We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been included in Barron’s list of Top 100 RIA Firms for 2024.
This recognition reflects our ongoing commitment to deliver high-quality financial planning and investment management services tailored specifically for you.
About the Barron’s Ranking
Barron’s, a respected financial publication, annually ranks RIA firms based on a range of factors including:
- Assets Under Management
- Revenue
- Regulatory Record
- Staffing Levels and Diversity
- Technology Spending
- Succession Planning
What Does This Mean for You?
As a client of a Barron’s Top 100 firm, you benefit from our:
- Size and Resources
- Technology and Innovation
- Experience
- Access to Specialized Services
- Reputation and Credibility
Our Commitment to You
While we’re honored by this recognition, our primary focus is to serve you, your family, and your evolving financial needs.
We remain dedicated to providing you with personalized financial guidance that supports your goals and aspirations. This recognition motivates us to continue to enhance our services and maintain the trust you’ve placed in us.
We appreciate you being a part of our client community and thank you for your partnership. If you have any questions about this ranking, your accounts, or anything in between, please don’t hesitate to contact us. We always enjoy hearing from you.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.