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INTEGRATED ADVISORS NETWORK LLC

DALLAS, TX · CRD 171991 · IAPD ↗ · 855-729-4222

$5.52BRegulatory AUM
80Advisory reps
86Employees
0Clients
51-100Planning clients
2Private funds
50States
7Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — INTEGRATED ADVISORS NETWORK LLC's Item 11 disclosure-reporting entries rose by 1 (6 -> 7).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
49
July 2026 — INTEGRATED ADVISORS NETWORK LLC notice-filed in NE, PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — INTEGRATED ADVISORS NETWORK LLC added office(s): 45 -> 47 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — INTEGRATED ADVISORS NETWORK LLC added office(s): 39 -> 45 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — INTEGRATED ADVISORS NETWORK LLC notice-filed in HI, IA, KY, MI, MS, MT, RI, SD, VT, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — INTEGRATED ADVISORS NETWORK LLC now reports 1 private fund(s) ($12.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
55
October 2024 — INTEGRATED ADVISORS NETWORK LLC's Item 11 disclosure-reporting entries rose by 3 (3 -> 6).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
August 2024 — INTEGRATED ADVISORS NETWORK LLC's Item 11 disclosure-reporting entries rose by 2 (1 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
76
April 2024 — INTEGRATED ADVISORS NETWORK LLC grew from 76 to 82 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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