Integrated Advisors Network Llc
- Regulatory AUM
- $5.5B
- Discretionary
- $5.3B
- Clients
- 7,612
- Avg AUM / client
- $726K
- Accounts
- 12,957
- Employees
- 87
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6,711 | $2.3B | 42.3% |
| High net worth individuals | 652 | $3.1B | 56.3% |
| Pension and profit sharing plans | 33 | $6.5M | 0.12% |
| Charitable organizations | 63 | $17.2M | 0.31% |
| Corporations and other businesses | 153 | $54.6M | 0.99% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Imi Management, Inc. 401(k) Retirement Plan Imi Management, Inc. | 2024 | |
| Hagens Berman Sobol Shapiro Llp 401(k) Retirement Plan Hagens Berman Sobol Shapiro Llp | 2024 | |
| Teamhealth 401(k) Plan Ameriteam Services, Llc | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (85)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Groves, Jeffrey, James | Co Founder And Managing Partner | May 2014 (12y) | Less than 5% | |
| Pix, Linda, Michelle | Co Founder And Chief Relationship Officer | Dec 2014 (12y) | Less than 5% | |
| Michael Allen Young | President And Managing Partner | May 2015 (11y) | Less than 5% | |
| Tyler, Danielle, Lynne | Chief Compliance Officer | Aug 2021 (5y) | Less than 5% | |
| Christopher John Richard | Registered representative | Sep 2015 (11y) | ||
| John Peter Newhouse | Registered representative | Sep 2015 (11y) | ||
| Thomas Randall Samuelson | Registered representative | CFA | Sep 2015 (11y) | |
| Jennifer Hope Newhouse | Registered representative | Jan 2016 (11y) | ||
| Audra Lynn Mallow | Registered representative | Apr 2016 (10y) | ||
| James Ray Tindall | Registered representative | Jun 2016 (10y) | ||
| James Timothy Mathis | Registered representative | Jul 2016 (10y) | ||
| Hugh Gibson Stout | Registered representative | Oct 2016 (10y) | ||
| Mark Bernard Lublin | Registered representative | Nov 2016 (10y) | ||
| Douglas Wellington Shultz | Registered representative | Dec 2016 (10y) | ||
| Phillip Lee Bell | Registered representative | Jan 2017 (10y) | ||
| Stephen Scott Hall | Registered representative | Jan 2017 (10y) | ||
| Benjamin Thomas Newhouse | Registered representative | Personal Financial Specialist | Apr 2017 (9y) | |
| Eric Christopher Meushaw | Registered representative | CFP | Apr 2017 (9y) | |
| Guerdon Tisdale Ely | Registered representative | CFP Chartered Financial Consultant | Jul 2017 (9y) | |
| Anna Christina Nelson | Registered representative | Jul 2017 (9y) | ||
| Patrick Edward White | Registered representative | Aug 2017 (9y) | ||
| Michael Sztrom | Registered representative | Mar 2018 (8y) | ||
| Jason Woodrow Heming | Registered representative | May 2018 (8y) | ||
| Curtis Scott Burns | Registered representative | Jun 2018 (8y) | ||
| Todd David Blackburn | Registered representative | Jun 2018 (8y) | ||
| Michael J Norris | Registered representative | Jul 2018 (8y) | ||
| William George Yocius | Registered representative | Aug 2018 (8y) | ||
| Joshua D Bradley | Registered representative | Aug 2018 (8y) | ||
| Peter Christian Andersen | Registered representative | CFA | Sep 2018 (8y) | |
| Terri Ziegle Campbell | Registered representative | CFA | Oct 2018 (8y) | |
| Geoffrey Mitchell Zimmerman | Registered representative | CFP | Dec 2018 (8y) | |
| Thomas Adam Smith | Registered representative | CFP | Mar 2019 (7y) | |
| Janet Colleen Galloway | Registered representative | CFP | May 2019 (7y) | |
| Amanda Jean Klug | Registered representative | Jul 2019 (7y) | ||
| Susan Katz | Registered representative | Jul 2019 (7y) | ||
| Rick Joseph Militello | Registered representative | Aug 2019 (7y) | ||
| Nicole Marie Garza | Registered representative | Sep 2019 (7y) | ||
| Lance Damion Lienart | Registered representative | Sep 2019 (7y) | ||
| Wendie Caprice Hohman | Registered representative | Oct 2019 (7y) | ||
| William Francis Berner | Registered representative | Oct 2019 (7y) | ||
| Jeffrey Wayne Stephenson | Registered representative | Oct 2019 (7y) | ||
| Mason Scott Tucker | Registered representative | Oct 2019 (7y) | ||
| Michael Connor Stephenson | Registered representative | Oct 2019 (7y) | ||
| Jessica Bartle | Registered representative | Oct 2019 (7y) | ||
| Donald A. Sawyer | Registered representative | Nov 2019 (7y) | ||
| Nathan Douglas O'steen | Registered representative | Jan 2020 (7y) | ||
| Melissa Mae | Registered representative | Feb 2020 (6y) | ||
| Brenda Sue Cox | Registered representative | Feb 2020 (6y) | ||
| Anna Militello | Registered representative | May 2020 (6y) | ||
| Justin P Bernier | Registered representative | Jan 2021 (6y) | ||
| Patrick M Kennedy | Registered representative | Jan 2021 (6y) | ||
| Thomas Allen King | Registered representative | Feb 2021 (5y) | ||
| Mitchell Horst | Registered representative | Feb 2021 (5y) | ||
| James Joseph Burdett | Registered representative | Mar 2021 (5y) | ||
| Allyson Conway Sacratini | Registered representative | Jul 2021 (5y) | ||
| Charles Hensley Bruce Woodward | Registered representative | Oct 2021 (5y) | ||
| Michael Shannon Coleman | Registered representative | Jan 2022 (5y) | ||
| Michael Patrick Ross | Registered representative | Apr 2022 (4y) | ||
| Mark Gottlieb Huber | Registered representative | CFP CFA | May 2022 (4y) | |
| Arnell Land | Registered representative | May 2022 (4y) | ||
| Christopher B Lynn | Registered representative | Aug 2022 (4y) | ||
| Charles David Brown | Registered representative | Aug 2022 (4y) | ||
| David Alan Foster | Registered representative | CFA | Jan 2023 (4y) | |
| Kerstin Elizabeth Ramstrom | Registered representative | CFP CFA | Jan 2023 (4y) | |
| Nicole Marie Rukstalis | Registered representative | Aug 2023 (3y) | ||
| Eric John Olney | Registered representative | CFP | Sep 2023 (3y) | |
| Duane Neil Burghard | Registered representative | Apr 2024 (2y) | ||
| Thomas Haywood Sarkes | Registered representative | Dec 2024 (2y) | ||
| Gregory Scott Young | Registered representative | Jan 2025 (2y) | ||
| Leslie Hull Miller | Registered representative | Jan 2025 (2y) | ||
| Scott Lipka | Registered representative | Jan 2025 (2y) | ||
| David Michael Polson | Registered representative | Feb 2025 (1y) | ||
| Maxwell Kincade Holland | Registered representative | Feb 2025 (1y) | ||
| Alex Kingsley Suggs | Registered representative | Apr 2025 (1y) | ||
| Blake Feldmann | Registered representative | CFP | May 2025 (1y) | |
| Dwight Lloyd Ower | Registered representative | Jul 2025 (1y) | ||
| John Moreno | Registered representative | Dec 2025 (1y) | ||
| Thomas Andrews | Registered representative | CFP | Dec 2025 (1y) | |
| John Melville Davis | Registered representative | Jan 2026 (1y) | ||
| Michael William Brown | Registered representative | Jan 2026 (1y) | ||
| Cheyanne Natalia Powell | Registered representative | Jan 2026 (1y) | ||
| Adam Joseph Perlaky | Registered representative | Mar 2026 (0y) | ||
| Vincent J Florentino | Registered representative | Apr 2026 (0y) | ||
| Marc Crone | Registered representative | Apr 2026 (0y) | ||
| Peter James Kennedy | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tx Hi, Llc | Owner | Mar 2023 | A | 75% or more |
| Mixed Colors Llc | Direct Owner | Jan 2021 | A | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Imi Management, Inc. 401(k) Retirement Plan | Imi Management, Inc. | 358 | $24.5M | 01/01/2024 |
| Hagens Berman Sobol Shapiro Llp 401(k) Retirement Plan | Hagens Berman Sobol Shapiro Llp | 140 | $30.3M | 01/01/2024 |
| Teamhealth 401(k) Plan | Ameriteam Services, Llc | 18,577 | $1.8B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 2.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: INTEGRATED NOTICE FILED AN INVESTMENT ADVISOR REPRESENTATIVE IN ARIZONA BUT FAILED NOTICE FILING WAS INCOMPLETE DUE TO NO FINGERPRINTS ON FILE. IAR PROVIDED INVESTMENT ADVISORY AND OTHER SERVICES FOR INTEGRATED CLIENTS FOR A FEE. Status: Final Sanction Detail: ADMINISTRATIVE PENALTY OF $5,000. REQUIREMENT FROM ARIZONA TO FOLLOW IM ACT. Summary: RESPONDENT SIGNED ORDER AND PAID $5,000 FINE FOR IAR OFFERING INVESTMENT ADVISORY SERVICES FOR A FEE WHILE NOT LICENSED IN ARIZONA.
Allegations: THE SETTLED ORDER STATES THAT INTEGRATED FAILED TO COMPLY WITH ADVISERS ACT RULE 206(4)-1 WITH THE DISSEMINATION OF AN ADVERTISEMENT IN WHICH IT CLAIMED TO PROVIDE INVESTMENT ADVICE THAT PUT THE CLIENTS FIRST BY ALIGNING INCENTIVES AND ELIMINATING CONFLICTS OF INTEREST WITHOUT PROVIDING ANY CONTEXT FOR THIS CLAIM. FORM ADV PART 2A BROCHURES RECOGNIZED VARIOUS CONFLICTS OF INTEREST INHERENT IN THE ROLE AS AN INVESTMENT ADVISER. AS A RESULT, INTEGRATED LACKED A REASONABLE BASIS TO BELIEVE THAT IT WOULD BE ABLE TO SUBSTANTIATE THE CLAIM OF ELIMINATING ITS CONFLICTS OF INTEREST. Status: Final Sanction Detail: IN CONNECTION WITH THE SETTLED ORDER, ADVISER PAYING $325,000 TO THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Summary: WITHOUT ADMITTING OR DENYING THE FINDINGS OF THE SETTLED ORDER, INTEGRATED CONSENTED TO THE ENTRY OF THE ORDER INSTITUTING ADMINISTRATIVE AND CEASE-AND-DESIST PROCEEDINGS FROM VIOLATING CERTAIN PROVISIONS OF THE INVESTMENT ADVISERS ACT. INTEGRATED WAS CENSURED AND AGREED TO PAY A CIVIL MONETARY PENALTY.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $3.2B (58% of AUM) Jun 2026
- National Financial Services (Fidelity) $1.6B (29% of AUM) Jun 2026
- Pershing $84.6M (14% of AUM) Jan 2019
- Raymond James $52.0M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗