Building something better, together
Kintra wasn’t created because independent firms wanted to get bigger.
It was created because they believed they could build something better.
Across the country, exceptional wealth management firms were asking a similar question: How could they evolve with a changing industry while preserving the relationships and cultures that made them successful?
The traditional answer was to join a larger organization.
We believed there was a better one.
What if we built something together?
An advisor-owned community where exceptional people could share ideas, strengthen one another, and build for the future all while preserving what matters most to the clients and communities they serve.
Because we believe independence
doesn't have to mean doing it alone.
When advisors are stronger together, clients benefit too.
That’s why we built Kintra.
Kintra brings together independent firms around a shared belief: we can accomplish more for our clients, our teams, and our communities when we work together.
What Makes Kintra Different
Advisor-owned community
Collaboration
Seat at the table
Culture
Our Story
2023
The conversation begins
Veteran wealth-management leaders meet around what a truly modern, advisor-led firm could look like — one that puts families first and gives advisors real ownership.
2024
Founding partners gather
Founding firms from New Jersey, Ohio, Massachusetts, Pennsylvania, Rhode Island, Kentucky, Florida, and Texas come to the table. Capital committed. The brand is born.
2025
Kintra is launched
Andy Harris is named CEO. Fidelity is selected as primary custodian.
2026
A national kinship takes shape
The Partner Forum convenes for the first time. New founding firms continue to join. Caring for families across generations begins. Ten offices. Seventy-four professionals. Four billion dollars in client assets.
Growing Together
Growth at Kintra isn’t simply about becoming bigger. It’s about becoming better by bringing people, perspectives, and capabilities that strengthen what we can provide to the people we serve. As we grow, we’ll continue building on the values that brought us together while creating a firm designed to endure for generations.