You choose how you affiliate with us
We work with all types of advisors from independent advisors and W2s to independent RIAs and insurance-based wealth advisors. Our multi-affiliation model empowers you to affiliate with us in the way that best serves you and your clients, while taking full advantage of our structure and scaled designed to help drive the growth of your firm. All to help you and your clients plan for the good days ahead and make the most of what life brings.
You can join Integrity Wealth through our:
- Corporate RIA and Broker Dealer
- Fee-Only RIA
- Hybrid RIA
You choose how to best serve your clients
With Integrity Wealth, your access to industry partners and solutions is ungated, helping you make decisions for your clients’ short- and long-term objectives. We offer you access to:
- Multiple custodians including Fidelity Investments ®, LPL, BNY Pershing and others
- Broad portfolio, advisory program and TAMP options
- Comprehensive Mutual Funds/ETFs, Variable Life/Annuities, REITs/BDCs and other alternative products
- Third party and proprietary model portfolio options, including Wealth Solutions and Retirement Ally portfolios
- Expertise and insight from leaders with years of experience
You choose how to streamline your daily activities
Our powerful technology platforms and integrations are built to make your day-to-day practice, client and wealth management tasks more streamlined and efficient. This means you can spend less time managing your business and more time growing it. Integrations include:
- SS&C Black Diamond and Wove for trading, rebalancing and performance reporting
- CRM through SS&C Salentica
- SS&C RCI for risk and compliance
- Wove, Docupace, NetX360, Red Oak, Nitrogen, Nexus and more that can be accessed on the Integrity | Wealth Advisor platform
Simulated screenshots are for illustrative purposes only.
You choose how to transition your practice
With Integrity Wealth, you can manage your business for as long as you like. And when you are ready to transition out of your practice, we can provide the transition support you need, including:
- Business valuation
- Deal structure
- Appealing multiples and terms
Why Integrity Wealth?
Comprehensive
Integrity Wealth offerings are comprehensive, offering a variety of advisory programs, TAMPs, custodians, mutual funds / ETFs, annuities and more to help meet the specific needs of their clients.
Supportive
Each model offers access to channel-specific expertise from industry leaders, with advisors accessing technology and as much or as little support as needed to manage
their business.
Flexible
The Integrity Wealth platform is configurable to different advisor types, allowing advisors to select their model and custodian to grow their business “their way.”
Scale
Integrity Wealth offers a large network and structure to drive the growth of each advisors’ business, with the ability to offer holistic planning and help mitigating compliance and risk-related challenges.
Join Integrity Wealth
Ready to become an Integrity Wealth Advisor? We’re ready to help you build and grow your business. Simply fill out the form below to get the process started.
Investment advisory, brokerage and financial services are provided by Integrity Wealth LLC’s affiliates that are properly registered with the SEC and/or FINRA, including Integrity Alliance, LLC, Integrity Advisory Solutions, LLC, Lion Street Advisors, LLC, Lion Street Financial, LLC, Gladstone Institutional Advisory, LLC, Wealth Management of Nebraska, LLC, First Palladium, LLC and Integrity Capital, LLC.
This page is intended to recruit Registered Representatives and Independent Advisory Representatives.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance, historical returns, future projections, and statistical forecasts are no guarantee of future returns or future performance.
Tax and Legal advice is not provided by this website. For tax or legal advice consult with your tax adviser or attorney.
Fidelity Investments® (“Fidelity”) is an independent company, unaffiliated with the third-party providers listed. There is no form of legal partnership, agency affiliation, or similar relationship between these firms and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1166147.1.0