Six wealth management firms, including five affiliated with announced on Tuesday an intent to merge into a single RIA, Kintra.
These six founding firms represent over $4 billion in assets under management and 74 employees nationwide, across Pennsylvania, New Jersey, Rhode Island, Massachusetts, Ohio, Kentucky, Florida and Texas, according to a statement.
These firms include Evergreen Wealth Solutions in Williamsport, Pennsylvania; Loring Advisory Group in Greenville, Rhode Island; Rembrandt Financial Group in Austin, Texas; McCarthy & Cox in Marysville, Ohio; and Warren Wealth Associates and Tupler Financial, both in Warren, New Jersey. (Kintra will be headquartered in Williamsport, Pennsylvania, the current home of Evergreen Wealth Solutions.)
Rembrandt Financial is an independent RIA affiliated with LPL Financial. The other five firms are current or former affiliates of Commonwealth Financial Network.
Andy Harris, CEO and co-founder of Kintra, told ThinkAdvisor that the idea first took shape in late spring of 2025, and the firms have been working intentionally toward this since last summer.
"Advisors face the difficult choice of either building on their own or joining a pre-built platform where their voice is muffled," he said. "Kintra was formed as a third option to help advisors build together toward their ideal platform and community."
Harris said the name "Kintra" has a "multi-faceted meaning."
"'Kin' shows our commitment to kinship," he said. "The second half of the word stems from 'Intra,' which represents the coming together of equal firms."
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