2025 has been a year for the books for Integrated Partners, RFG Advisory, and Coldstream, with each firm highlighting strong growth supported by solid recruitment, platform enhancements, and cultural focus.
Boston-based Integrated Partners said it added eight advisory teams and 27 advisors, bringing nearly $2 billion in new assets under advisement to its platform.
Alongside its additions of firms such as RetirementDNA, Albritton Financial Services, and Corey Wealth Partners, Integrated welcomed individual advisors to existing practices, which it touted as a way to bolster succession planning and widen its national footprint.
The firm reported $23.8 billion in assets under advisement as of September 30.
“Advisors aren’t just looking for a place to land, they’re looking for a place to grow,” said Andree Mohr, president of Integrated Partners, pointing to planning support and tax collaboration as key draws for advisors coming to the firm.
RFG Advisory emphasized its platform buildout and specialization. The Birmingham, Alabama-based firm said it expanded its tech stack into what it describes as an AI-powered, integrated ecosystem, adding tools including Wealth.com, Zocks, Measured, and 401Go to automate operations, planning and compliance workflows.
It also rolled out StrongHer Money, a program meant to help advisors better attract and serve women investors, and launched Bluemonte ETFs under its Bluemonte Investment Management unit, which now manages $2.09 billion.
On the business side, RFG reported AUM growth from $5.6 billion at the start of the year to $7.3 billion as of November 30, driven in part by a 13% organic growth rate and the addition of 17 advisors.
CEO Shannon Spotswood said advisors “don’t need more noise or empty promises” and instead want “a platform that truly elevates their work and gives them the confidence to grow.”
Meanwhile, Seattle-based Coldstream leaned hardest into scale via a mix of organic and merger-driven expansion, while highlighting that it has done so without outside capital.
With notable deals for $2 billion RIA Cable Hill Partners in Oregon and Harrison Berkman Claypool & Guard along with HBC Financial Services, Coldstream said total client assets rose more than 30% in 2025, from $10.8 billion at year-end 2024 to $14.05 billion in assets under advisement at the end of September.
Headcount increased to 227 full-time employees, up 27 people, as Coldstream continued to invest in staff and leadership to support the larger organization.
“We set out to create a firm that values our employees and empowers them to deliver exceptional service to their clients,” said Coldstream CEO Kevin Fitzwilson, adding that the latest results reflect the firm’s push for “sustainable and meaningful growth” across stakeholders.
Coldstream said it has more than tripled client assets since its 2021 merger with Paracle Advisors – in the process accomplishing its three-year growth targets ahead of schedule – while remaining entirely employee-owned.
President of M&A Josh Harris said the firm’s strategy is to find “like-minded, independent advisory firms that prioritize their employees’ and clients’ needs,” arguing that emphasis on culture and values has helped Coldstream outpace many peers of similar size.
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