Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $23 billion in assets under advisement (AUA), has established its 250th certified public accountant (CPA) partnership through The Integrated CPA Alliance Program. Founded more than 25 years ago, the CPA Alliance connects CPAs and financial advisers in a collaborative model that helps advisers gain high-quality client referrals while enabling CPAs to expand services, deepen relationships and generate new revenue through integrated wealth management.
“This milestone reflects the trust we’ve built with CPAs across the country,” said Paul Saganey, founder and CEO at Integrated Partners. “For decades, the CPA Alliance has provided a proven model that empowers CPAs and advisers to better serve clients and grow their respective businesses.”
Advisors leveraging the CPA Alliance saw an average 20.3 percent increase in trailing 12-month revenue — outpaci
