Integrated Advisors Network

What Integrated Advisors Network does

Integrated Advisors Network, LLC (founded 2015, headquartered in Dallas, TX) is an SEC-registered independent Registered Investment Advisor platform that provides infrastructure, technology, and operational support to breakaway and independent financial advisors across the United States. Under a DBA (1099) model, advisor partners retain 100% ownership of their client book, brand, and revenue while leveraging Integrated's enterprise-negotiated stack: Envestnet | Tamarac for portfolio management, reporting, and CRM; Envestnet | MoneyGuide and MoneyGuidePro for financial planning; Nitrogen for AI-assisted risk analytics; YCharts for investment research; AdvicePay for billing; PreciseFP for onboarding; Microsoft 365 via Visory for cloud and IT; and access to four premier custodians (Schwab, Fidelity, Raymond James, RBC). The proprietary Alliance Program aggregates these enterprise relationships, and additional partners such as Proteus (alternatives) and FP Transitions (practice transitions) extend the platform's depth.

The company monetizes via a customized percentage of advisor revenue rather than AUM-based basis points, aligning its economics with advisor revenue growth. GTM is enterprise field sales directed at advisors leaving wirehouses and broker-dealers, supplemented by annual summits (2024 New Orleans, 2025 St. Petersburg, 2026 referenced), an active content and blog presence (61 pages), LinkedIn, email newsletters, and the Women of Wealth Management community launched in April 2024. Customers are small-to-mid-sized family-owned advisory firms (e.g., Nspire Wealth, Andersen Capital Management, Yorkshire Wealth Management, B&B Strategic Management) whose offices span Texas, Florida, Colorado, California, Arizona, Missouri, Illinois, and Hawaii. The internal team is lean (1-10 employees) led by President and Managing Partner Michael Young with co-founders Linda Pix and Jeff Groves, indicating a capital-light, high-touch service model that scales primarily through partner relationships rather than heavy internal headcount.

Name

Integrated Advisors Network

Legal name

Integrated Advisors Network, LLC

Website

https://integratedadvisorsnetwork.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Integrated Advisors Network is an SEC-registered RIA platform that provides independent financial advisors with enterprise technology, compliance, operations, and custodian access under a DBA model, while advisors retain full ownership of their client book and brand.

Ownership category

akta.pro rank

Product category

Independent RIA Platform

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Independent RIA platform
• Investment advisor support
• Financial advisor services
• Wealth management operations
• RIA compliance support

Headquarters

HQ city

Palos Verdes Estates

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory Platform Fees: Pricing is customized and based on a percentage of revenue — not basis points on AUM. This model aligns the company's success with advisor success, as they grow when advisors grow their revenue.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Integrated Advisors Network is an independent Registered Investment Advisor (RIA) platform that provides entrepreneurial financial advisors with infrastructure, technology, and hands-on operational support—including compliance, billing, custodian coordination, and IT—while enabling advisors to retain 100% ownership of their client book and brand under a customizable DBA model. The company curates enterprise-negotiated access to fintech solutions, custodians, and insurance through its proprietary Alliance Program, charging a customized percentage of advisor revenue rather than traditional AUM-based basis points.

Product overview

Integrated Advisors Network is a single unified independent RIA platform that provides advisors with infrastructure, technology, and hands-on operational support. The core platform is complemented by integrated modules including Envestnet | Tamarac for reporting, trading, and CRM; Envestnet | MoneyGuide for financial planning; Nitrogen for AI-powered risk quantification; YCharts for financial analytics; AdvicePay for billing; PreciseFP for client onboarding; and Microsoft 365 via Visory for cloud infrastructure. The Alliance Program provides access to enterprise-level custodians (Charles Schwab, Fidelity, Raymond James, RBC) and insurance coverage (E&O and Cyber). Advisors retain 100% ownership of their client relationships and brand under the DBA (1099) model.

Differentiator

Problem solved

Functional benefit

Products and services

• Integrated Advisors Network Platform An independent Registered Investment Advisor (RIA) platform providing entrepreneurial financial advisors with infrastructure, technology, and hands-on operational support to serve clients, grow their practice, and build enterprise value while maintaining ownership and control under a DBA (1099) model.
• Alliance Program Proprietary network of enterprise-level partners providing exclusive access to fintech solutions, investment management platforms, custodians, insurance, and practice management resources that independent advisors would otherwise struggle to negotiate individually.
• Compliance Support Services Comprehensive compliance support including immediate access to seasoned compliance professionals, marketing and communication review, regulatory guidance, and execution of compliance responsibilities for SEC-registered RIA practices.
• Operations and Back-Office Support Day-to-day business operations support including streamlined billing, custodian coordination, technology management, and account management for advisor practices.
• E&O and Cyber Insurance Comprehensive errors and omissions and cyber insurance coverage for fee-based advisory business protection for advisor practices on the platform.
• Succession and Contingency Planning Resources and support for advisors planning business transitions, succession, and contingency for their independent practices.
• Alternative Investment Platform Access (Proteus) Access to private and alternative investments through Proteus, offering approximately 50 different private credit funds, hedge funds, private equity funds, co-invests, and real asset funds via a single electronic subscription agreement.

Quantifiable outcome

• Advisors retain 100% of their client relationships, client data, and brand
• +1 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability2 records

Feature7 records

Partnerships

20 partnerships are on record, tiered core and supporting.

• Envestnet | TamaraccoreTechnology or IntegrationLeading provider of integrated technology solutions for RIAs including portfolio management, reporting, trading/rebalancing, CRM, and client portals. Provides branded client portals, customized reporting, and SMA/UMA solutions to Integrated advisors.
• Envestnet | MoneyGuidecoreTechnology or IntegrationCutting-edge financial planning software with holistic and personalized financial planning services. Integrated advisors have access to MoneyGuide Pro for comprehensive financial planning.
• NitrogencoreTechnology or IntegrationAI-powered platform that helps advisors quickly quantify risk and deliver precise, compliant, client-ready portfolios. Part of the Alliance Program for enterprise-level risk analysis.
• YChartscoreTechnology or IntegrationPremier financial data and investment research platform providing extensive financial data, advanced charting, and investment analysis capabilities for client proposals and portfolio analytics.
• FP TransitionssupportingTechnology or IntegrationProvides transition management and business valuation services for advisors moving to independence.
• Schwab (Charles Schwab)coreTechnology or IntegrationPremier custodian partner providing custody services for advisor client accounts. One of four main custodian options for Integrated advisors.
• Fidelity InvestmentscoreTechnology or IntegrationPremier custodian partner providing custody services for advisor client accounts. One of four main custodian options for Integrated advisors.
• Raymond JamescoreTechnology or IntegrationPremier custodian partner providing custody services for advisor client accounts. One of four main custodian options for Integrated advisors.
• RBCcoreTechnology or IntegrationPremier custodian partner providing custody services for advisor client accounts. One of four main custodian options for Integrated advisors.
• InvescosupportingTechnology or IntegrationInvestment management partner providing access to investment products and solutions for advisor client portfolios.
• VisorycoreTechnology or IntegrationIT services provider delivering outsourced IT support and technology infrastructure. Provides full Microsoft 365 suite (SharePoint, Teams, Office) and technology support to Integrated advisors.
• AdvicePaycoreTechnology or IntegrationAdvisor-focused fee-for-service payment management platform for streamlined billing and payment processing.
• PreciseFPcoreTechnology or IntegrationEnterprise onboarding system that helps advisors gather client information efficiently, streamline onboarding workflows, and integrate data between custodian software and other tools. Includes customizable templates and DocuSign integration.
• MoneyGuideProcoreTechnology or IntegrationFinancial planning software providing tools like Health Care Cost Smart Goal, Play Zone, and Social Security Optimization for comprehensive client financial planning.
• Tamarac CRMcoreTechnology or IntegrationCustomer relationship management system integrated with the Envestnet | Tamarac platform for client management and communication tracking.
• Fieldpoint PrivatesupportingTechnology or IntegrationBanking partner that provides offerings to Integrated advisors and their clients, including banking services and solutions.
• ProteuscoreTechnology or IntegrationAlliance Partner providing access to private and alternative investments. Offers approximately 50 different private credit funds, hedge funds, private equity funds, co-invests and real asset funds. Facilitates institutional-quality alternative fund access through a single electronic subscription agreement.
• Gray Harbor CapitalsupportingTechnology or IntegrationAlliance Partner specializing in federal government leased real estate investments. Offers fee-only perpetual life structure with monthly distributions fully covered by FFO and tax efficiency.
• Nitrogen WealthcoreTechnology or IntegrationClient engagement and lead-gen growth platform providing comprehensive tools for risk tolerance assessment, proposals, portfolio analytics, capacity planning, compliance, and firmwide insights.
• Envestnet Managed Account PlatformcoreTechnology or IntegrationManaged account platform capabilities available to Integrated advisors for portfolio management and investment oversight.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Sanctuary Wealth: Independent RIA platform serving breakaway advisors with practice management, technology, and compliance support. Most directly comparable peer given similar DBA model and target customer (advisors moving from wirehouses/broker-dealers to independence).
• RIA in a Box: Compliance, technology, and operations platform specifically built for breakaway RIAs transitioning from broker-dealers. Closely comparable in customer segment and platform-based service model, though more compliance-focused than IAN's full-stack alliance approach.

Broad incumbents

• Focus Financial Partners: Large RIA roll-up platform providing capital, infrastructure, and partnership support to independent advisors. Operates at much larger scale and via acquisition/M&A model rather than organic tech platform, but targets the same breakaway/independent advisor market.
• LPL Financial: Largest independent broker-dealer and RIA platform in the US with broad tech stack and practice support. Larger and broader than IAN, but competes for the same independent-advisor mind-share and provides overlapping compliance/operations/technology services.
• Cetera Financial Group: Independent advisor platform serving independent financial advisors with technology, practice management, and broker-dealer/RIA infrastructure. Comparable customer base with broader service portfolio and significantly greater scale than IAN.
• Kestra Financial: Independent advisor platform combining traditional broker-dealer services with RIA support. Similar target market (advisors seeking independence with infrastructure support) and overlapping product functionality.
• Cambridge Investment Research: Independent broker-dealer/RIA hybrid serving independent financial advisors nationwide with practice management, technology, and compliance support. Direct competitor in the breakaway/independent advisor space with much larger advisor headcount.
• Osaic (formerly Advisor Group): Large independent advisor platform formed by the merger of Advisor Group and Osaic. Provides RIA, broker-dealer, and enterprise technology infrastructure to thousands of independent advisors, comparable in customer segment at vastly greater scale.
• Mariner Wealth Advisors: National RIA platform serving high-net-worth and ultra-high-net-worth clients through independent advisor partnerships and acquisitions. Overlaps with IAN's UHNW segment served via Nicole Garza's specialty practice, and competes for the same breakaway talent.
• Wealthspire Advisors: Mid-sized RIA platform combining acquired independent firms under a unified tech and operations backbone. Comparable in serving previously-wirehouse advisors seeking independence, but uses acquisition-heavy model rather than organic platform addition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/integrated-advisors-network
• Xx.com/integrated_an
• Facebookfacebook.com/integrated.an

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

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 Integrated Advisors Network