Integrated Partners, a hybrid registered investment advisor (RIA) and office of supervisory jurisdiction of LPL Financial is focused on referrals from CPAs.

According to a recent story by WealthManagement, Integrated has thrived by collaborating with accounting firms, boasting 188 partnerships within its CPA Alliance. This model emphasizes equipping advisors with the resources and training needed to elevate their practices. The CPA Alliance not only provides Integrated advisors access to affluent clients but also empowers CPA professionals to address complex client needs.

Many CPA firm clients are on the brink of significant liquidity events as their highest-revenue clients, predominantly small businesses, prepare to sell.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.