The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Integrated
Integrated Partners, an RIA with more than $23.8 billion in assets under advisement, has brought Morrison Nordmann Wealth Management to its platform. Any financial terms as part of the move weren’t disclosed.

The Lansing, Michigan-based team brings about $200 million in client assets and is led by president Matt Nordmann and managing director Scott Morrison.

Morrison Nordmann serves high net worth families, business owners and others.

Morrison Nordmann is the second Michigan-based firm to join Integrated in 2025, following the onboarding of Prout Financial Design earlier this year. With the latest partnership, the firm will close 2025 with $2 billion in new assets on the platform. Integrated was founded in 1996.

EP Wealth Advisors, ClearView Wealth Advisors
EP Wealth Advisors, an RIA, has bought Clearview Wealth Advisors, which serves clients in the Pacific Northwest and Phoenix metropolitan area. The financial and legal terms were not disclosed.

The Clearview team will join EP Wealth’s Phoenix region, adding nearly $218 million in AuM. The firm will gain access to EP’s expanded planning, tax and investment resources.

Clearview Advisors comprises the father-and-son team of Michael and Corbin Coursey. 

The Clearview team will integrate with EP Wealth’s Phoenix region under regional directors M J Nodilo and Adrian Larson.

This marks EP Wealth’s ninth strategic partnership of 2025.