Integrated Partners adds $1B AUM firm on West Coast in 'significant expansion'

The addition of an advisory team on the West Coast has been hailed as a ‘significant expansion’ by Integrated Partners, adding $1 billion in assets under management.

The new additions are the team at RetirementDNA which serves a growing client base through advisors in San Diego and Hawaii. The firm serves more than 250 companies with comprehensive advisory services including retirement and executive benefit plans, personalized worksite financial wellness counseling for employers and employees, as well as private wealth management services.

The firm is led by managing partners Daniel Dubois and Shawna Christiansen. Dubois explained that some of the factors that drew them to Integrated Partners was the ability to be supported in their desire for independence, and new opportunities that will be created through Integrated’s CPA Alliance program.  

“We’re proud that so many of our retirement plan sponsor clients, their employees - including their C-suite executives, have come to know us as an unbiased resource to address a myriad of financial questions and objectives,” said Dubois. “Integrated Partners' resources and knowledge base perfectly complement our institutional retirement plan expertise, allowing us to better serve our clients' comprehensive financial needs.”

Integrated now has more than 216 advisors, more than 200 CPAs, and 166 regional offices nationwide, managing client assets of more than $20 billion.

Chief growth officer, Robert Sandrew, says the addition of RetirementDNA is a natural evolution for both firms and bolster’s Integrated’s offering including expanded access to corporate-sponsored retirement plan services to better support its affiliated advisors

“With the combination of our wealth management infrastructure and RetirementDNA’s deep expertise in retirement plan services, we're creating a more robust platform to better serve clients nationwide, with a particular focus on the West Coast.”