Petaluma, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
integrity Advisory Solutions
Multi-team
Firm-wide stats for integrity Advisory Solutions
About
Like many large advisory enterprises, Integrity Advisory Solutions serves individuals (including high‑net‑worth clients), trusts, estates, corporations and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. Its services include portfolio management (wrap and non‑wrap), financial planning and consulting, retirement plan and participant consulting, sub‑advisory and model portfolio programs, and client referral services.
Advisors gather client information to construct tailored portfolios using fundamental and technical analysis, asset‑allocation frameworks (strategic, tactical, adaptive and MPT), model portfolios and discretionary management, with ongoing monitoring and at least annual client reviews. The firm also leverages third‑party platforms (Envestnet, AssetMark, Schwab/Fidelity/Pershing) and offers a Third‑Party Retirement Account Program to access and manage held‑away retirement accounts, acting as a Section 3(21) fiduciary and, when authorized, providing Section 3(38) plan‑level management.
What is distinctive for an enterprise firm of this size is the integration of retirement‑plan advisory capabilities with affiliated program sponsorship: an affiliate, Integrity Alliance, sponsors wrap programs (Wealth Solutions, Wealth Solutions SMA, Retirement Ally), acts as a sub‑adviser, and participates in custodial and cash‑sweep arrangements (including Pershing and Stone Castle) that support retirement and lending solutions. The brochure discloses related revenue‑sharing, transition assistance and platform‑fee arrangements and describes policies and disclosures the firm uses to manage those conflicts of interest.
Based on integrity Advisory Solutions
Expertise
Based on integrity Advisory Solutions
Location
422 Petaluma Blvd N
Petaluma CA 94952
Advisors at this office
2
Advisors at this office
Miranda P
Series 65
Petaluma, CA
integrity Advisory Solutions
Miranda Pringle Dressler is a financial advisor at Integrity Advisory Solutions with three years of industry experience. She holds a Series 65 designation and previously worked at Clock Tower Wealth Management Inc. and has practiced law as a partner at Mackay Dressler Law, APC since 2017. Outside of her advisory and legal work, she serves as Chair of the Governance Committee on the board of the Village Network of Petaluma, a local nonprofit for seniors, and participates in the Petaluma Chamber of Commerce Women in Business Committee. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and leverages third-party platforms to provide tailored investment solutions and integrated retirement plan advisory services.
Bridget M
Series 65
Petaluma, CA
integrity Advisory Solutions
Bridget Mackay is a financial advisor with Integrity Advisory Solutions in Petaluma, CA, holding a Series 65 designation and five years of industry experience. She previously practiced law for 19 years at her own firm, the Law Offices of Bridget Mackay, APC, specializing in estate planning and elder law. Mackay serves on the Senior Advisory Committee for the City of Petaluma, advising on quality-of-life issues for local seniors. Integrity Advisory Solutions is a multi-team firm with approximately 127 advisors managing around $1.1 billion in client assets. The firm serves individuals, trusts, estates, corporations, and other business clients by providing portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)