Integrated Partners

RIASEC Registered

Total AUM

$23.6B

Discretionary

$23.6B

100% of AUM

Avg account

$360K

Accounts

65,563

Employees

493

Advisory reps

485

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 that has been SEC-registered since 2016. The firm serves both individual and family clients as well as institutional accounts. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and manager selection, and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Integrated Partners identifies itself as an active ESG investor and incorporates ESG considerations into its approach. The firm has been recognized in industry publications, including multiple Citywire mentions for its “50 Growers Across America” listing and placement on Barron’s Top 100 RIA Firms list in recent years.