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
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.”
