INTEGRITY ALLIANCE, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $5.41B |
| Discretionary | $4.45B82% of AUM |
| Non-Discretionary | $957.0M |
| Client Accounts | 20,448 |
| Avg Account Size | $265K |
| Employees | 400 |
| Peak AUM | $5.41BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.4B | +124.6% | +60.5% | +40.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $5.41B |
| Discretionary | $4.45B |
| Employees | 400 |
| Client Accounts | 20448 |
| Client Range | 101-250 |
Contact & Location
Address
4135 NW URBANDALE DR
URBANDALE IA 50322
Phone
877-886-1939
Filing History
81 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.5B
82.3% of AUM
Non-Discretionary
$957M
17.7% of AUM
Disc. mix ▼ 17.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Mar 2012
•Investment adviser bar/suspension
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant