Integrated Advisors

Overview

Integrated Advisors is an independent registered investment adviser organized as an LLC and privately owned by an individual. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its billing mix includes percentage-of-AUM fees along with hourly and fixed-fee arrangements. In addition to advisory work, the firm operates as an insurance broker. Integrated Advisors is not positioned as a multi-state adviser, does not identify as an active ESG investor, and does not act as a capital allocator. The firm appeared on Barron’s Top 100 RIA list in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices