Integrity Alliance, LLC
Urbandale, IA·SEC-registered · CRD #139627
Integrity Alliance, LLC is an SEC-registered investment advisory firm in Urbandale, IA managing $5.4B across 23k client accounts, with 322 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.4B
Client accounts
23k
Advisory staff
322
Fee model
Fee-based
How Integrity Alliance, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Integrity Alliance, LLC
How much does Integrity Alliance, LLC manage?
Per its most recent SEC Form ADV filing (05/13/2026), Integrity Alliance, LLC reports $5.4B in regulatory assets under management across roughly 23k client accounts.
How does Integrity Alliance, LLC charge?
Integrity Alliance, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Integrity Alliance, LLC a fiduciary?
Yes. Integrity Alliance, LLC is registered with the U.S. Securities and Exchange Commission (CRD #139627), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Integrity Alliance, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Integrity Alliance, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Urbandale, IA
Profile compiled from Integrity Alliance, LLC's public SEC Form ADV filing (CRD #139627, filed 05/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Integrity Alliance, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Integrity Alliance, LLC? Claim this profile.