrity.
• Mariner Wealth Advisors: Large national RIA offering comprehensive wealth planning, investment management, tax, and trust services to HNW/UHNW clients and institutions. Directly comparable in service mix, fiduciary positioning, and HNW/UHNW target market, but at significantly greater scale.
• Ronald Blue Trust: Fiduciary RIA providing comprehensive financial planning, investment management, tax, and trust services with a faith-based advisory lens. Comparable integrated fiduciary service model and trust capabilities; serves a similar HNW client base but with a distinct values-based segment focus.
• Cerity Partners: National RIA and business advisory firm offering financial planning, investment management, tax, and consulting services to HNW/UHNW individuals, families, and institutions. Directly comparable in fiduciary model, business-owner focus, and integrated service suite; materially larger AUM.
• Moneta Group: Denver-headquartered RIA serving HNW/UHNW families, business owners, and institutions with integrated financial planning, investment management, tax, and trust services. Highly comparable in service mix, client segments, and fiduciary trust company positioning; closest geographic and scale peer to Integrity.
• Carson Group: RIA and advisor support platform providing wealth management, financial planning, business consulting, and tax services through partner advisors. Comparable in serving business-owner and HNW segments with an integrated planning-led model; operates at greater scale via an OSJ-style partner network.
• Creative Planning: National fee-only RIA providing financial planning, investment management, tax, and estate services to HNW individuals and families. Comparable business model, fee structure, and fiduciary standard; substantially larger AUM and geographic footprint than Integrity.

Broad incumbents

• Fisher Investments: Large global investment management firm primarily serving HNW individuals and institutions with discretionary portfolio management. Comparable target market and investment-led offering, but focused on portfolio management rather than the broad planning/trust stack Integrity emphasizes.
• Charles Schwab Wealth Advisory: Brokerage-affiliated wealth advisory service offering investment management and financial planning to HNW clients. Competes for the same HNW/UHNW segment as Integrity but as part of a much larger custodial/wealth platform with structural scale and technology advantages.

Regional players

• National Western Financial: Independent trust and wealth management firm serving HNW families in Colorado and the broader Mountain West with fiduciary investment management, trust, and estate services. Comparable in fiduciary trust positioning, service mix, and Colorado regional focus; modestly larger regional presence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Integrity Wealth Advisors