Integrated Partners

RIASEC RegisteredEst. 2016

Total AUM

$23.6B

Discretionary

$23.6B

100% of AUM

Avg account

$360K

Accounts

65,563

Employees

493

Advisory reps

474

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

FINTRX

Overview

Integrated Partners is an independent registered investment adviser organized as an LLC and operating since 2016. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, pension consulting support, third‑party manager selection, and educational workshops. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees, and the firm identifies itself as an active ESG investor. The firm has received repeated industry recognition, including Citywire’s "50 Growers Across America" (2020, 2021, 2025) and placement on Barron’s Top 100 RIA Firms list in 2023 and 2025. Integrated Partners reports an ownership structure that includes domestic entities and individuals and classifies itself as an independent RIA rather than a capital allocator.