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- Custodian
- Assetmark · Broadridge · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-07-2006
- Office Locations
- 321
Office Locations
About Integrity Alliance, Llc.
Integrity Wealth (Integrity Alliance, LLC) offers a corporate RIA and broker-dealer platform for independent advisors, including custody/clearing through Pershing and multi-custodian support such as Fidelity. Advisors get proprietary portfolio models, broad TAMP options, and wrap/non-wrap advisory programs, with access to stocks, bonds, UITs, mutual funds/ETFs, annuities, and alternative products (including REITs/BDCs).
Reported data analysis
What the numbers show
Between December 12, 2025 and May 13, 2026, reported AUM increased 124.6%, from $2.4B to $5.4B.
Across 5 reported observations, AUM increased 344.5% between November 29, 2022 and May 13, 2026, from $1.2B to $5.4B.
Of the latest reported AUM, 82.3% is discretionary and 17.7% is non-discretionary.
The firm reports 322 advisory representatives and 10,885 clients, or 33.8 clients per representative. That equates to $497.2K in reported AUM per client.
The profile lists 321 reported office locations and 20 years in operation. The source data was last updated on May 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
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Integrity Alliance, Llc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN EDWARD AUKES
President
- CRD
- #2712193
- Ownership
- Less than 5%
ANDREA K Baker
Chief Financial Officer, Finop
- CRD
- #5533991
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Christian J Abbas
--
- CRD
- #7993868
DONALD JEREMIAH ABERNETHY
--
- CRD
- #3194164
Showing 2 of 680 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,454,941,329 | $243,200 |
| Non-Discretionary | $957,035,550 | $449,312 |
| Total | $5,411,976,879 | $264,670 |
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Separately Managed Accounts
SMA allocation detail is available
Integrity Alliance, Llc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Integrity Alliance, Llc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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