CRD: 130458
Financial Integrity Advisors, LLC
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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-20-2005
- Office Locations
- 1
Office Locations
About Financial Integrity Advisors, LLC
Financial Integrity Advisors, LLC is a Philadelphia-based RIA. The firm has been operating for 21 years. Managing $4.0B in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Reported data analysis
What the numbers show
Between April 22, 2025 and March 13, 2026, reported AUM increased 12.5%, from $3.5B to $4.0B.
Across 4 reported observations, AUM decreased 68.1% between May 16, 2023 and March 13, 2026, from $12.4B to $4.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $396.3M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PHILIP MONTIER HARRIS
Chief Compliance Officer, President
- CRD
- #1892115
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,963,360,838 | $304,873,911 |
| Non-Discretionary | $0 | -- |
| Total | $3,963,360,838 | $304,873,911 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Integrity Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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