M and A
Deals Of The Day: The Latest In Wealth Management M&A – Integrated, City Square
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The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Integrated Partners, City Square
Integrated
Partners, an RIA, has brought City Square Wealth
Management into its network – a firm with about $850 million of
client assets.
City Square, based in Charlestown, Massachusetts, has a team of 15 people, including six advisors and nine support professionals.
The City Square move follows affiliations with Scottsdale-based SIGIL Family Office and Denver-based Brick by Brick Wealth Advisors.
Integrated, which is nearing its 30th anniversary, has more than 220 advisors, 250-plus certified public accountants and 116 regional offices. At the end of 2025, the firm had $25 billion in assets under advisement.