Hailey
Integrated Partners has strengthened its Midwest presence by adding two Kansas-based wealth advisory firms, Pisces Wealth and Hillside Wealth, bringing approximately $300 million in assets under management (AUM) to its platform.
The advisor teams transitioned from Keating Financial Advisory Services, a well-known Manhattan, Kansas–based registered investment advisor that became independent in 2025.
This move reflects a broader shift in the wealth management industry, where advisors are seeking flexible RIA platforms, deeper planning support, and scalable growth opportunities while maintaining a fee-only fiduciary model.
Details Of The Kansas Advisor Transition
The expansion centers on two related advisory practices:
- Pisces Wealth, based in Lawrence, Kansas, is led by Greg Hill and James Norton and oversees about $300 million in AUM.
- Hillside Wealth is led by Josh Hill and manages roughly $30 million in client assets.
Although the firms will remain operationally distinct, they will share a unified operating structure within Integrated Partners.
All three advisors previously worked under Keating Financial Advisory Services, giving the transition continuity for clients while expanding platform resources for advisors.
Background On Keating Financial Advisory Services
The move follows a significant restructuring at Keating Financial Advisory Services. In July 2025, Keating ended a 26-year relationship with Raymond James to operate as a fully independent RIA.
At the time of its transition, Keating had approximately:
- $2 billion in AUM
- 50 employees
- 25 financial advisors
Keating adopted a multi-custodial strategy, maintaining Raymond James as a custodian while adding Charles Schwab, giving affiliated advisors greater flexibility.
The firm also emphasized open architecture technology and advisor independence, which helped pave the way for teams like Pisces and Hillside to pursue new strategic partnerships.
Why Integrated Partners Was Chosen
The Pisces and Hillside teams cited Integrated’s ability to support high-net-worth and ultra-high-net-worth clients as a key reason for the move. Integrated offers advanced capabilities in:
- Comprehensive financial planning
- Sophisticated investment management
- Business owner and succession planning
- CPA-aligned advisory services
A major differentiator is Integrated’s CPA Alliance, which allows financial advisors to partner closely with accounting firms. This model supports deeper tax-aware planning and referral-driven growth, especially for complex client cases.
Integrated has supported an RIA-only option since 2017, aligning well with the fee-only structure preferred by the Kansas teams.
Integrated Partners Firm Overview
Integrated Partners is a CPA-focused hybrid RIA and operates as an office of supervisory jurisdiction of LPL Financial. Key firm details include:
- More than $23.8 billion in client assets
- Employee-owned, founded about 30 years ago
- Headquarters in Waltham, Massachusetts
- A CPA Alliance network of over 250 CPA firms
- Nearly $2 billion in new advisory relationships added in 2025
Looking ahead, Integrated has stated that its 2026 priorities include organic advisor growth, deeper planning for complex households, and increased use of technology and artificial intelligence to enhance advisor efficiency.
Key Information
| Category | Details |
|---|---|
| Receiving Firm | Integrated Partners |
| New Kansas Firms | Pisces Wealth, Hillside Wealth |
| Assets Added | ~$300M AUM |
| Hillside Assets | ~$30M AUM |
| Lead Advisors | Greg Hill, James Norton, Josh Hill |
| Previous Firm | Keating Financial Advisory Services |
| Keating Size | $2B AUM, 25 advisors, 50 staff |
| Integrated Total Assets | $23.8B+ |
| CPA Network | 250+ CPA partners |
The addition of Pisces Wealth and Hillside Wealth marks a meaningful expansion for Integrated Partners in the Kansas market.
By bringing in approximately $300 million in fee-only assets, Integrated continues to attract experienced advisor teams seeking advanced planning capabilities and scalable growth without sacrificing independence.
This move also underscores a larger industry trend: advisors are increasingly favoring RIA platforms that combine flexibility, tax-focused planning, and technology-driven support—qualities that Integrated is positioning at the center of its long-term strategy.