Integrated Partners and Ashton Thomas Private Wealth, which is backed by Arax Investment Partners, have each onboarded new teams to extend their reach in the Boston and Bay Area markets.
Integrated Partners has welcomed Corey Wealth Partners, a Boston-based team overseeing nearly $370 million in client assets. The firm, led by Jeff Corey, will join Integrated’s platform, which now serves more than $21 billion in assets under advisement.
With nearly 15 years of industry experience, Corey's career began in the wirehouse space with stints at Morgan Stanley Smith Barney, Merrill Lynch, and UBS, according to his IAPD record with the SEC. He also had a brief stop at Stifel spanning from 2014 until 2018.
The move deepens Integrated’s reach in the Greater Boston area and builds on its strategy of aligning with teams that focus on high-net-worth and ultra-high-net-worth clients.
“We’ve built our reputation on deep relationships and sophisticated planning,” Corey said in a statement on Tuesday. “With Integrated’s CPA network, planning team and streamlined investment platform, we’re now positioned to deliver an even higher level of service to our clients while scaling the business efficiently.”
Corey Wealth Partners focuses on serving families with multigenerational wealth, as well as business owners and corporate executives. In addition to Corey, the team includes Lincoln Hurney, partner; Masiel Yarbrough, director of operations; Danielle Hansen, director of client experience; Adam Marcellus, relationship manager; and Yolanda Fox, client service associate.
“Jeff and his team exemplify the type of advisors who thrive at Integrated—entrepreneurial, growth-minded and deeply committed to positive client outcomes,” said Rob Sandrew, chief growth officer at Integrated.
The addition of Corey Wealth Partners extends Integrated's partnership streak in 2025, which has so far included RetirementDNA in January, as well as Prout Financial Design and Albritton Financial Services. Collectively, the new relationships represent about $2 billion in added assets this year.
Meanwhile, Ashton Thomas Private Wealth has expanded its West Coast presence by bringing on Lance Millar and Stewart Preziose in San Francisco.
The pair, formerly with SVB Private, a division of First Citizens Bank, will operate as the Speritas Private Wealth Team.
First Citizens acquired SVB Private to extend its reach in California's wealth market in March 2023 with its opportunistic purchase of Silicon Valley Bank, which was the first domino to fall during the regional banking crisis.
Millar joins Ashton Thomas as a partner, managing director and private wealth advisor, while Preziose takes on the role of wealth advisor. They bring a combined $900 million in assets under management and focus on clients including entrepreneurs, executives, nonprofit organizations and families.
"We are pleased to welcome another strong team of wealth managers to our San Francisco hub,” said Aaron Brodt, chief executive of Ashton Thomas.
Ashton Thomas, part of Arax Investment Partners, offers planning and investment services across portfolio management, retirement and estate strategies, and philanthropic guidance.
Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."
FINRA has been focused on firms and their use of social media for several years.
RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
