Data / Investment advisers / Virginia / Integrated Financial Solutions, Inc.
Integrated Financial Solutions, Inc., Reston, VA: $303 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Integrated Financial Solutions, Inc. is an SEC registered investment adviser with its main office in Reston, Virginia and reports $303 million in regulatory assets under management in its Form ADV filed February 9, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Integrated Financial Solutions, Inc. (CRD number 112038): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 112038
- SEC file number
- 801-121153
- SEC status
- Approved, effective May 24, 2021
- Main office
- 11872 Sunrise Valley Drive Suite 200, Reston, VA 20191
- Phone
- (703) 295-9200
- Website
- ifnadvisors.com
- Regulatory AUM
- $303,305,402 in the Form ADV filed February 9, 2026
- Discretionary AUM
- $303,305,402
- Accounts
- 338
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 87 | $240.1 million |
| Individuals (other than high net worth individuals) | 116 | $47.2 million |
| Pension and profit sharing plans | 34 | $15.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $303.3 million | February 9, 2026 |
| December 1, 2025 | $226.6 million | February 18, 2025 |
Other advisers in Reston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Acorn Financial Advisory Services, Inc. | Reston | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Hopwood Financial Services, Inc. | Reston | $750.3 million | Not listed | adviserinfo.sec.gov |
| Reston Wealth Management | Reston | $589.9 million | Not listed | adviserinfo.sec.gov |
| Sentinel Wealth Management, Inc. | Reston | $388.8 million | Not listed | adviserinfo.sec.gov |
| Piedmont Wealth Advisory | Reston | $353.7 million | Not listed | adviserinfo.sec.gov |
| Preston Wealth Advisors, LLC. | Reston | $286 million | 2 | adviserinfo.sec.gov |
| Investology Inc. | Reston | $250 million | Not listed | adviserinfo.sec.gov |
| Buchanan Wealth Management | Reston | $212 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Reston, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Integrated Financial Solutions, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.