Integrated Partners Adds $331M Michigan Advisory to Network

Integrated Partners, a Boston-based RIA and LPL Financial affiliate managing over $21.3 billion in assets under advisement (AUA), has brought Prout Financial Design—a Traverse City, MI firm with $331 million in AUA—into its fold. This follows Integrated’s pattern of expansion, with recent additions like RetirementDNA, a $1 billion firm, in January 2025 and a strong 2023 where it added more than $3 billion in assets.

Prout, known for 25 years of community-focused financial planning and a weekly radio show on financial literacy, gains access to Integrated’s investment management platform, succession planning tools, CPA Alliance program, and marketing support. This move bolsters Integrated’s Midwest presence and enhances its service offerings, particularly in estate planning and high-net-worth client acquisition.

“Our firm had reached a crucial inflection point where we needed a partner that not only shares our philosophy but also offers the resources and support to elevate our practice,” said Prout. “Integrated Partners stood out as the ideal fit, especially given its focus on succession planning and commitment to helping firms scale with purpose.

As part of the transition, Heidi Cartwright, a financial advisor and managing director at Prout, will take on a key role in steering the firm’s ongoing growth, working closely with founder Prout and his son, advisor Nathan Prout.

“We believe in empowering firms with the coaching, consulting and infrastructure they need to expand strategically and build a legacy that lasts,” added Rob Sandrew, chief growth officer at Integrated Partners.