Updated
Updated · PR Newswire · Aug 4
iTP Partners Joins Cetera, Launches $3.5 Billion Blue Horizon Equity RIA
Updated
Updated · PR Newswire · Aug 4

iTP Partners Joins Cetera, Launches $3.5 Billion Blue Horizon Equity RIA

3 articles · Updated · PR Newswire · Aug 4

Summary

  • iTP Partners moved to Cetera from Osaic and simultaneously launched Blue Horizon Equity, an independent RIA starting with about $3.5 billion in assets under administration and nearly 50 advisors.
  • Cetera won the mandate after iTP reviewed multiple broker-dealers, with founders Bob Sansone and Jeff Hartman citing Blueprint's flexible infrastructure, multi-custodial setup and ability to keep Pershing.
  • Blue Horizon will run on Cetera's Blueprint platform, which provides middle-office support and RIA autonomy aimed at helping advisory firms scale without building the infrastructure themselves.
  • The firm says the transition is meant to accelerate recruiting and asset growth by offering advisors equity ownership inside iTP's model, while Cetera points to 98.4% advisor retention as evidence of its support system.

Insights

Why did a $3.5 billion advisory firm abandon Osaic for Cetera, and what does it reveal about wealth management's future?
Will the rapid shift to multi-custodial RIA platforms like Blueprint ultimately redefine who truly owns the client relationship?
How is private equity fueling a platform war that lets independent financial advisors keep their equity while shedding operational burdens?