RIA · Independent channel
Integrated Partners
Affiliate an advisory practice with Integrated’s RIA, planning resources and business support.
- Website
- integrated-partners.com
- Regulator record
- INTEGRATED WEALTH CONCEPTS LLC (SEC)
Recorded arrivals
5
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$1.6B
Reported practice assets · 4 of 5 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
02
1
03
1
04
1
05
1
Arrivals 5
Teams joining Integrated Partners in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 14 | Lateral | Perennial Wealth PartnersElmhurst, IL | HightowerRIA | $500M | Press Release |
| Apr 16 | Lateral | SIGIL Family OfficeScottsdale, AZ | Parallel AdvisorsRIA | Undisclosed | InvestmentNews |
| Apr 1 | Lateral | Brick by Brick Wealth AdvisorsDenver, CO | Ameriprise Independent AdvisorsIndependent Broker-Dealer | $609M | Press Release |
| Jan 14 | Lateral | Pisces WealthLawrence, KS | Keating & AssociatesRIA | $300M | Press Release |
| Jan 7 | Lateral | Fair Street AdvisorsGuilford, CT | DynamicRIA | $233M | InvestmentNews |
Departures 0
Teams leaving Integrated Partners in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.