Expanding national program connects advisors with CPAs, milestone highlights growth and national reach of CPA Alliance

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) serving more than $23 billion in assets under advisement (AUA), has established its 250th certified public accountant (CPA) partnership through The Integrated CPA Alliance Program (“CPA Alliance”). Founded more than 25 years ago, the CPA Alliance connects CPAs and financial advisors in a collaborative model that helps advisors gain high-quality client referrals while enabling CPAs to expand services, deepen relationships and generate new revenue through integrated wealth management.

“This milestone reflects the trust we’ve built with CPAs across the country,” said Paul Saganey, CFP®, founder and CEO at Integrated Partners. “For decades, the CPA Alliance has provided a proven model that empowers CPAs and advisors to better serve clients and grow their respective businesses. While reaching 250 firms is a proud moment, we’re already focused on the next 250.”

Advisors leveraging the CPA Alliance saw an average 20.3 percent increase in trailing 12-month revenue—outpacing a leading industry benchmark of 17.6 percent – growth that underscores the program’s ability to drive meaningful business expansion while strengthening advisor-CPA collaboration.

“The momentum we’re seeing in this program illustrates the demand for integrated financial solutions and the power of partnership,” said John Pastore, executive vice president at Integrated Partners. “Our CPA partners can deliver a better client experience, while advisors achieve measurable growth by expanding their offering. We’re excited to welcome more firms into a program that creates measurable results for CPAs, advisors and their clients.”

Integrated’s CPA Alliance program continues to expand nationally, with recent partnerships in Florida, Nebraska, New Jersey, California, Arizona and Washington. Growth is fueled by relationships built through associations, referrals and direct outreach. The recently published whitepaper, From Good to Great: The X’s and O’s of Building a Wow Wealth Management Arm, outlines how these partnerships deliver greater value to clients while positioning firms for sustainable growth.

For more information about Integrated Partners’ CPA Alliance Program visit integrated-partners.com/cpa-alliance.

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 220 advisors, 250+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

Investment advice offered through Integrated Partners, a registered investment advisor. *$23.8 billion in assets under advisement inclusive of $17.8 billion in advisory assets as of 9/30/2025.

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