Integrated Partners, a $23 billion RIA firm, has established its 250th certified public accountant partnership through the Integrated CPA Alliance Program.
The milestone was reached thanks to recent CPA partnerships in Florida, Nebraska, New Jersey, California, Arizona and Washington — adding to the national footprint of the organization.
The CPA Alliance was founded more than 25 years ago to better connect CPAs and financial advisors in a collaborative model that helps advisors gain high-quality client referrals while enabling CPAs to expand their services.
Paul Saganey, founder and CEO of Integrated Partners, highlighted the milestone in a statement shared with ThinkAdvisor.
“This milestone reflects the trust we’ve built with CPAs across the country,” Saganey said. “While reaching 250 firms is a proud moment, we’re already focused on the next 250.”
According to Saganey, advisors leveraging the CPA Alliance saw an average 20.3% increase in trailing 12-month revenue — meaningfully higher than the industry average.
John Pastore, executive vice president at Integrated Partners, said the program’s momentum illustrates the demand for integrated financial solutions and the power of partnership.
“Our CPA partners can deliver a better client experience, while advisors achieve measurable growth by expanding their offering,” Pastore said. “We’re excited to welcome more firms into a program that creates measurable results for CPAs, advisors and their clients.”
Pictured: Paul Saganey
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