CRD: 171991
Integrated Advisors Network LLC
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- Custodian
- Charles Schwab & Company · Cibc Mellon · Fidelity/NFS · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2014
- Office Locations
- 47
Office Locations
About Integrated Advisors Network LLC
Integrated Advisors Network (Dallas, TX) partners with independent advisors and RIAs, providing operational support and practice infrastructure—custodian support, compliance resources, and technology platforms. Common portfolio vehicles include ETFs and mutual funds. Its proprietary Alliance Program offers member-only access to a library of vetted third-party tools and enterprise-level products, helping advisors compete and scale across custodians such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY JAMES GROVES
Advisor, Co-founder
- CRD
- --
- Ownership
- Less than 5%
LINDA MICHELLE PIX
Co-founder
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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PETER CHRISTIAN ANDERSEN
--
- CRD
- #2397678
THOMAS ANDREWS
--
- CRD
- #4388398
Showing 2 of 86 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,286,824,594 | $425,670 |
| Non-Discretionary | $235,737,249 | $438,989 |
| Total | $5,522,561,843 | $426,222 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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