Integrated Partners Acquires $600M Wealth Firm

Integrated Partners has significantly expanded its capacity to serve high-net-worth and ultra-high-net-worth clients by integrating Brick by Brick Wealth Advisors, a Denver-based firm managing approximately $609 million in assets. This strategic move enhances Integrated's national advisory network and underscores its commitment to growth within the affluent client segment.

The acquisition brings a seasoned team, formerly affiliated with Ameriprise Financial, under the Integrated umbrella. Led by Kent Zeidman, the Brick by Brick advisors, including key next-generation talent like Darren Levinthal, Erica Hinrichs, and Cody Bartusiak, will now leverage Integrated's extensive resources. This includes advanced financial planning tools, sophisticated investment management solutions, robust technology infrastructure, and specialized business coaching, all designed to elevate client service and operational efficiency.

This integration is a key component of Integrated Partners' ongoing expansion strategy, which prioritizes partnering with dynamic advisory groups seeking to scale their operations while retaining their entrepreneurial spirit and client-centric approach. With this addition, Integrated Partners now oversees more than $25 billion in assets under advisement, demonstrating substantial momentum in its advisor recruitment efforts throughout 2026. The firm has a history of strategic growth, having previously welcomed firms like Fair Street Advisors and Pisces Wealth earlier in the year.

Brick by Brick Wealth Advisors has cultivated a reputation for delivering personalized financial strategies aimed at achieving enduring client prosperity. Their decision to join Integrated Partners reflects a shared vision for long-term client success and a desire to access a broader ecosystem of support. This partnership is expected to empower the Brick by Brick team to further refine their offerings, particularly for clients with complex financial needs, while maintaining the high level of personalized attention that has defined their practice.

Adrian Duran, Vice President and Head of Advisor Recruiting at Integrated Partners, highlighted the strategic alignment, stating, "BXB has a clear and ambitious roadmap for growth. With Integrated’s deep bench of resources and innovative platform now available to them, Kent and his team will have the scale and support needed to expand their capabilities, particularly in the ultra-high-net-worth space." This sentiment is echoed by Kent Zeidman, who noted, "Integrated provides the perfect balance of partnership and independence we need to move up market while preserving the personalized service our clients expect."

The wealth management sector continues to see consolidation and strategic partnerships as firms aim to enhance capabilities and reach. The trend towards specialization, particularly in serving the ultra-high-net-worth demographic, requires significant investment in technology, talent, and specialized advisory services. Integrated Partners' proactive approach in acquiring and integrating firms like Brick by Brick Wealth Advisors positions it favorably within this competitive environment, reinforcing its standing as a premier platform for growth-oriented financial advisors.