Integrated Partners Caps Strong 2025 with Nearly $2B Added to the Platform, Underscoring Growing Demand for Advisor-First Model

Planning-led, entrepreneurial advisors continue to choose Integrated as industry consolidation reshapes competitive landscape

BOSTON–(BUSINESS WIRE)–#AdvisorCouncil—Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $23.8 billion in assets under advisement (AUA), today announced a year of significant growth momentum in 2025, recruiting eight advisory teams, onboarding 27 advisors and adding almost $2 billion in assets under advisement (AUA), a notable achievement amid industry headwinds. Upon the successful completion of all onboarding, the firm expects total assets associated with its 2025 recruiting activity to exceed $2 billion AUA.

While much of the wealth management industry continues to grapple with consolidation pressures and advisor attrition, Integrated experienced sustained inbound interest from growth-oriented, entrepreneurial advisors seeking a platform built to help them scale.

“Advisors aren’t just looking for a place to land, they’re looking for a place to grow,” said Andree Mohr, president of Integrated Partners. “In 2025, we saw firsthand that high-quality advisors want real capabilities, not promises. Our growth reflects a clear market signal that Integrated’s model, which focuses on planning-first, advisor-centric and deeply collaborative partnerships, resonates in a meaningful way.”

Over the course of 2025, Integrated welcomed several high-profile advisory firms, including RetirementDNA, Prout Financial Design, Corey Wealth Partners and Albritton Financial Services, collectively representing billions in client assets and a strong concentration of planning-focused and growth-focused advisory teams. In addition to these firm-level additions, Integrated also onboarded several individual advisors who joined existing practices within the platform, further strengthening its national footprint and internal succession pathways.

According to Integrated leadership, the firm’s momentum is being driven by advisors who value partnership and infrastructure—particularly in an era defined by rising client complexity, increased tech expectations and the rapid acceleration of Artificial Intelligence across financial services.

“In today’s environment, advisors expect more from their partners than ever before,” said Adrian Duran, vice president, head of advisor recruiting at Integrated Partners. “Growth requires substance and not just sizzle. For us that means sophisticated planning support, tax collaboration through our CPA Alliance and technology that simplifies complexity. The advisors joining Integrated are choosing a platform designed to help them thrive, not just survive.”

Looking ahead to 2026, Integrated expects continued demand from advisors aligned with the firm’s core profile: growth-oriented, planning-driven professionals who share a commitment to integrity, long-term client outcomes and collaborative culture. The firm’s business development efforts remain focused on identifying advisors who see scale not as an end goal, but as a way to deliver deeper, more comprehensive advice.

“As the industry continues to evolve, we’re confident in our approach because of our culture,” Mohr added. “Integrated has built a reputation for substance over slogans, and the momentum we saw in 2025 positions us well for the opportunities ahead.”

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 220 advisors, 250+ 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.

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

Investment advice offered through Integrated Partners, a registered investment advisor. *$23.8 billion in assets under advisement inclusive of $17.8 billion in advisory assets as of 9/30/2025.

Contacts

Media Contacts


StreetCred PR
[email protected]

Tom Warburton

[email protected]
347-400-3483

Lindsay McCoy

[email protected]
906-322-4982