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Boston-Based LPL Firm Expects to Grow By $1 Billion in 2019

Integrated Financial Partners opened six new offices and added $900 million in assets last year.

Boston-based Integrated Financial Partners, a hybrid registered investment advisor and office of supervisory jurisdiction of LPL Financial, added six regional offices and 12 new advisors managing $900 million in client assets in 2018. The super OSJ now has a total 127 advisors across 36 offices and $5.6 billion in brokerage and advisory assets. 

The pipeline of new advisors who are considering the firm is just as promising for this year, said Robert Sandrew, senior vice president and head of recruitment at IFP, in an interview with WealthManagement.com. The firm expects to add another $1 billion in new assets in 2019. 

While most of the firm's advisors are concentrated in the Northeast and Southwest, IFP (not to be confused with Independent Financial Partners, another super OSJ of LPL) is looking for advisors throughout the U.S.

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