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FINANCIAL INTEGRITY ADVISORS, LLC

PHILADELPHIA, PA · CRD 130458 · IAPD ↗ · firmadvisor.com · 215-557-7622

$3.96BRegulatory AUM
2Advisory reps
3Employees
3Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
March 2026 — FINANCIAL INTEGRITY ADVISORS, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
May 2025 — FINANCIAL INTEGRITY ADVISORS, LLC reported RAUM down 74% ($13.71B -> $3.52B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
March 2024 — FINANCIAL INTEGRITY ADVISORS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.