Integrated Partners is welcoming Harrison Till to the organization, the Massachusetts-based hybrid registered investment advisor firm announced at the MarketCounsel Summit in Orlando, Fla. today. Till will join Integrated from Merrill Lynch and will bring along approximately $100 million in brokerage and advisory assets.
The addition of Till will likely move the firm over $2 billion in brokerage and advisory assets added in 2019 alone and it will likely bring the firm to more than $7 billion in managed assets overall. Integrated expects the addition of Till to be its last acquisition of 2019.
Till, who is based in New Jersey and works with business owners, corporate executives, pro athletes and families with children with special needs, lauded Integrated’s CPA Program, as well as the firm’s ability to recruit advisors and jump on M&A opportunities.
“My decision to go independent was arrived at by simply considering my future and what kind of opportunities I wanted to have available for my clients,” Till said. “Integrated offers the ability to create bespoke financial plans for my clients based entirely on their unique financial circumstances.”
Since rebranding from Integrated Financial Partners to Integrated Partners in April, the firm has had an increasingly busy year. It acquired San Diego-based Mohr Financial Group in April, adding $430 million in managed assets. In October, Lake Avenue Financials’ Alex Chalekian joined the fold, bringing an additional $160 million in assets under management.
Just a few days later, Chalekian made national headlines after taking to Twitter to criticize Ken Fisher for inappropriate sexual comments made during a Q&A session at the Tiburon CEO Summit. Chalekian’s tweet spurred a broader discussion about past comments Fisher made, as well as discussions about the sexual harassment and abuse within the industry.
In October, Integrated announced a partnership with Juncture Wealth Strategies, a Scottsdale-based fee-only RIA firm with more than $200 million in managed assets. The partnership was the key piece in Integrated’s strategy to convince brokers to consider transitioning into the independent space by helping them retain the perceived benefits of working under the larger auspices of a wirehouse. Integrated’s recent additions have included firms/advisors in California, Washington and Arizona, among other states.
According to Rob Sandrew, Integrated’s head of advisor recruiting, the firm could stand “head to head” against any firm of a comparable size.
“We’re hitting balls to all parts of the field at the moment, and will continue to do so, because we have perhaps the most compelling growth offering for the fiercely independent, entrepreneurial advisor,” Sandrew said.
