{"id":638617,"date":"2026-05-12T13:46:09","date_gmt":"2026-05-12T13:46:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/638617\/"},"modified":"2026-05-12T13:46:09","modified_gmt":"2026-05-12T13:46:09","slug":"850m-ameriprise-team-jumps-to-ria-integrated-partners","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/638617\/","title":{"rendered":"$850M Ameriprise Team Jumps to RIA Integrated Partners"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Integrated Partners, the Boston-based hybrid registered investment advisor platform, has added a neighboring firm formerly with Ameriprise Financial.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">City Square Wealth Management, based in Charlestown, Mass., has left its former broker\/dealer after about a dozen years to join Integrated, which is an office of supervisory jurisdiction of LPL Financial. The firm had been managing $850 million in client assets with a team of six advisors and nine support staff.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cCity Square is a great cultural fit for Integrated,\u201d said Andree Mohr, president of Integrated Partners. \u201cTheir philosophy on planning and how they care for their clients and their team is very much in alignment with Integrated.\u201d<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">City Square will join Integrated\u2019s Form ADV in the move, but retain its name and ownership stake. Integrated also\u00a0offers a full acquisition W-2 model<a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/integrated-partners-launches-w2-acquisition-model\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">\u00a0launched last year,<\/a> with an eye toward firms looking for a succession move.<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/ibd-news\/edward-jones-asset-based-fee-revenue-jumps-18-in-q1-to-3-9b\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Edward Jones Posts Asset-Based Fee Gains, But Costs Tick Up<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Integrated Partners has been <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/deals-moves-cerity-integrated-partners-add-teams\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">winning over broker\/dealer teams<\/a> at a strong clip in recent years, building to 116 offices and over 220 advisors and more than $25 billion in assets under management.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">In April, Integrated said it added <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/deals-moves-cerity-integrated-partners-add-teams\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">a Denver-based Ameriprise team,<\/a> called Brick by Brick Wealth, overseeing $609 million in client assets.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Part of the employee-owned firm\u2019s selling point has been its long-standing CPA Alliance, through which more than 250 CPAs work with the RIA for client services and referral opportunities.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cIntegrated is a planning first organization highly focused on solving the problems clients are facing,\u201d Mohr said. \u201cOur commitment to having the right expertise, technology and planning capabilities to support our advisors aligns well with planning focused advisors.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Integrated Partners, the Boston-based hybrid registered investment advisor platform, has added a neighboring firm formerly with Ameriprise Financial.&hellip;\n","protected":false},"author":2,"featured_media":638618,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-638617","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/638617","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=638617"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/638617\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/638618"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=638617"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=638617"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=638617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}