Integrated Partners Expands Boston Footprint with $850M City Square…

Event summary

Integrated Partners adds City Square Wealth Management, bringing $850M in assets and a 15-person team to its network.
City Square, based in Charlestown, Massachusetts, joins Integrated’s advisor network, gaining access to proprietary tools and CPA Alliance.
The acquisition follows recent affiliations with SIGIL Family Office and Brick by Brick Wealth Advisors, marking continued growth momentum.
Integrated Partners now manages over $25B in assets under advisement (AUA) across 220 advisors and 116 regional offices.

The big picture

This acquisition underscores Integrated Partners’ strategy of scaling through strategic affiliations while preserving advisor independence. The move aligns with broader industry trends of consolidation in the RIA space, where firms seek to balance organic growth with strategic acquisitions to enhance service offerings and market reach. With over $25B in AUA, Integrated is positioning itself as a formidable player in the financial planning and wealth management sector.

What we're watching

Integration Execution: How seamlessly City Square’s team and client base will merge with Integrated’s existing infrastructure and culture.
Recruiting Momentum: Whether Integrated can sustain its recent growth pace as it approaches its 30th anniversary.
Boston Market Penetration: The pace at which Integrated can expand its presence in the Greater Boston area through further acquisitions.