We’re the independent partner to
INDEPENDENT
ADVISORS
We give entrepreneurial advisors the infrastructure, technology, and hands-on support to serve clients, grow their practice, and build enterprise value, without giving up ownership or control.
Integrate
Bring your practice onto a
flexible platform built around
the way you work.
Facilitate
Get seasoned support across
compliance, operations, billing,
technology, and custodian
coordination.
Cultivate
Grow on your terms, deepen
client relationships, and build a
business that lasts.
Our independent advisors grow their businesses… their way.
Integrated is an independent Registered Investment Advisor platform for advisors who want a real partnership, not bureaucracy. You own your business and client book. We provide guided support behind the scenes so you can stay focused on clients and the future of your practice.
You’re up front, and the
INTEGRATED TEAM
HAS YOUR BACK
Our leadership team is composed of seasoned professionals with the depth and breadth of varied experience — all essential and relevant to your success.
We take growing your practice seriously, and we take great joy in what we do. We’re big on kindness and respect, and it shows. We only work with nice people who share our values of kindness and respect. That’s why our advisor partnerships last so long.
Our shared mission is to be an enabler of our advisors’ professional dreams — however they define them and however they want to reach them.
Top-tier access to resources.
Leverage the enterprise-negotiated relationships we’ve established with leading service and solution providers. Our Alliance Program provides exclusive access to fintech solutions, investment management, custodians, and more.
Our partners include Envestnet | Tamarac, Envestnet | MoneyGuide, Nitrogen, YCharts, FP Transitions, Charles Schwab, Fidelity Investments, Raymond James, RBC, Invesco, Oak Street Funding, and dozens more.
If we don’t have what you’re looking for, let us know so we can work to find a solution that meets your advisory practice’s needs.