The national firm’s banner year includes first acquisition, new insurance division, strategic hires and more
BOSTON–(BUSINESS WIRE)–#CPA—Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, today announces the results of another milestone year in 2023. With over $15.5 billion in assets under advisement (AUA), Integrated has added more than $3 billion in assets in 2023 alone.
This significant growth can be attributed, in part, to Integrated’s acquisition of $2.25 billion Laurel Wealth Advisors. This transaction, one of many highlights in the year gone by, marked the firm’s first acquisition and set the tone for Integrated’s ambition early in 2023. This was followed by the addition of Michigan-based Wealthcare Management Services and JMB Financial Services Group to the firm. Colorado-based PRISM Financial Strategies also joined the Integrated platform in 2023.
Integrated also recently unveiled the launch of Ovisto™ Wealth Management – a new wealth management firm developed in partnership with leading accounting firm Windes, Inc. This new entity offers a comprehensive suite of financial planning and wealth management services, supported by Integrated’s front- and back-office platform.
“This past year has been transformational. We continue to attract interest from planning-focused, entrepreneurial advisors and teams who are looking to gain more control over their own futures,” said Integrated’s chief growth officer Rob Sandrew. “The size, intricacy and scope of the advisors interested in the Integrated model continue to grow, and we’re looking forward to adding more high-performing teams in the coming year.”
Earlier this year, the firm announced the launch of the Integrated Insurance Solutions division, strategically designed to empower advisors in addressing the complex insurance needs of high-net-worth clients. The appointment of Peter Kaplan as senior vice president to lead this initiative infused further expertise to the firm’s leadership team. Since its inception, Integrated Insurance Solutions has achieved significant success in tailoring custom insurance solutions, resulting in substantial cost savings for clients.
“Reflecting on another extraordinary year, I am immensely proud of our team’s efforts to help advisors and their clients navigate the ever-increasing complexity of their financial lives,” said Paul Saganey, CFP®, founder and president at Integrated. “Servicing this growing network of advisors would not be possible without the all-star team we have assembled, and it just keeps getting better.”
In 2023, Integrated Partners achieved recognition across the industry, securing a position among Barron’s Top 100 RIA Firms. Additionally, for the fourth consecutive year, the company earned recognition from Citywire RIA as one of Massachusetts’s fastest-growing RIAs. These accolades underscore Integrated Partners’ unwavering commitment to excellence and its ongoing expansion of services. Individual recognition was also a key highlight in 2023 as Saganey and Andree Mohr, chief implementation officer, were honored at the ThinkAdvisor Luminaries and the WealthManagement.com Industry Awards, respectively.
To learn more about Integrated, 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 200 advisors, 170+ CPAs and 116 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. Follow Integrated on LinkedIn to stay up to date on the latest happenings at the firm.
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Investment advice offered through Integrated Partners, a registered investment advisor.