Integrated Partners Surpasses $30 Billion in Assets as Firm Approaches 30th Anniversary

Milestone reflects six years of accelerated growth and sets the stage for Integrated’s Annual Partners Conference in Boston

BOSTON--(BUSINESS WIRE)--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, today announced it has surpassed $30 billion in assets under advisement (AUA) as the firm celebrates its 30th year in operation.

The milestone comes amid significant expansion for Integrated, which has grown from approximately $12 billion in assets six years ago to $30 billion today, and reflects three decades of building an advisor-first platform centered on helping entrepreneurial advisors.

“Reaching $30 billion as we approach our 30th anniversary is incredibly meaningful for all of us at Integrated,” said Paul Saganey, founder and CEO of Integrated Partners. “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.”

Since the firm was founded in 1996, Integrated has built its platform around supporting independent advisors with the infrastructure, resources and strategic guidance needed to grow thriving practices. The firm’s open-architecture environment allows advisors to build and maintain their own brands while accessing business-building capabilities that include advanced financial planning, investment management, technology, marketing, succession planning and Integrated’s groundbreaking CPA Alliance program.

Over the past several years, Integrated has continued to expand the resources available to advisors through strategic investments and platform enhancements. The firm launched the Integrated Advisor Dashboard, powered by Invent, and introduced RAI, its AI-powered assistant. It also launched Integrated Private Wealth to help advisors better serve business owners and strengthened its technology ecosystem through strategic partnerships. Together, these investments have enhanced Integrated’s ability to help advisors scale their businesses while maintaining the independence that defines the Integrated model.

Integrated’s growth has accelerated as advisors increasingly align with providers that can provide scale without limiting their independence. The firm’s organic growth resources, including its CPA Alliance, connect advisors with opportunities to collaborate with accounting professionals and serve clients with increasingly complex planning needs. Its open-architecture platform also allows advisors to select the tools and services best suited to their businesses.

“Advisors want a partner that empowers growth rather than standing in its way,” Adrian Duran, chief growth officer at Integrated Partners. “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.”

Integrated now supports 282 advisors and works with 253 CPAs through its CPA Alliance. Thirty advisors have joined the platform in 2026 to date, an especially fitting figure as the organization prepares to commemorate its 30th anniversary.

As Integrated looks ahead to the rest of this year and beyond, the firm will continue investing in the growth of its existing advisor community while selectively recruiting advisors whose values align with its culture and mission. Its long-term strategy remains grounded in freedom of choice, freedom of ownership and the ability to chart an independent course.

“Our growth is a tribute to our advisors, our team, and our commitment to independence, flexibility and partnership,” said Andree Mohr, president of Integrated Partners. “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.”

Advisory firms wishing to learn more about Integrated’s suite of back-office and organic growth solutions are encouraged to visit integrated-partners.com.

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 280 advisors, 250+ CPAs and 118 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

Investment advice offered through Integrated Partners, a registered investment advisor. *$30.5 billion in assets under advisement inclusive of $22.9 billion in advisory assets as of 06/30/26.