Integrity Advisory

Financial Advisory Servicesintegrity-advisory.com

Company typePrivate
Founded2005
HeadquartersOverland Park, United States
Headcount1–10
GTM typeB2C
OfferingServices

Integrity Advisory firmographics

Firmographics

Name: Integrity Advisory
Legal name: Integrity Advisory Solutions LLC
Website: https://integrity-advisory.com
Company type: Private
Founded year: 2005
Operating status: Operating
Headcount range: 1–10 employees
Ownership category
akta.pro rank

Integrity Advisory industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421)
SIC: Investment Advice (6282)
akta.pro primary industry: Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

Financial advisory services
Retirement planning
Investment management
Tax and estate planning
Insurance planning

Where Integrity Advisory is headquartered

Location

Headquarters

HQ city: Overland Park
HQ country: United States
HQ region: North America

Markets served

Integrity Advisory business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Integrity Advisory product offering

Product offering

Core offering

Integrity Advisory offers insurance planning, retirement plans, managing investments, financial plans, tax and estate planning services. The firm is a privately held financial advisory practice based in Overland Park, Kansas, operating with a small team to deliver personalized wealth and retirement advisory solutions to individuals and families.

Differentiator

Problem solved

Functional benefit

Products and services

Insurance Planning
Retirement Plans
Investment Management
Financial Planning
Tax and Estate Planning

Companies that use Integrity Advisory

Customer profile

Ideal customer profiles1 record

Integrity Advisory technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integrity Advisory partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves3 records

Integrity Advisory competitors and assessment

Company assessment

Direct peers

Creative Planning: Also headquartered in Overland Park, KS, Creative Planning is a national RIA offering investment, retirement, tax, and estate planning — overlapping service set and identical geography, making it the closest direct competitor.
Mariner Wealth Advisors: KC-area RIA providing comprehensive wealth management including investments, retirement, tax, and estate planning to individuals and business owners — directly comparable service mix and regional overlap.
Carson Wealth: Mid-market RIA offering holistic financial planning, investment management, and retirement plan services to individuals and business owners — comparable service breadth and target client profile.
Savant Wealth Management: Independent, fee-only RIA providing investment, tax, retirement, and estate planning to individuals and small business owners — closely aligned business model and client segments.

Broad incumbents

Edelman Financial Engines: One of the largest independent RIAs in the U.S. offering investment advisory, retirement planning, and tax/estate services nationwide — same service categories but at much greater scale.
Commonwealth Financial Network: Independent broker-dealer/RIA supporting financial advisors offering holistic wealth, retirement, and insurance planning — comparable service categories at greater scale.
Fisher Investments: Large global investment management firm primarily serving high-net-worth individuals and institutions with discretionary portfolio management — overlaps on investment advisory and retirement-related services.
Cambridge Investment Research: Independent broker-dealer supporting RIAs offering financial planning, investment, retirement, and insurance services — comparable offerings via an independent-advisor model.
LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of advisors who deliver wealth, retirement, and insurance planning — adjacent as the platform many small RIAs sit on.
Cetera Financial Group: Large broker-dealer and RIA support platform serving independent financial advisors with wealth, retirement, and insurance offerings — overlaps on retirement plan and advisory services, broader scale.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights5 records

Customer concentration

Integrity Advisory financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Integrity Advisory leadership team

Management profile

Number of profiles

Profiles3 records

Integrity Advisory funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Integrity Advisory M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Integrity Advisory

What does Integrity Advisory do?

Is Integrity Advisory a public or private company?

Integrity Advisory is a private company. It is classified as unknown and is currently operating.

When was Integrity Advisory founded?

Integrity Advisory was founded in 2005. It employs 1 to 10 people.

Where is Integrity Advisory based?

Integrity Advisory is headquartered in Overland Park, United States, in the North America region.

Who are Integrity Advisory's main competitors?

Direct peers on record are Creative Planning, Mariner Wealth Advisors, Carson Wealth and Savant Wealth Management. Broad incumbents are Edelman Financial Engines, Commonwealth Financial Network, Fisher Investments, Cambridge Investment Research, LPL Financial and Cetera Financial Group.

Does Integrity Advisory have an API?

No public API is recorded for Integrity Advisory.

What industry is Integrity Advisory in?

Integrity Advisory's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory. Its NAICS code is 523940 and its SIC code is 6282.