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 in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 23, 2025 and June 15, 2026, reported AUM increased 20.4%, from $4.6B to $5.5B.
Across 5 reported observations, AUM increased 61.1% between November 21, 2022 and June 15, 2026, from $3.4B to $5.5B.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 81 advisory representatives and 7,612 clients, or 94 clients per representative. That equates to $725.5K in reported AUM per client.
The profile lists 47 reported office locations and 12 years in operation. The source data was last updated on June 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Integrated Advisors Network LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Integrated Advisors Network LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Integrated Advisors Network LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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