Somersworth, NH Office

Team
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Integrity Alliance, LLC logo

Integrity Alliance, LLC

Enterprise

Firm-wide stats for Integrity Alliance, LLC

Total advisors

335

Across 203 offices

Clients per advisor

32 Very Low

Avg AUM per client

$454,036 Typical

HNW client ratio

10% Low

About

Integrity Alliance provides advisory and brokerage services to a broad client base including individual investors (both non‑HNW and high‑net‑worth), corporations and other business entities, and qualified retirement plans and participants. The firm operates as a large advisor network—over 300 independent investment adviser representatives managing roughly $5.4 billion in client assets—and offers portfolio management, financial planning, and both wrap and non‑wrap programs as well as third‑party manager referrals.

Investment advice is delivered through a mix of advisor‑managed discretionary accounts, model portfolios and third‑party sub‑advisers available via platforms such as Envestnet, AssetMark and BNY Mellon/Wealth Solutions. Advisors may employ strategic, tactical or adaptive allocation approaches and can include alternatives; Integrity Alliance documents annual reviews and supports plan services ranging from non‑discretionary participant advice to acting as an ERISA 3(38) investment manager where authorized.

Several operational features distinguish Integrity Alliance from many enterprise peers: it is dually registered as an SEC‑registered investment adviser and a broker‑dealer and serves as an introducing broker to Pershing, with related revenue‑sharing arrangements (including cash sweep and FUNDVEST® participation). The firm also maintains affiliated insurance distribution and outside insurance desks, provides back‑office and transition support to other RIAs, and counts some advisors who are separately licensed attorneys or who operate as unaffiliated RIAs—arrangements that create service and supervisory complexities not typical at many large advisory enterprises.

Based on Integrity Alliance, LLC

Expertise

Annuities ESG / Sustainable investing

Based on Integrity Alliance, LLC

Location

259 Nh 108

Somersworth NH 03878

Advisors at this office

6

Advisors at this office

user avatar

Tyler K

Series 65

Somersworth, NH

Integrity Alliance, LLC

Tyler Kretschmar is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He previously worked at Lincoln Investment and Capital Analysts. Additionally, he is an agent with American Senior Benefits, providing insurance services to clients. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a mix of discretionary accounts, model portfolios, and third-party sub-advisers.

Annuities ESG / Sustainable investing
user avatar

Matthew H

Series 66

Somersworth, NH

Integrity Alliance, LLC

Matthew Herman is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with Integrity Alliance, LLC and has previously held roles at firms including Lincoln Investment and Questar Asset Management. Outside of advising, he is involved in multiple business ventures including ownership interests in an insurance and real estate holding company as well as a marine service business. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, employing various investment approaches through discretionary accounts, model portfolios, and platform access.

Annuities ESG / Sustainable investing
user avatar

Richard W

Series 63, Series 66

Somersworth, NH

Integrity Alliance, LLC

Richard Wasson III is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Gateway Retirement Solutions, Lincoln Investment, and Commonwealth Financial Network. Outside of his advisory role, he serves as a board member and fundraiser director for a non-profit Little League baseball organization. Integrity Alliance serves a broad client base ranging from individual investors to corporations and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options through a large network of advisors managing approximately $5.4 billion in client assets.

Annuities ESG / Sustainable investing
user avatar

Wesley L

Series 63, Series 65

Somersworth, NH

Integrity Alliance, LLC

Wesley Labelle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, each for seven years, and at Questar Asset Management and Questar Capital Corporation for three years. Outside of his advisory role, he is a part owner of Gateway Property and Casualty, an insurance firm, and has ownership interests in a marine services business and real estate ventures. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large network of independent advisers managing roughly $5.4 billion in client assets, offering portfolio management, financial planning, and both wrap and non-wrap programs with a range of investment approaches and third-party manager referrals.

Annuities ESG / Sustainable investing
user avatar

Rodney M

Series 63, Series 66

Somersworth, NH

Integrity Alliance, LLC

Rodney Musto Jr. is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment and Fidelity. Outside of advising, he is a police officer in Rochester, New Hampshire. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting through multiple platforms and employs various portfolio strategies incorporating ETFs, mutual funds, fixed income, and alternative investments.

Annuities ESG / Sustainable investing
user avatar

Daniel S

Series 63, Series 66

Somersworth, NH

Integrity Alliance, LLC

Daniel Sweetland is a financial advisor at Integrity Alliance, LLC with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Integrity Alliance, he held positions at Lincoln Investment, Fidelity Investments, and DHK Financial Advisors. Outside of his advisory career, he has experience working with community organizations and small businesses. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of investment and planning services through advisor-managed accounts, model portfolios, and third-party managers, supported by its dual registration as both an SEC-registered investment adviser and broker-dealer.

Annuities ESG / Sustainable investing
View complete list of advisors at this office
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