$609M Denver Wealth Firm Joins Integrated Partners

Event summary

$609M AUM Denver-based BXB joins Integrated Partners from Ameriprise
Integrated now manages $25B in AUA across 220 advisors and 116 offices
BXB team includes Kent Zeidman, Darren Levinthal, and next-gen advisors Erica Hinrichs and Cody Bartusiak
Deal follows Q1 additions of Fair Street Advisors and Pisces Wealth

The big picture

This acquisition underscores the ongoing consolidation trend in wealth management as independent RIAs seek scale to compete with wirehouses. With $25B in AUA, Integrated is positioning itself as a platform for growth-oriented advisors targeting high-net-worth clients. The deal also highlights the strategic value of next-gen advisor integration for long-term continuity.

What we're watching

Scale vs. Service: How BXB balances ultra-high-net-worth expansion with its high-touch client model under Integrated's platform.
Recruitment Momentum: Whether Integrated can sustain this pace of advisor acquisitions in 2026 after adding three firms in Q1.
Market Positioning: The pace at which Integrated differentiates itself from competitors like Ameriprise in the RIA space.