Integrated Partners
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 284656
- Registered since
- July 25, 2016
- Website
- integrated-partners.com
- Custodians
- LPL FINANCIAL LLC, NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.96%
- Individuals28.84%
- Corporations / Businesses1.66%
- Pension & Profit Sharing Plans1.06%
- Charitable Organizations0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Integrated Partners is an independent registered investment adviser organized as an LLC that serves both individual and institutional clients. The firm offers comprehensive planning and portfolio management alongside pension consulting, manager selection, and educational workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Integrated Partners identifies as an active ESG investor and provides services that range from financial planning for individuals and small businesses to selecting outside advisers for specialized mandates. The firm has been publicly recognized on multiple occasions, including appearances on Barron’s Top 100 RIA Firms list (2023 and 2025) and Citywire’s 50 Growers Across America (2020, 2021, 2025), signaling visibility within the independent-adviser community.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities18%
- Cash & Cash Equivalents8%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 25
Sonya Ranker
President and CFOCRD 6203107
Christian Bryant
President, Chief Investment OfficerCRD 6692267
Robert Brown
Chief Investment OfficerCRD 6082866
Contacts
3 of 449
Michael McDaid
Managing Director, Wealth ManagerCRD 5665809
Sara Parrish
Senior Wealth AdvisorCRD 5668628
Maria Coclin
Investment Advisor RepresentativeCRD 5670070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4,234Active vs passive
$26B in ETFs
66%
$17.3B
28%
$8.7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) | BNY Mellon | Passive | Large Blend | $422M | 2,945,201 | 1.62% |
Location
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 200 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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