Advisers with $393 million in AUA join Integrated Financial Partners

Advisers with $393 million in AUA join Integrated Financial Partners
Three of the five hybrids are located near San Diego; two are in Louisville, Ky.
FEB 07, 2019

Five hybrid advisers, with assets under administration of $393 million, have joined Integrated Financial Partners, a $5.6 billion platform for hybrids based in Waltham, Mass. (More:​ Hybrid team managing $350 million joins LPL from Kestra) The advisers are Brad Tedrick, president of Vantedge in Carlsbad, Calif., which has $80 million in AUA; Jeremy Gottlieb, of Gottlieb Wealth Management in Carlsbad, Calif. ($100 million in AUA); Saleah Hewitt of InvestEd Consulting in Charleston, S.C., and LaJolla, Calif. ($53 million); and Brian Dawahare and Jay Dortch in Louisville, Ky., who had $160 million in AUA at FSG.

Latest News

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.