Integrated Wealth Concepts LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Waltham, MA. Its latest Form ADV filing, dated April 22, 2026, reports $18.9B in regulatory assets under management, 493 employees, 120 offices, and 56,386 accounts.
Assets Under Management
$18.9B
Employees
493
Offices
120 offices
Total Clients
25,899
Primary office
WALTHAM, MA
200 5TH AVENUE, 4TH FLOOR, WALTHAM, MA, United States
Top client segmentIndividuals represent 61.9% of total clients.
Top client categories% of clientsClients
1
Individuals
61.9%
16,024
2
HNWI
35.7%
9,250
3
Corporations
1.1%
283
4
Pension Plans
1.1%
273
5
Charitable
0.3%
68
Additional categories (<0.1%)
INVESTMENT CLUB<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$18.9Bas of April 22, 2026
Discretionary100.0%
$18.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$18.9B
Total Accounts56,386
10Y AUM Change+$18.4B (+3340.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees493
Clients per Employee53:1
10Y Employee Change+288 (+140.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.