Integrated Partners and Kestra Private Wealth Services are on the move, with each firm growing their geographic reach as they welcome new family-run advisory teams to their networks.
On Wednesday, Integrated Partners announced it has expanded its national advisor network with the addition of Albritton Financial Services, a Creve Coeur, Missouri-based firm managing more than $100 million in assets. The firm, originally founded in 1996 by Kevin Albritton, is now led by his son Neal and Neal’s wife, Allyn.
The Albrittons' transition to Integrated was driven by a desire to scale its services for high-net-worth clients using enhanced planning tools, front- and back-office infrastructure, and broader business development resources.
The team will also utilize Integrated’s CPA Alliance and planning center to strengthen client relationships across business-owner and multigenerational households.
A new report by the Ensemble Practice highlights growth opportunities for advisors who partner with CPAs, highlighting how investors looking for advisor referrals turn to centers of influence like CPAs for guidance.
Integrated, which manages $21.3 billion in assets under advisement – including $15.6 billion in advisory assets as of January 31 – has more than 220 advisors, 200 CPAs and 116 regional offices across the United States. Albritton Financial Services is the third firm to join the platform in 2025, following RetirementDNA and Prout Financial Design earlier this year.
In a parallel development, Kestra Private Wealth Services has brought on Turas Wealth Partners, a newly launched firm based in Worthington, Ohio. Led by the father-son team of John and Shea Marmion, Turas was created following the team’s departure from a large financial institution. The move reflects a desire to pursue an independent structure better aligned with their goals for customized client engagement.
Turas Wealth Partners aims to provide tailored financial planning and wealth-building strategies. The firm’s name, inspired by an Irish phrase meaning “journey of life,” reflects the Marmions’ long-term approach to client service.
Before Kestra PWS, the Marmions were affiliated with UBS and Wells Fargo, according to their BrokerCheck records.
With more than six decades of combined experience, the team plans to integrate Kestra’s technology platform, compliance solutions, and operational support to help maintain service continuity while expanding capabilities.
Kestra PWS, based in Austin, Texas, supports more than 125 financial professionals across over 50 offices nationwide. Its platform is built to help advisors transition from wirehouse and W-2 roles to independent models.
Prior to Turas Wealth Partners, the hybrid RIA expanded its reach in Georgia with the addition of a former Edward Jones team earlier this month.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
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.
