Tech stack
No one at Financial Integrity Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Financial Integrity Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
N
Nationwide
Per Form ADV · $5.3B held · filed Feb 2024
T
TIAA
Per Form ADV · $3.4B held · filed Feb 2024
BNY
Per Form ADV · $3.3B held · filed Feb 2024
Fidelity
Per Form ADV · $874M held · filed Feb 2024
M
Missionsquare Icma
Per Form ADV · $82M held · filed Feb 2024
Schwab
Per Form ADV · $31M held · filed Feb 2024
T
The Standard
Per Form ADV · $12M held · filed Feb 2024
P
Principal
Per Form ADV · $240K held · filed Feb 2024
M
Matrix Trust
Per Form ADV · $63K held · filed Feb 2024
Financial Planning
