Integrated Partners Adds San Diego-based RetirementDNA
January 25, 2025
Integrated Partners, a national RIA serving over $20 billion in assets under advisement, announced that San Diego-based RetirementDNA has joined its network. The deal expands Integrated Partners' West Coast presence and strengthens its retirement plan and private wealth management capabilities by providing RetirementDNA access to Integrated's institutional resources and CPA alliance program.
- Buyers
- Integrated Partners
- Targets
- RetirementDNA
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Addon
Explore More
Related Acquisitions
-
Concurrent Investment Advisors Acquires Next Retirement Solutions
December 12, 2025
Wealth Management
Concurrent Investment Advisors completed the full acquisition of Next Retirement Solutions, a retirement-advisory practice overseeing roughly $10 billion in plan assets and about 150,000 plan participants. The deal brings Next Retirement’s retirement-plan capabilities in-house as Concurrent expands its retirement services and organic growth channels.
-
OneDigital Acquires Retirement Services Division of BayBridge Capital Group
March 24, 2025
Financial Services
OneDigital Investment Advisors LLC has acquired the Retirement Services Division of BayBridge Capital Group in Pleasanton, California. The deal expands OneDigital's financial services and retirement capabilities in the San Francisco Bay Area while the remaining BayBridge wealth-management business will continue to operate under the BayBridge name.
-
Broadridge Acquires iJoin, Retirement Plan Technology Provider
September 9, 2025
Cloud & SaaS
Broadridge Financial Solutions has acquired iJoin, a retirement plan technology provider that offers participant onboarding, managed accounts, retirement income tools, and data-driven engagement services. The acquisition augments Broadridge’s retirement plan servicing, analytics, and participant communications capabilities to deliver more personalized onboarding and lifetime-income solutions for record keepers, advisors, asset managers, and insurers.
-
Integrated Partners Onboards Prout Financial Design
March 18, 2025
Wealth Management
Integrated Partners, a national RIA and financial planning platform, announced that Prout Financial Design of Traverse City, Michigan (over $331 million AUA) has joined its network. Prout will use Integrated's investment management platform, marketing and succession-planning support to pursue growth, attract higher-net-worth clients and ensure continuity for the firm's advisors.
-
Wealth Enhancement Group Acquires Retirement Advisory Group
November 8, 2023
Financial Services
Wealth Enhancement Group, a national independent wealth management firm, announced the acquisition of Retirement Advisory Group, a hybrid RIA based in Eden Prairie, Minnesota, bringing roughly $150 million in client assets and a five-person team into Wealth Enhancement's platform. The deal expands Wealth Enhancement Group's Twin Cities presence and increases its assets under management.
-
Integrated Pension Services Acquires BDS Consulting Group
February 19, 2026
Consulting
Integrated Pension Services, a national retirement plan consulting and compliance firm based in Boston, has acquired BDS Consulting Group, a specialized retirement plan consulting firm serving more than 260 plan clients nationwide. The deal includes all client relationships and staff (BDS employees will join Integrated Pension) and expands Integrated Pension's scale by nearly 50%, strengthening its retirement plan compliance and workplace wealth capabilities.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.