Integrated Partners has surpassed $30.5 billion in assets under advisement as the national financial planning and registered investment advisory firm approaches its 30th anniversary. The total includes approximately $22.9 billion in advisory assets as of June 30, 2026.
Integrated has grown from roughly $12 billion in assets six years ago, representing an increase of more than 150% over that period.
The firm now supports 282 financial advisors and works with 253 CPAs through its CPA Alliance program.
Thirty advisors have joined Integrated so far in 2026.
Founded in 1996, Integrated has built its platform around independent financial advisors that want to retain ownership of their businesses and brands while gaining access to centralized infrastructure and growth resources.
The firm’s open-architecture platform provides capabilities spanning financial planning, investment management, technology, marketing, succession planning and business development.
One of its longstanding growth initiatives is the CPA Alliance, which connects financial advisors with accounting professionals and is designed to create opportunities around clients with more complex tax and financial planning needs.
Integrated has also been expanding its technology platform.
The company launched the Integrated Advisor Dashboard, powered by Invent, to consolidate advisor technology into a unified experience.
It also introduced RAI, an AI-powered assistant intended to support advisors across their workflows.
Integrated has expanded its offering for business owners through Integrated Private Wealth, a platform designed to help advisors work with entrepreneurs navigating significant financial and ownership transitions.
The company believes those investments are helping advisors scale their practices without giving up the flexibility associated with independent wealth management.
Integrated’s growth strategy combines continued investment in advisors already using the platform with selective recruitment of additional teams.
The firm is particularly focused on advisors whose businesses align with its emphasis on independence, ownership and flexibility.
Integrated currently has more than 118 regional offices across the U.S.
The $30 billion milestone comes as the firm prepares to mark its 30th anniversary and hold its annual Partners Conference in Boston.
Management said the firm’s long-term strategy will continue to emphasize giving advisors control over their brands and business models while supplying the technology, planning capabilities and operational resources needed to scale.
KEY QUOTES:
“Reaching $30 billion as we approach our 30th anniversary is incredibly meaningful for all of us at Integrated. It reflects the persistence of our team, the strength of our culture and the trust so many incredible advisors have placed in us. We have always believed that advisors grow when they have a committed team in their corner and the freedom to build their businesses in a way that remains true to their own vision.”
Paul Saganey, Founder And CEO Of Integrated Partners
“Advisors want a partner that empowers growth rather than standing in its way. They want the freedom to own their mission, build their brands and chart their own course, supported by a team that understands when to step in and when to give them room to lead. That balance has shaped Integrated for nearly three decades, and it will remain central to where we go next.”
Adrian Duran, Chief Growth Officer Of Integrated Partners
“Our growth is a tribute to our advisors, our team, and our commitment to independence, flexibility and partnership. We are excited to continue writing the next chapter of Integrated’s story and supporting our community of advisors and CPAs. We firmly believe that if we build the best possible environment for entrepreneurial advisors to succeed, growth will follow.”
Andree Mohr, President Of Integrated Partners
