What You Need to Know
- The $250 million Reserve Investments advisor team are among the latest recruits added to Integrated Partners.
- The Vedder Group, with about $250 million in AUA, also joined Integrated in Q1.
- Advisors Lisa Sakai and Chris Whalen, with about $125 million in AUA combined, joined from MassMutual.
RIA Integrated Partners recruited advisors with combined assets of more than $600 million in the first quarter of 2021, it said Thursday.
New additions to Integrated include financial advisor Mark Mitamura and his eight-member team at The Reserve Investments, with about $250 million in assets under administration.
Mitamura’s firm mainly focuses on wealth management and financial planning for business owners and retirees.
In shifting to Integrated from Level Four Wealth Management, Reserve is moving from one LPL Financial-affiliated firm to another and will maintain custody with LPL, Integrated said.
The advisor team was attracted by the growth resources available to firms affiliated with Integrated, the latter company said.
Joining Mitamura, Reserve CEO, at Integrated is his longtime wealth management team, including David Choi and Randy Zierhut, as well as the administrative team of Whitney Massey, Jennifer Lee, Carly Jeavons and Charly Rowan.