INTEGRITY FINANCIAL ADVISORS, LLC

Company Profile

As of Date 08/21/2026
ADV Location United States, MA
Websites
AUM* 192,062,580 10%
of that, discretionary 172,359,101 16%
Number of Employees 12 -8%
of those in investment advisory functions 11 -8%
Private Fund GAV* 0
Avg Account Size 202,598 34%
High Net Worth 13.82% 37%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Disclosure Reporting

11.E(2) SRO found rule violation
11.E(4) SRO disciplined (expelled/suspended/barred)
View 1 DRP Record

Recent News

Reported AUM

115M 99M 82M 66M 49M 33M 16M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM