Kintra, a registered investment advisor (RIA), launched with six wealth management firms entering into an agreement to merge. These existing wealth management firms represent over $4 billion in assets under management and 74 employees nationwide, across Pennsylvania, New Jersey, Rhode Island, Massachusetts, Ohio, Kentucky, Florida and Texas.
Kintra unites wealth management firms with the belief that, together, like-minded firms can achieve better outcomes for clients. The firm’s advisors will bring decades of experience serving individuals and families, business owners and institutions across the United States, combining a depth of knowledge to help clients create lives of meaning and impact.
“At Kintra, each of our firms has built something strong independently, but, by coming together, we’re able to elevate the client experience, expand our capabilities and invest more deeply in a modern, technology-enabled platform,” Andy Harris, co-founder and CEO of Kintra, said. “Most importantly, this allows our advisors to collaborate more intentionally, so clients benefit from a broader perspective, deeper planning, and more thoughtful guidance.”
Nick Loring, co-founder of Kintra, said, “As we look ahead, we’re focused on bringing the right people into this community. That means advisors who share our values and want to build something that genuinely lasts. Kintra is designed to grow in a way that makes us better, not just bigger.”
Jim Cox, co-founder of Kintra, added, “We believe wealth is a means, not an end. At its best, it gives people the freedom to spend time with those they love, pursue what matters to them, and live with intention. Our role is to help clients build that kind of life with clarity, confidence and purpose.”
