Integrated Partners Hits $30B AUA Milestone Amid 30-Year Growth Push…

Event summary

Integrated Partners surpassed $30 billion in assets under advisement (AUA) as it approaches its 30th anniversary.
The firm's assets have grown from $12 billion to $30 billion over the past six years.
Integrated supports 282 advisors and 253 CPAs through its CPA Alliance program.
Recent platform enhancements include the Integrated Advisor Dashboard and AI-powered assistant RAI.
Thirty advisors have joined the platform in 2026 to date.

The big picture

Integrated Partners' growth reflects a broader industry shift toward advisor independence and scalable platform solutions. The firm's $30B AUA milestone underscores the demand for open-architecture environments that balance infrastructure support with entrepreneurial freedom. Strategic investments in technology and partnerships, particularly the CPA Alliance, position Integrated to capitalize on advisors' increasing need for collaborative, complex planning resources.

What we're watching

Advisor Recruitment: Whether Integrated can sustain its pace of advisor recruitment while maintaining cultural alignment.
Platform Scalability: How the firm's recent technology investments will impact advisor retention and business growth.
Independent Model: The pace at which other advisory firms adopt similar open-architecture, advisor-first platforms.