OUR PARTNERS
OUR PARTNERS
Integrated Partners (Integrated), a Top 100 ranked Registered Investment Advisory (RIA) firm by Barron’s, provides us with the resources of a large, independent, national organization with highly evolved fee-based financial planning and wealth management capabilities.
Being independent means we are free to recommend only those products and services that address your needs. Integrated follows an “open architecture” model that gives us the flexibility to select what we believe are the best products on the market. Integrated’s status as a Registered Investment Advisor (RIA) means that it operates as a fiduciary. Specifically, we place your needs and interests first.
Integrated does not manufacture investments or hold clients’ money. Our clients’ money is held with our custodial partner, Charles Schwab.
Integrated equips our firm with infrastructure and serves as our back-office support so we can offer a streamlined, boutique client experience. It is through Integrated that we can leverage robust financial planning resources and a large technology platform all while maintaining our objectivity and independence.
With the ever-changing nature of our industry, Integrated offers extensive practice management programs and training, as well as independent research. These built-in support structures allow us to maintain and strengthen our close relationships with our valued clients while simultaneously allowing Integrated to adapt as our industry evolves.
Founded in 1996, Integrated serves over 20,000 clients nationwide. Integrated is headquartered in Waltham, MA with over 51 offices nationally.
Integrated’s size and scale brings continuity in the event something were ever to happen to us. This gives peace of mind that you will always be taken care of.
About Charles Schwab
Schwab acts as our custodian and provides our firm with technology and comprehensive compliance services. You will receive account statements from the custodian.
Through these affiliations, we can choose the products and services that address our clients’ needs. This commitment to objective financial advice helps to preserve the integrity upon which we built our firm and its reputation.
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been listed in Barron's list of Top 100 RIA Firms for 2024.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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