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VerifiedFinancial Services· Founded 1996

Integrated Financial Partners

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. 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

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HeadquartersWaltham, United StatesEmployees139(201 to 500)Annual revenue$10M to <$50MFounded year1996Websiteintegrated-partners.comLinkedIn profileLinkedIn

Verified contacts

120

available on Kipplo

LinkedIn employees

139

201 to 500 range

Open roles

no listings

Distinct roles

43

indexed titles

Tech stack

4

tools in use

Monthly traffic

214

organic / mo

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Top roles at Integrated Financial Partners

43 distinct titles indexed · top 10 shown.

  • 31financial planner
  • 16wealth planning advisor
  • 12private wealth advisor
  • 4financial advisor
  • 3administrative assistant
  • 3operations manager
  • 2certified financial planner
  • 2director of client relations
  • 2financial planner, crpc
  • 2office manager
  • +33more titles

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