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Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.IFPadvisor.com.

View Top Employees from Integrated Financial Partners
Website http://www.ifpadvisor.com
Revenue $77.3 million
Funding $125.3 million
Employees 140 (140 on RocketReach)
Founded 1996
Address 300 Fifth Avenue 3rd Floor, Waltham, Massachusetts 02451, US
Phone (781) 890-3045
Fax (781) 890-5624
Technologies
Industry Financial Services, Finance, Finance General, Fee-Based Financial Planning, Retirement Planning, Business Succession Planning, Lifetime Income Model™, Financial Second Opinion™, Business Owner Model™, Plan for Financial Comfort™, Integrated 401(k)™, Legacy Discussion™
Web Rank 16 Million
Keywords Financial Planning
Competitors Foster Group, GW & Wade, LLC, Twain Financial Partners, US Capital Advisors LLC, Wymer Brownlee Wealth Strategies
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies

Integrated Financial Partners Questions

The Integrated Financial Partners annual revenue was $77.3 million in 2024.

140 people are employed at Integrated Financial Partners.

Integrated Financial Partners is based in Waltham, Massachusetts.

The NAICS codes for Integrated Financial Partners are [52393, 52, 5239, 523].

The SIC codes for Integrated Financial Partners are [628, 62].

Top Integrated Financial Partners Employees

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