Office address: 200 Fifth Avenue, Suite 4010, Waltham, MA 02451
Website: integrated-partners.com
Year established: 1996
Company type: financial services
Employees: 470+
Expertise: financial planning, wealth management, investment management, CPA advisory partnerships, tax planning, business succession planning, insurance solutions, retirement planning, family office services, business owner exit strategy
Parent company: N/A
Key people: Paul Saganey (CEO), Andree Mohr (president), Stephen Kolano (CIO), Kristi Carlson (CFO), Rob Sandrew (chief growth officer), Homer Smith (executive director), Ann Swartz (chief compliance officer)
Financing status: privately held
Integrated Wealth Concepts, LLC (dba Integrated Partners) is a Waltham-based RIA and national financial planning firm. It has over 200 financial advisors and 70-plus offices across the US.
The firm is known for its CPA Alliance program, which pairs advisors with more than 250 CPA partners for tax-focused wealth management. It held $25 billion in advisory and brokerage assets as of December 31, 2025.
Paul Saganey founded the firm in 1996 as Integrated Financial Partners, or IFP. It started as a one-person operation affiliated with VeraVest, the broker-dealer arm of insurer Allmerica Financial. The original idea was to build a financial planning practice that paired advisors with CPA firms.
Allmerica shut down its brokerage business in 2003, and Saganey moved the firm and its 21 advisors to Lincoln Financial. The CPA referral model took off during the Lincoln years.
Integrated left Lincoln in 2016 and joined LPL Financial to gain more control over its RIA and fee structure. It brought about $4 billion in client assets and 135 advisors at the time.
The firm rebranded from Integrated Financial Partners to Integrated Partners in 2019. The change came after the acronym IFP caused repeated confusion with Independent Financial Partners, another LPL-affiliated OSJ.
Integrated Partners became the holding company, while the RIA entity kept the Integrated Financial Partners name underneath it.
The CPA Alliance program grew steadily and hit 250 CPA partner firms by late 2024. Integrated also launched Integrated Private Wealth, a division for high-net-worth business owners.
Integrated added more teams to its platform in 2025. The firm brought on Corey Wealth Partners, a Boston-based team with close to $370 million in client assets. Integrated also added Fair Street Advisors, a Guilford-based firm with over $233 million in AUM.
President Andree Mohr said the firm stays focused on attracting established, entrepreneurial teams. Mohr described each new addition as a long-term partnership rather than a short-term scale play. InvestmentNews also recognized the firm and its people with multiple awards in 2025:
Top Independent High-Net-Worth Advisors 2025 Hover or tap to see honouree
Best Wealth Managers & Advisors Under 40 | Rising Stars Hover or tap to see honouree
Top Wealth Professionals | Hot List Hover or tap to see honoureeThe firm builds its services around an open architecture platform that pairs financial advisors with CPA firms:
Integrated runs its platform through LPL Financial as an office of supervisory jurisdiction. The firm also gives advisors back-office support, compliance help, and marketing resources.
Integrated Partners describes its approach as "Navigating Independence", a philosophy the firm says focuses on giving advisors resources while letting them keep control of their own practices.
Per its Form ADV, advisors on the platform maintain their own legal business entities and dba names, which supports that framing. President Andree Mohr has also called the culture "both rare and intentional."
The firm runs a podcast called Perfectly Integrated, which covers company culture and practice management topics like CPA-advisor partnerships. Integrated also provides its advisors with back-office support, compliance oversight, marketing resources, and advanced planning through its home office in Waltham.
Paul Saganey, CFP founded Integrated Partners in 1996 and leads the firm as CEO, where he coaches advisors and oversees CPA partnerships across 250-plus accounting firms. He previously worked as a top manager and producer with Cigna Financial Advisors and Allmerica Financial.
Saganey leads the firm alongside a team of senior leaders and professionals:
Each leader oversees a specific area of the firm's operations, from investment strategy and compliance to advisor growth and high-net-worth planning. This setup lets the firm run its CPA-advisor model, back-office support, and private wealth division under separate but connected teams.
Mohr joined GoRIA host Chuck Failla for a live interview at FutureProof 2025, a wealth festival in Huntington Beach, CA. She talked about how the firm leads with planning over returns and keeps building around advisor independence:
That planning-first approach is already driving new growth in 2026. Integrated Partners added Pisces Wealth, a $300 million Kansas-based planning firm, to its platform early in the year. Integrated gives Pisces' founders access to the CPA Alliance and planning tools while they keep their own brand and client relationships intact.
The back-to-back M&A deals underscore surging demand – and a growing dilemma – for mid-market advisory practices across the US.
Elsewhere, Carson Group bolstered its presence in Washington while Integrated adds a $600 million Ameriprise team in Denver.
From support that falls short to eroding entrepreneurial cultures, new frustrations are pushing more once-captive RIA advisors to make another break for independence.
As the number of UNHW families expands, more wealth managers are creating family offices to cater to their needs - and then some.
Meanwhile, a new venture at Integrated Partners sharpens its support for entrepreneurs going through complex transitions, and New York-based Aspen Standard Wealth announces a new president.
Also, Orion and Nitrogen have each announced strategic integration updates that could strengthen their support for retirement-focused advisors.
Partnership embeds RISR’s capabilities for modeling valuations, exits, and post-liquidity outcomes into Allworth’s national advisor tech platform.
Advisors offer their opinions on the efficacy of the SEC Marketing Rule governing testimonials and advertisements.
The New York-based startup’s platform will plug into Osaic’s national network as firms lean harder on data and automation to tackle the organic growth squeeze
RIA consolidation is expected to continue in 2026 and advisors need to consider in advance the consequences of getting bigger.
The privately held mega-RIA's latest addition in Louisiana officially joins the more than 1,000 financial advisors across its $45 billion independent advisory channel.
Also, Bluespring's latest addition forms a $1.7 billion practice, while Credent unveils a deal double to start its 2026 acquisition season.
Meanwhile, Integrated Partners deepened its presence further in Connecticut, and Cerity Partners executed a merger of its own in the Lone Star State.
The firms touted planning-led models, AI-enabled platforms, and culture-driven deals as consolidation continues to reshape the wealth management landscape.
Backed by Venrock and a roster of strategic wealth executives, the AI prospecting startup is doubling down on its efforts to support advisors' data-driven outreach.
