Integrated Advisors Network LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$5,522,561,843 as of October 2026, filing dated September 23, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

ABUNDANTIA CAPITAL CORP, ALL SOURCE INVESTMENT MANAGEMENT, ANDERSEN CAPITAL MANAGEMENT, LLC, ARCHER BAY CAPITAL, LLC, AUCTUM WEALTH MANAGEMENT, LLC, B&B STRATEGIC MANAGEMENT, BURNS-BLACKBURN GRPOUP, LLC, CANDID FINANCIAL, LLC, CAPITAL CITY FINANCIAL PARTNERS, CEDARLEAF FINANCIAL, COPPER CREST ADVISORS, LLC, ECHELON INVESTMENT MANAGEMENT LLC, ELY PRUDENT PORTFOLIOS, LLC, EVOQUE INVESTMENTS, INC., FAMILY FIRST WEALTH MANAGEMENT, FINANCIAL FOUNDATIONS INC., INTEGRATED ADVISORS NETWORK, JC INVESTMENT MANAGEMENT, LATTICE WEALTH MANAGEMENT GROUP, LIENART FAMILY ASSET MANAGEMENT, LONG COURSE CAPITAL LLC, LONGVIEW INVESTMENT ADVISORS, MENLO OAKS CAPITAL GROUP, LLC, MILITELLO WEALTH MANAGEMENT, LLC, MILLER PACIFIC FINANCIAL ADVISORS LLC, MOSAIC FINANCIAL SERVICES, NSPIRE WEALTH LLC, OLIVET FINANCIAL, OPEN NETWORK FINANCIAL CONSULTING, RAMA FINANCIAL, LLC, SAND CREEK INVESTMENT PARTNERS, INC., SAWYER CAPITAL INVESTMENT ADVISORS, SELECT WEALTH ADVISERS, SF-IAN, SHIELDS CAPITAL ADVISORS, VINEYARD GLOBAL ADVISORS, VINEYARD WEALTH ADVISORS LLC, YORKSHIRE WEALTH MANAGEMENT, INC, ZIMMERMAN WEALTH ADVISORY GROUP, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2015 (11 years)

Employees

Total: 86. Performing investment advisory functions: 80.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.National Financial Services LLCRaymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

36 other offices, as of the October 2026 filing

Asheville, NCAsheville, SCBakersfield, CABend, ORBoston, MACarlsbad, CAChico, CAColumbia, SCDallas, TXDenver, COEdmond, OKFredricksburg, VAGreat Barrington, MAGreenville, SCHenderson, NVKirkland, WALarkspur, CALos Angeles, CAManchester by the Sea, MAMcGregor, TXMemphis, TNMenlo Park, CAMount Airy, MDMount Pleasant, SCNaples, FLOak Park, ILOfallon, ILPalm Desert, CASan Diego, CASan Francisco, CASan Jose, CASarasota, FLSouthern Pines, NCTucson, AZWalnut Creek, CAWest Newton, MA

States registered or notice-filed

50 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

7 Reports 7 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
• 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?
• 11.G Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $2,720,749,208 in the October 2021 data and $5,522,561,843 in the October 2026 data, up 103%.

Total employees: 85 in October 2021 and 86 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • No longer lists the business name Vineyard Asset Management.
   • No longer lists the business name Sztrom Wealth Management, LLC.
   • Employees performing advisory functions went from 81 to 80.
   • No longer lists an office in Springfield, MO.
2. September 2026
   • Added the business name Olivet Financial.
   • Added the business name Cedarleaf Financial.
   • Item 11 disclosure answers changed: 7 yes answers, previously 6 (now yes: 11.G).
3. July 2026
   • Registered or notice-filed in NE, PR.
4. April 2026
   • Regulatory assets under management went from $4,585,500,174 to $5,522,561,843 (+20%).
   • Employees performing advisory functions went from 83 to 81.
   • Added the business name Integrated Advisors Network.
   • Added the business name Family First Wealth Management.
   • No longer lists the business name Paragon Wealth.
   • No longer lists the business name MDK Private Wealth Management.
   • No longer lists the business name Redefine Wealth Management, LLC.
   • Changed its office addresses in Bend, OR.
   • Changed its office addresses in Columbia, SC.
   • Changed its office addresses in Dallas, TX.
   • Changed its office addresses in Edmond, OK.
   • Changed its office addresses in Great Barrington, MA.
   • Changed its office addresses in Greenville, SC.
   • Changed its office addresses in Henderson, NV.
   • Changed its office addresses in Kirkland, WA.
   • Changed its office addresses in Manchester by the Sea, MA.
   • Changed its office addresses in Memphis, TN.
   • Changed its office addresses in Mount Airy, MD.
   • Changed its office addresses in Ofallon, IL.
   • Changed its office addresses in San Diego, CA.
   • Changed its office addresses in San Jose, CA.
   • Changed its office addresses in Sarasota, FL.
   • Changed its office addresses in Springfield, MO.
   • Added an office in Asheville, NC.
   • Added an office in Bakersfield, CA.
   • Added an office in Boston, MA.
   • Added an office in Carlsbad, CA.
   • Added an office in Chico, CA.
   • Added an office in Denver, CO.
   • Added an office in Fredricksburg, VA.
   • Added an office in Larkspur, CA.
   • Added an office in Los Angeles, CA.
   • Added an office in Menlo Park, CA.
   • Added an office in Mount Pleasant, SC.
   • Added an office in Naples, FL.
   • Added an office in Oak Park, IL.
   • Added an office in Palm Desert, CA.
   • Added an office in San Francisco, CA.
   • Added an office in Southern Pines, NC.
   • Added an office in Tucson, AZ.
   • Added an office in Walnut Creek, CA.
   • Added an office in West Newton, MA.
   • No longer lists an office in Fox River Grove, IL.
   • No longer lists an office in Pinehurst, NC.
   • No longer lists an office in Pueblo, CO.
   • No longer lists an office in Rancho Santa Fe, CA.
   • No longer lists an office in Seattle, WA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.