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

Integrated Partners, an RIA with more than $21 billion in assets under advisement, has brought in Corey Wealth Partners, a Boston-based advisory team, as its latest affiliate. 

Corey, which was founded by its managing partner Jeff Corey, has almost $370 million in client assets.

“Joining Integrated Partners marks a pivotal moment for our team,” Corey said. “We’ve built our reputation on deep relationships and sophisticated planning. With Integrated’s CPA network, planning team and streamlined investment platform, we’re now positioned to deliver an even higher level of service to our clients while scaling the business efficiently.”

Corey Wealth Partners' team includes Lincoln Hurney, partner; Masiel Yarbrough, director of operations; Danielle Hansen, director of client experience; Adam Marcellus, relationship manager; and Yolanda Fox, client service associate.

In 2025, Integrated has already added about $2 billion in assets through new advisory relationships: Retirement DNA in January; Prout Financial Design in February; Albritton Financial Services in April; and now Corey Wealth Partners. Integrated, which was established in 1996, has more than 220 advisors, 200-plus CPAs and 116 regional offices across the US.