City Square Leaves Ameriprise With $850 Million, Joining Integrated Partners

1 articles · Updated · Wealth Management · May 12

$850 million City Square Wealth Management left Ameriprise after about 12 years and joined Integrated Partners, bringing six advisors and nine support staff to the Boston-area hybrid RIA platform.
The Charlestown, Massachusetts firm will join Integrated's Form ADV while keeping its name and ownership stake, a structure aimed at preserving independence inside the larger platform.
Integrated said the move reflects a planning-focused cultural fit and its pitch of advisor support through technology, expertise and a CPA Alliance that links more than 250 CPAs for client service and referrals.
The addition extends Integrated's run of recruiting broker-dealer teams, lifting a network that already spans 116 offices, more than 220 advisors and over $25 billion in assets; it added a $609 million Ameriprise team in Denver in April.

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