Headquartered in Pittsford, New York, with additional operations in Ponte Vedra Beach, Florida, iTP distinguishes itself through an equity-stakeholder model. Advisors within the firm are not merely affiliated professionals but share ownership of the enterprise. According to Sansone and Hartman, the decision to partner with Cetera followed extensive due diligence, centered on finding a firm capable of offering institutional-grade technology while maintaining a personal, responsive service culture.

By adopting Cetera’s Blueprint infrastructure, iTP gains access to a flexible, multi-custodial environment that integrates with their existing workflows, including their current use of Pershing. This move allows the firm to scale its operations without the heavy lifting typically required to build proprietary middle-office systems. As iTP looks to recruit additional advisors, the partnership serves as a core component of their growth strategy, aimed at attracting independent practices that seek the benefits of an RIA model without the administrative burden of full-scale internal development.